POST /customers/{customer-id}/create_subscription_quote_for_items

Create a quote for new subscription line items of a customer.

Servers

Path parameters

Name Type Required Description
customer-id String Yes

Request headers

Name Type Required Description
chargebee-request-origin-device String No

The device from which the customer has made the request

Content-Type String Yes The media type of the request body.

Default value: "application/x-www-form-urlencoded"

chargebee-event-webhook String No

skip only webhooks

Possible values:

  • "all-disabled"
chargebee-business-entity-id String No

If the site has multiple business entities, you can use this custom HTTP header to specify the business entity for which Chargebee should perform the operation.

chargebee-event-actions String No

skip all actions to be done on the events

Possible values:

  • "all-disabled"
chargebee-request-origin-user String No

The email address of your customer/user. Use this when the email address has only ASCII characters.

chargebee-request-origin-ip String No

The IP address of the customer where the request originated

chargebee-request-origin-user-encoded String No

The Base64-encoded email address of your customer/user. Use this if the email address has UTF-8 characters. When this header is provided, the header chargebee-request-origin-user is ignored.

chargebee-event-email String No

skip only emails

Possible values:

  • "all-disabled"

Request body fields

Name Type Required Description
shipping_address Object No

Parameters for shipping_address

shipping_address.first_name String No

The first name of the contact.

shipping_address.state String No

The state/province name. Is set by Chargebee automatically for US, Canada and India If state_code is provided.

shipping_address.city String No

The name of the city.

shipping_address.validation_status String No

The address verification status. * partially_valid - The address is valid for taxability but has not been validated for shipping. * invalid - Address is invalid. * not_validated - Address is not yet validated. * valid - Address was validated successfully.

Possible values:

  • "partially_valid"
  • "valid"
  • "not_validated"
  • "invalid"

Default value: "not_validated"

shipping_address.line2 String No

Address line 2

shipping_address.line1 String No

Address line 1

shipping_address.email String No

The email address.

shipping_address.last_name String No

The last name of the contact.

shipping_address.company String No

The company name.

shipping_address.line3 String No

Address line 3

shipping_address.state_code String No

The ISO 3166-2 state/province code without the country prefix. Currently supported for USA, Canada and India. For instance, for Arizona (USA), set state_code as AZ (not US-AZ). For Tamil Nadu (India), set as TN (not IN-TN). For British Columbia (Canada), set as BC (not CA-BC).

shipping_address.zip String No

Zip or postal code. The number of characters is validated according to the rules specified here.

shipping_address.phone String No

The phone number.

shipping_address.country String No

The billing address country of the customer. Must be one of ISO 3166 alpha-2 country code.

Note : If you enter an invalid country code, the system will return an error.

Brexit

If you have enabled EU VAT in 2021 or later, or have manually enable the Brexit configuration, then XI (the code for United Kingdom -- Northern Ireland) is available as an option.

discounts Object No

Parameters for discounts

discounts.apply_on[] Array No
discounts.included_in_mrr[] Array No

The discount is included in MRR calculations for your site. This attribute is only applicable when duration_type is one_time and when the feature is enabled in Chargebee. Also, If the site-level setting is to exclude one-time discounts from MRR calculations, this value is always returned false.

discounts.period_unit[] Array No
discounts.percentage[] Array No

The percentage of the original amount that should be deducted from it.

discounts.start_date[] Array No

Specifies the start date for the discount. The period of the discount, as specified by the start_date and end_date determines the ramp(s) it will be part of.

Note

The parameter applies only when Chargebee CPQ is enabled. To request access, contact Chargebee Support.

discounts.period[] Array No

The duration of time for which the discount is attached to the subscription, in period_units. Applicable only when duration_type is limited_period.

discounts.end_date[] Array No

Specifies the end date for the discount. The period of the discount, as specified by the start_date and end_date determines the ramp(s) it will be part of.

Note

The parameter applies only when Chargebee CPQ is enabled. To request access, contact Chargebee Support.

discounts.amount[] Array No

The value of the discount. The format of this value depends on the kind of currency.

discounts.duration_type[] Array Yes
discounts.item_price_id[] Array No

The id of the item price in the subscription to which the discount is to be applied. Relevant only when apply_on = specific_item_price.

subscription Object No

Parameters for subscription

subscription.id String No

A unique and immutable identifier for the subscription. If not provided, it is autogenerated.

subscription.start_date Integer No

The date/time at which the subscription is to start or has started. If not provided, the subscription starts immediately on quote conversion. The quote can be converted on a date/time after this date. This is called backdating the subscription creation and is done when the subscription has already been provisioned but the conversion action has been delayed. Backdating is allowed only when the following prerequisites are met:

  • Backdating is enabled for subscription creation operations.
  • The current day of the month does not exceed the limit set in Chargebee for backdating such operations. This day is typically the day of the month by which the accounting for the previous month must be closed.
  • The date is not more than duration X into the past where X is the billing period of the plan. For example, if the period of the plan in the subscription is 2 months and today is 14th April, subscription[start_date] cannot be earlier than 14th February.
subscription.po_number String No

