# Manage Subscriptions > **Source**: [Chargebee](https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions) > >

Learn to create, update, and manage subscriptions with ease.

## Browse Collection 1. [How to Create a Subscription in Chargebee?](https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions/aaC5b07LZtI-how-to-create-a-subscription-in-chargebee.md) (Video) 2. [How to Pause and Resume Subscriptions?](https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions/JZbjtnFUum4-how-to-pause-and-resume-subscriptions.md) (Video) 3. [How to Cancel a Subscription?](https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions/9dlCQxEa3Lw-how-to-cancel-a-subscription.md) (Video) 4. [How to Reactivate a Subscription? ](https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions/CZdZnKxvVNY-how-to-reactivate-a-subscription.md) (Video) 5. [How to Create a Quote for a Subscription Change?](https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions/jIVuqRrX5As-how-to-create-a-quote-for-a-subscription-change.md) (Video) 6. [Understanding Various Subscription Statuses in Chargebee](https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions/UnK5hT192ws-understanding-various-subscription-statuses-in-chargebee.md) (Video) 7. [How to Edit Active Subscriptions?](https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions/XROTEd7GzO8-how-to-edit-active-subscriptions.md) (Video) 8. [How to Edit a Subscription in Trial?](https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions/P7iaNmBgQxk-how-to-edit-a-subscription-in-trial.md) (Video) 9. [How to Edit a Future Subscription?](https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions/la8lyEVeolM-how-to-edit-a-future-subscription.md) (Video) 10. [How to Edit a Non-Renewing Subscription?](https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions/OESe1XFHH98-how-to-edit-a-non-renewing-subscription.md) (Video) 11. [How to Edit a Paused Subscription?](https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions/F69Ceb9RtUQ-how-to-edit-a-paused-subscription.md) (Video) 12. [How to Edit a Cancelled Subscription?](https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions/BoMGWgbNUho-how-to-edit-a-cancelled-subscription.md) (Video) --- # VIDEO: How to Create a Quote for a Subscription Change? ## METADATA - id: i7ztJdCj4JIPAzSYkHHIJw - type: video - source: Chargebee - content_url: https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions/jIVuqRrX5As-how-to-create-a-quote-for-a-subscription-change - collection_url: https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions ## TRANSCRIPT - time: 00:00 url: https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions/jIVuqRrX5As-how-to-create-a-quote-for-a-subscription-change?start_time=0 text: In this video, let's see how to create and send a quote for an existing subscription change. In this video, let's - time: 00:06 url: https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions/jIVuqRrX5As-how-to-create-a-quote-for-a-subscription-change?start_time=6 text: see how to create a quote when you change an existing subscription. - time: 00:11 url: https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions/jIVuqRrX5As-how-to-create-a-quote-for-a-subscription-change?start_time=11 text: Let's say you want to make changes to this subscription. And send it as a quote to this customer. - time: 00:17 url: https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions/jIVuqRrX5As-how-to-create-a-quote-for-a-subscription-change?start_time=17 text: Open the subscription and click on create and send a quote. - time: 00:24 url: https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions/jIVuqRrX5As-how-to-create-a-quote-for-a-subscription-change?start_time=24 text: In this page, you can make all the proposed changes for this particular subscription. - time: 00:29 url: https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions/jIVuqRrX5As-how-to-create-a-quote-for-a-subscription-change?start_time=29 text: And that will be created as a new quote. - time: 00:32 url: https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions/jIVuqRrX5As-how-to-create-a-quote-for-a-subscription-change?start_time=32 text: Let's say this customer wants to move to a six month plan instead of an annual plan. - time: 00:40 url: https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions/jIVuqRrX5As-how-to-create-a-quote-for-a-subscription-change?start_time=40 text: Let's say they want to add four more additional user licenses - time: 00:44 url: https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions/jIVuqRrX5As-how-to-create-a-quote-for-a-subscription-change?start_time=44 text: because their team is growing. - time: 00:46 url: https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions/jIVuqRrX5As-how-to-create-a-quote-for-a-subscription-change?start_time=46 text: Now, once you make the changes, give your quote a name. - time: 00:50 url: https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions/jIVuqRrX5As-how-to-create-a-quote-for-a-subscription-change?start_time=50 