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/*)

PathWhat It Does
b2bquote/general/enableMaster switch for the module
b2bquote/general/quote_number_formatQuote numbering format (supports {increment_id:N} padding)
b2bquote/general/default_statusStatus for new quotes
b2bquote/general/default_expiration_daysDefault validity period
b2bquote/general/accept_modeHow acceptance works (e.g. “checkout” vs “instant”)
b2bquote/general/allow_quote_accept_mode_choiceLet customers choose accept mode
b2bquote/general/max_quote_itemsMax items per quote (0 = unlimited)
b2bquote/general/max_item_qtyMax quantity per item (0 = unlimited)
b2bquote/general/allowed_customer_groupsWhich customer groups can create quotes
b2bquote/general/auto_approval_enabledAuto-approve under threshold
b2bquote/general/auto_approval_thresholdThreshold amount
b2bquote/general/clear_cart_after_conversionClear cart after converting cart → quote

Guest Quotes (b2bquote/guest_quote/*)

PathWhat It Does
b2bquote/guest_quote/enabledAllow guest quote requests
b2bquote/guest_quote/quote_number_formatGuest quote numbering format
b2bquote/guest_quote/access_token_patternRegex pattern for generated access tokens

See:

PDF (b2bquote/pdf/*)

PathWhat It Does
b2bquote/pdf/pdf_layoutSelect PDF layout (visual selector)
b2bquote/pdf/pdf_logo_pathCompany logo (stored under pub/media/b2bquote/pdf/)
b2bquote/pdf/pdf_company_nameCompany name in header
b2bquote/pdf/pdf_company_addressCompany address in header
b2bquote/pdf/pdf_company_phoneCompany phone in header
b2bquote/pdf/pdf_company_emailCompany email in header
b2bquote/pdf/pdf_footer_textFooter text on all pages
b2bquote/pdf/pdf_download_restricted_statusesBlock PDF download for selected statuses
b2bquote/pdf/pdf_display_item_notesShow item notes in PDFs

See:

Frontend Settings (b2bquote/frontend_settings/*)

PathWhat It Does
b2bquote/frontend_settings/button_text“Add to Quote” button label
b2bquote/frontend_settings/display_on_productShow on product detail page
b2bquote/frontend_settings/display_on_categoryShow on category listing
b2bquote/frontend_settings/show_in_topnavShow quotes link in top nav
b2bquote/frontend_settings/enable_mini_quoteEnable mini quote dropdown
b2bquote/frontend_settings/mini_quote_max_displayMax quotes shown
b2bquote/frontend_settings/mini_quote_display_modeWhich quotes appear in mini quote
b2bquote/frontend_settings/allow_counter_offerAllow customer counter offers
b2bquote/frontend_settings/show_pricesShow prices in frontend quote UI
b2bquote/frontend_settings/quote_list_page_sizeQuotes per page
b2bquote/frontend_settings/redirect_after_product_addRedirect to quote after adding product
b2bquote/frontend_settings/enable_cart_conversionEnable cart → quote
b2bquote/frontend_settings/cart_conversion_min_amountMinimum cart subtotal
b2bquote/frontend_settings/cart_conversion_button_textCTA text in cart
b2bquote/frontend_settings/show_history_tabShow history tab on quote view
b2bquote/frontend_settings/allow_duplicate_quoteAllow 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/*)

PathWhat It Does
b2bquote/pricing/negotiation_enabledEnable negotiation logic (counter offers, etc.)

Quote Fees (b2bquote/quote_fee/*)

PathWhat It Does
b2bquote/quote_fee/apply_taxApply tax to fees
b2bquote/quote_fee/fee_includes_taxFee amounts include tax (extract vs add)
b2bquote/quote_fee/tax_class_idTax class for fees

Shipping (b2bquote/shipping/*)

PathWhat It Does
b2bquote/shipping/requiredRequire shipping address and method
b2bquote/shipping/free_shipping_thresholdFree shipping threshold
b2bquote/shipping/disallowed_methodsHide shipping methods for quotes

Payment (b2bquote/payment/*)

PathWhat It Does
b2bquote/payment/requiredRequire payment method selection for quotes
b2bquote/payment/disallowed_methodsHide payment methods for quotes

Attachments (b2bquote/attachments/*)

PathWhat It Does
b2bquote/attachments/allowed_extensionsAllowed extensions (comma-separated)
b2bquote/attachments/max_filesize_mbMax upload size (MB)
b2bquote/attachments/disabled_statusesDisable/hide attachments by status

Messaging (b2bquote/messaging/*)

PathWhat It Does
b2bquote/messaging/max_message_lengthMax chars (0 = unlimited)
b2bquote/messaging/messaging_disabled_statusesDisable messaging by status

Inventory Reservation (b2bquote/inventory/*)

PathWhat It Does
b2bquote/inventory/reserve_on_approvalReserve stock when approved
b2bquote/inventory/reservation_compensation_codeReservation identifier
b2bquote/inventory/release_on_expirationRelease on expiration
b2bquote/inventory/release_on_rejectionRelease on rejection

Pricing Rules (b2bquote/pricing_rules/*)

PathWhat It Does
b2bquote/pricing_rules/pricing_rules_enabledEnable pricing rules engine
b2bquote/pricing_rules/can_stack_rulesAllow stacking vs first match

Merge & Split (b2bquote/quote_merge_split/*)

PathWhat It Does
b2bquote/quote_merge_split/merge_enabledCustomer can merge quotes
b2bquote/quote_merge_split/split_enabledCustomer can split quotes
b2bquote/quote_merge_split/merge_messages_defaultDefault for including messages
b2bquote/quote_merge_split/merge_attachments_defaultDefault for including attachments
b2bquote/quote_merge_split/delete_source_after_mergeDelete sources after merge

Workflow (b2bquote/workflow/*)

PathWhat It Does
b2bquote/workflow/workflow_enabledEnable workflow rules
b2bquote/workflow/transition_validationWhether workflow status actions must follow transitions

Revision Tracking (b2bquote/revision/*)

PathWhat It Does
b2bquote/revision/enabled_eventsWhich events create revisions
b2bquote/revision/cleanup_enabledEnable cleanup via cron
b2bquote/revision/cleanup_daysRetention days (0 = keep forever)

Customer Experience (b2bquote/customer_experience/*)

PathWhat It Does
b2bquote/customer_experience/use_customer_addressbookAllow copying from address book (quotes store addresses separately)
b2bquote/customer_experience/draft_lifetime_daysAuto-delete drafts after N days
b2bquote/customer_experience/typical_response_time_daysShown as guidance text
b2bquote/customer_experience/approval_validity_daysExpire approved quotes after N days

Order Creation (b2bquote/order_creation/*)

PathWhat It Does
b2bquote/order_creation/price_change_behaviorWhat to do if catalog price changed
b2bquote/order_creation/stock_validation_behaviorWhat to do if items out of stock
b2bquote/order_creation/product_availability_checkValidate enabled/not deleted

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