Magento 2 ExtensionB2B Quote
Control quote requests centrally with price negotiation, status transition control, message history, file attachments, and direct conversion to orders.
B2B Quote covers the full quote journey in Magento 2: from initial request through negotiation and approval to a confirmed order.
Multiple quote entry points: Quotes can be created from product page, cart, customer account, or directly in the admin area. This supports different sales scenarios without process breaks.
Clear status logic per process step: Each step is controlled by defined statuses. Teams always see ownership, current progress, and the next required action.
Negotiation with complete history: Counteroffers, price changes, and decisions are documented per quote. Sales and buying teams work on the same context.
Rule-based pricing and conditions: Pricing rules automate recurring decisions by quantity, customer group, product scope, or quote value. This reduces manual effort and improves consistency.
Quote-level fees and surcharges: Additional costs can be added in a controlled way, so special effort remains transparent and billable.
Messages and files in one place: Communication, clarifications, and attachments stay linked to the quote record. Information no longer gets lost in external threads.
Customer account with active participation: Customers can review quote details, respond, and move the process forward directly from their account area.
Structured handling of complex cases: Quotes can be split, merged, and compared. Larger negotiations remain manageable and easy to track.
Project context and team steering: Quotes can be assigned to projects to keep collaboration structured across teams.
Dashboard and KPI visibility: KPI cards and charts provide visibility into volume, status distribution, and trend development for data-driven steering.
Automated follow-up actions: Reminders, lifecycle automation, and cleanup of inactive records run in the background based on your settings.
Direct conversion to orders: Approved quotes are converted into orders without duplicate data entry. This reduces errors and speeds up closing.
Standard PDFs in core: B2B Quote generates quote PDFs out of the box with six built-in layouts: Classic, Minimalist, Sidebar, Color Block, Compact, and Executive. In admin, you can configure logo, company details, footer text, item notes, and status-based PDF download permissions. Single quote PDFs, bulk export as ZIP, and dashboard report PDF are already included.
PDF Designer (Add-On): Extend quote documents with visually configurable templates for consistent branded communication.
OpenSign (Add-On): Add digital signatures for binding quote approvals without process breaks. If you use another signature provider, a separate integration is required.
Quote creation from multiple touchpoints
Start quotes from product page, cart, customer account, or admin area.
Transition control per status step
Define for each status change whether the customer, admin, or system can perform it, and whether a note is required.
End-to-end quote lifecycle
Manage quotes from draft and review to acceptance and order conversion in one flow.
Structured counteroffer negotiation
Handle customer and sales counteroffers directly inside each quote.
Full change history
Track pricing and status changes transparently for faster decisions.
Contextual messages and files
Keep communication and documents on the quote instead of external channels.
Attachment policy controls
Configure allowed file types, size limits, and upload behavior for quote files.
Rule-driven pricing logic
Apply quote conditions consistently with configurable pricing rules.
Event-driven follow-up actions
Trigger notifications and process steps automatically on status events.
Dashboard KPIs and insights
Monitor quote volume, progress, and trend development in one place.
Customer quote workspace
Provide clear quote detail views and actions in the customer account.
Split, merge, and compare
Structure complex quote scenarios flexibly without losing context.
Project-based quote organization
Group quote activity by project to keep larger negotiations structured.
Controlled quote surcharges
Add extra costs transparently to quote calculation and presentation.
Direct quote-to-order conversion
Convert approved quotes into orders without duplicate data handling.
PDF Designer (Add-On)
Extend quote documents with visually configurable templates for consistent branded communication.
OpenSign (Add-On)
Add digital signatures for binding quote approvals without process breaks.
- Current Version1.1.2
- Compatible with Magento 2.4.6 - 2.4.8
- Compatible with PHP 8.1 - 8.5
If your environment differs from the listed requirements, we can check compatibility in advance. Please contact us via our contact form.
Version 1.1.2 - 2026-03-09
- Changed Convert to Quote order history action rendering
- Fix frontend merge quote modal rendering by removing nested modal wrapper markup and preventing duplicate modal initialization
Version 1.1.1 - 2026-03-08
- Added lifecycle fixtures and compatibility helpers for quote workflow and transaction scenarios
- Fixed workflow state resolution for expiration reminders and quote validation to use quote status state codes consistently
- Fixed guest quote split draft creation to preserve a usable customer email context
- Fixed expired quote cron handling to log skipped quote failures while continuing the batch
Version 1.1.0 - 2026-02-26
- Added transition health check and fixture reload actions in admin to validate and restore core quote status workflow data
- Added configurable duplicate-field handling so quote copy behavior can include shipping, payment, fee, discount, note, and expiry fields by configuration
- Added shipping adjustment persistence and transfer into quote-to-order conversion totals
- Added stronger quote-to-order linkage observers to persist the related quote reference on the order lifecycle
- Updated quote action visibility and readiness checks in admin and frontend flows to align with quote state and data completeness
- Normalized frontend modal handling
- Fixed admin save transaction integrity so failed payment validation does not partially persist quote changes
- Fixed quote conversion so negotiated prices and quote adjustments are preserved consistently in resulting orders and totals.
