Quote PDFs and Layouts
B2B Quote can render a customer-ready PDF from the current quote. The document brings together merchant identity, customer and address data, items, negotiated prices, totals, shipping, validity, and other quote information supported by the selected layout.
Built-in layouts
The base extension includes six layouts:
- Classic (
classic) - Minimalist (
minimalist) - Sidebar (
sidebar) - Color Block (
color_block) - Compact (
compact) - Executive (
executive)
Use the visual selector to compare them with representative quote data rather than choosing from the name alone.
Configuration
Under Stores → Configuration → MageB2B → B2B Quote → PDF Settings, configure:
- PDF layout;
- company logo, name, address, telephone, and email;
- footer text;
- statuses for which PDF download is restricted;
- whether item notes appear in the document.
Settings are scope-aware, so stores with different legal entities or contact details can use different document branding.
Before publishing a layout
Generate sample PDFs that include:
- a long company and customer address;
- several item types, long product names, item options, and notes;
- discounts, tax, shipping, and a quote fee;
- multiple pages;
- the store's real currency and locale formatting;
- the longest footer and legal text you expect to use.
Confirm that the PDF reflects the saved quote revision customers are meant to receive. Regenerate it after changing pricing or addresses.
Restricting downloads
Use PDF Download Restricted Statuses when a document should not be available in drafts or other internal stages. Status restrictions apply to storefront download access; administrator permissions and internal document handling should be reviewed separately.
Custom layouts
Developers can register additional renderers in the PDF layout pool through dependency injection. For a merchant-managed visual editor, reusable layout records, custom fonts, and variable placement, see the PDF Designer Add-On.
Troubleshooting
If the wrong logo or company details appear, check the active website/store scope and clear configuration cache. If content is clipped, reproduce it with the longest real-world data and compare another built-in layout. If customers cannot download a PDF, inspect the quote's current status and the restricted-status setting.