Configuration

Configure the B2B Quote extension for your business requirements.

Where Settings Live

All settings are under:

• Stores > Configuration > MageB2B > B2B Quote

The underlying config paths are grouped like:

• b2bquote/general/* (core settings)
• b2bquote/frontend_settings/* (customer-facing behavior)
• b2bquote/email_notifications/* (templates and recipients)
• b2bquote/attachments/* (uploads)
• b2bquote/pdf/* (PDF layout and company data)
• b2bquote/guest_quote/* (guest quotes)
• b2bquote/pricing/* (negotiation)
• b2bquote/pricing_rules/* (auto pricing)
• b2bquote/workflow/* (automation)
• b2bquote/quote_merge_split/* (merge/split)
• b2bquote/revision/* (revision tracking)
• b2bquote/shipping/* (shipping)
• b2bquote/inventory/* (inventory reservation)
• b2bquote/quote_fee/* (fees)
• b2bquote/payment/* (payment restrictions for quote checkout)
• b2bquote/customer_experience/* (UX defaults)
• b2bquote/order_creation/* (order creation safeguards)
• b2bquote/messaging/* (quote message limits and per-status disabling)
• b2bquote/admin_assignment/* (responsible admin and Admin Inbox notices)

For a detailed list of settings and what they do, see:

• Settings Reference

Recommended First Setup

1. Enable the module: b2bquote/general/enable
2. Set quote number format: b2bquote/general/quote_number_format
3. Configure statuses and transitions:
   • Status Configuration
   • Status Transitions
4. Configure frontend:
   • b2bquote/frontend_settings/display_on_product
   • b2bquote/frontend_settings/enable_cart_conversion
5. Configure email notifications:
   • Email Notifications
6. Configure PDF layout/branding (optional):
   • PDF Export & Layouts
7. Enable guest quotes (optional):
   • Guest Quotes

Related

• Installation Guide
• Settings Reference
• Admin Permissions (ACL)
• Cron Jobs
• Quote Management
• Pricing Rules
• Add-Ons