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Digital Commerce for Salesforce

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Adobe Sign ServicesAdvantage Platform AdministrationAgreementsAiMeApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)Contribution Management SystemCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforcePrice ManagementPrice OptimizationPricing Solution SuiteQuote GenerationReal Time Pricing EngineSign for Advantage PlatformSign for SalesforceSmart CPQSmart SearchSubscriptionsTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for Excel for Advantage PlatformX-Author for Excel for SalesforceX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerConga Tech Pubs PlaygroundRelease NotesGeneralDocs by Release

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Digital Commerce for Salesforce

Quotes Management

Requesting Quote

As a logged in user, you can add products and request a quote by clicking the Request Quote button on the cart page.

Note:

You cannot request a quote as a guest user.



  1. Enter a meaningful Quote Title.
  2. Enter an RFP Response Due Date by which you are expecting a response on the quote request.
  3. By default, the Primary Contact is auto-populated with your name. You can choose to change the primary contact to another contact associated with your account.
  4. By default, the Ship To and Bill To fields are auto-populated with your account along with the address.
  5. You can add Comments for the seller. For example: Discount needed or mention your budget for the purchase or seek more help with the products to buy and more.
  6. Click Request Quote. The Quote Request confirmation pop up appears.


User Guide
Digital Commerce

September 30, 2026