Quote, Checkout
In Salesforce B2B Commerce, the quote or pricing summary presented to a buyer during the checkout process, reflecting the products in their cart with negotiated or list pricing applied.
Definition
In Salesforce B2B Commerce, the quote or pricing summary presented to a buyer during the checkout process, reflecting the products in their cart with negotiated or list pricing applied.
In plain English
“A Checkout Quote in Salesforce B2B Commerce is the quote or pricing summary presented to a buyer during the checkout process. It reflects the products in their cart with negotiated or list pricing applied, showing the buyer what they're about to pay.”
Worked example
A buyer at Foxholme Industrial's B2B Commerce storefront finishes adding products to their cart and proceeds to checkout. The Checkout Quote summarizes the cart's contents: 20 cases of lubricant at the buyer's contracted tier-2 price, 5 cases of solvent at list price, applicable taxes, and shipping. The Quote reflects the buyer's account-specific negotiated pricing and any current promotional discounts. The buyer reviews the Quote, accepts, and completes the purchase. Without a structured Checkout Quote, the same pricing transparency would be cobbled together from multiple cart-line displays - error-prone for B2B's complex pricing.
Why Quote, Checkout matters
In Salesforce B2B Commerce, a Checkout Quote is the quote or pricing summary presented to a buyer during the checkout process, reflecting the products in their cart with negotiated or list pricing applied. The checkout quote brings together the cart contents, applicable pricing, discounts, taxes, and shipping into a complete pricing picture for the buyer to review before finalizing the order.
Quoting in B2B Commerce is more complex than simple consumer checkout because business buyers often have negotiated pricing, contract terms, approval requirements, and multi-level purchasing processes. The checkout quote handles this complexity, presenting the final pricing to the buyer after all applicable rules are applied. Mature B2B Commerce implementations integrate checkout quotes with back-office systems for approval workflows and order processing.
How organizations use Quote, Checkout
Uses checkout quotes in their B2B storefront to present negotiated pricing to contracted buyers.
Integrates checkout quotes with their approval workflows for purchases above certain thresholds.
Treats checkout quoting as core to their B2B buyer experience, ensuring accurate pricing presentation.
About the Author
Dipojjal Chakrabarti is a B2C Solution Architect with 29 Salesforce certifications and over 13 years in the Salesforce ecosystem. He runs salesforcedictionary.com to help admins, developers, architects, and cert/interview candidates sharpen their fundamentals. More about Dipojjal.
Test your knowledge
Q1. What is a Checkout Quote?
Q2. Why is B2B checkout more complex than B2C?
Q3. What does checkout quote include?
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