Sync B2B quotes

Learn how to sync your B2B quotes in the dotdigital Engagement Cloud for Magento B2B module.

Overview

Use the Enable B2B Quote feature to sync B2B quotes. Our extension allows you to build automations, like post-quote management, automated quote follow-up, or quote expiration reminders.

Syncing B2B quotes

To setup Magento Commerce syncing for B2B quotes:

Step 1: Enabling 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.

Step 2: Setting 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.

Locating synced data

The synced data for a contact appears in Engagement Cloud in the Insight data tab. You can find this data by going to Email > Contacts > Advanced features > Insight data. The data collection can be found in b2b_quotes.

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