Request for a quote is a feature for your customers who want to request more information about a product. Your customers can ask sales staff for specific quantities of products, timelines, certain conditions, and the best prices, while sales staff can respond to quotes requested. When both parties agree on the prices and conditions, quotes can be converted into orders.
Quote Settings
Quote settings can be accessed from Settings > Quotes in the dashboard.
Request for Quote settings specify how B2B quotes can be requested from your storefront. Use the checkboxes to enable quoting for the following customer types:
Guest user — allows customers without a storefront account to request quotes
Individual user — allows customers with storefront accounts that are not associated with a Company account to request quotes
Company user — allows customers that are part of a Company account to request quotes
The Add to Quote button on the product details page
The Add to Quote button on the Shopping Cart Page
Display the cost column in quote line items — when checked, this displays the Cost Price of line items when viewing quotes in the B2B Edition dashboard.
Display the margin column in quote line items — when checked, this compares the Cost Price and Quoted Price of each line item and calculates the profit margin. Display the Cost Column in Quote line items must be checked in order to enable this setting.
Default quote validity period — establishes the default number of days before a quote expires. This can be changed after a quote has been created by editing the quote.
Default Terms and Conditions — a text field where you can set terms and conditions to populate on each quote by default. This can be changed after a quote has been created by editing the quote.
Buyer Portal Quote Settings
These settings allow you to configure three quote buttons on your site.
The Add to Quote Button
The Finish Quote Button
The Add All To Quote Button
These settings are only visible if the Buyer Portal is enabled.
Need to configure multiple storefronts? All Buyer Portal settings can be both global and storefront specific. See Storefronts for more details!
Floating Finish Quote Button
When a customer adds a product to a quote, the finish quote button appears on all pages of the store, which takes them to the Buyer Portal to complete the quote. The following settings are available to style the button:
Enable quote floating action button — When checked, this displays the button on all store pages
Text — customizes the text of the floating action button
Color — defines button color. Use the color picker or enter a hex code to select the color.
Location — specifies where the button is placed in storefront pages. You can select from Bottom right, Bottom left, Top right, and Top left.
Vertical padding — moves the button away from the top or bottom of the page, depending on the specified location
Horizontal padding — moves the button away from the left or right of the page, depending on the specified location
Custom CSS — allows you to add custom styling to the floating action button
No need to add a selector or { }, just add the property and value!
Add to Quote Button on Product Details Page
The following settings allow you to change the appearance of the Add to Quote button present on your product pages.
Display “Add to quote” button on the product details page — when checked, this adds the button to product pages
Text — adds custom text to the button
Color — defines button color. Use the color picker or enter a hex code to select the color
Custom CSS — allows you to add custom styling to the Add to Shopping List button
No need to add a selector or { }, just add the property and value!
Class selector — This helps you position the button properly on your theme. The class name allows you to append a CSS class to the Add to shopping list button <span>. The button has a default class of "b2b-add-to-list".
Location selector — This helps you position the button properly on your theme. The location selector dictates where on the page the button will be injected. The default for Cornerstone, and most themes is: form div.form-action.
Need help determining the class or location? Using a standard theme? See this guide for assistance!
Quote Button on Shopping Cart
Use the following settings to customize the cart page button used to convert cart contents into a quote:
Display “Cart to quote” button on the shopping cart page — when checked, this displays the button on the cart page
Text — adds custom text to the quote button
Color — defines button color. Use the color picker or enter a hex code to select the color.
Custom CSS — allows you to add custom styling to the Add to Shopping List button
No need to add a selector or { }, just add the property and value!
Class selector — This helps you position the button properly on your theme. The class name allows you to append a CSS class to the Add to shopping list button <span>. The button has a default class of "b2b-add-to-list".
Location selector — This helps you position the button properly on your theme. The location selector dictates where on the page the button will be injected. The default for Cornerstone, and most themes is: form div.form-action.
Need help determining the class or location? Using a standard theme? See this guide for assistance!
Once save is selected, changes go live on your site in about 30 seconds! Be sure to clear your cache to view them!
Building a custom workflow? Want to customize this button even further? Disable it, and hardcode your own!