# Send Accurate Quotes Fast > **Source**: [Chargebee](https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast) > >

Generate quotes for prospects and convert them into subscriptions. Ideal for sales and support teams.

## Browse Collection 1. [How to Create Quotes in Chargeee? ](https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee.md) (Video) 2. [How to View Quotes in your Workspace?](https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/jqM7CyDSxCY-how-to-view-quotes-in-your-workspace.md) (Video) 3. [How to Extend the Expiry Date of a Quote?](https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/KNP6Gni6Cg8-how-to-extend-the-expiry-date-of-a-quote.md) (Video) 4. [How to Email a Quote to Your Customer?](https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/i47BKNs3jpo-how-to-email-a-quote-to-your-customer.md) (Video) --- # VIDEO: How to Create Quotes in Chargeee? ## METADATA - id: i3cOIk89EalcHmRGKvD3AQ - type: video - source: Chargebee - content_url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee - collection_url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast ## TRANSCRIPT - time: 00:00 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=0 text: In this video, we will learn how to create quotes for new subscriptions, - time: 00:04 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=4 text: existing subscriptions, - time: 00:05 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=5 text: and one time charges. - time: 00:07 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=7 text: As your company moves upmarket, - time: 00:09 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=9 text: quotes become mission critical when selling to enterprise deals. - time: 00:13 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=13 text: Chargebee helps you send quotes to customers. - time: 00:16 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=16 text: Quotes is only available on the Enterprise plan. - time: 00:20 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=20 text: First, let me show you where you can enable quotes in your workspace. - time: 00:24 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=24 text: Move to settings, click on configure Chargebee, scroll down and you will find customer facing essentials. - time: 00:32 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=32 text: Move to invoices, - time: 00:33 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=33 text: credit notes, and quotes, and then click on quotes. - time: 00:37 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=37 text: Enable so that you can start sending out quotes to your customers from your Chargebee workspace. - time: 00:43 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=43 text: Under quote settings, - time: 00:45 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=45 text: configure your quote title. - time: 00:48 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=48 text: Your numbering, how you want to number your quotes whether taxes are applicable. - time: 00:53 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=53 text: What's the validity period for your quote? And once they accept the quote link, where should customers be directed to - time: 00:59 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=59 text: and the payment terms if you would like it to be displayed on the quote? - time: 01:04 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=64 text: If you have any notes that you want your customers to refer to, you can add them here. - time: 01:11 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=71 text: Ensure you add the signature of the salesperson who is sending out the quote. - time: 01:15 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=75 text: If you have payment instructions applicable to your company, you can add them here. - time: 01:20 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=80 text: Once you have configured these settings, click on apply changes. - time: 01:25 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=85 text: On the left, You can see that quotes have been enabled in your workspace. - time: 01:30 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=90 text: Now let's see how you can create a quote for a customer. - time: 01:33 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=93 text: Move to the customers tab, open a customer for whom you'd like to send out a quote. - time: 01:40 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=100 text: Click on create quote. You can create a quote for the following. - time: 01:44 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=104 text: For a new subscription, - time: 01:46 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=106 text: let's say you want to send a quote to a prospect for approval. - time: 01:49 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=109 text: You can create a quote for a new subscription. You can create a new quote for an existing subscription when a customer wants to - time: 01:55 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=115 text: upgrade their plan or add or remove add-ons. - time: 01:59 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=119 text: Or you can create a quote for a one time charge. - time: 02:02 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=122 text: Let's say you want to bill a customer a one-time fee like an implementation fee, - time: 02:07 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=127 text: then you can send out a quote for a one-time charge. So these are the different options available for creating a quote. Let's look - time: 02:13 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=133 text: at how to create a quote for a new subscription. - time: 02:16 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=136 text: Click on proceed. - time: 02:17 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=137 text: Add the plan that the customer would like to go with. - time: 02:26 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=146 text: If you have any add ons or coupons applicable, you can add them here. - time: 02:31 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=151 text: Give your quote a name and select an expiry date. - time: 02:35 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=155 text: Specify - time: 02:36 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=156 text: when the subscription should start once they accept the quote and pay. - time: 02:40 