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Cart To Quote

TOTAL:
$199.00

Overview

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Cart To Quote extension for Magento 2 facilitates the very natural negotiating which comes as requests for best product prices, quotations, counter-offers, and resolutions - for customers to reach for the precise and quantifiable product and spend less, for merchants to sell faster and attain higher profits. Cart To Quote allows selected shoppers to convert carts of multiple products into quotations and forward them alongside any supporting comments and documents to the admins. Further negotiating is implemented in the alternating cession of control over the quote exercised by the parties with the help of special forms both on the front and backend, due to email notifications on quote status updates provided.

For the convenience of admins, there is a discount calculator, quote summary list, all sorts of financial details, and a product configurator - all to manage the quotation flawlessly. Parties can decline, approve, sell/buy and renegotiate quotations.  

 

Business Value

Negotiate bulk price quotations with the customers you trust for the best win-to-win deals.

  • Add multiple products to quotes
  • Convert cart to quote and quote to cart in a single click
  • Negotiate naturally, in the alternating cession of control over quotes 
  • Stay notified on quote status updates
  • Increase security by restricting RFQs to selected customer groups 
  • Adjust discounts smartly for best win-to-win deals 
  • Work for your credibility and your shoppers’ loyalty, stay flexible to renegotiate

 

Feature Highlights

 Minimum Subtotal for Requesting a Quote - NEW!

The feature allows the store admin to set a minimum amount of subtotal for requesting a quote from the storefront. 

Select a store view during the creation of a quote in the admin panel - NEW!

When creating a quote from the backend, a quote can be assigned to a certain store view.  

  • Not Logged-In users can request quotes

Allow hassle-free experience for customers who don't want to go through a registration process and enable the same function for not logged-in customers.

  • Cart To Quote

Add products to cart and convert it into a quotation. Support the quote with a covering letter, suggest request details and attach files if need be.

  • Alternating Cession Of Control

Negotiate naturally, in the alternating cession of control over quotes. When the quote is on the side of the admin, it is not available for modification on the side of the customer, and vice versa.

  • Manage Products In Quotations

Add, remove, alter the quantity and modify other parameters of products in the quote both on the front- and backend. 

  • Statuses & Updates

Stay notified on the status of the quotation via automatic email notifications, or check for updates manually in the Quote Grid on the backend or in My Quotes on the storefront.

  • Expiration Reminders

Configure automatic quote expiration reminders. Select templates and dates for due notification.  

  • RFQ Restrictions

Select groups of customers to be able to send requests for quotes. Assign the role of a quote respondent to a certain store admin.

  • Discount Calculator

Alter the quotation, so that it is both profitable for you and lucrative for the customer. Use %, numeric rebate or new total value to adjust the discount, and make use of the automatic fees recalculation function.

  • Quote Summary List

Get hold of a complete financial summary of the quote, including all sorts of totals split into products. 

  • Quote To Cart

Decline, sell/buy, approve, send for approval and renegotiate quotes in a flexible way. Once the quote is sold or bought it is automatically converted into an order/cart.

  • Easy Quote Access

Access quotes easily and fast, in just one click, from an email notification. Customers are redirected to the My Quotes page.

  • History Log

Study the history log of the negotiations to analyze your partner's credibility and make conclusions on the deal.   

  • Comments To Quotes

Stay connected with the other party on any alterations to the quote, new suggestions, change of plans and more with the help of a specially designated chat-box. 

 

Demo

To experience the extension firsthand follow the links below: 

Backend:

Frontend:

 

Enhance This Extension With The Following: 

 

Support Policy

Included Technical Support:

  • Magento Open Source (CE) version - 3 months of free technical support
  • Magento Commerce using on prem (EE) version - 3 months of free technical support 
  • Magento Commerce on Cloud (ECE) - 3 months of free technical support  

Technical Specifications

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Seller profile

Aheadworks

Seller contact

E-mail

Integrator

Current Version

1.7.0

Magento platform compatibility

Open Source (CE): 2.3 (current), 2.4 (current)

Commerce on prem (EE): 2.3 (current), 2.4 (current)

Commerce on Cloud (ECE): 2.3 (current), 2.4 (current)

Type

Stable Build

Updated

03 August, 2021

Categories

Extensions, Content & Customizations, Personalization & Experience Management

Quality Report

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Installation & Varnish Tests

Passed

Coding Standard

Passed

Plagiarism Check

Passed

Malware Check

Passed

Marketing Review

Passed

Manual Testing

Passed

All tests were conducted on the latest versions of Magento that existed for the compatible release lines at the moment of the extension submission. Latest versions of all other software were used, as applicable.

Release Notes

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1.7.0:

  • Compatible with Open Source (CE) : 2.3 2.4
  • Compatible with Commerce on prem (EE) : 2.3 2.4
  • Compatible with Commerce on Cloud (ECE) : 2.3 2.4
  • Stability: Stable Build
  • Description:

    +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:

  • Compatible with Open Source (CE) : 2.3 2.4
  • Compatible with Commerce on prem (EE) : 2.3 2.4
  • Compatible with Commerce on Cloud (ECE) : 2.3 2.4
  • Stability: Stable Build
  • Description:

    + 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:

  • Compatible with Open Source (CE) : 2.3 2.4
  • Compatible with Commerce on prem (EE) : 2.3 2.4
  • Compatible with Commerce on Cloud (ECE) : 2.3 2.4
  • Stability: Stable Build
  • Description:

    + 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
    + 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

1.3.1:

  • Compatible with Open Source (CE) : 2.3
  • Compatible with Commerce on prem (EE) : 2.3
  • Compatible with Commerce on Cloud (ECE) : 2.3
  • Stability: Stable Build
  • Description:

    + Web API support
    + 'Auto-Acceptance of Quotes' option
    + 'Export of Quote(s) to .doc' feature on frontend
    + Added Order ID information to Quote page (frontend and backend)
    + Sorting of quote items on frontend
    + Option to set a discount per product
    + Option to add products to quote from product and category pages
    + Separate 'Quote list' page (+mini-cart and '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
    * '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
    * 'Add to Quote' button is not displayed at product edit page in wishlist
    * Fixed issue when products from wishlist aren't added to quote list

1.1.0:

  • Compatible with Open Source (CE) : 2.3
  • Compatible with Commerce on prem (EE) : 2.3
  • Compatible with Commerce on Cloud (ECE) : 2.3
  • Stability: Stable Build
  • Description:

    + Integration with Aheadworks Company Accounts

1.0.0:

  • Compatible with Open Source (CE) : 2.3
  • Compatible with Commerce on prem (EE) : 2.3
  • Stability: Stable Build
  • Description:

    Initial release.

Support

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The best place to start if you need help with a specific extension is to contact the developer. All Magento developers have both a contact email and a support email listed.

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Q & A

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Reviews

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