Configure · Price · Quote

AI-powered CPQ built for the full quote-to-revenue journey

Chargebee CPQ is built on the same billing engine that runs your subscriptions. Every quote pulls from your live catalog and becomes a billing record at close.

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Selling Changed.
Your CPQ Didn't.

Most CPQ tools were designed for manufacturing orders, real estate contracts, and perpetual license software deals. Clean SKUs. Flat pricing. Predictable handoffs. That world still exists, but it's not the one you're selling in.

If you're selling SaaS, AI products, or digital services today, the deals look different.

Traditional software

What you sell

Access to a tool, a seat, or a license

How you prove value

Demo and a signature

How you price it

One-time license or flat per-seat rate

SaaS

What you sell

Platform access with usage measures

How you prove value

14-day free trial or a demo

How you price it

Tiers, usage limits, annual commits

AI products

What you sell

Outcomes and consumption

How you prove value

90-day pilot on real data

How you price it

Usage, outcomes, and commits combined

Why CPQ works better when it's built on billing

Most CPQ software is built on top of CRM. That means the billing system is downstream, a separate destination that sales data gets pushed to, reformatted for, and re-entered into. The gap between those two systems is where pricing drifts, revenue leaks, and post-sale disputes start.

We built the Chargebee CPQ on top of our billing engine. Our quotes and the invoices share the same data model. That changes a few things in practice:

Pricing can't drift

Quotes pull directly from the live billing catalog. What sales quotes is always what finance bills.

Quotes provision automatically

A signed quote becomes a billing record. No re-keying of contract terms, subscription structure, ramp schedules.

Guardrails run on current pricing data

Pricing rules and approval workflows are based on current data from the billing catalog.

Usage and subscription models work natively

Usage-based pricing, tiered models, and ramp schedules are built into Chargebee Billing and CPQ.

The Quote-to-Revenue Lifecycle
The Quote-to-Revenue Lifecycle

Configure. Price. Approve.
Quote. Sign. All in one flow.

Configure & Price

One catalog drives every quote

Configure your products, pricing models, and discount rules in one catalog. Every quote your sales team generates pulls directly from it.

  • Mix platform fees, usage meters, and commit tiers in one catalog
  • Change models, tiers, and pilot SKUs
  • One catalog for PLG and enterprise
Quoting

Quotes for every deal type, configured without code

Build and customize quotes for every stage of the customer lifecycle. Tailor fields, branding, and product configurations without writing code.

  • Multi-product bundles, usage add-ons, one-time fees, and more in one quote
  • Show the right products and prices to the right rep or segment
  • Custom fields and form layouts, no engineering needed
Approvals

Exceptions route quickly to the right approver

Exceptions route automatically to the right stakeholder, by deal size, currency, product, or rep role. Once approved, a branded quote goes out in one click.

  • Multi-level approval workflows are built into the quoting flow
  • Live deal status inside the CRM, no chasing approvers
  • Branded proposals go out in one click once a deal clears
AI-Powered Selling Rules

Pricing and discount policies enforced at the point of quoting

Embed your pricing, packaging, and discount policies into the quoting flow so guardrails run automatically, and only true exceptions ever reach Finance or Legal.

  • Build rules using a no-code UI or an AI chat interface
  • Tell the AI what you need, and it configures the rule for your approval
  • Rules deployed and updated from the UI, no engineering needed
Sell Custom Usages

Usage entitlements negotiated and committed at the quote stage

Give your sales team the ability to customize usage entitlements directly from the quote, with the right controls in place.

  • Set custom entitlements on API limits, seat counts, or any usage metric
  • Overrides route through approval workflows, keeping Finance and RevOps in control
  • Agreed entitlements appear on the quote and the customer-facing PDF
E-Signature

Approval to signature to billing in one uninterrupted flow

Send quotes for signature without leaving Chargebee. Collect e-signatures and payments through a seamless experience.

  • Send, track, and receive signatures from inside the quoting flow
  • Billing starts automatically the moment a customer signs
  • Real-time signature status visible in the CRM

Quote any pricing model for any stage of the subscription lifecycle

Chargebee CPQ natively supports every pricing model in Chargebee Billing and every stage of the subscription lifecycle. Because CPQ is built on the billing engine, sales can quote any of these models without engineering support, and every quote automatically configures the correct billing logic at close. Renewals inherit existing terms. Expansions reflect current entitlements.

