Duplicate & Compare Quotes
B2B Quote includes customer-facing quote duplication and comparison features for repeat purchasing and negotiation workflows.
Duplicate Quotes
Customers can duplicate one of their own quotes from the quote list or the quote view when duplication is enabled (b2bquote/frontend_settings/allow_duplicate_quote). Only signed-in customers can duplicate, and only for quotes that belong to their own account.
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 signed-in customers review several of their own quotes side by side. It is available from the customer quote list; quotes that do not belong to the customer 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