> For the complete documentation index, see [llms.txt](https://docs.b2bridge.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.b2bridge.io/app-configuration/request-for-quote/setup-guide.md).

# Setup Guide

Go to **Dashboard > Request for Quote**

<figure><img src="https://3178254478-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FjESAmWxlqUBmvo5xvYcH%2Fuploads%2F9i5itffFDpGMnEgvFKpB%2Fimage.png?alt=media&amp;token=d8dcdcf9-e361-4b54-82f5-f63ba6e70d9e" alt=""><figcaption></figcaption></figure>

When you open the **Request for Quote**, you’ll find 3 main tabs:

1. [**Quote List**](https://sbc-gitlab.bsscommerce.com/sa-division/tf-team/b2bridge.io/b2bridge-docs/-/blob/v2-2026/app-configuration/b2b-features/request-for-quote/how-to-manage-new-customer-quotes.md) – 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).
2. [**Quote Rule**](https://sbc-gitlab.bsscommerce.com/sa-division/tf-team/b2bridge.io/b2bridge-docs/-/blob/v2-2026/app-configuration/b2b-features/request-for-quote/how-set-up-quote-rule.md) – Configure the rules for quotes, such as which products or customer groups can request quotes and what form fields are shown.
3. [**Settings**](https://sbc-gitlab.bsscommerce.com/sa-division/tf-team/b2bridge.io/b2bridge-docs/-/blob/v2-2026/app-configuration/b2b-features/request-for-quote/how-to-edit-quote-notification-email.md) – 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.

### Quote rule setup

<figure><img src="https://3178254478-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FjESAmWxlqUBmvo5xvYcH%2Fuploads%2FXykAY5bwk3r1XbMf1V1e%2Fimage.png?alt=media&amp;token=2b58b740-1d2f-462a-a1e8-2fd44fbb8923" alt=""><figcaption></figcaption></figure>

Click on **Quote rule.**

#### **Step 1: General**

<figure><img src="https://3178254478-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FjESAmWxlqUBmvo5xvYcH%2Fuploads%2F5OkvfkDgjTWz77PNDLQY%2Fimage.png?alt=media&amp;token=acf1eb5d-7f43-43d4-ba1d-2c76d093debe" alt=""><figcaption></figcaption></figure>

**Name:** Enter the name of the quote. This is solely for management purposes and will not be displayed on the storefront.

#### **Step 2: Who can request**

<figure><img src="https://3178254478-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FjESAmWxlqUBmvo5xvYcH%2Fuploads%2F3Ujl9kc0ukHw0VAx6Rij%2Fimage.png?alt=media&amp;token=5b2a933b-5e74-40ab-94fd-02fe6b89750e" alt=""><figcaption></figcaption></figure>

* All customers: The quote function applies to all customers.
* All logged-in customers: The quote function applies to only logged-in customers.
* All non logged-in customers: The quote function applies to all customers except for logged-in customers.
* Specific customers: Select customers in the dropdown.
* Customers belong to customer groups: Select the customer group in the dropdown. [Instruction to create customer groups here.](https://b2bridge.gitbook.io/b2bridge/app-configuration/customer-group)

#### **Step 3: Choose what products can be requested for a quote**

<figure><img src="https://3178254478-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FjESAmWxlqUBmvo5xvYcH%2Fuploads%2FfQoh2w8jrw4sGtYLHKDU%2Fimage.png?alt=media&amp;token=10aaed15-bdf3-4d05-8df8-eb9cf6e60200" alt=""><figcaption></figcaption></figure>

* All products: The quote function applies to all products..
* Specific products: The quote function applies to specific products. Select the product in the dropdown.
* Products in assigned price list: The quote function applies to all products in the selected price list. Select the price list in the dropdown. [Instruction to create price lists here.](https://b2bridge.gitbook.io/b2bridge/app-configuration/price-list)
* Products in out of assigned price list: The quote function applies to all products except for products in the specific price list. Select the price list in the dropdown. [Instruction to create price lists here.](https://b2bridge.gitbook.io/b2bridge/app-configuration/price-list)

#### **Step 4: Hide options**

<figure><img src="https://3178254478-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FjESAmWxlqUBmvo5xvYcH%2Fuploads%2FFaQH0scZLjRamkBVeu4j%2Fimage.png?alt=media&amp;token=0a9fc959-220b-4690-8fcf-e26e4a893fb3" alt=""><figcaption></figcaption></figure>

Hide prices

* All product
* Specific products

Other hide options

* Hide “Add to cart” button
* Hide “Buy it now” button

#### Step 5: Automatic Approval

<figure><img src="https://3178254478-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FjESAmWxlqUBmvo5xvYcH%2Fuploads%2FuwZ6G7XovaLsGahDE70V%2Fimage.png?alt=media&amp;token=862b81d4-a96f-431a-8b4f-f481c13edf54" alt=""><figcaption></figcaption></figure>

In this example, any quotes submitted with value under $500 will be automatically approved and converted to orders. In contrast, Quotes' value over $500 will be manually handled.

<figure><img src="https://3178254478-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FjESAmWxlqUBmvo5xvYcH%2Fuploads%2F56xwQIz9LDAQr9brTyBk%2Fimage.png?alt=media&amp;token=dfd2fe4b-b54c-46f2-b126-51268a935527" alt=""><figcaption></figcaption></figure>

When checking the Quote list, you can see the status as:

* Converted
* Auto Approved

The person that submitted the quote will receive a notification email.

<figure><img src="https://3178254478-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FjESAmWxlqUBmvo5xvYcH%2Fuploads%2FYCu5jGCEn38ThS6ykLWx%2Fimage.png?alt=media&amp;token=47b0255e-8817-4c49-9ffc-e9e2bbda1b58" alt=""><figcaption></figcaption></figure>

#### Step 6: Form

<figure><img src="https://3178254478-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FjESAmWxlqUBmvo5xvYcH%2Fuploads%2FAZbuws7J06TQ5bdfpAPE%2Fimage.png?alt=media&amp;token=ddf8531a-4e04-4c73-b5c5-ffd1838498d0" alt=""><figcaption></figcaption></figure>

Click the **Add new field** button to include other fields in the quote form. This helps to collect necessary information and filter out spam requesters.

Click **Save** and start testing the quote rule.

{% hint style="success" %}

### 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](mailto:undefined) directly from your B2Bridge dashboard.
* 📧 **Email us at** [**support@b2bridge.io**](mailto:support@b2bridge.io) and we’ll get back to you as soon as possible.
  {% endhint %}