Seats + Usage-Based
Base Plan + Overages
AI Action/Workflow-Based
Pay-As-You-Go
Outcome-Based
Tiered Pricing
Volume-Based
Stairstep Pricing
Prepaid Credits
Block/Package Pricing

Built for Your Whole
Revenue Team

For Sales Reps

Spend less time on admin. Generate accurate quotes for complex products in minutes. Stay in Salesforce or HubSpot the entire time. Built-in cross-sell and upsell recommendations mean you capture full deal value on every quote.

For RevOps

Set pricing rules, discount controls, and approval workflows once. Enforce them automatically across every deal. Manage everything from the UI. No engineering dependency, no tickets, no exceptions creeping through.

For Finance

Every quote maps directly to a billing event. Contract terms, pricing, and subscription structure from the quote are the billing configuration. Audit-ready records for every deal. ASC 606 revenue recognition fires automatically on close.

What customers say

Pipetech
Pipetech

Complex Deals, Zero Quoting Friction

"Chargebee CPQ balances the flexibility sales needs with the control finance requires. It drastically cuts time to quote complex deals. We spend less time on admin and more time closing deals."

Chris McAleenan

CEO, Pipetech

RightNow Media
RightNow Media

Salesforce and Chargebee, Always in Sync

"The seamless data sync between Salesforce and Chargebee ensures our data is always in parity. Whether running reports in Salesforce or Chargebee, the data is perfectly aligned."

Ellen Towery

VP of Finance & Operations, RightNow Media

Read story ->
Letstalk
Letstalk

Two-Way Sync Between HubSpot and Chargebee

"The integration between Chargebee and HubSpot is allowing us to spend less time worrying about moving data between systems and more time focused on serving our partners."

Daniel Boyce

CPO, Let's Talk Interactive

Read story ->

CPQ is one part of the quote-to-revenue process.

Every stage is connected on one platform built for how modern revenue works.

FAQs

CPQ software automates building accurate quotes: configuring products, applying pricing rules, generating documents, and routing approvals. The best CPQ tools integrate with CRM and billing to eliminate errors between quote and invoice.

When you sell bundles, usage tiers, multi-year deals with ramps, and enterprise packages with custom terms, a CRM alone falls short. Without CPQ, reps configure quotes manually, finance cleans up errors, and deals slow down. CPQ automates the entire quoting process so every team moves faster.

Most CPQ tools stop at the quote. Deal details get re-entered into billing manually, and that's where errors start. A billing-native CPQ like Chargebee shares the same platform as billing and RevRec. When a deal closes, subscription, invoice, and revenue schedule are created automatically.

Chargebee CPQ is a billing-native CPQ for B2B SaaS and AI-native companies. Sales teams configure bundles, usage pricing, and multi-year ramps from Salesforce or HubSpot, route approvals, and send quotes. When accepted, Chargebee creates the subscription and starts billing.

Most CPQ software is built on top of CRM data. The billing system sits downstream, receiving re-entered deal information. That gap creates pricing drift, invoice mismatches, and post-sale disputes. Chargebee CPQ is built on the billing engine, so quotes and invoices share the same data model. There's no separate price book to sync, no translation layer, and no manual handoff between quoting and billing.

B2B SaaS and AI-native companies running sales-assisted or hybrid go-to-market motions. Chargebee CPQ is especially suited for teams handling usage-based pricing, multi-product bundles, ramp deals, or enterprise buying cycles.

Chargebee CPQ integrates natively with Salesforce and HubSpot with bidirectional real-time data sync.

Yes. Chargebee CPQ runs on Chargebee Billing, which natively supports usage-based, tiered, volume, flat-fee, per-seat, and hybrid pricing models. All of these are available in the quoting process without custom configuration.

Yes. Chargebee CPQ supports the full subscription lifecycle: new business quoting, renewal automation, upsell and cross-sell configuration, and expansion MRR quoting. Renewal quotes inherit exact terms from the existing subscription automatically.

Most teams are live within weeks. Configure your product catalog, pricing rules, and approval workflows once, and the system runs from there. No full-time CPQ admin required.

Turn quotes into revenue, automatically.

Chargebee CPQ gives you AI-powered selling rules, approval workflows, pricing ramps and more across your entire quote-to-cash flow. Close deals faster, eliminate billing errors, and act on every opportunity.

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