> 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="/files/agDq5av5MhUfNWSVLswN" 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="/files/pRUoaxzeSKxbK2fWLNF9" alt=""><figcaption></figcaption></figure>

Click on **Quote rule.**

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

<figure><img src="/files/sQqIBEm0Kp6aYBLUVDdn" 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="/files/aOMAiMEpqHi5dxO2FnMz" 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="/files/SUQm5qiWlKDmJCNNwfKK" 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="/files/qI6pKBTQYxcC2UF7cVQ1" 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: Form customization

<figure><img src="/files/ZMRGCYcKg081rkzh33Qc" 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 %}


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