Chargebee CPQ for Salesforce
Overview
Chargebee CPQ brings advanced quoting capabilities to Salesforce, enabling sales teams to create quotes directly within Salesforce while leveraging Chargebee's product catalog and pricing engine.
Key Features
- Ramps: Create quotes with ramped pricing structures over time.
- Multi-Frequency Billing, Multi-plans subscriptions: Combine multiple products with different billing frequencies in a single quote.
- Access Control for Field Permissions: Set permissions to control visibility and editing rights for quote fields.
Unsupported Capabilities
Chargebee CPQ for Salesforce does not currently support the following capabilities:
- Coupons (Supported in 1.71+)
- Time-Based Discounting
- Chargebee Approvals
- Tier Overrides
Note
1. When multiple Chargebee sites are connected
When multiple Chargebee sites are connected to your Salesforce org, the quote operation will be executed against the Chargebee site that the Salesforce Account is mapped to.
2. Quote creation creates a customer in Chargebee
Chargebee CPQ requires all quotes to link to a Chargebee customer. If the linked Salesforce Account doesn't have a customer in Chargebee, Chargebee automatically creates one during quote creation.
3. Create Quote quick action
To use the new Chargebee CPQ quoting experience, add the Create Quote quick action to the page layout. Avoid using the standard New Quote button, as it triggers the legacy quoting flow.
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