Configure · Price · Quote
AI-powered CPQ built for the full quote-to-revenue journey
Chargebee CPQ is built on the same billing engine that runs your subscriptions. Every quote pulls from your live catalog and becomes a billing record at close.
Selling Changed.
Your CPQ Didn't.
Most CPQ tools were designed for manufacturing orders, real estate contracts, and perpetual license software deals. Clean SKUs. Flat pricing. Predictable handoffs. That world still exists, but it's not the one you're selling in.
If you're selling SaaS, AI products, or digital services today, the deals look different.
Traditional software
What you sell
Access to a tool, a seat, or a license
How you prove value
Demo and a signature
How you price it
One-time license or flat per-seat rate
SaaS
What you sell
Platform access with usage measures
How you prove value
14-day free trial or a demo
How you price it
Tiers, usage limits, annual commits
AI products
What you sell
Outcomes and consumption
How you prove value
90-day pilot on real data
How you price it
Usage, outcomes, and commits combined
Why CPQ works better when it's built on billing
Most CPQ software is built on top of CRM. That means the billing system is downstream, a separate destination that sales data gets pushed to, reformatted for, and re-entered into. The gap between those two systems is where pricing drifts, revenue leaks, and post-sale disputes start.
We built the Chargebee CPQ on top of our billing engine. Our quotes and the invoices share the same data model. That changes a few things in practice:
Pricing can't drift
Quotes pull directly from the live billing catalog. What sales quotes is always what finance bills.
Quotes provision automatically
A signed quote becomes a billing record. No re-keying of contract terms, subscription structure, ramp schedules.
Guardrails run on current pricing data
Pricing rules and approval workflows are based on current data from the billing catalog.
Usage and subscription models work natively
Usage-based pricing, tiered models, and ramp schedules are built into Chargebee Billing and CPQ.
Configure. Price. Approve.
Quote. Sign. All in one flow.
One catalog drives every quote
Configure your products, pricing models, and discount rules in one catalog. Every quote your sales team generates pulls directly from it.
- Mix platform fees, usage meters, and commit tiers in one catalog
- Change models, tiers, and pilot SKUs
- One catalog for PLG and enterprise
Quotes for every deal type, configured without code
Build and customize quotes for every stage of the customer lifecycle. Tailor fields, branding, and product configurations without writing code.
- Multi-product bundles, usage add-ons, one-time fees, and more in one quote
- Show the right products and prices to the right rep or segment
- Custom fields and form layouts, no engineering needed
Exceptions route quickly to the right approver
Exceptions route automatically to the right stakeholder, by deal size, currency, product, or rep role. Once approved, a branded quote goes out in one click.
- Multi-level approval workflows are built into the quoting flow
- Live deal status inside the CRM, no chasing approvers
- Branded proposals go out in one click once a deal clears
Pricing and discount policies enforced at the point of quoting
Embed your pricing, packaging, and discount policies into the quoting flow so guardrails run automatically, and only true exceptions ever reach Finance or Legal.
- Build rules using a no-code UI or an AI chat interface
- Tell the AI what you need, and it configures the rule for your approval
- Rules deployed and updated from the UI, no engineering needed
Usage entitlements negotiated and committed at the quote stage
Give your sales team the ability to customize usage entitlements directly from the quote, with the right controls in place.
- Set custom entitlements on API limits, seat counts, or any usage metric
- Overrides route through approval workflows, keeping Finance and RevOps in control
- Agreed entitlements appear on the quote and the customer-facing PDF
Approval to signature to billing in one uninterrupted flow
Send quotes for signature without leaving Chargebee. Collect e-signatures and payments through a seamless experience.
- Send, track, and receive signatures from inside the quoting flow
- Billing starts automatically the moment a customer signs
- Real-time signature status visible in the CRM
Quote any pricing model for any stage of the subscription lifecycle
Chargebee CPQ natively supports every pricing model in Chargebee Billing and every stage of the subscription lifecycle. Because CPQ is built on the billing engine, sales can quote any of these models without engineering support, and every quote automatically configures the correct billing logic at close. Renewals inherit existing terms. Expansions reflect current entitlements.
Combines predictable per-user revenue with consumption-based growth, balancing team expansion with individual usage intensity.
Ideal for collaborative, multi-user products:
- Productivity & team collaboration software
- Enterprise developer tools
- AI copilots/workplace AI platforms
Popularly Used By
Guarantees minimum monthly revenue while being able to monetize high-usage behavior without imposing restrictive caps. It keeps entry costs predictable while allowing for natural expansion.
Ideal for products with predictable baseline usage:
- API-driven SaaS
- Data & analytics platforms
- Integration/workflow automation tools
Popularly Used By
Directly ties price to delivered value by charging per completed automation, making ROI transparent and eliminating waste from failed attempts.
Ideal for action-driven, agentic platforms:
- Automation and iPaaS platforms
- AI agent builder platforms
- No-code and low-code builders
Popularly Used By
Pure consumption model with no minimums or commitments, removing all friction from onboarding while maintaining complete usage flexibility.
Ideal for variable-demand, usage-first products:
- Cloud infrastructure providers
- Data & ML platforms
- Developer APIs
Popularly Used By
Bills customers only when the tool delivers a verifiable outcome. This builds trust in high-stakes categories by tying pricing directly to delivered results.
Ideal for products offering attributable outcomes:
- Customer support/CX platforms
- Revenue recovery tools
- Fraud & risk decisioning tools
Popularly Used By
Rewards scale with progressively lower unit costs across usage bands, encouraging customers to consolidate spend while improving their economics.
