Display Quote Created By Magento 2

The display quote created by Magento 2 feature in Cart2Quote adds a line of personal attribution to the customer-facing quote detail page. When active, a line reading “Quote Created By role: [Name]” appears directly beneath the quote number heading. This makes every quote feel like a personal communication from a named contact rather than an anonymous system document.

Why Named Attribution Builds B2B Customer Trust

In B2B sales, customers value knowing who they are dealing with. A quote from a named person carries more weight than one that appears to come from an automated system. Furthermore, named attribution creates a direct line of accountability. The customer knows exactly who to contact with questions or to continue the negotiation.

For example, when a procurement manager receives a quote labelled “Quote Created By: Sarah Chen” rather than simply a system-generated proposal, they are more likely to respond personally and engage directly. As a result, the sales relationship feels more human. In addition, when you combine this with the SalesRep module’s email personalisation — which sends proposal emails from the rep’s own address — the named quote creates a consistent, professional experience from start to finish.

Benefits of Display Quote Created By in Magento 2

• Humanises the quotation process — customers see a name, not a system
• Creates a direct contact reference — buyers know immediately who to reach out to
• Strengthens sales relationships — personal attribution supports account management workflows
• Pairs with SalesRep email personalisation — consistent attribution across quotes and emails
• Builds trust with new customers — a named quote is more credible than an anonymous one

When to Use This Feature

This setting suits stores where sales representatives manage ongoing customer relationships, or where account management is a core part of the business model. It is particularly valuable when you combine it with the SalesRep module, which enables the full suite of named-rep features including email personalisation and quote attribution reporting.

Combine this with Display Print Quote on the Quotation View Page to give customers the most complete and professional quote detail experience possible.

Summary

The display quote created by feature in Magento 2 adds personal accountability to every quote your team sends. Because customers see the name of the person who created their quote, every proposal feels like a direct communication rather than a system output. Enable this feature whenever your store has a sales team that manages customer relationships, and combine it with the SalesRep module for the most complete attribution experience.

Also read: Display Print Quote on the Quotation View Page