Quote Add-On

The Quote add-on (MageB2B_StaffQuote) adds a complete quote workflow around staff accounts:

• Staff can create and manage quotes for customers
• Customers can request quotes and view/accept/reject them
• Attachments, quote history, PDFs, and expiry reminders
• Admin management (grid + quote detail view)

Installation

composer config bearer.repo.softwaresilo.io composer config repositories.softwaresilo composer https://repo.softwaresilo.io/ composer require mageb2b/staff-quote:* php bin/magento module:enable MageB2B_StaffQuote php bin/magento setup:upgrade php bin/magento cache:flush

Admin: Staff Quotes

Admin menu:

• Staff >Staff Quotes

Screenshot placeholder: Admin staff quote grid

Staff Frontend: Quote Workspace

The add-on registers staff pages under the staffquote frontend routes (examples):

• Quote list / dashboard
• Quote view + edit
• Quote PDF export
• Attachments management
• Customer search + product search helpers

Screenshot placeholder: Staff quote list (frontend)

Customer Frontend: Quote Requests & Customer Quote View

Customers get pages and actions (examples):

• Request quote
• View quote
• Accept / reject
• Download attachments (if enabled)
• Create order from quote (optional, configurable)

Screenshot placeholder: Customer quote request form

Configuration

Location: Stores >Configuration > MageB2B > Staff > Quote

Key settings (defaults shown):

• staff/quote/show_request_menu (default: Yes) – show quote request menu for customers
• staff/quote/quote_expiry_days (default: 30)
• staff/quote/enable_expiry_reminder (default: Yes)
• staff/quote/reminder_days_before (default: 3)
• staff/quote/quote_number_format (default: Q-{increment_id})
• PDF settings:
  • staff/quote/pdf_logo_path
  • staff/quote/pdf_company_name
  • staff/quote/pdf_company_address
  • staff/quote/pdf_company_contact
  • staff/quote/pdf_footer_text
• Customer options:
  • staff/quote/allow_customer_create_order (default: No)
  • staff/quote/show_history_customer_quote (default: No)
  • staff/quote/allow_customer_attachments (default: Yes)
  • staff/quote/allowed_extensions
  • staff/quote/max_attachment_size_mb
  • staff/quote/max_attachments_per_quote

Location: Stores >Configuration > MageB2B > Staff > Email settings

• staff/email/attach_pdf_to_customer
• staff/email/attach_quote_attachments
• staff/email/max_total_attachments_mb
• Quote email templates:
  • staff/email/quote_template
  • staff/email/quote_to_customer_template
  • staff/email/quote_status_update_template
  • staff/email/quote_expiry_reminder_template
  • staff/email/quote_internal_notification_template
  • staff/email/customer_quote_request_template

Screenshot placeholder: Quote configuration section

Cron Jobs

The module includes cron jobs for:

• Expiring quotes
• Sending expiry reminders

Make sure Magento cron is running on production.