Projects, Categories, and Tags
B2B Quote provides three lightweight ways to organise work. A project belongs to one customer and groups related quotes. Categories and tags classify quotes across customers. They do not assign a sales representative, track a project budget, or replace a CRM.
| Tool | Best used for | Example |
|---|---|---|
| Project | A customer's longer purchasing initiative | Berlin Office Expansion |
| Category | Stable internal classification | Office Furniture |
| Tag | Flexible operational marker | Needs Technical Review |
Projects
A project has a customer, name, description, and active flag. Customers can create and select their own projects while preparing quotes; administrators can maintain projects in B2B Quotes > Projects.
Use a project when several quote requests belong to the same customer initiative. A quote stores one project reference. Deactivating a project prevents normal future selection without deleting the quotes already associated with it.
See Projects.
Categories
A category has a unique code, display name, optional description, active flag, and sort order. A quote can have multiple categories.
Categories are a good fit for classifications that change rarely, such as product division, request type, or internal team. Their codes are integration identifiers; choose them carefully and avoid changing them casually after an API or import process depends on them.
See Quote Categories.
Tags
A tag has a unique code, display name, and active flag. A quote can have multiple tags.
Tags work well for short-lived or cross-cutting markers, such as Tender, Renewal, or Urgent Delivery. Create a controlled set in B2B Quotes > Quote Tags, then select those tags on the quote. The admin form does not accept an arbitrary comma-separated string as a replacement for tag records.
See Quote Tags.
Choose a simple convention
- Use human-readable names for administrators and customers.
- Use lowercase ASCII codes with underscores or hyphens consistently for API/import identifiers.
- Do not put customer names or confidential deal details in global category or tag names.
- Deactivate a value that should no longer be selected; delete it only after checking existing relations and integrations.
- Prefer a small useful taxonomy over dozens of nearly identical values.
Automation and data exchange
Pricing and workflow rules expose quote/category-related conditions where supported by the selected condition type. Verify the exact rule condition instead of assuming every field can drive every rule.
The optional REST API and CSV Import/Export add-ons provide programmatic access to projects, categories, tags, and their quote relations. Use stable codes and customer identifiers when moving this data between environments.