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B2B Cart to Quote for Magento 2
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User Manual

B2B Cart to Quote for Magento 2

Negotiate requests for quotations with customers you trust and deliver win-win deals.

  • Create requests for a quote either on the back- or front-end
  • Add multiple products per quote
  • Quote List alike Shopping Cart
  • Discount as a %, decrement, or new total of the quotation bundle
  • Allow auto-approval of quotes
Current extension version: 1.7.2 | Compatibility: Open Source 2.3.X - 2.4.X; Commerce 2.3.X - 2.4.X
In stock
SKU#:
ext.m2.ctq
Starting At $199.00

Challenge

As a B2B merchant, you might ask yourself a question: how to run an effective pricing strategy, beneficial both for merchants and different types of customers? It’s vital to be flexible enough to understand clients’ needs and make personalized pricing offers while negotiating the deal. However, the native Magento 2 functionality is suitable neither for involving potential buyers in the negotiation nor for submitting quote requests intuitively.

Solution

Simplify the quoting process and meet customers’ demands, thus growing revenue! The module allows clients to easily shape requests for quotes while browsing the catalogs and topping up carts. Admins get able to manage the quotes, suggest counter-offers, set email notifications and react to responses with the change of quotation status - to shape order and close the deal in a mingle of an eye.

Give a chance to negotiate with your loyal and credible customers

B2B Cart to Quote for Magento 2, an essential request-for-quote extension, aims at supporting business negotiations, typical both for the B2B and B2C scenarios. Negotiate with customers successfully by simplifying the quoting process: allow customers to turn a shopping cart into a quote list in one click. Set auto-approvals of quotes, apply a discount to the product price or order total.

Cart to Quote

Cart to Quote

Add products to the cart and convert them into a quotation. Write a covering letter, suggest details, and attach files. Once submitted the quote is not available for altering, not until the reply comes. Store admin can decide whether to turn off/on the button Request a Quote from the Cart page by setting the right option in extension configurations.

Quote List to Quote

Quote List to Quote

Due to the configuration arranged on the backend, customers will be able to add products from category and product pages to Quote List in the same fashion as to Cart and have the former detached from the latter.

B2B Cart to Quote for Magento 2
Quote to Cart

Quote to Cart

On approval of the quotation request by the admin, shoppers will see a corresponding quote status in My Quotes. They will then be able to turn the quote into a cart and complete the purchase with the discount given.

B2B Cart to Quote for Magento 2
Statuses and Updates

Statuses and Updates

Check the status of current quotations, the comments, and the history of negotiations of each listed quote. Decline, Buy (convert to cart), or suggest a counter-offer - all on the My Account page. Also, you can update customers on any changes via email. Attach the quote in PDF to email notifications automatically when the quote is set to status ‘Waiting for the customer’.

B2B Cart to Quote for Magento 2
Discount Calculator

Discount Calculator

Alter the quotation to achieve the best possible offer, which is both profitable for you and the customer. Add products, change quantities; use %, numeric rebate, or new total values to adjust the discount.

B2B Cart to Quote for Magento 2
Quote Management

Quote Management

Get a relevant status assigned to the quotation automatically following updates made either by the admin or customer. Admins can set the expiration date and track changes to the quote. By clicking the Export to PDF button, you can export a quote in a .pdf format from the Edit Quote page.

B2B Cart to Quote for Magento 2
Guest Quotes

Guest Quotes

Admin can enable or disable quoting for any customer groups selected in configurations. By selecting the Not Logged-in customers group, the Add to Quote button becomes available not only for registered users but also for guests of the website. Website visitors can follow the same process as registered customers. After a guest submits a quote, further negotiations take place via email.

B2B Cart to Quote for Magento 2
Quote to Order

Quote to Order

Create quotations from the backend where they are automatically converted to an order with a discounted price. This is when Admin is redirected to the relevant “Create New Order” page to finalize the deal.

B2B Cart to Quote for Magento 2
Auto-approval of Quotes

Auto-approval of Quotes

Enable the Quote Auto-Approval function and type in a cover message to support customer notification. The quote will receive “Accepted” status, prompting the customer to either place an order against the quote or decline the offer.

B2B Cart to Quote for Magento 2

More features

Store admin experience

Create quotes from the backend, select status for the quote, specify shipping details, reconfigure products in a quote, and add discounts per product.

Quote management page

The following options are available on the back- and frontend: quote totals block, quote status, order ID as an active link, tax and shipping rates, quote track history, comments to quote.

