Quick start
From installed plugin to your first accepted quote. Each step links to the in-depth docs.
Prerequisite
B2B+ Base and B2B+ Quotes are installed and active (Base first).
1. Review the base settings (admin)
Settings → Extensions → B2B+ Quotes. The defaults are fine to start. Commonly adjusted:
- Default validity (
defaultValidityDays, default 14 days) - Place a binding order directly on acceptance (
orderOnAcceptance, default on) — ideal for invoice/on-account - Request buttons in cart/offcanvas/checkout
All options: Quotes configuration.
2. Company accounts are created automatically
When a customer registers with a company name, Base automatically creates a company account with them as owner. Existing customers can be backfilled from the command line:
bin/console avellon:b2b:backfill-companies3. Customer requests a quote (storefront)
The logged-in customer adds products to the cart and clicks "Request a quote" (or directly on the product page for price on request). Details: Request.
4. Negotiate & send the quote (admin)
Orders → Quotes → open the quote. Here you:
- Adjust items (quantity, negotiated price), optionally tiered prices, alternatives or optional items.
- Keep margins in view (margin cockpit).
- Set payment and shipping method — sending is blocked without them.
- Optionally insert intro/closing text (text blocks).
- Send quote → the customer receives the email including the PDF and an express link.
Full feature set: Management.
5. Customer accepts → order
The customer opens Account → My quotes, picks any alternatives/optional items and clicks "Accept quote & order". With orderOnAcceptance enabled, a binding order at the negotiated conditions is created immediately. Flow details: Quote workflow.
Next steps
- Customise emails & automation
- Assign permissions to your team
- Enable price on request for selected products
- Try everything live at demo.avellon.de