Duplicate & Compare Quotes

B2B Quote includes customer-facing quote duplication and comparison features for repeat purchasing and negotiation workflows.

Duplicate Quotes

Customers can duplicate their own quotes when duplication is enabled.

Requirements:

customer is logged in
quote belongs to the current customer
module is enabled
b2bquote/frontend_settings/allow_duplicate_quote is enabled
request contains a valid Magento form key

The duplicated quote is created as a draft and redirects the customer to the quote edit page.

Copied Data

Duplicating a quote keeps the useful quote structure while starting a new negotiation.

The new draft always keeps the customer, store, project, quote addresses, products, requested quantities, catalogue prices, and product options. It does not copy the old lifecycle or order relation.

Under Frontend Settings > Duplicate Quote: Copy Fields, choose which additional business fields should carry over:

purchase order number and customer note;
expiration date;
shipping method and shipping amount;
payment method;
quote fee;
discount adjustment.

Messages, attachments, approvals, revisions, counter prices, and the old offered prices are not treated as a new negotiation. Review the draft before submitting it.

Compare Quotes

The compare view lets customers review multiple owned quotes side by side.

Security checks:

customer must be logged in
every compared quote ID must belong to the customer
inaccessible quote IDs are rejected

Typical Use Cases

compare old and new quotes before accepting
duplicate a recurring quote and adjust quantities
keep a previous quote as reference while negotiating a new one
compare project quotes across different status stages