Quote auto-approval

The logic of auto-approval: a quote receives Accepted status, a comment is added automatically, discount negotiation is disabled, customer can place an order or decline the quote.

Quote expiration

Indicate the default period of quote validity in days.

Emails

Multiple templates for notification on quote status are available.

File attachments

Specify max upload file size and a list of file extensions permitted for uploading.

Quote statuses

Quotes can gain the following statuses: pending seller review, declined by seller, declined by the buyer, pending buyer review, ordered, expired, accepted.

Quote editing

Change items and quantity in the quote, manage tax and shipping details in the backend.

Adding products to quote

Customers can add products to quote from wherever they can find an option to do so: catalog page, product page, or search results.



Exporting quotes

Export quotes as .doc or .pdf files

Integration with Company Accounts

Multiple corporate users may take part in a full cycle of negotiations.

Integration with Sales Representative

Specify a default sales rep to manage quotes.

Write Your Own Review
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  • 1.7.2
    Released 14.09.2021
    *Fixed issue with the inability to Buy a quote (Klarna exception) [M 2.4.2-2.4.3 EE]
  • 1.7.1
    Released 27.08.2021
    *Impossible to buy a Quote [Magento EE v2.4.3]
    *Proposed Price doesn't change after updating
    *Possible to submit a Quote for approval if a number less than "1" is entered in the "Qty" field
  • 1.7.0
    Released 19.07.2021
    +Minimum Subtotal for Requesting a Quote
    +Storeview selection during the creation of a quote in the admin panel
    *When "Shipping" is chosen in the native cart or on the "Quote List" page, it should be displayed on the "Edit Quote" page
    *Quotation overview is shown incorrectly after export to .doc
    *Fixed issue with changing product in the quote
    *Fixed issue with possibility to escape validation on "My Quote" page on the Storefront, when a decimal number is entered into "Qty" field
    *Shipping Address isn't shown in History Log after purchasing a quote
    *Error when creating a company account
    *Fixed issue with an exported document on Magento EE (Magento bug)
  • 1.6.0
    Released 04.06.2021
    + Export of Quote proposal to PDF
    + Hide Request a Quote button from the cart
    + Attach a quote PDF to email notifications
    + Backorder support
    * Redirection to the cart page occurs after clicking 'Update Quote List' button
    * Fixed issue with 'Comments and History' section
    * Product sorting does not work in the quote
    * Fixed issue with quote subtotal
  • 1.5.0
    Released 26.03.2021
    + Not logged-in customers can request quotes
    * Error message is displayed when seller approves quote of deleted customer
    * Quote can be sent when product is not available
    * Inappropriate message is displayed when minimum order amount is set and quote is added to cart
    * The Add to Quote button is displayed incorrectly when the screen is resized
    * Quote items aren't shown in a new email based on default template
    * It's impossible to convert a quote into an order and place it using PayPal
    * When a user is deleted, an error is displayed during the modification of a quote
    * Shipping is not displayed in quote emails


  • 1.4.0
    Released 26.10.2020
    + Added feature to display Company Name in quote
    + Improvement of quote doc. exported file
    * Fixed issue with 'Quotes' grid filtering
    * Minor UI adjustments
    * Fixed issue with configurable products editing
    * Improved compatibility with Aheadworks B2B Company Accounts
    * Error occurs because of deprecated unparenthesized ternary operation
  • 1.3.1
    Released 01.04.2020
    * Fixed issue when products from wishlist aren't added to quote list
    * 'Add to Quote' button is not displayed at the edit page of the product in wishlist
  • 1.3.0
    Released 23.03.2020
    + Web API support
    + 'Auto-Acceptance of Quotes' option
    + 'Export of Quote(s) to .doc' feature on the frontend
    + Added Order ID information for Quote page (frontend&backend)
    + Sorting of quote items on frontend
    * 'Quote list' is not cleared upon a click on 'Request a quote' button
    * Error occurs after clicking 'Save items Order' button
    * Fixed issue when bundle product is duplicated in quote

  • 1.2.0
    Released 04.02.2020
    + Option to set a discount per product
    + Option to add products to quote from product and category pages
    + Separate 'Quote list' functionality (mini-cart, 'Add to Quote button')
    + Added quick view of a quote to email notifications
    + Customer group is displayed on Quote Page in backend
    * Error appears while trying to open not existing quote in Admin
  • 1.1.0
    Released 16.10.2019
    + Integration with Aheadworks Company Accounts
  • 1.0.0
    Released 12.09.2019
    * Initial release

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