B2B Cart to Quote for Magento 2
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B2B Cart to Quote for Magento 2

Negotiate requests for quotation with customers you trust and reach best win-to-win deals.

  • Creating requests for quote either on the back- or front-end
  • Multiple products per quote
  • Quote List alike a Shopping Cart
  • Alternating cession of control over a quote
  • Discount as a %, decrement or new total of the quotation bundle
  • Auto-approval of quotes
  • Integration with M2 Company Accounts and M2 Sales Representative
Current extension version: 1.5.0 | Compatibility: CE 2.3.X - 2.4.X EE 2.3.X - 2.4.X
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Give Chance to Negotiate to Your Loyal and Credible Magento 2 Customers

The Cart to Quote module from Aheadworks, an essential request-for-quote extension, is to support business negotiations, typical for the B2B scenarios, though frequent within the B2C too. The module facilitates customers' strive to get the precise and quantifiable product at the lowest possible price, as well as merchants' aspirations for higher profits, faster and larger sales. Furthermore, negotiations let parties experience the flexibility, generosity, and appreciation of each other, even if you are two big e-biz companies.

Merchant 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. Visitors of the website can follow the same process as registered customers. After a guest submits a quote, further negotiations take place via email.

How Magento 2 Cart To Quote Works

Cart to Quote

Cart to Quote

Add products to cart and convert it into a quotation. Write a covering letter, suggest details and attach files, if need be. Once submitted the quote is not available for altering, not until the reply comes. 
Quote List to Quote

Quote List to Quote

Due 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.
Cart to Quote for Magento 2
Statuses and updates

Statuses and updates

Check the status of current quotations, the comments to and history of negotiations of each listed quote. Decline, Buy (convert to cart) or suggest a counter-offer - all on the My Account page.
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 cart and complete the purchase with the discount given.
Cart to Quote for Magento 2
Discount calculator

Discount calculator

Alter the quotation, so that it is both profitable for you and lucrative for the customer. Add products, change quantities; use %, numeric rebate or new total values to adjust the discount.
Cart to Quote for Magento 2
Easy quote management

Easy quote management

Get a relevant status assigned to the quotation automatically on any updates to it made either by the admin or customer. Admins can set the expiration date and track changes to the quote.
Cart to Quote for Magento 2
Quote to Order

Quote to Order

Get each “sold” from the backend quotation 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.
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, no discount implied, prompting the customer to either place an order against the quote or decline the offer.
Cart to Quote for Magento 2

Magento 2 Quote Extension Detailed Feature List

Extension configuration

  • Quote list integrated into / detached from Shopping Cart
  • Auto-approval of quotes
  • RFQ restriction to selected customer groups
  • Specifying a default Sales Representative to manage quotes (integration with Sales Representative)
  • Quote expiration period
  • Multiple templates for notification on quote status
  • Quote expiration reminder
  • File attachment specification options

Customer experience

  • 'Add to Quote' button next to 'Add to Cart'
  • Adding products to quote from product and category pages
  • Multiple products per quote
  • Quote List alike a Shopping Cart
  • File attachment support
  • Multiple corporate users may take part in negotiations (integration with Company Accounts)
  • Changing items order in the quote
  • Declining/renegotiating quotes
  • Alternating cession of control over quotes
  • Email notifications with quote preview
  • Exporting quotes into *.doc files

Quote management page

  • Quote management page on back- and frontend
  • Quote totals block
  • Quote status
  • Order ID as an active link
  • Tax and shipping rates
  • Quote track history
  • Comments to quoteComments from multiple corporate users (integration with Company Accounts)

Store admin experience

  • Creating quotes from backend
  • Selecting status for the quote
  • Specifying shipping details
  • Assigning quotes to sales representatives (integration with Sales Representative)
  • Reconfiguring products in a quote
  • Adding discounts per product
  • Discount calculator: % discount, numeric discount, new total price value
  • Product select filter
  • Commenting on quotes
  • Alternating cession of control over quotes
  • Accessing quotes via Web API
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  • 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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