> For the complete documentation index, see [llms.txt](https://docs-shpf.bsscommerce.com/bss-b2b-quick-order-and-quotes/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs-shpf.bsscommerce.com/bss-b2b-quick-order-and-quotes/request-for-quote/quote-logic/set-up-prices-and-buttons/convert-cart-to-quote.md).

# Convert Cart to Quote

This feature allows your customers to turn their entire shopping cart into a quote request with a single click.

Often, B2B buyers or bulk purchasers add items to their cart like a standard shopper. If they decide later that they need to negotiate the price or confirm stock, this feature lets them move those items directly into a Quote Basket without starting over. It simplifies the process and saves the sale.

## 1. How it works

You can enable this option within your **Quote Logic** settings.

* **Setup:** Go to **Request for Quote > Quote Logic**. When editing a logic set, look under the **Prices & Buttons** tab and check the box for **Cart Page in the Display quote button section**.
* **Customer Experience:** A generic "Add to Quote" button will appear on the cart page next to the checkout button.
* **Smart Validation:** The system automatically checks the items in the cart against your active logic:
  * **All items are eligible:** If every item in the cart matches your logic, they are instantly transferred to the quote request form, and a success message appears.
  * **Mixed items:** If the cart contains products that cannot be quoted based on your logic, the app will show a pop-up message. The customer can choose to **"Continue"** (moving only the eligible items to the quote) or **"Return to cart"**.

{% hint style="success" %}
Tip: To customize the button text or warning messages, go to **Translations > Request for Quote**. Look for the **Cart Page** section to edit the button label and the pop-up messages
{% endhint %}

## 2. Typical use cases

| Scenario                                 | Description                                                                                                                                                                                                                                                                                    |
| ---------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **The "Hesitant" Wholesale Buyer**       | A manager adds 50 high-value units to the cart but realizes the total is over their credit limit or requires a discount. Instead of abandoning the cart, they click **"Add to Quote"** to open a negotiation without losing their item list.                                                   |
| **The Mixed Shopper (Smart Validation)** | A customer adds a "Made-to-Order" sofa (requires quote) and a standard cleaning kit (direct buy) to the cart. When they convert to quote, the system warns them. They click **"Continue"**, and the system intelligently moves only the sofa to the quote, leaving the cleaning kit for later. |
| **The "Inventory Check" Buyer**          | An event planner needs 200 chairs for a wedding next week but is afraid to pay $10,000 without stock confirmation. They convert the cart to a quote with a note: "Can you ship by Friday?" This lets you check your warehouse before taking their money.                                       |
| **The Corporate Approval**               | A junior employee shops for office supplies but doesn't have the company credit card. They fill the cart, convert it to a quote, and submit it. They can then take the official quote email (or PDF) to their manager for approval and payment.                                                |

Enabling "Convert Cart to Quote" is a powerful way to reduce cart abandonment for complex or high-value orders. By giving customers a flexible bridge between browsing and buying, you capture leads that might otherwise leave your site. It ensures that even if a customer isn't ready to pay instantly, you still receive their order intent and can close the deal offline.