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=160 text: You can also configure the - time: 02:42 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=162 text: billing - time: 02:43 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=163 text: cycle. - time: 02:44 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=164 text: If - time: 02:45 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=165 text: you - time: 02:46 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=166 text: want to add specific notes for this quote, You can add them here. Ensure you have your signature here for trust - time: 02:52 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=172 text: factor. - time: 02:53 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=173 text: Once you have configured all the details of the quote for this new subscription, - time: 02:57 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=177 text: click on create quote. - time: 03:02 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=182 text: After the quote is created, you can email a PDF of the quote to the customer. - time: 03:07 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=187 text: You can enable them to check out or you can get their acceptance via an email or a phone call, and then you can update - time: 03:13 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=193 text: the quote status manually here. Whether they've accepted, declined, or closed. - time: 03:20 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=200 text: So this is how you can create a quote for a new subscription. Now let's see how you can create a quote for an existing subscription. - time: 03:26 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=206 text: Let's say I want to create a quote for a subscription change. - time: 03:29 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=209 text: Let me choose this particular subscription. - time: 03:32 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=212 text: Let's say this particular customer who already has a subscription wants to move to a different plan. The customer also wants three more user - time: 03:42 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=222 text: licenses. - time: 03:43 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=223 text: I've made the necessary changes that this customer wants. Give your quote a name, set the expiry date, billing - time: 03:49 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=229 text: cycles, and then click on create quote. - time: 03:52 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=232 text: So now you've created a quote for an existing subscription that needed changes. - time: 03:58 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=238 text: Now let's look at how we can create a quote for a one time charge. - time: 04:02 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=242 text: I click on create quote. I select for a one time charge. - time: 04:07 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=247 text: So you can quickly add a quick charge. Let's say it's a one time fee. - time: 04:13 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=253 text: And then you click on add. - time: 04:16 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=256 text: Give your quote a name, set an expiry date, and fill the required fields, and then you can click on create - time: 04:22 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=262 text: quote. - time: 04:23 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=263 text: So this creates a quote for a one time charge. - time: 04:29 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=269 text: We've looked at three different ways that you can create a quote and send it out to a customer. - time: 04:34 url: https://learn.chargebee.com/6R5nrberRDc-send-accurate-quotes-fast/MF22mjy8nSU-how-to-create-quotes-in-chargeee?start_time=274 text: Thank you for watching. ## SUMMARY # How to Create Quotes in Chargebee In this guide, we will learn how to create quotes for new subscriptions, existing subscriptions, and one-time charges using Chargebee. As your company scales and moves upmarket, quotes become mission-critical when selling to enterprise deals in your pipeline. Chargebee helps you send quotes to customers efficiently. ## Enabling Quotes in Chargebee 1. Navigate to **Settings**. 2. Click on **Configure Chargebee**. 3. Scroll down to find **Customer-Facing Essentials**. 4. Move to **Invoices, Credit Notes, and Quotes** , then click on **Quotes**. 5. Enable quotes to start sending them out from your Chargebee workspace. ## Configuring Quote Settings - Set your quote title and numbering preferences. - Determine if taxes are applicable. - Specify the validity period for your quote. - Set the redirection link for customers upon quote acceptance. - Display payment terms on the quote if desired. - Add any notes for customer reference. - Include the salesperson's signature. - Add payment instructions if applicable. Once configured, click on **Apply Changes**. Quotes will now be enabled in your workspace. ## Creating a Quote for a Customer ### 1. New Subscription Quote 1. Go to the **Customers** tab and open a customer profile. 2. Click on **Create Quote**. 3. Select **New Subscription** for prospects needing approval. 4. Add the desired plan, applicable add-ons, or coupons. 5. Name your quote and set an expiry date. 6. Specify the subscription start date upon acceptance and payment. 7. Configure the billing cycle and add specific notes if needed. 8. Ensure your signature is included for trust. 9. Click on **Create Quote**. After creation, email a PDF of the quote to the customer. You can enable checkout or get acceptance via email or phone call. Update the quote status manually as accepted, declined, or closed. ### 2. Existing Subscription Quote 1. Select a subscription needing changes. 2. Make necessary changes, such as plan upgrades or additional licenses. 3. Name your quote, set the expiry date, and configure billing cycles. 4. Click on **Create Quote**. This creates a quote for an existing subscription that needed changes. ### 3. One-Time Charge Quote 1. Click on **Create Quote**. 2. Select **One-Time Charge**. 3. Add a quick charge, such as an implementation fee. 4. Name your quote, set an expiry date, and fill in the required fields. 5. Click on **Create Quote**. This creates a quote for a one-time charge. We have explored three different ways to create and send quotes to customers using Chargebee. Thank you for watching.