Below, we shed light on one very important business tool – the Cart2Quote Magento 2 extension. It allows you to receive quote requests as well as edit/submit proposals and turn quotations into orders. For more B2B Magento extensions, check these posts: B2B Magento Modules & B2B Magento 2 Extensions. But now, we will dive deep into the functionality of Cart2Quote. If you are looking for the appropriate Magento 1 version, we recommend you to concentrate on the second platform version and its modules, since they provide more business opportunities. Besides, Magento 1 updates won’t be available in the nearest years.
The Cart2Quote Magento 2 extension is designed to help you leverage creating and editing quote requests. After installing the module, you will be able to perform these actions via both frontend and backend. It allows you to add the “Request for Quote” button which will be visible on specific products, store views, or to certain customer groups. As a result, you will be able to negotiate custom conditions (including prices of course) with your clients, which make the Cart2Quote Magento 2 extension an ideal solution for the following occasions:
- You sell highly customized goods, so the final price can vary a lot;
- You work with “made-to-order” products, and the situation fifth pricing is the same;
- You want to hide your prices from competitors.
Now, let’s figure out how to submit quote requests via the frontend with the help of the Cart2Quote Magento 2 extension. It is a very important feature, because it lets you share the desired functionality with store visitors, who can choose and add products to a “quote cart”. Note that the module provides the ability to convert “quote carts” to ordinary shopping carts and back. Thus, a quotation can be requested everywhere (if you enabled this in the backend). Thus, customer gets a vary intuitive and easy to use tool for requesting quotations.
Another important aspect of the Cart2Quote extension is the ability to create proposals right via the backend. Thus, everything happens within the Magento 2 environment. When a customer requests a quote, the extension sends a notification to you or your admins. Next, you (or your administrators) can provide an answer to the quotation: specify custom prices, add comments (per product of for a whole request), manage products in the quote request (add or delete), as well as send proposal PDF via email.
The next stage is quite simple: a quote should be converted into an order. With the Cart2Quote Magento 2 extension, this process becomes seamless. A customer who created a request, receives a notification with your proposal. Then, it is necessary to perform just one click to get access to a customer dashboard which is situated on your Magento 2 website. Here, proposals can be converted into orders in real time. If a customer don’t want to spend extra time converting his or her quote request, you can do everything via the backend.
These are core principles behind the Cart2Quote Magento 2 extension. Let’s take a look at the module’s review before proceeding to backend and frontend Magento 2 extension tutorials.
Table of contents
All your quotes are gathered on the Quotes page in a grid. You can create a new quote manually as well as view existing quotes. The grid provides the following columns:
- Quote – you can see a quote number here;
- Request Point – this column indicates a place where a quote was requested;
- Requested – date and time of each request;
- Customer Name, Middlename, and Lastname – quite self explanatory columns;
- Grand Total – grand total of each request;
- Status – there are 15 statuses available by default;
- Action – you can view each quote request from this column.
Each quote page is divided into the following sections: Quote & Account Information, Address Information, Items Quoted, Subtotal Proposal, Shipping Information, and Quote Total.
The Quote & Account Information section illustrates quote number and other details, such as quote date, status, and point and IP of purchase. You can also leave comments here.
Besides, you can see the Aсcount Information block in the section. It shows customer name, email, and group.
Next, there is the Address Information section that allows you to change to default billing/shipping addresses.
Items Quoted is a section where you can view and edit quoted price and quantity. Besides, it shows product name and SKU, cost price and original price, discount price (you can enable/disable it here), and row total. A coupon code can be applied in the end of the section.
Then, you can apply a subtotal proposal. Note that it can be either a fixed amount or a percent.
The Shipping Information section provides the ability to get shipping methods and rates.
The last section, Quote Total, not only shows original subtotal, quote adjustment, subtotal, shipping & handling, and grand total, it also provides the ability to submit the quote as well as create an order.
How to create a new quote via the backend
While creating a new quote via the backend, you should select a customer first of all.
Next, choose order currency and select products to order (Add Products button).
A grid with products will be displayed.
After selecting products, you will be able to adjust product quantity, set a custom price, apply gift options and coupon code, as well as use actions from the dropdown (Remove, Move to shopping cart, Move to wishlist).
Next, there is account information with customer group and email.
In Address Information, specify billing and shipping addresses. You can use the same data for both as well as save them in address book.
Payment & Shipping Information shows a payment method and allows to get shipping methods and rates.
In Order Total, you can add order comments, view order totals, create a quote and submit an order (the last two options are available in the sticky menu bar).
In case of Magento 1, the aforementioned procedure looks as follows:
How to configure the extension
The extension settings are divided into 3 tabs: Quotation, Quote Email, and Advanced. The Quotation tab is divided between two sections: General and Global. The firs one allows you to enable/disable the Cart2Quote Magento 2 extension on the frontend, while the second section enables you to use quotable setting as default, add the “Request Quotation” button on detail and category pages, as well as activate quotation cart sidebar.
In Quote Emails, you configure emails for quote requests and proposals as well as accepted quote proposals. The module allows you to select templates, senders, and additional receivers.
The Advanced tab allows you to customize the appearance of the extension on the frontend via CSS.
As for frontend, the Cart2Quote allows you to select several combinations of information available on a catalog and product pages (Not2Order should be installed). Thus, you can show price as well as both buttons – “Add to Cart” and “Add to Quote”. Any of these elements can be hidden on both catalog and product pages. If a price is not displayed, it will be visible in a cart.
To create a quote request, you should hit the appropriate button. A product will be added to your quote cart, where you can adjust its quantity. Next, you can continue shopping or request the quote.
All your quotes can be viewed via a customer account on the My Quotes tab.
And this is how an individual quote page is designed.
How to create a quotation via the frontend
There are 4 editions of the Cart2Quote Magento 2 extension: Starter, Business, Enterprise, and Corporate. Each one has different set of features and update period. As for prices, you can purchase Starter edition for €599, Business edition for €799, and Enterprise edition for €999. In case of the Corporate edition, ask for price.
We recommend you to choose Enterprise edition, because Starter and Business don’t provide the ability to hide prices and disable ordering. Besides, they do not support quote versioning and offer a paid CRM ticketing system, while in case of Cart2Quote Enterprise and Corporate you get this feature for free. Note that the Starter plan offers even more limitations.
Cart2Quote is the most reliable Magento 2 tool that allows you to implement the quote request system on the basis of a Magento 2 store. The system is easy to use for both admins and customers providing them with all the necessary features. If you are not satisfied with the default solution, you can ask for customization, follow the last link for further information.