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Installation Guide

This guide installs the base B2B Quote package. Add-ons such as GraphQL, Import/Export, OpenSign, and PDF Designer are installed separately after the base module is working.

Requirements

  • A supported Magento Open Source or Adobe Commerce release
  • A PHP runtime supported by that Magento release and the package
  • Composer access to the SoftwareSilo package repository
  • the PHP extensions iconv, intl, and zip

Check the current product compatibility information before installation. Keep Magento, PHP, and all B2B Quote packages on combinations that are supported together instead of relying on a version number copied from an older guide.

Back up the database and Magento files before changing modules in an existing store. Run the commands from the Magento project root.

Installation via Composer

composer config bearer.repo.softwaresilo.io <token>
composer config repositories.softwaresilo composer https://repo.softwaresilo.io/
composer require mageb2b/b2b-quote:*

Composer also installs the required SoftwareSilo Extension Manager dependency.

Enable the Module

php bin/magento module:enable MageB2B_B2BQuote
php bin/magento setup:upgrade
php bin/magento cache:flush

For a production-mode store, rebuild generated code and static assets as part of your normal deployment process:

php bin/magento setup:di:compile
php bin/magento setup:static-content:deploy

Verify Installation

Check that the module is installed:

php bin/magento module:status MageB2B_B2BQuote

The command should report that MageB2B_B2BQuote is enabled. Then sign in to Magento Admin and confirm that B2B Quotes appears in the menu and Stores > Configuration > MageB2B > B2B Quote opens without an error.

Database Tables

The installation creates a connected set of quote tables. The main groups are:

Area Tables
Quotes and items b2b_quote, b2b_quote_item, b2b_quote_address
Status workflow b2b_quote_state, b2b_quote_status, b2b_quote_status_transition, b2b_quote_expiration_reminder
Customer organization b2b_quote_project, b2b_quote_category, b2b_quote_to_category, b2b_quote_tag, b2b_quote_to_tag
Negotiation records b2b_quote_message, b2b_quote_attachment, b2b_quote_fee
Agreements b2b_quote_agreement, b2b_quote_agreement_item
Automation b2b_quote_pricing_rule, b2b_quote_workflow_rule
Audit history b2b_quote_revision, b2b_quote_revision_item

The module also adds quote-related fields to Magento quote, order, invoice, credit memo, and order-grid records.

Post-Installation

  1. Enable the extension and choose the quote number format.
  2. Review the default quote statuses and allowed transitions.
  3. Decide which customer groups may request quotes.
  4. Configure the storefront buttons, cart conversion, and mini quote.
  5. Check email sender and notification settings.
  6. Add pricing rules, workflow automation, PDF branding, or guest quotes only where the business process needs them.

Start with a simple request-review-accept workflow. Add automation after sales users have confirmed that the basic lifecycle matches the way they work.

Next Steps

Configuration