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Quotation Manager

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Overview

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With Quotation Manager extension, you can manage and create a quote request on the front-end or start a quotation from the backend. Quotes are essential for the negotiation of prices between customers and sellers. Customers can request quotes for both single and multiple products. In addition to that, you can send custom notes with them. Quotes from your customers will be stored in the backend of your store. Quotation Manager extension also comes with follow-up quote email, assign to the different admin user, attaching PDF proposals and much more.

Quotation Manager extension brings your customers, and you better interact with each other via quotations. We provide the attached file feature to make the quote process smoother. You can also send the proposal to your customers in pdf file format. You can easily convert the quote to order on your Magento store using this extension. We keep track of the entire communication history of all the quotes.

Using this extension, your customers can ask for a quote, and you can propose a quote, all from within your Magento Store. No need to spend several hours maintaining large sheets and haggling over quotes with your clients through emails! Quotation Manager serves the best purpose when you want to exchange quotes over bulk orders. As the quote exchange process takes place in the backend, it also saves you from publicizing the prices. When the prices remain discreet, you’re able to provide order specific quotes to your customers, so it strengthens the bonds with your loyal customers.

 

Benefits:

  • Provides a user-friendly interface for customers to apply for the quote
  • Decreases abandon cart ratio
  • Allows negotiating for the quote
  • Keeps track of entire communication history
  • Provides email notifications for each quote update
  • User can easily convert quotes to order

 

Features:

  • Assign submitted quote to the selected admin.
  • Choose whether to show or hide the "Add to Quote" button on the product and category page.
  • Choose whether to show or hide "Add to Quote" button per product.
  • Support translation via Magento Localization features.
  • Support all type of Magento products.
  • Allow customer to Attach file when submitting the quote request.
  • Give a professional email template for customer and sales representative notifications.
  • Allow to Send CC emails of your requests and quotes to more peoples.
  • Allow to Send proposal in PDF file format.
  • Allow adding the additional attachment to the transactional emails.
  • Show Quote Profit / Loss amount based on the cost price and original price in the Quote View.
  • Lock Quote Base on the Admin / Customer action on the Quote.
  • Create and Manage quote from the Magento Backend.
  • Convert Quote To Order Easily.
  • Manage and edit all quotes as the administrator within the Magento backend.
  • Secure and easy communication with the customer and also notify using email to the customer/admin both.
  • Admin can use custom price at the time of Quotation request.
  • It provides a user-friendly interface for customers to apply for the quote.
  • It allows negotiating for the quote and keeps track of the entire communication history.
  • There are email notifications for a quote update.

 

Quotation Manager - Magento Front-End:

On the front-end, the Add To Quote button visibility depends on the backend option “Apply to Add To Quote Button To.” If this option value is set to “All Products” then the Add To Quote button will be visible for all products otherwise Add To Quote Button will be visible only for those products which have the “Apply Add To Quote” attribute is set to yes from the product section in the backend.

  • If the module is disabled, customers can’t quote the product, the quote option not be visible
  • “Add to quote” button visible on category and product pages for the customers
  • Customer will be able to add multiple products and then submit a quote
  • Allow to Add Product Comment on Quote Page
  • Allow adding multiple quantities using Tier Quantity
  • Customer will able to attach files when the customer submits a Quotation request

 

Manage Quotation - Customer End:

  • In the Customer, My Account Section there is “My Quotations” available in which customer can view the list of all quotation which they have submitted, and the customer can access it.
  • View quote details and status of the quotation like New Requested, Proposal Sent, and Proposal Accepted, etc.
  • When a customer requests a quote for multiple Qty then the customer will able to use the default qty using the radio button.
  • Add multiple image/file attachments to the quote request which will be visible to the admin.
  • The customer will able to Reject Proposal, Edit Proposal, Confirm, and checkout.
  • A customer can communicate with the admin.
  • View the complete conversation history which they had with the admin.
  • Print the pdf for quotation from the quote view page.

