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
Go to Stores > Configuration > GENERAL > B2B Features.
Select Yes from the Enable B2B Quote drop-down menu.
Select Save Config.
2. Set up syncing for B2B quotes
Go to Stores > Configuration > DOTDIGITAL > Sync Settings.
Select Yes from the B2B Quote Enabled drop-down menu in the Sync area.
Select Save Config.
Locate synced data
The synced data for a contact appears in Dotdigital in the Insight data tab.
To find this data:
Go to Audience > Contacts.
Select a contact, then select the Insight data tab.
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.