Quote Tags
Tags mark quotes with reusable operational labels such as Tender, Renewal, or Needs Technical Review. A quote can carry several tags, and the REST add-on can return popular tags for selection interfaces.
Create a tag
Open B2B Quotes > Quote Tags and select Add New Tag.
| Field | Meaning |
|---|---|
| Code | Unique API/import identifier |
| Name | Human-readable label |
| Active | Whether the tag remains selectable |
Use a stable code such as technical_review and a natural name such as Needs Technical Review. There is no benefit in forcing the visible name to lowercase or replacing its spaces with hyphens.
Assign tags
Open a quote, select the required entries in Tags, and save. Tags are managed records; the quote form is not a free-form comma-separated tag field.
Use categories for a durable taxonomy and tags for flexible handling markers. Avoid encoding customer names, private notes, or values that belong in the quote message or admin note.
Retire a tag
The grid provides mass enable, disable, and delete actions. Deactivate a tag when it should stay attached to historical quotes but should no longer be selected. Delete only after checking relations and any API/import process that uses its code.
API and CSV access
The REST add-on includes tag, popular-tag, and quote-tag operations. The CSV add-on imports and exports tag records and relations. See REST API Add-On and CSV Import/Export Add-On.