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Quote Request Lite Edition

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$0.00

Overview

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Receive, create and send Quote Requests via both the frontend and backend of Magento. Add a Request for Quote button to specific catalog items, store(views) and/or customer groups. This module enables Magento store owners to negotiate custom terms and pricing with their clients. Cart2Quote is an ideal tool for both merchants selling Made to Order or highly customized goods and for merchants who just do not want to publicize their prices.

The Cart2Quote Lite edition offers complete basic quotation management functionality, quotation request functionality from the front end, proposal creation functionality from the admin, smooth quote to order conversion at no cost. This is the forever free entry-level Cart2Quote edition. 

Our Cart2Quote Enterprise edition ("Cart2Quote" in Magento Marketplace) offers more advanced features such as frontend form builder, backend quote revisions, quotation reminders, and expiry date customer email notifications,  guest checkout, to name a few. 

To learn more about what this Lite Edition offers and to compare it with our other Cart2Quote Editions, kindly click here.

 

Main Features:

Submit Quote Requests via your Store's frontend

Enable your visitors to request proposals from your storefront. Your website visitors can choose to add your products to a ‘quote cart.' Cart2Quote can convert quote carts to shopping carts and vice versa. All through the website’s frontend, your customers can request a quotation.

Create proposals via your Magento backend

When your customers have requested a quote, you receive a notification. You can now create a custom proposal from within your Magento environment! Enter custom prices per product, enter comments in a proposal or per product, add or delete products from the quote request, send email proposals to your customers.

Convert Quote to Order

Your customers will receive your proposal per email. Within a single click, they now have access to their customer dashboard on your website. When they are ready to order, your customers can now simply convert your proposals to orders in real-time.

Manage your product quotability

You decide where and when to display "add to quote" buttons. You can choose to place them per product, per store view, per website; everywhere. Specify the visibility of buttons in the Magento grid/list view and configure the visibility of the “add to quote” buttons on the product page. Cart2Quote supports all Magento product types.

How to Setup Cart2Quote

Take a look at the attached Quick Start Guide which offers a clear outline of the front & backend workflow. Alternatively, you could take a closer look at the images, which we have attached above, to see an example of how Cart2Quote could be included in your website. 

 

View & Test On Our Demo Webshop:

Cart2Quote in Magento backend.

Cart2Quote in Magento frontend.

 

What Do Our Customers Say?

Cart2Quote has awesome clients! Please read through some of the reviews which we have received over the years:

 

Extensive extension, great features, great support  

“We are a deployment and integrations provider and have used this extension for almost two years on one of our customers' sites. It has proved to be invaluable to their business and is used every day within their store.  

Out of the box, it gave a professional look to quotes that were severely lacking before this. We have had the guys do several bespoke changes and have found their customer support second to none. Well done, showing the rest of the community how this should be done. Thank you.”  

eComus, deployment & integrations provider 

 

Must have for any B2B business

“Cart2Quote is a fantastic extension and crucial component to any B2B e-commerce project. The amount of functionality packed into this single extension is astonishing. There is a number of Magento "quoting" extensions out there, but none is as robust or well-coded as Cart2Quote. And the support team is knowledgeable and responsive. What more can you ask for?”

Aegenes, merchant 

 

Excellent extension that drives more sales

"We were looking for a quotation extension that replaces the quotation within desktop accounting software which we have been using over ten years. As we can create a quote within Magento now, payments and CRM became smoother than ever as customers can check out after receiving a proposal and even edit the quote on their own. This is very cost-effective as we don't need to generate PDF and send emails back and forth anymore. I thought the extension was bit pricey, but the sales conversion rate seems to rose, and I'm sure it will be paid off very quickly. The support was great as they responded with precise advice and necessary patches. If you are using a custom theme, some impact may be inevitable. In fact, there were several issues with Ultimo themes, but the support team has given the instruction until it is completely fixed. We have been in this business for 25 years, and it is equipped with all the functions we need. We strongly recommend this extension!"

Jecstore, merchant 

 

Great extension, excellent support

"We have been working with Cart2Quote on our newly designed Magento site. Tech support for many complex issues we have encountered is extremely important to us. Cart2Quote has been quite helpful and thorough in addressing all of our issues. We appreciate their commitment to providing a superior product. "

Rosestudio, merchant 

 

Nice module and great support

"We have used this module for a couple of our customers. The module works really well. Nice features included. Also, the support is great! Any question is answered very quickly and correctly."

NaturalDesigns, deployment & integrations provider

 

Resources

Quick Start Guide

Magento Marketplace Installation Guide

User Manual

Customer Support Centre (Technical)

Technical Specifications

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Seller profile

Cart2Quote

Seller contact

E-mail

Integrator

Current Version

2.2.9

Magento platform compatibility

Open Source (CE): 2.3

Commerce on prem (EE): 2.2, 2.3

Commerce on Cloud (ECE): 2.2, 2.3

Type

Stable Build

Updated

08 May, 2020

Categories

Extensions, Sales, Comparison Shopping Engines, Rewards & Loyalty

Supported Browsers

Chrome, Firefox, Opera, Safari, Edge, IE

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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2.2.9:

  • Compatible with Open Source (CE) : 2.3
  • Compatible with Commerce on prem (EE) : 2.2 2.3
  • Compatible with Commerce on Cloud (ECE) : 2.2 2.3
  • Stability: Stable Build
  • Description:

    Added: Standard Magento class names to the C2Q buttons
    Added: Support for Magento 2.3.4

    Fixed: Adding grouped product items twice results to error
    Fixed: Add to compare message doesn't show when quick quote is enabled
    Fixed: Can't change customer on quotes that are requested as a guest
    Fixed: Cost price of child products is not showing when selecting from configurable products.
    Fixed: Custom Request Form Insert File button not very clickable
    Fixed: DirectQuote doesn't check for quotable items
    Fixed: Do not use Setup classes outside of a setup scope.
    Fixed: Dynamic add to quote button doesn't hide on configurable products with select options. (As opposed to swatch options)
    Fixed: Emails have no from header in Magento 2.3.1 and up
    Fixed: Enabled dynamic quote button can be bypassed by the move cart to quote action
    Fixed: Error when async email is enabled: Unknown column 'send_quote_edited_email'
    Fixed: Guest quotes have issues when changing the customer in the backend
    Fixed: Guest quotes with addresses don't print the customer address on the PDF
    Fixed: In some rare setups, the guest data gets removed on the quote
    Fixed: New different billing address from shipping address on not US-based addresses can have issues with saving and validation
    Fixed: Print Quote button shows even when product isn't quotable
    Fixed: Quotation tax calculations are not calculating correctly with catalog price incl. taxes and enable cross trade is off
    Fixed: Switch Currency After Checkout issue
    Fixed: Unable to create quote frontend with only virtual product
    Fixed: Wrong original price with catalog prices incl. taxes

    Improved: Added an event to allow other PDF renderers
    Improved: Changing to a customer without an address is allowed now (current address data persists)
    Improved: CSS improvements
    Improved: Don't allow sending emails to quotes without an email address
    Improved: Email sending success message
    Improved: Quotation PDFs are moved to the var folder

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.

Contact Vendor

Q & A

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Reviews

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