How do I email a “Quote”?

Modified on: Tue, 9 Jun, 2020 at 10:52 AM

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:

 

  1. Create the quote, if you don’t already have one.

  2. Go to Dashboard > Quotes > Select the quote Select Send Email from the action panel to the right

  3. Now, preview the fields and click Send Email. (To know more on Format, Click here)

    Preview & Send In-app view

  1. Your customer now receives an email with an “Accept quote” link.

  2. Clicking on the “Accept Quote hyperlink” leads the customer to a Checkout page, subscribing to which creates an Invoice for the customer.

 

Related articles and Documentation

Quotes

How to include the payment link in quote email as a hyperlink?



K
Kirthiga is the author of this solution article.

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