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.
Real-World Example
At their company, a senior account executive at GreenField Solutions leverages Quote, Checkout to improve sales team productivity and pipeline visibility. Quote, Checkout gives reps a clear view of their deals and next steps, while managers use aggregated data to forecast revenue and plan territory assignments with greater precision.
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
- •NovaScale — Uses checkout quotes in their B2B storefront to present negotiated pricing to contracted buyers.
- •TerraForm Tech — Integrates checkout quotes with their approval workflows for purchases above certain thresholds.
- •Cobalt Ventures — Treats checkout quoting as core to their B2B buyer experience, ensuring accurate pricing presentation.