Setup Guide
Navigate to Shopify Admin > B2Bridge > B2B Features.
In Request for Quote, click Configure.
When you open the Request for Quote, you’ll find 3 main tabs:
Quote List – View and manage all quotes submitted by buyers. You can also create new quotes manually here. Each request shows its status (converted to order or not converted).
Quote Rule – Configure the rules for quotes, such as which products or customer groups can request quotes and what form fields are shown.
Settings – Manage email notifications. Here, you can enable/disable notifications and customize the email content for two types of messages:
Buyer notification: Sent to the customer after they submit a quote (“Thank you for requesting”).
Seller notification: Sent to you when a new quote request is received.
The instruction will start with tab 2 and tab 3 first. After you finish setting up and customers start to submit quotes, new quotes will be in tab 1.
Need Help?
If you have questions or run into issues while using any feature, we’re here to help.
💬 Start a Live Chat with our support team directly from your B2Bridge dashboard.
📧 Email us at [email protected] and we’ll get back to you as soon as possible.
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