Guest Quotes

Allow visitors without an account to request quotes and access them via a secure token link.

What It Does

  • Creates quotes without customer_id (guest email + access token)
  • Sends a token URL to the guest to view/continue the quote
  • Supports approval/acceptance and conversion flows depending on configuration

How Guest Access Works

Guest quotes are accessed via a token URL.

Screenshot placeholder: guest quote request form + token email
File: ./_screenshots/guest-quote-token-email.png

Configuration

Enable and configure guest quotes under:

  • b2bquote/guest_quote/enabled
  • b2bquote/guest_quote/quote_number_format (default: GQ-{increment_id})
  • b2bquote/guest_quote/access_token_pattern

See also:

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