How does the quote workflow work?

The Adobe Commerce B2B quote workflow:

1. Buyer adds products to cart, hits "Request a quote" instead of "Checkout".
2. Buyer adds notes (volume, custom terms, project deadline).
3. Quote routes to assigned sales rep in the admin.
4. Sales rep adjusts prices, adds discounts, attaches PDF, replies in-thread.
5. Buyer reviews — accepts, counter-proposes, or declines.
6. On accept, quote converts to a regular order with the negotiated prices.
7. Custom email templates fire at each stage (request received, quote sent, accepted, expired).

We customise the routing matrix, approval logic, expiry rules, and PDF templates to match your sales process. Account-rep dashboards (custom built) give sales managers a pipeline view.