Purchase order number for this subscription.

subscription.trial_end Integer No

End of the trial period for the subscription. This overrides the trial period set for the plan-item. The value must be later than start_date. Set it to 0 to have no trial period.

subscription.contract_term_billing_cycle_on_renewal Integer No

Number of billing cycles the new contract term should run for, on contract renewal. The default value is the same as billing_cycles or a custom value depending on the site configuration.

terms_to_charge Integer No

The number of subscription billing cycles (including the first one) to invoice in advance.

mandatory_items_to_remove[] Array No

Item ids of mandatorily attached addons that are to be removed from the subscription.

billing_start_option String No

null

Possible values:

  • "immediately"
  • "on_specific_date"

Default value: "on_specific_date"

subscription_items Object No

Parameters for subscription_items

subscription_items.unit_price[] Array No

The price/per unit price of the item. When not provided, the value set for the item price is used. This is only applicable when the pricing_model of the item price is flat_fee or per_unit. Also, it is only allowed when price overriding is enabled for the site. The value depends on the type of currency. If changes_scheduled_at is in the past and a unit_price is not passed, then the item price's current unit price is considered even if the item price did not exist on the date as of when the change is scheduled.

subscription_items.charge_once[] Array No

Indicates if the charge-item is to be charged only once or each time the charge_on_event occurs. This parameter only applies to charge-items.

subscription_items.unit_price_in_decimal[] Array No

When price overriding is enabled for the site, the price or per-unit price of the item can be set here. The value set for the item price is used by default. Provide the value as a decimal string in major units of the currency. Can be provided only when multi-decimal pricing is enabled.

subscription_items.item_price_id[] Array Yes

The unique identifier of the item price.

subscription_items.quantity[] Array No

The quantity of the item purchased

subscription_items.quantity_in_decimal[] Array No

The decimal representation of the quantity of the item purchased. Can be provided for quantity-based item prices and only when multi-decimal pricing is enabled.

subscription_items.ramp_tier_id[] Array No

The index or identifier of the ramp to which the item price belongs. Use this index to map item_tier values to the correct ramp, as the target item_price of an item_tier may be part of multiple ramps.
Note

The parameter applies only when Chargebee CPQ is enabled. To request access, contact Chargebee Support.

subscription_items.billing_cycles[] Array No

For the plan-item price:
the value determines the number of billing cycles the subscription runs before canceling automatically. If not provided, then the value set for the plan-item price is used.

For addon-item prices:
If addon billing cycles are enabled then this is the number of subscription billing cycles for which the addon is included. If not provided, then the value set under attached addons is used. Further, if that value is not provided, then the value set for the addon-item price is used.

subscription_items.charge_on_event[] Array No
subscription_items.charge_on_option[] Array No
subscription_items.start_date[] Array No

Specifies the start date for the item price in the subscription. The period of the item price, determined by the start_date and end_date, specifies the ramp it belongs to.
Note

The parameter applies only when Chargebee CPQ is enabled. To request access, contact Chargebee Support.

subscription_items.end_date[] Array No

Specifies the end date for the item price in the subscription. The period of the item price, determined by the start_date and end_date, specifies the ramp it belongs to.
Note

The parameter applies only when Chargebee CPQ is enabled. To request access, contact Chargebee Support.

subscription_items.service_period_days[] Array No

The service period of the item in days from the day of charge.

subscription_items.trial_end[] Array No

The date/time when the trial period of the item ends. Applies to plan-items and----when enabled----addon-items as well.

billing_cycles Integer No

The number of billing cycles the subscription runs before canceling. If not provided, then the billing cycles set for the plan-item price is used.

coupon_ids[] Array No

The list of IDs of the coupons to be applied. Coupon codes are also supported.
Note

Not applicable when Chargebee CPQ is enabled. Use coupons[] array instead.

name String No

The quote name will be used as the pdf name of the quote.

net_term_days Integer No

The number of days within which the customer has to make payment for the invoice.
Note

The parameter applies only when Chargebee CPQ is enabled. To request access, contact Chargebee Support.

notes String No

Notes specific to this quote that you want customers to see on the quote PDF.

billing_alignment_mode String No

Override the billing alignment mode for Calendar Billing. Only applicable when using Calendar Billing. The default value is that which has been configured for the site. * immediate - Subscription period will be aligned with the configured billing date immediately, with credits or charges raised accordingly.. * delayed - Subscription period will be aligned with the configured billing date at the next renewal.

