Documentation for Request a Quote

Boost Sales with Magento 2 Quote Extension

• Create quotes easily: Generate quotes with just one click from product or category pages.
  

• Unlimited quote requests: Allow customers to request quotes for as many products as they want.
  

• Custom pricing: Offer personalized pricing based on customer details like location, order history, etc.
  

• Manage requests easily: Keep track of all quotes in a convenient quotation grid.
  

• Negotiate prices: Work with customers to adjust prices and terms as needed.
  

• Convert quotes to orders: Turn quotes into actual orders quickly and easily.
  

There are two ways of installing extension in magento2.

1. Using COMMAND LINE.
   
2. Manually Install extension.
   

Option 1: Magento 2 install extension using COMMAND LINE (Recommended)

Follow below steps to install extension from the command line.

Step 1: Download the extension and unzip it.

Step 2: Upload it to code directory in your magento installation’s app directory If code directory does not exists then create.

Step 3: Disable the cache under System → Cache Management.

Step 4: Enter the following at the command line:

           Php bin/magento setup:upgrade
           Php bin/magento setup:static-content:deploy

Step 5: Once you complete above steps log out and log in back to the admin panel and switch to Stores → Configuration → Mageants → Request A Quote, the module will be displayed in the admin panel.

Option 2: Magento 2 install extension manually

Step 1: Download the extension and unzip it.

Step 2: Upload it to code directory in your magento installation’s app directory If code directory does not exists then create.

Step 3: Disable the cache under System → Cache Management Edit app/etc/config.php file and add one line code: ‘Mageants_RequestQuote’ ⇒ 1

Step 4: Disable the cache under System → Cache Management

Step 5: Once you complete above steps log out and log in back to the admin panel and switch to Stores → Configuration → Mageants → Request A Quote, the module will be displayed in the admin panel.

After installing the Request For Quote extension, log into your admin panel to configure it’s setting

Extension Configuration:

You can access the extension setting as shown in this screenshot below.

To configure the extension , go to: store > configuration > Mageants > Request a Quote

From here, you can customize all the available options to suite your store’s need

• Enable Request a Quote: Display the ‘Add to Quote’ button on the product page to enable customers to add products to the quote cart. If you prefer, you can hide the button.
• Custom Shipping Method Label: Define the label that will appear for the custom shipping method.
• Frontend Quote URL Key: Use the Frontend Quote URL Key to personalize the URL for the Quote Cart ({url_key}/cart/) and ‘My Quotes’ ({url_key}/account/) pages on your frontend, ensuring the link is unique to your store.
• Quote button on Product Page: Display the ‘Add to Quote’ button on the product page to enable customers to add products to the quote cart. If you prefer, you can hide the button.
• Quote button on Category Page: Enable the ‘Add to Quote’ button on the category page for customers to add items to their quote requests, or hide it if preferred.
• Disable Quote for Categories: Choose specific product categories where quote requests will be disabled. The ‘Add to Quote’ button will be hidden for products in these categories.
• Allow Customer Groups: Define which customer groups are eligible to request a quote.

When the 'Not Logged In' option is selected, guest users must provide their email addresses to submit a quote, and an account will be created for them.

• Automatically Сustomer Account: If 'Not Logged In' is selected under 'Allow Quote Request for Customer Groups', this setting allows automatic creation of a customer account when a guest submits a quote. If turned off, guests can submit quotes but won't be able to turn them into orders.
• Approve Quotes Automatically: enable this option to automatically approve quotes when the discount in the submitted quote is below the defined percentage threshold.
• If Quote Discount is Less than (%): define the percentage discount that will trigger automatic approval of the quote. The discount applies to the total quote (not per product). Note: discount calculations are based on pre-tax prices.
• Cost Attribute: choose the attribute to be used as the ‘Cost’ attribute. This simplifies the approval process by displaying the difference between the quoted price and the product cost.

Customer Notifications

Customers will receive notifications when their quotes are created, updated, accepted, or expired. Additionally, you can select Email Templates to notify customers when their quote has been Submitted, Approved, Modified, Cancelled, or Expired.

• Disable Notification for: Use this option to turn off specific triggers that send notifications to customers regarding admin actions on a quote, preventing an overload of notification emails.
  

You can specify the templates for Submitted Quote, Approved Quote, Modified Quote, Cancelled Quote, Expired Quote, and Reminder, as well as set the Email Sender contact for notification emails sent to registered customers.

• Guest Customers Notifications Email Template: The extension also allows you to define notification email templates for Not Logged In users but disabled the Automatically Сustomer Account.
  

