B2B Quote Extension
Enterprise-grade quote management system for Magento 2 B2B commerce.
Overview
The B2B Quote extension enables customers to request quotes, negotiate prices, and convert approved quotes directly into orders.
Key Capabilities
| Feature | Description |
|---|---|
| Quote Lifecycle | Draft → Submit → Review → Approve → Accept → Order |
| Price Negotiation | Customer counter offers, admin pricing |
| Messaging | Built-in communication |
| Attachments | File sharing (specs, contracts) |
| Pricing Rules | Automated discount calculations |
| Workflow Rules | Event-driven automation |
| REST API | Complete API for integrations |
Quick Start
- Install the extension
- Configure settings
- Set up quote statuses
- Customers can now request quotes
Documentation Sections
Getting Started
Features
- Quote Lifecycle
- Frontend Experience
- Price Negotiation
- Messaging
- Attachments
- Guest Quotes
- Revision Tracking
- Merge & Split
- Cart & Order Conversion
- PDF Export & Layouts
- Email Notifications
- Shipping
- Inventory Reservation
- Quote Fees
- Categories & Tags
- Analytics Dashboard
- Pricing Rules
- Workflow Rules
Administration
- Analytics Dashboard
- Quote Management
- Projects
- Status Configuration
- Status Transitions
- Quote Categories
- Quote Tags
- Quote Fees
- Pricing Rules (Admin)
- Workflow Rules (Admin)
- Projects & Categories (Overview)
Reference
Database Tables
The extension creates these tables:
| Table | Purpose |
|---|---|
b2b_quote | Main quote records |
b2b_quote_item | Quote line items |
b2b_quote_status | Configurable statuses |
b2b_quote_project | Customer projects |
b2b_quote_message | Communication |
b2b_quote_attachment | File attachments |
b2b_quote_pricing_rule | Pricing automation |
b2b_quote_workflow_rule | Workflow automation |
Requirements
- Magento 2.4.6 - 2.4.8
- PHP 8.1 - 8.5