Configuring Quotes

B2B for Adobe Commerce only. Learn more.

The quote configuration determines the minimum required order amount for quote requests, the quote lifetime, and the supported file formats for attached files.

Role resources for quotes

The ability to:

Button Description
Send Sends the updated quote as a reply to the buyer’s inquiry. This button is disabled if the seller is waiting for a reply from the buyer.
Back Returns to the Quotes page without saving changes.
Print Sends the quote to a printer or saves it as a PDF file.
Save as Draft Saves any changes made to the quote, but does not send it back to the buyer.
Decline Declines the request to negotiate prices, either on the initial inquiry, or during ongoing negotiations. When a quote is declined, the seller should add a comment to explain the decision. When a quote is declined, all negotiated prices are reset to the original values. This button is disabled while the seller is waiting for a reply from the buyer.
Send Sends the updated quote as a reply to the buyer’s inquiry. This button is disabled if the seller is waiting for a reply from the buyer.

Configuration options for quotes are available for B2B only and are controlled using the Role Resources. These role resources must be set for the Admin User Role that is assigned to the store administrator. To grant access to quote functions in the Admin, go to System > Permissions > User Roles, select the role, and navigate to Sales > Operations > Quotes in the Role Resources tree.

Configure quotes

  1. On the Admin sidebar, go to Stores > Settings > Configuration.

  2. In the left panel, expand Sales and choose Quotes.

  3. Expand Expansion selector the General section and do the following:

    Sales quotes configuration - general General

    • Enter the Minimum Amount in the shopping cart that must be met before a request for a quote can be submitted.

    • For Minimum Amount Message, enter the message that you want to appear when the shopping cart total does not meet the minimum required amount.

    • For Default Expiration Period, enter the number of days, weeks, or months that a quote is to remain valid.

  4. Expand Expansion selector the Attached files section and do the following:

    • For File formats for upload, enter the suffix of each file type that you support for files that are attached to a quote.

      Enter each file suffix in lowercase, and separated by a comma.

      By default, the following formats are supported: doc, docx, xls, xlsx, pdf, txt, jpg, png, and jpeg

    • For Maximum file size, enter the maximum size of an attached file in megabytes.

      The value you enter might be overridden by the server setting.

      Sales quotes configuration - attached files Attached Files

  5. When complete, click Save Config.