You can define the templates for Submitted Quote, Approved Quote, Modified Quote, and Cancelled Quote emails that will be sent to Not Logged In users.

• Admin Notifications: The extension allows you to configure various notification emails. Admins will receive email reports for new quote requests.
• Send Email Reports for New Quote: Enable email notifications to inform admins about newly created or updated quote requests. You can choose to notify admins immediately or set a custom schedule for notifications.
• Frequency: If you select a custom schedule, choose the notification frequency: Daily, Weekly, or Monthly.
• Start Time: Set the specific time for the notifications to be sent.

• Admin Email Address: Enter the email address where notifications will be sent.
• Email Template to Notify Admin: Choose the appropriate template for admin email notifications.
• Email Sender: Specify the email address your company will use to send notifications.

Alert and Notify: The extension enables you to set a default expiration period for quote requests.

• Quote Expiration: Set the default validity period (in days) for a quote after approval. You can customize this for each quote individually (if greater than or equal to zero). Leave empty to disable the expiration feature.
• Send Reminder Email after Day(s): Specify the default period (in days) for sending a reminder email after quote approval. This can be modified individually for each quote (if zero or higher). Leave empty to disable reminder emails.

PDF:

Quotes can be downloaded in PDF format from both the backend and frontend. Additionally, you have the option to automatically attach the PDF to the Approved Quote customer notification and customize the PDF content at the store view level to suit your needs.

Execute the command “composer require dompdf/dompdf” in the root directory of the main site to enable PDF functionality.

Backend Example:

This means that the admin panel provides a user-friendly interface for handling quote requests, giving admins the ability to review, approve, decline, or offer alternative pricing for customer quotes.

Go to Stores → Sales → Mageants Request For Quote → Request For Quote.

You can view the Quote ID, Purchase Point, Purchase Date, Customer Email , Status, and Grand Total, Expiry Date details.

Click “View” to see detailed information about a quote request. You can edit and approve quotes that are in Pending status.

Click “Create New Quote” to generate a quote on behalf of a customer. Once approved, the quote will appear in the customer's account under the 'My Quotes' section.

• MassAction: To Cancel/Close or Approve multiple quotes at once, simply select them and choose the appropriate action from the Actions dropdown menu.

• Create New Quote: The store admin can create a new quote directly from the Quotes grid by clicking the “Create New Quote” button.

Select a customer from the grid or add a new one by clicking the button.

Choose the appropriate store to create the order.

At this step, you can add products to the quote, adjust prices, and edit the required customer information.

Additionally, you can set custom shipping addresses, methods, and fees directly from the editing page. Simply check the “Configure Shipping” checkbox to enable this option.

In the Address Information tab, you can choose from existing billing or shipping addresses or create new ones. You can also edit any customer information as needed.

In this section, you can choose from preconfigured shipping methods or set a custom delivery fee. You can also allow or restrict modifications to the selected Shipping Address and Method during checkout.

The admin can add a quote conversation for a specific quote.

Save Quote and then Approve.

You can edit the quote to make changes, approve it if the terms are finalized, cancel it if it’s no longer needed, or download the quote as a PDF for documentation or sharing purposes. These actions can be performed directly from the quote management interface.

Select the order and click the “Select” button in the Actions column, then the “Clone as New Quote” option will appear.

This feature allows you to disable the “Request a Quote” option for specific products in your store. When enabled, customers will not be able to submitquote requests for the selected products, ensuring that certain items are excluded from the quoting process. This can be useful for products that are non-negotiable or have fixed pricing.

customers can create quotes from the product or category pages by clicking the “Add to Quote” button.

They can visit their Quote Cart to review and modify their quote requests.

There, customers can specify the price they wish to request, adjust item quantities, add notes in the Remarks field to describe their requests, and then submit the quote.

If you’ve enabled quote creation for 'Not Logged In' users, they will need to provide additional information before submitting their quote.

“Update item of quotes” allows you to modify the details of the products within a quote, such as adjusting quantities, prices, or adding/removing items, ensuring the quote accurately reflects the customer's request.

Customers can effortlessly track and manage their quote requests in their accounts. In the “My Quotes” tab, each quote will display the ID, Date, Total, Status, and Expiry Date.

Customers can also view the details of their quotes and download a PDF version of them.

If the proposed terms of the quote are not acceptable, the customer can cancel the request.

If the offered prices are agreeable, the customer can easily move all products with the custom prices to the Shopping Cart or proceed directly to Checkout with one click.

You can transfer the entire cart to a quote with a single click, allowing you to request customized pricing or additional details for all items before proceeding with the purchase.