Quote

Prerequisite: The Limio Quoting tool is available from Limio for Salesforce version 13.24 and above. Please upgrade to this version or later before following these steps.

Introduction

The Limio Quoting tool is a new feature included in the Limio for Salesforce package that lets sales teams create, manage, and send quotes directly from Salesforce Opportunities. It links seamlessly to Limio checkout and preview pages, ensuring quotes are accurate, easy to share, and kept in sync with the Limio order process.

Step 1 – set up the Limio Quote infrastructure

If you installed a new version of the package that includes quoting components, you may proceed with the steps below.

A. Update the Opportunity layout

1. Surface the Generate Limio Quote action button on the Opportunity page.

2. Add Limio Quotes to the related lists section.

B. Create a custom copy of the “Generate Checkout Link from Limio Quote” flow

1. Open the out-of-the-box Generate Checkout Link from Limio Quote flow in Salesforce Flow Builder.

2. In the left-hand panel, go to the Manager tab.

3. Find the domain variable.

4. Click the variable and set its default value to your Limio domain (e.g., https://yourdomain.limio.com).

   Note: Because the Preview and Checkout screens both reference this variable in their Limio Initiate Checkout components, updating it here means you only need to set it once — the value will be used automatically in both screens.

   
5. In the View Cart and Generate Links screen, you will see two Limio Initiate Checkout components: they are meant to contain different page tags - for preview and checkout.

   • In each of the components properties panel set Limio Page Tag to correct values.

   
6. Save your changes as a new flow.

C. Update and activate the Limio Quote Lightning record page

1. From the Opportunity record, click on the Generate Limio Quote button you just added to the page, select an offer, click Next and follow the link to the newly created Limio Quote record.

   
2. On the top right, click on the great icon, then on Edit Page.

3. Open Limio Quote Record Page from the Lightning pages list.

4. Click on the flow component in the main area on the page, and replace the out-of-the-box flow referenced there with the new flow you just created. Pass in the recordId.

5. Save and Activate the page, assign it as Org Default.

Step 2 – view and edit Limio Quotes

When you open a Limio Quote record:

• Main area (left) – Displays read-only Cart Items included in your Limio Quote. Below, you’ll see radio buttons where you can choose to generate either:

  • A Preview link – share with the customer to review the quote content before purchase.

  • A Checkout link – share with the customer when they are ready to complete the purchase.

  • Documentation of the Limio API used to generate the links is described here.

• Details panel (right) – Shows the key details about the Limio Quote

Limio Quote statuses

A Limio Quote can have several statuses:

• In Progress (default) – Assigned when a new quote is generated.

• In Review – Use when you want to run an internal approval process or flow.

• Approved – Use after the quote has been formally approved.

• Completed – Use after the quote was accepted by the end-client and checkout was completed.

  • Can be configured to be set automatically using a platform event-triggered flow: Setup Platform Events and Flows

Edit a Limio Quote

In the list of actions on the Limio Quote record, you can find an Edit Limio Quote button. When editing a Limio Quote, the same flow is used as to create a new quote; however, it opens pre-populated with the offers, add-ons, and quantities from the existing Limio Quote record. This allows you to make adjustments without starting from scratch. Once loaded, the rest of the flow behaves exactly as it does during the creation process, enabling you to update the quote content and save the changes while maintaining the same user experience.

1. Click Edit Limio Quote from the Actions on the record.

2. Update offers, add-ons or quantities in the editable Cart Items component.

3. Click Save.

   1. If you close without saving, no changes are applied.

Optional: Send quotes for approval

Note: Approval flows are custom work and can be tailored to your specific use case.

Any custom or standard object in Salesforce comes with an standard Send to Approval action. Make sure to surface it in the list of action and follow the Salesforce Documentation to define your approval flow rules.

Optional: Automating quote completion in Salesforce

Every order submitted from the Limio Commerce Platform — which is the running engine that Limio for Salesforce connects to via API — is followed by a platform event sent from Limio Commerce to Salesforce. This event can be caught by the connected Salesforce org with a platform-event triggered flow.

When a customer completes the checkout for a Limio Quote, we recommend setting up a platform event–triggered flow in Salesforce to:

1. Update the Limio Quote status to Completed.

2. Update the linked Opportunity to Closed Won.

This ensures the quote lifecycle and sales pipeline are automatically kept up to date without requiring manual intervention.

Related articles:

• Platform Events Definitions – lists all fields sent in the i42as__OrderEvent__e payload for each order type and explains how it can be used in Salesforce flows.

• Setup Platform Events and Flows– explains how Limio sends notifications of orders to Salesforce via platform events, with examples of using Salesforce Flows to update objects like Opportunities.