Setup Guide
Go to Dashboard > Request for Quote
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.
Quote rule setup
Click on Quote rule.
Step 1: General
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
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.
Step 3: Choose what products can be requested for a quote
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.
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.
Step 4: Hide options
Hide prices
All product
Specific products
Other hide options
Hide “Add to cart” button
Hide “Buy it now” button
Step 5: Form customization
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.
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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