Ideal for products serving distinct usage segments:
- Marketing automation platforms
- Email and messaging tools
- Monitoring and observability services
Popularly Used By
Applies a single rate based on total volume reached, where hitting each threshold retroactively improves pricing across all units consumed.
Ideal for infrastructure and event-heavy products:
- Communication APIs (SMS, email, voice)
- Payment processors
- High-volume data processing platforms
Popularly Used By
Simplifies billing with flat fees for usage ranges, giving customers predictable costs while avoiding the complexity of per-unit calculations.
Ideal for products with predictable usage bands:
- Messaging platforms
- Push notification services
- Form and survey builders
Popularly Used By
Front-loads revenue through credit packages that customers draw down flexibly, improving cash flow while letting usage spike without friction.
Ideal for generative and compute-intensive products:
- Creative and media generation services
- LLM & GPU providers
- Multi-action agent platforms
Popularly Used By
Bundles usage into usage blocks, simplifying procurement for enterprise buyers who prefer predictable, approved spending increments.
Ideal for products sold in fixed capacity bundles:
- File storage and content platforms
- Document processing platforms
- Localization and translation tools
Popularly Used By
Built for Your Whole
Revenue Team
For Sales Reps
Spend less time on admin. Generate accurate quotes for complex products in minutes. Stay in Salesforce or HubSpot the entire time. Built-in cross-sell and upsell recommendations mean you capture full deal value on every quote.
For RevOps
Set pricing rules, discount controls, and approval workflows once. Enforce them automatically across every deal. Manage everything from the UI. No engineering dependency, no tickets, no exceptions creeping through.
For Finance
Every quote maps directly to a billing event. Contract terms, pricing, and subscription structure from the quote are the billing configuration. Audit-ready records for every deal. ASC 606 revenue recognition fires automatically on close.
What customers say
Complex Deals, Zero Quoting Friction
CPQ is one part of the quote-to-revenue process.
Every stage is connected on one platform built for how modern revenue works.
01
CPQ
Configure, quote, approve, send
02
Billing
Invoicing, usage metering, and collection
03
Collections
Automated dunning and failed payment recovery
04
Revenue Recognition
ASC 606 RevRec, auto-generated
Selling in the AI Era:
Field Notes
How AI-Native Companies Are Rewriting Go-to-Market
Why the SaaS GTM playbook breaks for AI — and what the new motion looks like.
Read BlogComplex Deal Readiness
for AI Companies
How to win bigger deals before
your operations catch up.
Boost Quote-to-Cash Efficiency With Subscription Ramps
How ramp pricing structures reduce friction in enterprise deals and accelerate close.
Read BlogThe Ideal RevOps Techstack for SaaS & AI Companies
What to build, what to buy, and how CPQ fits into a modern revenue stack.
Download
The RevOps Leader's Guide to Moving Upmarket
Everything that changes when you go from self-serve to enterprise — and how to build the infrastructure around it.
Read GuideFAQs
CPQ software automates building accurate quotes: configuring products, applying pricing rules, generating documents, and routing approvals. The best CPQ tools integrate with CRM and billing to eliminate errors between quote and invoice.
When you sell bundles, usage tiers, multi-year deals with ramps, and enterprise packages with custom terms, a CRM alone falls short. Without CPQ, reps configure quotes manually, finance cleans up errors, and deals slow down. CPQ automates the entire quoting process so every team moves faster.
Most CPQ tools stop at the quote. Deal details get re-entered into billing manually, and that's where errors start. A billing-native CPQ like Chargebee shares the same platform as billing and RevRec. When a deal closes, subscription, invoice, and revenue schedule are created automatically.
Chargebee CPQ is a billing-native CPQ for B2B SaaS and AI-native companies. Sales teams configure bundles, usage pricing, and multi-year ramps from Salesforce or HubSpot, route approvals, and send quotes. When accepted, Chargebee creates the subscription and starts billing.
Most CPQ software is built on top of CRM data. The billing system sits downstream, receiving re-entered deal information. That gap creates pricing drift, invoice mismatches, and post-sale disputes. Chargebee CPQ is built on the billing engine, so quotes and invoices share the same data model. There's no separate price book to sync, no translation layer, and no manual handoff between quoting and billing.
B2B SaaS and AI-native companies running sales-assisted or hybrid go-to-market motions. Chargebee CPQ is especially suited for teams handling usage-based pricing, multi-product bundles, ramp deals, or enterprise buying cycles.
Chargebee CPQ integrates natively with Salesforce and HubSpot with bidirectional real-time data sync.
Yes. Chargebee CPQ runs on Chargebee Billing, which natively supports usage-based, tiered, volume, flat-fee, per-seat, and hybrid pricing models. All of these are available in the quoting process without custom configuration.
Yes. Chargebee CPQ supports the full subscription lifecycle: new business quoting, renewal automation, upsell and cross-sell configuration, and expansion MRR quoting. Renewal quotes inherit exact terms from the existing subscription automatically.
Most teams are live within weeks. Configure your product catalog, pricing rules, and approval workflows once, and the system runs from there. No full-time CPQ admin required.
Turn quotes into revenue, automatically.
Chargebee CPQ gives you AI-powered selling rules, approval workflows, pricing ramps and more across your entire quote-to-cash flow. Close deals faster, eliminate billing errors, and act on every opportunity.
Read the docs →