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Partner Commerce for Salesforce

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Adobe Sign ServicesAiMeAdvantage Platform AdministrationApprovals 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)CPQ 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 SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest 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 SalesforceX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release

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Partner Commerce for Salesforce

Quotes Management

Requesting a Quote

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

You can request a quote from the cart to initiate a formal pricing review. This task helps you provide quote details, submit the request, and track the quote through its lifecycle until approval or customer acceptance.

  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. Click the REVIEW YOUR QUOTE button to view and track the status of your requested quote.


You can now either finalize to move the quote from the Draft stage to the Approved stage or generate a quote document to be presented to the customer for their review and acceptance.

September 24, 2026