Docs
Summary
Chargebee lets you send quotes to your customers. Quotes can be sent for a new subscription, existing subscription, or one time charges. However, you have to do this manually using the send email button from the Quotes details page.
To email a “Quote” follow the steps below:
Create the quote, if you don't already have one.
Go to Dashboard > Quotes > Select the quote > Select Send Email from the action panel to the right
Now, preview the fields and click Send Email. (To know more on Format, Click here)
Preview & Send In-app view
Your customer now receives an email with an “Accept quote” link.
Clicking on the “Accept Quote hyperlink” leads the customer to a Checkout page, subscribing to which creates an Invoice for the customer.
Articles & FAQ