OverviewBack to top
It is undeniable that in B2B sales, price negotiation is a must. Store owners and customers usually need to agree on the best price and quantity before wholesalers make bulk purchases. However, only the Magento Commerce store has the quotation features built-in, which is such a limitation because a lot of B2B stores are set up on Magento Community.
Our Request for Quote extension for Magento 2 was born out of this urgent need. It helps create a professional quotation process for store owners and customers. Customers can check out the quote with discounts offered by the store admin during negotiation. Also, store admin or sales reps can create quotes for customers and send to them as sale offers.
The Quote extension facilitates a clear and efficient quote management system:
Step 1: A customer adds products to the quote cart from any Product page; Category page; Search page; Wishlist page; Compare page and CMS widget then submits the quote request.
Step 2: Admin or sales rep reviews the quote, makes necessary changes, and sends it to the customer.
Step 3: The customer resubmits the quote if he/she wants to negotiate more without creating new quotes.
Step 4: If agreeing with the offered price and quantity, the customer can directly check out the quote with the custom price.
Incredible benefits of Quotation extension for store owners and customers:
For Store Owners:
- Enable “Add to Quote” button for products/categories/customer groups;
- Set a restriction on minimum quote amount per customer group;
- Allow only logged-in-customers to submit quote requests;
- Approve/ reject/ update quotes as wished;
- Add more products to the quote as well as editing existing product options;
- Set a custom price for each product in the quote and add comments if needed;
- Set up various quote email notifications with templates.
- Add many products to the quote cart from any product/catalog/wishlist/compare page and CMS widget;
- Easily manage all quote requests in My Quotes under My Account section;
- Receive emails for any update in quote status;
- Resubmit quote requests (even rejected/closed ones) without having to create new quotes for further negotiation;
- Move quote items and prices to orders in just a few clicks.
- Add Any Product to Quote Cart from Any Page
With Request for Quote extension, store admin can set up to show the “Add to Quote” button on all various types of page: product/ category/ search result/ wishlist/ compare pages or even CMS widgets.
Excitingly, this extension also allows specifying which product or category pages to enable/ disable the “Add to Quote” function.
- Conveniently Add Details to Quote Request
All products that a customer chose to request a quote will be displayed in the quote cart, which he/she can access easily through the mini quote cart next to the shopping cart. In the quote cart, the customer can edit the quantity of any product and also add a specific note for each item.
Additionally, customers can choose their preferred shipping method in the quote request and add a general comment in their query.
- Smooth and Professional Quote Management
The extension allows quote submission by logged-in customers only, to help customers and store admin keep track of all quote requests. After sending inquiries, customers can monitor all their quotes in the My Quotes section in My Account.
In the backend, store admin or sales reps can manage all quote requests in a grid to do actions like approve/reject/update quotes or set an expiration date. Also, with the full set of email settings in the Configuration, customers and the admin can stay updated on all changes in quotes’ status.
- Fasten The Quotation Process
In the backend, the admin can save time answering price requests from customers. The Quote extension allows admins to directly update item price and quantity as well as adding new products and comments to the quote. Information is successfully and fully forwarded to the customers.
In the frontend, customers can directly check out the products in their quote in just a few clicks. All negotiated prices and quantities will be moved to the checkout page. Additionally, if customers want to further chase a deal, they simply have to resubmit the quote instead of creating a new quote for every suggestion.
- Save Time for Price Negotiation
The Request for Quote extension saves time for both customers and admins when it comes to price discussion. Admin can efficiently manage all quote requests while customers can make suggestions for all desired items and track all their inquiries.
- Boost B2B Sales
Price personalization always works in the case of B2B sales. With a competitive pricing strategy, store admin can significantly increase sales and boost customer loyalty. This approach also allows the store to have an advantage over rivals by means of secret offers.
You can contact us by sending an email to firstname.lastname@example.org or leave us a message on Skype: support.bsscommerce.com.
Technical SpecificationsBack to top
Adobe Commerce platform compatibility
Open Source (CE): 2.4 (current)
11 June, 2021
Quality ReportBack to top
All tests were conducted on the latest versions of Adobe Commerce 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 NotesBack to top
- Compatible with Open Source (CE) : 2.4
- Stability: Stable Build
v1.1.1: Display price when send email with quote status "Updated", "Ordered", "Complete" When product hide price; Hide Price product on popup quote when product hide price; Fix not update qty item when resubmit; Change logic resubmit quote (Add button "update quote”); Change logic remove quote old; Fix view quote error when deleting quote; Change button "Agree Quote" to "Finish Quote", "Create an Order" to "Convert Quote to Order"
SupportBack to top
The best place to start if you need help with a specific extension is to contact the developer. All Adobe Commerce developers have both a contact email and a support email listed.Contact Vendor