Attachments
Attachments keep the documents needed for an offer with the quote itself. Customers and administrators can exchange specifications, drawings, bills of materials, reference images, and other supporting files without separating them from the negotiation record.
Storefront limits
Under Stores → Configuration → MageB2B → B2B Quote → Attachments, configure:
| Setting | Purpose |
|---|---|
| Allowed File Extensions | Comma-separated allowlist such as pdf,xlsx,jpg,png,zip. |
| Max File Size (MB) | Per-file application limit. The configuration screen also reports relevant server limits. |
| Max Attachments (Frontend) | Maximum files allowed on a storefront quote; 0 means unlimited. |
| Disable Attachments for Statuses | Hides existing attachments and disables upload for the selected quote statuses. |
The effective upload size cannot exceed PHP and web-server limits even if the extension allows a larger value.
Upload and message association
The storefront can upload a file directly to a quote or stage it while a message is being composed. A staged file is linked to the quote and message only when the message save completes. If the message is cancelled, clear the staged upload so an unreferenced file is not left in the quote media area.
Administrators can attach a file to the quote or to a message from the admin editor. The uploader type and quote ID are stored with the attachment. A file does not become visible to the customer merely because it exists in storage: the message visibility and the current quote status still apply.
The upload validates the configured extension, the detected file type (MIME type), file size, and quote status. A browser filename alone is not sufficient to pass the file-type check. Download and delete actions also require access to the quote and are disabled for statuses listed in Disable Attachments for Statuses.
Sensible policy
- Allow only formats your sales team genuinely needs.
- Prefer PDF for documents that should not be edited.
- Use a practical attachment count instead of unlimited uploads on a public storefront.
- Disable attachments after the workflow reaches a locked or final status when further document exchange is not appropriate.
- Treat attachments as customer-provided files: scan and review them according to your organisation's security policy.
When an upload fails
Check the extension allowlist, configured file-size limit, PHP upload limits, web-server request limits, storefront attachment count, and the quote's current status. A filename extension being allowed does not override a server limit or a disabled workflow status.
For signed quote documents, see the OpenSign Add-On.