text: Let's say this is a revised quote for ACME. - time: 00:53 url: https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions/jIVuqRrX5As-how-to-create-a-quote-for-a-subscription-change?start_time=53 text: Set the expiry date, the date until which this quote will be valid. - time: 00:59 url: https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions/jIVuqRrX5As-how-to-create-a-quote-for-a-subscription-change?start_time=59 text: Select the billing cycle for the subscription once the quote changes. - time: 01:03 url: https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions/jIVuqRrX5As-how-to-create-a-quote-for-a-subscription-change?start_time=63 text: Once they approve the quote. - time: 01:05 url: https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions/jIVuqRrX5As-how-to-create-a-quote-for-a-subscription-change?start_time=65 text: Add any notes if you have for the customer to refer. Ensure you have your signature added here and click on create - time: 01:11 url: https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions/jIVuqRrX5As-how-to-create-a-quote-for-a-subscription-change?start_time=71 text: quote. - time: 01:13 url: https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions/jIVuqRrX5As-how-to-create-a-quote-for-a-subscription-change?start_time=73 text: Once you do that, a quote has been successfully created. - time: 01:18 url: https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions/jIVuqRrX5As-how-to-create-a-quote-for-a-subscription-change?start_time=78 text: You can see that we move to the quotes tab and here you can find the quote created for Acme. - time: 01:24 url: https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions/jIVuqRrX5As-how-to-create-a-quote-for-a-subscription-change?start_time=84 text: You have the subscription terms available here and a detailed breakdown. - time: 01:31 url: https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions/jIVuqRrX5As-how-to-create-a-quote-for-a-subscription-change?start_time=91 text: Towards your right, you can find all the quote actions that you can perform. - time: 01:38 url: https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions/jIVuqRrX5As-how-to-create-a-quote-for-a-subscription-change?start_time=98 text: Edit quote, update the subscription, update the quote status. - time: 01:43 url: https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions/jIVuqRrX5As-how-to-create-a-quote-for-a-subscription-change?start_time=103 text: You can also send this quote as email right from this page. - time: 01:47 url: https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions/jIVuqRrX5As-how-to-create-a-quote-for-a-subscription-change?start_time=107 text: This is how you can add a quote to an existing subscription - time: 01:50 url: https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions/jIVuqRrX5As-how-to-create-a-quote-for-a-subscription-change?start_time=110 text: when you want to make changes to the subscription and then send out a quote to the customer. - time: 01:55 url: https://learn.chargebee.com/z35mjtgJLCg-manage-subscriptions/jIVuqRrX5As-how-to-create-a-quote-for-a-subscription-change?start_time=115 text: Thank you for watching. ## SUMMARY # How to Create and Send a Quote for an Existing Subscription Change In this guide, we will walk through the process of creating and sending a quote when you need to change an existing subscription. This can be useful if you want to propose changes to a subscription and send it as a quote to a customer. ## Steps to Create and Send a Quote 1. **Open the Subscription:** Navigate to the subscription you wish to modify. 2. **Create and Send a Quote:** Click on the "Create and Send a Quote" option. 3. **Make Proposed Changes:** On the new page, make all necessary changes to the subscription. For example: - Switch to a six-month plan instead of an annual plan. - Add additional user licenses, such as four more, to accommodate a growing team. 4. **Name Your Quote:** Provide a name for your quote, such as "Revised Quote for Acme." 5. **Set Expiry Date:** Specify the expiry date for the quote, indicating how long it will remain valid. 6. **Select Billing Cycle:** Choose the billing cycle for the subscription once the quote is approved. 7. **Add Notes:** Include any additional notes for the customer to refer to. 8. **Add Signature:** Ensure your signature is added to the quote. 9. **Create Quote:** Click on "Create Quote" to finalize the process. ## Post-Creation Actions Once the quote is created, you will be redirected to the Quotes tab where you can: - View the quote created for the customer, such as Acme. - Review the subscription terms and a detailed breakdown. - Perform various quote actions, including: - Edit the quote. - Update the subscription. - Update the quote status. - Send the quote via email directly from the page. This is how you can add a quote to an existing subscription, make necessary changes, and send it out to the customer. Thank you for watching.