--- schema_version: "1" id: bf7dcec3cea12f90a9df72c8f6bb68acaddb51fdcbda8d0519bca5d86e6c6192 title: Set Up Quotes in B2B Stores collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/commerce/264-0-0/comm_setup_request_for_quote.md canonical_url: https://help.salesforce.com/s/articleView?id=commerce.comm_setup_request_for_quote.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 7b10264de6efff9f0ab0aca683cc948d6e0533ca59e8f26d9b0832205f1dab67 description: Configure your store so that buyers can request quotes from the cart and track quote statuses. products: - Commerce - B2B Commerce release: "264" --- # 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?](https://help.salesforce.com/s/articleView?id=commerce.comm_what_product.htm&language=en_US) ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-comm-264-0-0-production-enus/d863e308-482a-4dfa-8d20-2a94737d394a/images/icon_important.png) 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](https://help.salesforce.com/s/articleView?id=ind.qocal_foundational_setup_for_quotes_and_orders.htm&language=en_US). ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-comm-264-0-0-production-enus/d863e308-482a-4dfa-8d20-2a94737d394a/images/icon_important.png) 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](https://help.salesforce.com/s/articleView?id=commerce.comm_subscriptions_enablesalesforcepricing.htm&release=264.0.0&type=5 "Use Advanced Pricing for Commerce Powered by Revenue Cloud to define subscription pricing and bundle pricing. When Commerce Subscriptions and Advanced Pricing are enabled, all products (both subscription and non-subscription) are priced using Advanced Pricing for Commerce Powered by Revenue Cloud."). ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-comm-264-0-0-production-enus/d863e308-482a-4dfa-8d20-2a94737d394a/images/icon_note.png) 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-comm-264-0-0-production-enus/d863e308-482a-4dfa-8d20-2a94737d394a/comm/images/b2b_comm_quote_object.png) 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-comm-264-0-0-production-enus/d863e308-482a-4dfa-8d20-2a94737d394a/comm/images/b2b_comm_request_quote_component.png) 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-commerce-comm-264-0-0-production-enus/d863e308-482a-4dfa-8d20-2a94737d394a/comm/images/b2b_comm_quote_summary_layout.png) 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 - [Add or Edit Picklist Value](https://help.salesforce.com/s/articleView?id=platform.updating_picklists.htm&language=en_US) - [Quote Fields](https://help.salesforce.com/s/articleView?id=sales.quotes_fields.htm&language=en_US) - [Set Up Quotes in Sales Cloud](https://help.salesforce.com/s/articleView?id=sales.quotes_enable.htm&language=en_US) - [Set Up Quote Features in Revenue Cloud](https://help.salesforce.com/s/articleView?id=ind.qocal_set_up_quote_features.htm&language=en_US)