Renewal Quote

Overview

Use renewal quotes to present upcoming subscription renewals for review or approval when changes are required. For example, a Customer Success Manager might update pricing or add or remove items before the customer's contract renews.

Creating a Renewal Quote

To create a renewal quote in your Chargebee Billing site, follow these steps:

1. Navigate to the Quotes page and click Create Quote. Alternatively, you can navigate to the specific customer or subscription record for which you are creating the quote, and click Create and Send a Quote.

2. On the Create quote popup, do the following:

   • In the Select a customer dropdown, select the relevant customer.
   • In the Quote type dropdown, select Renewal.
   • In the Choose subscription dropdown, select the subscription that is to be renewed.
     
   • Click Proceed.

3. The contract and pricing details of the subscription record are auto-populated in the renewal quote form. You can modify the details as required.

   

   Note

   In a renewal quote, the new contract start date is automatically set to the end date of the current contract.

4. You can make necessary changes to the proposed new contract by increasing the price, adding or removing items, updating the payment terms, contract end date, and so on.

   

5. To customize the feature entitlements for a line item, open the three-dot menu on the line item row and click Manage Entitlements. Entitlement changes apply only to the current quote and don't affect your product's default configuration.

   1. Review the entitlements table:
   • Feature: The name of the feature or capability.
   • Default Value: The value inherited from the product configuration.
   • Overridden Value: The customized value for this quote, if changed. Entitlements with overrides display an Override chip.
   • Availability: A toggle that turns the feature on or off for this customer.
   2. Manage the entitlements:
   • To edit an existing entitlement, click the Overridden Value field, or turn the Availability toggle on or off. Chargebee marks the change with an Override chip automatically.
   • To add a new entitlement, click Add New Feature and search for the feature you want to add.
   • To reset all overrides to the product's default values, click Enforce Standard Entitlements.
   3. Click Save Changes.

6. Click Create.

   

   You have successfully generated the renewal quote.

   Note

   This flow is applicable only when CPQ is enabled on your Chargebee site.

Next Steps

Once the quote is created, follow these steps:

1. Submit Quote for Approval (Optional)
2. Send Quote to Customer for Acceptance
3. Convert Quote to Subscription