For the buttons to show in the Action menu, the quote must be in Generated or Presented stage and the cart must be finalized. For the feature to work, storefront must be configured and the quote must have account details, bill to, ship to, primary contact, and some line items. In the absence of line items, the Accept/Reject action on the storefront is not shown. For E-Commerce Storefronts where quotes are shared with buyers using the "Anonymous" authentication type, the Storefront must have Guest User access configured.

You can select users from the system for secure access.

For both options, Buyer and Partner, a default email template (DSR - Send for Review Template) is pre-selected, and a message preview is provided which is non-editable. The email includes: Quote number, customer name, company name, created on and last updated date and time, and a link to the Storefront, where the buyer or the partner can review the quote and provide the appropriate response. You can use the default pre-selected email template or select an alternative template.

When sharing a Quote with Buyer using the "Access with Login" authentication type, the system automatically detects if the recipient is a Contact without platform access and creates an external user account before sending the share email. The share email provides the Buyer with their username, organization name, Sales User's name, a direct Quote link, and instructions for one-time password login. If account creation fails, a clear error message is displayed and the share does not proceed; existing accounts are recognized to prevent duplicates.

You can select multiple contacts as recipients for a single Digital Sales Room (DSR) Quote share, with each recipient receiving a personalized email and access provisioned as needed. The recipient selection field only displays contacts associated with the Quote's Account, and clear error messages are shown if no contacts are available or if the DSR storefront is not configured.

Use the Write Custom Message option to disregard the predefined template and compose a personalized message, which you can preview before sending. In this option, the storefront URL is auto populated and you can write a custom message around the URL.