Guest Quotes
Guest quotes let a visitor request and negotiate an offer without first creating a Magento customer account. The quote stores the visitor's email address and uses a private access token in place of account ownership.
How the flow works
- A visitor adds products to a quote or converts the guest cart into a quote.
- The extension creates a guest quote with no
customer_id, assigns a guest quote number, and generates a random access token. - The visitor supplies contact and address information and submits the request.
- Quote emails include a tokenised link that opens the permitted guest quote.
- The token is preserved during view, edit, submit, message, attachment, and acceptance actions.
- Depending on the configured acceptance mode, the accepted quote can return to checkout or create a guest order.
Configuration
Open Stores → Configuration → MageB2B → B2B Quote → Guest Quote Settings.
| Setting | Purpose |
|---|---|
| Enable Guest Quotes | Allows quote creation and token-based access without login. |
| Guest Quote Number Format | Defines guest-facing quote numbers. The default is GQ-{increment_id}. |
| Access Token Pattern | Defines the generated token pattern. The default pattern is guest_[a-zA-Z0-9]{10}. |
If the guest number format differs from the regular quote format, the extension maintains a separate guest counter.
Treat the link like a password
Anyone with a valid token link may be able to access the associated guest quote. Do not publish, log, or place real guest links in screenshots and tickets. Ask customers to forward the link only to authorised colleagues.
Disabling guest quotes prevents token-based guest access in that store scope; it is not merely a switch for creating new requests. Plan the change before disabling the feature with active guest negotiations.
Addresses and shipping
A guest can enter quote-specific billing and shipping addresses. Once saved, those addresses can be selected again within the same quote. They are not a Magento customer address book.
For direct guest order creation, a complete shipping address and a valid shipping method are required for shippable products. See Shipping in Quotes.
Operational checklist
- Use HTTPS on every storefront route.
- Keep token patterns random and sufficiently long; do not use customer names, email addresses, or sequential values.
- Test the submission, status, message, approval, and expiration emails and confirm each link returns to the correct quote.
- Verify that a missing or incorrect token cannot open the quote.
- Test a fresh browser session, not only the session that created the quote.
- Use fictional data in demonstrations and documentation screenshots.
Troubleshooting
The link redirects or denies access
Confirm guest quotes are enabled for the quote's store view and that the complete, unmodified access_token parameter is present. Test without a logged-in customer session to reproduce the guest path accurately.
The visitor never receives the link
Verify the guest email stored on the quote, Magento email delivery, the relevant B2B Quote email template, and the mail queue or transport logs. The token can also be inspected by an authorised administrator, but it should not be sent through an insecure public channel.
Order creation fails
Check address completeness, shipping method availability, product stock and price validation, and the configured acceptance mode.