 

Manage Quotation - Admin End:

  • The admin has a separate section in the back-end to view the quote requests of all the customers.
  • View the quote details like product name, product price, quote quantity, quote price, status, etc.
  • Add, edit, or delete products from the quote request.
  • Add, edit, or delete tier quantities for a specific product.
  • Set customer price per product.
  • Show real-time profit/reduction margins.
  • Convert a quote request to order using the admin panel.
  • Create a new Quotation from the admin section also.
  • View or send messages to the customer regarding the quote.
  • Add multiple image/file attachments to the quote request which will be visible to the customers on their end.
  • Print the pdf for a quotation. 

 

Our Extension Comes With:

  • Free Lifetime Extension updates
  • Free 1-Year Support 
  • 100% Open Source
  • 25-day Marketplace Return Policy 
  • Reasonable Price and Satisfaction Guarantee

 

Demo:

Front-End | Back-End

Technical Specifications

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Seller profile

MageBees

Seller contact

E-mail

Current Version

1.8.2

Adobe Commerce platform compatibility

Adobe Commerce (cloud): 2.4 (current)

Adobe Commerce (on-prem): 2.4 (current)

Magento Open Source: 2.4 (current), 2.0 (obsolete), 2.1 (obsolete), 2.2 (obsolete), 2.3 (obsolete)

Type

Stable Build

Updated

25 March, 2024

Categories

Extensions, Shipping & Fulfillment, Order Management (OMS)

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 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 Notes

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1.8.2:

  • Compatible with Adobe Commerce (cloud) : 2.4
  • Compatible with Adobe Commerce (on-prem) : 2.4
  • Compatible with Magento Open Source : 2.4
  • Stability: Stable Build
  • Description:

    Fixed Pagination related issue on category page.

1.7.1:

  • Compatible with Adobe Commerce (cloud) : 2.4
  • Compatible with Adobe Commerce (on-prem) : 2.4
  • Compatible with Magento Open Source : 2.4
  • Stability: Stable Build
  • Description:

    Allow to create Quote from admin section when Single-Store Mode Enabled.
    Made compatible with Magento 2.4.5 version.

1.7.0:

  • Compatible with Magento Open Source : 2.4
  • Stability: Stable Build
  • Description:

    Fixed Minicart Qty Update Issue When Minicart Update From Quotation Submit Page.
    Fixed Cart Item Removed Issue When Same Item Added Into Cart and Quote Section.

1.5.0:

  • Compatible with Magento Open Source : 2.3 2.4
  • Stability: Stable Build
  • Description:

    Give Option For Hide Price For All Products Or Products In which Add to Quote Attribute Enable Product wise.
    Fix Hide Price issue on wishlist's section.
    Fix Add to Cart Button Show / Hide Option on wishlist's section.

1.3.1:

  • Compatible with Magento Open Source : 2.2 2.3
  • Stability: Stable Build
  • Description:

    Fixed Email attachment was not working in Magento 2.3.3
    Fixed issue of visibility of add to cart button depends on selected customer group.

1.1.2:

  • Compatible with Magento Open Source : 2.0 2.1 2.2 2.3
  • Stability: Stable Build
  • Description:

    Fixed issue regarding cost price for calculate the margin for quote item in backend.

1.0.2:

  • Compatible with Magento Open Source : 2.0 2.1 2.2 2.3
  • Stability: Stable Build
  • Description:

    Fixed the issue for file download URL in quote item option list is not working.
    Fixed the issue of mail attachment is not working, issue of wysiwyg editor and issue of multiple file upload for Magento 2.3.0 version.

1.0.1:

  • Compatible with Magento Open Source : 2.0 2.1 2.2
  • Stability: Stable Build
  • Description:

    Add below new features and bug fixes.
    Give option for Enable / Disable Stock Management for Add To Quote Button.
    Give option for Display Add To Quote Button Customer Group wise.
    Give option for Show / Hide Add To Cart Button when Allow Quotation Enable For Product.
    Give option for Show / Hide Product Price when Allow Quotation Enable For Product.
    Give global Remark Option On the Quote Submit Section.
    Fix issue for manage store detail while quote updated in back end.

1.0.0:

  • Compatible with Magento Open Source : 2.0 2.1 2.2
  • Stability: Stable Build
  • Description:

    Our quotation manager pro extension give feature to convert Quote to Order easily.

Support

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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

Q & A

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Reviews

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