Mini Quote

The mini quote is the header dropdown for B2B quote activity. Like Magento's mini cart, it lets a customer check current work and return to a quote without opening the full quote list first.

A signed-in buyer's mini quote showing two draft quotes, item counts, and totals

What it shows

For each displayed quote, the component can show:

  • quote number and current status colour;
  • item count and creation date;
  • grand total when storefront quote prices are enabled;
  • a direct link to the quote.

The header data also includes the total number of matching quotes and the number of items in draft quotes. An empty state appears when nothing matches the selected display mode.

For a logged-in customer, the component loads that customer's quotes. For a guest with a valid access token, it displays only the matching guest quote and keeps the token in the link.

Configuration

Open Stores → Configuration → MageB2B → B2B Quote → Frontend Settings.

Setting Purpose
Enable Mini Quote Enables the customer-data component.
Show in Top Navigation Adds the quote entry to storefront navigation.
Maximum Quotes to Display Limits the recent entries shown in the dropdown.
Display Mode Selects which lifecycle states appear.
Show Prices Controls whether quote totals are exposed on the storefront.

The display modes are:

  • All Quotes;
  • All Quotes (Exclude Drafts);
  • Only Active Quotes — in-review, submitted, and accepted states;
  • Only Actionable Quotes — quotes where customer action is available.

How updates reach the header

The mini quote uses Magento's b2bquote customer-data section. Quote actions invalidate or reload that section after changes such as adding or removing items, submitting or accepting an offer, duplicating a quote, or converting a cart.

Because the data is browser-side, clearing only Magento's server cache may not refresh a stale dropdown.

Troubleshooting

The component is missing

Confirm that B2B Quote and Enable Mini Quote are enabled for the current store, the visitor's customer group is allowed, and the active theme renders the mini-quote block. Deploy static content after installing or updating the extension.

It shows old information

Reload Magento customer data, clear the relevant browser local-storage section, and check the browser console and network requests. Verify that the quote action completed successfully before expecting the section to change.

A quote is absent

Check the configured display mode and maximum count. An active-only or actionable-only view intentionally hides other states. For a guest, confirm that the current request or session contains the correct access token.

Totals are missing

Check Show Prices. The extension intentionally omits total display data when storefront quote prices are disabled.