Frontend Experience

This page documents what customers (and guests) see on the storefront, how the quote UI behaves, and which settings control it.

Key Frontend URLs

All storefront routes use Magento’s b2bquote frontName:

  • Quote list: b2bquote/quote/index
  • Quote view: b2bquote/quote/view?id={quoteId}
  • Quote edit: b2bquote/quote/edit?id={quoteId}

Guest quotes can also be accessed via token-based flows (see Guest Quotes).

“Add to Quote” Button

Controlled by:

  • b2bquote/frontend_settings/display_on_product
  • b2bquote/frontend_settings/display_on_category
  • b2bquote/frontend_settings/button_text

Screenshot placeholder: PDP button + category listing button
File: ./_screenshots/frontend-add-to-quote.png

Mini Quote (Header Dropdown)

The mini quote is a customer-data section that updates after actions like:

  • adding/removing quote items
  • duplicating quotes
  • submitting/accepting quotes
  • cart → quote conversion

Controlled by:

  • b2bquote/frontend_settings/enable_mini_quote
  • b2bquote/frontend_settings/mini_quote_max_display
  • b2bquote/frontend_settings/mini_quote_display_mode

Screenshot placeholder: mini quote dropdown
File: ./_screenshots/frontend-mini-quote.png

Quote Editing

Typical edit actions:

  • update qty / notes
  • upload temporary attachments
  • bulk import items (CSV paste/upload) for faster entry
  • bulk export items to CSV

Bulk items CSV format (export):

sku,qty,price,notes

Screenshot placeholder: quote edit page (items + bulk import/export)
File: ./_screenshots/frontend-quote-edit.png

Cart → Quote Conversion

Controlled by:

  • b2bquote/frontend_settings/enable_cart_conversion
  • b2bquote/frontend_settings/cart_conversion_min_amount
  • b2bquote/frontend_settings/cart_conversion_button_text

Route:

  • b2bquote/cart/converttoquote (and ajax variant)

See:

Negotiation UI (Counter Offers)

Controlled by:

  • b2bquote/frontend_settings/allow_counter_offer
  • b2bquote/pricing/negotiation_enabled

See:

Customer Experience Settings

Common UX-related settings:

  • b2bquote/customer_experience/use_customer_addressbook
  • b2bquote/customer_experience/typical_response_time_days
  • b2bquote/customer_experience/approval_validity_days
  • b2bquote/customer_experience/draft_lifetime_days

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