How to Use the New Quoting Process with Chargify Integration

Learn how to efficiently use the new quoting process, integrate with Chargify, and manage your quotes effectively.

05 Feb 2025 By George Haskell

In this guide, we'll learn how to navigate the new quoting process effectively. This involves adding a new quote from a deal, confirming information, and ensuring that only items with SKUs are included. We'll also explore how to use the standard quote and the importance of selecting the correct payment page, specifically Chargify, to streamline the process. By following these steps, you'll ensure a smooth transition from quote creation to order placement.

Let's get started

This video demonstrates how to use the new quoting process. Starting from a deal, add a new quote. Confirm your information and click next. Confirm your information again and click next.

Step #1: Click on "+ Add" — Click on "+ Add"

Step #2: Click on "Next >" — Click on "Next >"

Step #3: Click on "Next >" — Click on "Next >"

When adding items to the quote, ensure you only include items with SKUs.

Step #4: Click on "Add line item ▼" — Click on "Add line item ▼"

I will add from the product, one item at a time.

Step #5: Click on "Select from product library" — Click on "Select from product library"

I will add from the custom library and, in views, select standard plans.

Step #7: Click on "Standard Plans" — Click on "Standard Plans"

If you're adding any of these, you can use this. If not, you need to use the old process.

Step #8: Select a SKU from the "Standard Quote" view. — Select a SKU from the "Standard Quote" view.

Step #9: Click on "Add" — Click on "Add"

Step #10: Click on "Next >" — Click on "Next >"

Step #12: Continue with the process until you reach the "Template and Details" Step — Continue with the process until you reach the "Template and Details" Step

Step #13: Click on "Next >" — Click on "Next >"

Step #14: Click on "Standard Quote" — Click on "Standard Quote"

The way to know we've done this correctly is by seeing a purple "Pay Now" button with sparkles. A purple "Pay Now" button indicates a credit card will be processed directly through Chargify.

Step #15: Click on "Next >" — Click on "Next >"

I can hit next and review. . When you use this quote, instead of going to the PayPal or HubSpot payment page, users are redirected to the Chargify payment page.

Step #16: Click on "* Pay Now" — Click on "* Pay Now"

In this process, they set up directly with Chargify. Everything else remains the same after this step. They'll fill out the form, place the order, and then proceed to the Sendspark signup page. Inform them that activation will take some time afterward, as it redirects to the signup page.

Step #17: Click on "Create" — Click on "Create"