magento-2-email-quote-marketplace.jpg

Email Quote
M2

TOTAL:
$89.00

Compatibility

Magento Platform
Open Source (CE)
2.2, 2.3

Tech Specifications

Seller:
Current Version:
1.0.3
Type:
Stable Build
Updated:
19 September, 2019
Categories:
Extensions, Content & Customizations, Personalization & Experience Management
Supported Browsers:
Chrome Linux: 42, 43, 44 Mac: 39, 44 Windows: 39, 40, 42, 43, 44 Firefox Linux: 31, 38, 39, 40, 41 Mac: 31, 38, 39, 40, 41 Windows: 31, 38, 39, 40, 41 Opera Linux: 7, 7.1, 8, 9 Mac: 7, 7.1, 8, 9 Windows: 7, 7.1, 8, 9 Safari Linux: 7, 7.1, 8, 9 Mac: 7, 7.1, 8, 9 Windows: 7, 7.1, 8, 9 Edge Windows: 42 IE Windows: 10, 11, 8, 9
License Type:
Policy:

Overview

Email Quote by Meetanshi enables the customers to request a quote for the products by Emailing the shopping cart to the admin and allows the admin to create orders for the requested quotes from the backend. 

Overview

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Many times, you want your customers to ask you for a quote. There could be several reasons for this, such as price fluctuations, flexible volume pricing based on customers' requirements, qualifying customers for legal purposes, product personalization, etc.

In brick and mortar businesses, quotes can be easily managed but in an online business, you need to set up a quotation system. To ease the quotation management in Magento 2, Meetanshi has come up with Email Quote for Magento 2 extension that helps to carry out the quotation management smoothly in the store.

Implement a smooth and flawless quotation management system in Magento 2 store to improve customer experience. Win the trust of your customers with Email Quote for Magento 2 extension.

 

Account & Pricing

Google reCAPTCHA v3 is a FREE service. However, to commence using the extension, you need to register your site with Google to get a site key and secret key.

 

Using Google reCAPTCHA v3

The extension facilitates to enable Google reCAPTCHA v3 in the frontend quote inquiry form. The admin has to register with Google reCAPTCHA v3 to get the site key, secret key and set it in the backend. Once enabled, it restricts spams and bots to submit the quote inquiry form from the frontend and thus, provides a secured process. 

 

How Does The Extension Work? 

  • Configure the extension to show Email Quote button on the cart page. Set the custom label, text and background color for the button to customize according to your needs.
  • Configure the extension for the admin by adding Email ID of the admin to receive new quote inquiries. Select the email template and email sender for the same.
  • Configure the extension for the customer by selecting the email template for the quote inquiry submission successful email to users. Select the Email template and Email sender for the same.
  • To send the quote as a PDF attachment in the Email, enable PDF attachments and set a custom footer text to show in the PDF attachment.
  • Configure Google reCAPTCHA settings to avoid spam quote inquiries.
  • Enable privacy checkbox to comply with EU's GDPR so that the customers can read the privacy policy before agreeing with it.
  • Once the extension is configured, in the frontend, Email quote button is displayed on the cart page. On clicking the button, a new quote inquiry submission form pops up. A user has to fill in the inquiry details and the quote request message. The Google reCAPTCHA v3 gets enabled to check for the human and restrict the spam inquiry submissions. The user has to check the privacy policy agreement in the form. On clicking the "Submit" button, the quote request is submitted to the admin via Email. Also, the customer receives a successful quote inquiry submission acknowledgment Email. The admin also gets the new quote inquiry email.
  • The quote requests are enlisted in "My Accounts" section under the "My Saved Quotes" from where its status can be checked by the users from the frontend.
  • The extension offers the admin with a separate grid to easily manage the quote inquiries. It allows the admin to edit, check status, create a new quote and email the quote to users. To send the quote to customer from the backend, prepare a quote as required and send it to customers using the "Email Quote" button.
  • The Email received by customers contains the PDF attachment and a link to directly proceed to checkout, making it easy for customers to place an order. They can click directly from the mail to load the cart and place an order.
  • To learn more about how the extension works, read our UserGuide.

 

Benefits:

  • The admin has the option to customize the button label for "Email Quote" for the frontend display.
  • Set the admin's email Id for receiving quotations requests.
  • Select the template for quotation request Emails.
  • Customers can select custom options, quantity and click on the button to fill the details and send the quotation request to the admin.
  • Enable PDF attachment in Emails from the backend.
  • Enable Google reCAPTCHA v3 in the new quote inquiry submission form to avoid spam submissions.
  • Enable privacy policy checkbox in the new quote inquiry form for GDPR compliance. Also, a user can read the privacy policy from the link given in the form.
  • Once the customer submits the quote request, the admin gets all the details of the cart with custom selected product options.
  • Send a thank-you email to customers after they submit the quote request.
  • The Admin can create orders from the backend and email it to customers.
  • The Admin can send the quote from the "Email Quote Statistics" grid in the backend for the quotation requests received from the Magento 2 frontend easily.
  • Facilitates auto-registration of guest users when an order quote is sent to them from the backend.
  • Option to apply the discount code from the backend when creating the order quote.
  • The Admin can make use of the custom price feature offered by default Magento 2 to create an order quote from the backend.
  • Make it easy for the customers to check out with the direct link sent in the email with the use of "Email Quote" in the admin backend.
  • Use the "Resend Quote" action in "Email Quote Statistics" to edit and resend the previously created and already sent quotes.

 

Also Comes With:

  • 90 Days Free Support
  • Free Lifetime Updates
  • 25 Day Return Policy
  • Multi-Store Supported
  • 100% Open Source

 

Visit Live Demo:

  • Back-end | Just select "Email Quote" from the Username drop-down to log in 
  • Front-end | Configure the extension from back-end first as per your requirements to see it in action.

 

If you have any questions about this extension, you can Contact Us, and we reply you back within a few hours. 

Release Notes

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1.0.3:

  • Compatible with Open Source (CE) : 2.2 2.3
  • Stability: Stable Build
  • Description:

    -Order quote Email template design changes

1.0.2:

  • Compatible with Open Source (CE) : 2.2 2.3
  • Stability: Stable Build
  • Description:

    Show Email Quote button to the selected customer groups

1.0.1:

  • Compatible with Open Source (CE) : 2.2 2.3
  • Stability: Stable Build
  • Description:

    - Fixed Issue with PDF attachment
    -Compatible with 2.3.1

1.0.0:

  • Compatible with Open Source (CE) : 2.2 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.

Q & A

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Reviews

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