Request for Quote lets a buyer turn a B2B Commerce cart into a Quote a sales rep can price and return. Set it up in Setup and Experience Builder for the store. These are the core moves; check the current Help article for your release before going live.
- Enable Quotes and Notes
In Setup, open Quotes Settings and clear the option that disables quotes. Turn on Notes Settings and add the Notes related list to the Quote page layout so buyers can leave comments on a request.
- Confirm the Quote status values
On the Quote object status field, make sure Draft, Approved, Rejected, and Accepted exist. The store components rely on these values to drive the buyer-facing actions.
- Add the store components
In Experience Builder, place the Request Quote component on the Cart page and, if wanted, Request Quote for Product on the Product page. On the Quote Summary Details page add Accept Quote and Buy, Copy Quote to Cart, and Renegotiate or Decline Quote.
- Shape the request form and publish
Configure the Request Quote component to capture Title, Description, and any custom fields your sales team needs. Save your changes, then publish the store so buyers can start requesting quotes.
The cart-page button that creates a Quote from the current cart and captures the buyer's title, description, and notes.
A Quote Summary action that converts an approved quote into a purchase without re-pricing the items.
Drops the quoted items and prices back into the cart so the buyer can run a standard checkout.
Lets the buyer send the quote back for another pricing round or close it out.
- Request for Quote does not support subscription products, so carts with subscriptions cannot use the quote path.
- If you use Revenue Cloud, finish the foundational quotes setup first or buyers hit errors when they request a quote.
- Missing status picklist values on the Quote object break the Accept, Copy, and Renegotiate buttons in the store.