- Fixed shipping/totals drift across admin and frontend refresh flows, including duplicate and update scenarios
- Fixed submitted workflow triggering so `quote_submitted` rule automations run on valid status transitions
- Fixed broken admin fulltext search handling in listings backed by data providers without explicit fulltext mapping
- Fixed frontend new-quote shipping selector binding and totals refresh race conditions
- Fixed quote email totals rendering and discount/tax presentation consistency
Version 1.0.3 - 2026-02-03
- Centralized quote access checks in controllers and shared the validated quote via ViewModel to prevent null dereference crashes on quote view
Version 1.0.2 - 2026-01-29
- Added System Configuration module information block
- Added max attachments limit config for frontend uploads
- Cast product price to float before updating quote item prices to avoid TypeError during product save
Version 1.0.1 - 2026-01-26
- Added logical checks around status transitions
- Added composite index on quote messages for faster frontend message loading
- Improved admin split-quote modal translations and labels
- Enforced `negotiation_enabled` for frontend totals preview and form submits
- Prevented status change email errors from blocking quote submit; now logs and falls back to default template
- Fixed frontend CSV export on quote edit to use client-side export data
- Removed “Save as Draft” action from existing draft quotes; kept for new quotes only
- Adjusted quote edit action ordering and styled “Submit Quote” as primary green
Version 1.0.0 - 2026-01-23
- Added initial version
Version 1.1.0 - 2026-02-03
- Extended B2B quote GraphQL queries and mutations
- Resolved list resolver and split input handling issues
Version 1.0.0 - 2026-01-20
- Added initial version
Version 1.0.1 - 2026-01-27
- Allow zero width/height for line elements to prevent preview validation errors
- Align import validation for line elements with zero width/height support
- Update QR code error correction handling to use Endroid QrCode enum API
Version 1.0.0 - 2026-01-23
- Added initial version
A clear status process with automated follow-up steps reduces idle time between sales, backoffice, and customer interactions.
Counteroffers and price changes are captured directly on the quote, so decisions are made with full and current context.
Status transitions can be controlled by actor per step, which keeps approvals structured and reduces unnecessary back-and-forth.
Communication and attachments stay linked to each quote record, reducing search time and avoiding misunderstandings.
Recurring pricing decisions run automatically based on your conditions, improving consistency and reducing manual errors.
Quotes can be split, merged, and compared, so larger negotiations remain structured and traceable.
Dashboards and KPI views expose volume, progress, and bottlenecks early so teams can steer proactively.
Reminders and automated cleanup keep open work visible and prevent old drafts from blocking process quality.
Approved quotes are converted directly into orders, removing duplicate entry and accelerating checkout readiness.
The core focus is B2B negotiation, while B2C scenarios with negotiated pricing and approvals can also be handled effectively.
The license is valid for one Magento installation, including multi-website operation. In addition, the module may be installed on any number of development or staging servers. You can find further details in our license terms.
Installation and configuration are not included in the price. On request, we can support you with a smooth integration into your system.
You can pay by credit card (Stripe) or bank transfer (prepayment). For credit card payments, the order is processed immediately and the access credentials are provided directly in a separate follow-up email.
After credit card payment, you immediately receive access credentials to obtain the module via Composer. For bank transfer, access is granted once the invoice is paid.
Custom requests are no problem. We tailor our Magento 2 modules to your project and maintain a dedicated internal version so we always know exactly what runs on your system for support.
On each module detail page, you can request your own demo instance and test the module intensively for 7 days. However, we do not provide a local demo version.
No, the source code of our modules is not encrypted. If you need a customization, feel free to send us a request. We will get back to you promptly with a non-binding quote.
You can add a support package to your order. It includes assistance as well as updates and upgrades related to the module. No continuous subscription is required.
You can reach us anytime via eMail.
B2B Quote
×Ideal for these industries & use cases
RFQ process
Capture and process quote requests in a structured flow from intake to decision.
Price and condition negotiation
Run transparent negotiations with documented counteroffers and approvals.
Project-based quoting
Assign quotes to projects and keep multiple negotiation tracks separated.
Automated pricing logic
Apply quote rules consistently and reduce manual pricing decisions.
Cross-team sales workflow
Coordinate tasks, statuses, and decisions across sales and backoffice teams.
Quote to order
Convert accepted quotes directly into orders and shorten the path to close.
Try it without risk
Request a personal demo instance and evaluate the module directly in backend and frontend under real conditions — without local installation.
For developers
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