Settings Reference

All settings are under Stores → Configuration → MageB2B → B2B Quote (config path prefix: b2bquote/*).

This page focuses on what each group controls and which settings usually matter in real projects.

Screenshot placeholder: configuration overview
File: ./_screenshots/config-general.png

General (b2bquote/general/*)

Path What It Does
b2bquote/general/enable Master switch for the module
b2bquote/general/quote_number_format Quote numbering format (supports {increment_id:N} padding)
b2bquote/general/default_status Status for new quotes
b2bquote/general/default_expiration_days Default validity period
b2bquote/general/accept_mode How acceptance works (e.g. “checkout” vs “instant”)
b2bquote/general/allow_quote_accept_mode_choice Let customers choose accept mode
b2bquote/general/max_quote_items Max items per quote (0 = unlimited)
b2bquote/general/max_item_qty Max quantity per item (0 = unlimited)
b2bquote/general/allowed_customer_groups Which customer groups can create quotes
b2bquote/general/auto_approval_enabled Auto-approve under threshold
b2bquote/general/auto_approval_threshold Threshold amount
b2bquote/general/clear_cart_after_conversion Clear cart after converting cart → quote

Guest Quotes (b2bquote/guest_quote/*)

Path What It Does
b2bquote/guest_quote/enabled Allow guest quote requests
b2bquote/guest_quote/quote_number_format Guest quote numbering format
b2bquote/guest_quote/access_token_pattern Regex pattern for generated access tokens

See:

PDF (b2bquote/pdf/*)

Path What It Does
b2bquote/pdf/pdf_layout Select PDF layout (visual selector)
b2bquote/pdf/pdf_logo_path Company logo (stored under pub/media/b2bquote/pdf/)
b2bquote/pdf/pdf_company_name Company name in header
b2bquote/pdf/pdf_company_address Company address in header
b2bquote/pdf/pdf_company_phone Company phone in header
b2bquote/pdf/pdf_company_email Company email in header
b2bquote/pdf/pdf_footer_text Footer text on all pages
b2bquote/pdf/pdf_download_restricted_statuses Block PDF download for selected statuses
b2bquote/pdf/pdf_display_item_notes Show item notes in PDFs

See:

Frontend Settings (b2bquote/frontend_settings/*)

Path What It Does
b2bquote/frontend_settings/button_text “Add to Quote” button label
b2bquote/frontend_settings/display_on_product Show on product detail page
b2bquote/frontend_settings/display_on_category Show on category listing
b2bquote/frontend_settings/show_in_topnav Show quotes link in top nav
b2bquote/frontend_settings/enable_mini_quote Enable mini quote dropdown
b2bquote/frontend_settings/mini_quote_max_display Max quotes shown
b2bquote/frontend_settings/mini_quote_display_mode Which quotes appear in mini quote
b2bquote/frontend_settings/allow_counter_offer Allow customer counter offers
b2bquote/frontend_settings/show_prices Show prices in frontend quote UI
b2bquote/frontend_settings/quote_list_page_size Quotes per page
b2bquote/frontend_settings/redirect_after_product_add Redirect to quote after adding product
b2bquote/frontend_settings/enable_cart_conversion Enable cart → quote
b2bquote/frontend_settings/cart_conversion_min_amount Minimum cart subtotal
b2bquote/frontend_settings/cart_conversion_button_text CTA text in cart
b2bquote/frontend_settings/show_history_tab Show history tab on quote view
b2bquote/frontend_settings/allow_duplicate_quote Allow quote duplication

See:

Email Notifications (b2bquote/email_notifications/*)

Key fields:

  • email_sender
  • admin_recipients
  • template_* (submitted, counter offer, status changed, expired, negotiated, message, reminder)
  • expiration_reminder_intervals
  • attach_quote_pdf
  • attach_customer_files

See:

Pricing / Negotiation (b2bquote/pricing/*)

Path What It Does
b2bquote/pricing/negotiation_enabled Enable negotiation logic (counter offers, etc.)

Quote Fees (b2bquote/quote_fee/*)

Path What It Does
b2bquote/quote_fee/apply_tax Apply tax to fees
b2bquote/quote_fee/fee_includes_tax Fee amounts include tax (extract vs add)
b2bquote/quote_fee/tax_class_id Tax class for fees

Shipping (b2bquote/shipping/*)

Path What It Does
b2bquote/shipping/required Require shipping address and method
b2bquote/shipping/free_shipping_threshold Free shipping threshold
b2bquote/shipping/disallowed_methods Hide shipping methods for quotes

Payment (b2bquote/payment/*)

Path What It Does
b2bquote/payment/required Require payment method selection for quotes
b2bquote/payment/disallowed_methods Hide payment methods for quotes

Attachments (b2bquote/attachments/*)

Path What It Does
b2bquote/attachments/allowed_extensions Allowed extensions (comma-separated)
b2bquote/attachments/max_filesize_mb Max upload size (MB)
b2bquote/attachments/disabled_statuses Disable/hide attachments by status

Messaging (b2bquote/messaging/*)

Path What It Does
b2bquote/messaging/max_message_length Max chars (0 = unlimited)
b2bquote/messaging/messaging_disabled_statuses Disable messaging by status

Inventory Reservation (b2bquote/inventory/*)

Path What It Does
b2bquote/inventory/reserve_on_approval Reserve stock when approved
b2bquote/inventory/reservation_compensation_code Reservation identifier
b2bquote/inventory/release_on_expiration Release on expiration
b2bquote/inventory/release_on_rejection Release on rejection

Pricing Rules (b2bquote/pricing_rules/*)

Path What It Does
b2bquote/pricing_rules/pricing_rules_enabled Enable pricing rules engine
b2bquote/pricing_rules/can_stack_rules Allow stacking vs first match

Merge & Split (b2bquote/quote_merge_split/*)

Path What It Does
b2bquote/quote_merge_split/merge_enabled Customer can merge quotes
b2bquote/quote_merge_split/split_enabled Customer can split quotes
b2bquote/quote_merge_split/merge_messages_default Default for including messages
b2bquote/quote_merge_split/merge_attachments_default Default for including attachments
b2bquote/quote_merge_split/delete_source_after_merge Delete sources after merge

Workflow (b2bquote/workflow/*)

Path What It Does
b2bquote/workflow/workflow_enabled Enable workflow rules
b2bquote/workflow/transition_validation Whether workflow status actions must follow transitions

Revision Tracking (b2bquote/revision/*)

Path What It Does
b2bquote/revision/enabled_events Which events create revisions
b2bquote/revision/cleanup_enabled Enable cleanup via cron
b2bquote/revision/cleanup_days Retention days (0 = keep forever)

Customer Experience (b2bquote/customer_experience/*)

Path What It Does
b2bquote/customer_experience/use_customer_addressbook Allow copying from address book (quotes store addresses separately)
b2bquote/customer_experience/draft_lifetime_days Auto-delete drafts after N days
b2bquote/customer_experience/typical_response_time_days Shown as guidance text
b2bquote/customer_experience/approval_validity_days Expire approved quotes after N days

Order Creation (b2bquote/order_creation/*)

Path What It Does
b2bquote/order_creation/price_change_behavior What to do if catalog price changed
b2bquote/order_creation/stock_validation_behavior What to do if items out of stock
b2bquote/order_creation/product_availability_check Validate enabled/not deleted

Found an issue with this documentation? Let us know