Possible values:

  • "immediate"
  • "delayed"
item_tiers Object No

Parameters for item_tiers

item_tiers.starting_unit_in_decimal[] Array No

The decimal representation of the lowest value of quantity in this tier. This is zero for the lowest tier. For all other tiers, it is the same as ending_unit_in_decimal of the next lower tier. Returned only when the pricing_model is tiered, volume or stairstep and multi-decimal pricing is enabled.

item_tiers.price_in_decimal[] Array No

The decimal representation of the per-unit price for the tier when the pricing_model is tiered or volume. When the pricing_model is stairstep, it is the decimal representation of the total price for the item. The value is in major units of the currency. Returned when the plan is quantity-based and multi-decimal pricing is enabled.

item_tiers.package_size[] Array No

Package size for the tier when pricing type is package. Specify the number of units that make up one package. For example, if 1000 API hits are grouped into a single package, set the package size to 1000.

item_tiers.price[] Array No

The overridden price of the tier. The value depends on the type of currency.

item_tiers.ending_unit[] Array No

The highest value in the quantity tier.

item_tiers.item_price_id[] Array No

The id of the item price for which the tier price is being overridden.

item_tiers.pricing_type[] Array No
item_tiers.ramp_tier_id[] Array No

The index or identifier of the ramp to which this tier information belongs. This must be a value from the subscription_items[ramp_tier_id][i]. Since an item price can be part of multiple subscriptions ramps, this group ID specifies the ramp to which this tier information belongs.
Note

The parameter applies only when Chargebee CPQ is enabled. To request access, contact Chargebee Support.

item_tiers.starting_unit[] Array No

The lowest value in the quantity tier.

item_tiers.ending_unit_in_decimal[] Array No

The decimal representation of the highest value of quantity in this tier. This attribute is not applicable for the highest tier. For all other tiers, it must be equal to the starting_unit_in_decimal of the next higher tier. Returned only when the pricing_model is tiered, volume or stairstep and multi-decimal pricing is enabled.

coupons Object No
coupons.id[] Array No

The ID of the coupon to be applied. Coupon codes are not supported.
Note

The parameter applies only when Chargebee CPQ is enabled. To request access, contact Chargebee Support.

coupons.start_date[] Array No

Specifies the start date for the coupon. The period of the coupon, as specified by the start_date and end_date determines the ramp(s) it will be part of.

Note

The parameter applies only when Chargebee CPQ is enabled. To request access, contact Chargebee Support.

coupons.end_date[] Array No

Specifies the end date for the coupon. The period of the coupon, as specified by the start_date and end_date determines the ramp(s) it will be part of.

Note

The parameter applies only when Chargebee CPQ is enabled. To request access, contact Chargebee Support.

contract_term Object No

Parameters for contract_term

contract_term.action_at_term_end String No

Action to be taken when the contract term completes. * evergreen - Contract term completes and the subscription renews. * renew -

  • Contract term completes and a new contract term is started for the number of billing cycles specified in contract_billing_cycle_on_renewal.
  • The action_at_term_end for the new contract term is set to renew. * cancel - Contract term completes and subscription is canceled.

Possible values:

  • "evergreen"
  • "cancel"
  • "renew"
contract_term.cancellation_cutoff_period Integer No

The number of days before contract_end, during which the customer is barred from canceling the contract term. The customer is allowed to cancel the contract term via the Self-Serve Portal only before this period. This allows you to have sufficient time for processing the contract term closure

Default value: 0

expires_at Integer No

Quotes will be valid till this date. After this quote will be marked as closed.

billing_address Object No

Parameters for billing_address.

billing_address.first_name String No

The first name of the billing contact.
Note

The parameter billing_address and all its sub-parameters apply only when Chargebee CPQ is enabled. To request access, contact Chargebee Support.

billing_address.state String No

The state/province name. Is set by Chargebee automatically for US, Canada and India If state_code is provided.

billing_address.city String No

The name of the city.

billing_address.validation_status String No

The address verification status. * valid - Address was validated successfully. * partially_valid - The address is valid for taxability but has not been validated for shipping. * invalid - Address is invalid. * not_validated - Address is not yet validated.

Possible values:

  • "partially_valid"
  • "valid"
  • "not_validated"
  • "invalid"

Default value: "not_validated"

billing_address.line2 String No

Address line 2

billing_address.line1 String No

Address line 1

billing_address.email String No

The email address.

billing_address.last_name String No

The last name of the billing contact.

billing_address.company String No

The company name.

billing_address.line3 String No

Address line 3

billing_address.state_code String No

The ISO 3166-2 state/province code without the country prefix. Currently supported for USA, Canada and India. For instance, for Arizona (USA), set state_code as AZ (not US-AZ). For Tamil Nadu (India), set as TN (not IN-TN). For British Columbia (Canada), set as BC (not CA-BC).

billing_address.zip String No

Zip or postal code. The number of characters is validated according to the rules specified here.

billing_address.phone String No

The phone number.

billing_address.country String No

The billing address country of the customer. Must be one of ISO 3166 alpha-2 country code.

Note : If you enter an invalid country code, the system will return an error.

Brexit

If you have enabled EU VAT in 2021 or later, or have manually enable the Brexit configuration, then XI (the code for United Kingdom -- Northern Ireland) is available as an option.

How to start integrating

  1. Add HTTP Task to your workflow definition.
  2. Search for the API you want to integrate with and click on the name.
    • This loads the API reference documentation and prepares the Http request settings.
  3. Click Test request to test run your request to the API and see the API's response.