After July 2021, the 2.3.x release line no longer received quality updates or user guide updates. PHP 7.3 reached end of support in December 2021, and Adobe Commerce 2.3.x reached end of support in September 2022. We strongly recommend upgrading to Adobe Commerce 2.4.x to help maintain PCI compliance.
Quote Workflow
This site contains archived merchant documentation for a version of Adobe Commerce and Magento Open Source that has reached end-of-support.
The documentation available here is intended for historical reference only and is not maintained.
The Adobe Commerce Merchant Documentation for current releases is published on the Adobe Experience League.
Magento Commerce for B2B only.
Learn more.
All quotes are initiated by the buyer from the shopping cart and follow the same basic workflow.
- Step 1: Buyer requests quote
- The buyer requests a quote from the shopping cart. The request appears in the My Quotes list in the account dashboard of the buyer and email notification is sent to the sales representative who is assigned to the company account. In the Admin, the request appears in the Quotes grid, with a status of
New. A request for a quote can be modified by the buyer until it is opened by the seller. - Step 2: Seller views request and sends response
- The seller views the request for a quote. The status of the quote changes to
Pending, and the buyer cannot make any changes. The seller responds by offering discounted pricing for the products in the quote, enters a comment, and sends the quote back to the buyer. The buyer and sales representative are notified by email that the seller has responded. - Step 3: Buyer receives response from seller
- The buyer clicks the link in the email to open the quote, or opens the quote from the My Quotes page of the account dashboard. The buyer and seller can continue the negotiation process until an agreement is reached, or the buyer declines the quote to end the negotiation.
- Step 4: Buyer accepts quote
- The buyer accepts the proposed price and continues to checkout. Additional discounts cannot be added to the negotiated quote.