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Set Up Quotes in B2B Stores

Configure your store so that buyers can request quotes from the cart and track quote statuses.

Required Editions

View supported editions.

Which Salesforce Commerce Product Do I Have?

Important
Important If you use Revenue Cloud, complete the Quotes setup in Revenue Cloud first. Incomplete configuration can cause operational errors in quote management. See Foundational Setup for Quotes.
Important
Important If you use Revenue Cloud, turn on subscriptions to ensure that all required fields are available. See Enable Advanced Pricing and Subscriptions in Your B2B Store.
Note
Note Request for Quote doesn't support subscription products.
  1. From Setup, in the Quick Find box, enter Quotes Settings, and then select Quotes Settings.
  2. Deselect Disable Quotes.
  3. To enable notes on quotes, from Setup, in the Quick Find box, find and select Notes Settings, and enable the setting.
  4. From Setup, go to Object Manager and select the Quote object.
  5. Select Page Layouts, then select the layout you use for quotes.
  6. In the Related Lists section, drag Notes to the layout and save your changes.
    Quote object page layout showing the Notes related list

    The Notes section appears by default on the Quote Details page of the store. Buyers can use this section to add comments when requesting, renegotiating, or declining a quote.

  7. From the App Launcher, find and select Commerce.
  8. Select your store, and then open Experience Builder.
  9. On the Cart page, drag the Request Quote component from the Components panel to the page area.
    For new stores, the Cart page includes the Request Quote button by default. Admins setting up new stores can skip this step.
  10. Select the Request Quote component. In the property editor, configure the quote submission form fields, such as Title and Description. Add custom fields to capture the specific information your sales team requires.
    Request Quote component property editor showing Title and Description fields
  11. Customize the components on the Quote List, Quote Confirmation, and Quote Details pages.
  12. Select the Quote Summary Details page. Drag these components to the page: Accept Quote & Buy, Copy Quote to Cart, Renegotiate or Decline Quote.

    Alternatively, delete and reinsert the Quote Summary Layout component. This component includes all required elements in the correct layout.

    Quote Summary Details page showing Accept Quote and Buy, Copy Quote to Cart, and Renegotiate or Decline Quote components
    For new stores, the Quote Summary Details page includes these components by default. Admins setting up new stores can skip this step.
  13. Select the Product page. Drag the Request Quote for Product component so that buyers can request quotes from the Product Details page.
    For new stores, the Product page includes the Request Quote for Product component by default. Admins setting up new stores can skip this step.
  14. Publish the store.

To choose which stages are visible to buyers, modify the Status picklist values on the Quote object. The Request for Quote feature requires the Draft, Approved, Rejected, and Accepted values. Don't deactivate these values, though you can modify their labels.

See Also