Chargebee Integration Demo | All In One Sales Engagement

Workflow

Your sales team needs to jump through several hoops to incorporate contract terms into a subscription: Raise a quote, send a contract document, follow-up to get the customer to sign the contract, and finally create a subscription as per the contract terms.

Chargebee’s integration with GetAccept lets you go from ‘Send Quote’ to ‘Subscription Created’ in one seamless flow. Your sales team can send a Chargebee Quote as a contract document through GetAccept and get the contract e-signed. This integration does away with the manual effort of drafting contract documents, and even creates a new subscription automatically.

Set up Automation Rules

You can create workflows to automate actions in Chargebee, based on the customer’s actions on GetAccept:

Change the status of a Quote: When the customer e-signs a contract on GetAccept, the status of the corresponding Quote in Chargebee is automatically updated to ‘Accepted’
Create a subscription: When the contract is signed, a new subscription configured as per the terms of the contract is automatically created in Chargebee, with auto-collection set to ‘off’.

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Company info

Chargebee is a PCI Level 1 certified recurring billing platform for subscription based SaaS and eCommerce businesses. Chargebee integrates with the leading payment gateways like Stripe, Braintree, PayPal etc. around the world to let you automate recurring payment collection along with invoicing, taxes, accounting, email notifications, SaaS Metrics and customer management. Chargebee handles all your crucial workflows from lead to ledger with power packed integrations that include Salesforce, Xero, Quickbooks, Avalara, Slack, among others

Learning hubs

GetAccept integration

Chargebee

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