Request a Quote For Magento 2

Empower your buyers with the ability to request a custom deal directly from product or category pages. Once enabled, the “Add to Quote” button appears alongside products, allowing customers to build a quote cart with multiple items, define the quantity, add price suggestions, and submit their offer. It’s perfect for B2B customers or bulk buyers who want to negotiate terms before committing.

The extension also supports price hiding functionality, allowing you to hide product prices for specific categories, customer groups, or even guest users. Instead of the standard “Add to Cart,” you can display a custom button like “Request a Quote”. This not only prevents direct checkout but invites users into the Magento 2 negotiated pricing flow, helping you better understand buyer purpose and tailor your offers accordingly.

Track, view, and respond to every quote using a dedicated quote management grid in the admin. You’ll see key details like quote ID, customer email, status, and grand total at a glance. You can open any request to adjust pricing, approve or decline offers, set expiration dates, or even leave internal notes for team coordination. The entire quote system is built for efficiency and visibility.

Speed up the process by configuring automatic quote approval based on discount thresholds. If a customer's request falls within an acceptable margin, the quote can be approved instantly, removing manual review for low risk deals and helping close sales faster.

Choose a product attribute to represent cost so that during quote review, the admin can see margin differences between cost and proposed pricing. This helps ensure you’re approving quotes that still make business sense.

With the Magento 2 quote module, store admins can create new quote requests directly from the backend. Just select a customer (or add a new one), choose products, adjust prices, and send a personalized offer via email.

Admins can set or edit shipping methods and fees while creating or modifying quotes. You can offer custom delivery charges or restrict editing at checkout, depending on the business case. Whether it's setting flat rate shipping for a bulk order or applying free shipping as part of the deal, you get full control.

Stay connected with both customers and your internal team using built in notification tools. You can set up custom email templates for every action: when a quote is submitted, modified, approved, cancelled, or expired. Guests and logged in users each get custom notifications, and you can even plan admin alerts daily, weekly, or monthly.

Don’t let quotes go close. Define a default expiration period for each quote and send automated reminder emails to nudge buyers toward a decision. This keeps your pipeline active and motivates customers to act before their offer expires.

Once approved, the quote can be converted to an order. Customers can either move all items to their cart or move directly to checkout, with the agreed pricing already applied. This makes your Magento 2 quote requests frictionless and conversion friendly.

Not every buyer will have an account, but that shouldn’t stop them from requesting a quote. Guest users can fill in their contact details and submit quotes. You can even enable automatic customer account creation, turning casual interest into a registered customer lead.

Admins and customers can download quote details in PDF format. You can also attach this PDF automatically to the approval email. The PDF layout can be customized per store view.

Running a busy store? No problem. Use Mass Actions in the admin grid to approve, cancel, or close multiple quote requests at once. It’s an efficient way to keep your quote pipeline organized, especially during seasonal promotions or high volume sales cycles.

Every quote supports internal comments so your team can log decisions, track conversations, or flag special considerations. This makes your magento 2 quotation extension not just functional, but collaborative.

Need to send a similar quote again? Just use the “Clone as New Quote” option to duplicate any past request. This is great for long-term B2B clients with recurring needs or when working with seasonal campaigns.

Give your customers the power to convert their entire cart into a quote request. Ideal for those who want custom pricing across multiple products, this one click feature makes negotiations easy, without losing their shopping selections.

In the customer account section, buyers can view all their past and active quote requests under the “My Quotes” tab. They can check status, download PDFs, cancel if needed, or instantly convert approved quotes into orders, making it a self-service hub for B2B interactions.