Sync B2B quotes in Adobe Commerce

Use the Enable B2B Quote feature to sync B2B quotes.

Gareth Burroughes avatar
Written by Gareth Burroughes
Updated over a week ago

Our extension allows you to build automations, like post-quote management, automated quote follow-up, or quote expiration reminders.

Sync B2B quotes

To setup Magento Commerce syncing for B2B quotes:

1. Enable B2B quotes

  1. Go to Stores > Configuration > GENERAL > B2B Features.

  2. Select Yes from the Enable B2B Quote drop-down menu.

  3. Select Save Config.

2. Set up syncing for B2B quotes

  1. Go to Stores > Configuration > DOTDIGITAL > Sync Settings.

  2. Select Yes from the B2B Quote Enabled drop-down menu in the Sync area.

  3. Select Save Config.

Locate synced data

The synced data for a contact appears in Dotdigital in the Insight data tab.

To find this data:

  1. Go to Audience > Contacts.

  2. Select a contact, then select the Insight data tab.

  3. Expand the collection type drop-down menu in the top left and select b2b_quotes.
    You see a list of records in the left hand side panel.

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