quote-system-connect_1.png

Quote System
M2

TOTAL:
$39.00

Compatibility

Magento Platform
Open Source (CE)
2.1, 2.3

Tech Specifications

Current Version:
3.0.0
Type:
Stable Build
Updated:
23 October, 2019
Categories:
Extensions, Content & Customizations, Personalization & Experience Management, Product Content, Site Search & Navigation
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

The extension adds B2B quote feature on the store and allows customers to send a quotation request to admin for price negotiation.

Other Extensions by WebKul SoftWare Private Limited

Overview

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Quote System extension allows merchants to manage quotation requests for products. For each product, the admin can enable the B2B quote feature and set the minimum quote quantity. The customers can view the products available for a quote, then submit a request mentioning - price per item, quantity needed, write a message, and upload file attachments.

The admin can view and manage all the requests received from the customers and then approve, reject or edit quotations for further price negotiation. Once a quotation is approved, the add to cart button is visible in the quote request for allowing the customer to do the checkout process. Additionally, the admin can also create a quote request on behalf of the customer and negotiate the quotation price and quantity. 

 

Business Value

If you are selling products in bulk or selling specialized products and do not want to show prices then you can use the quote system. With this extension, the store owner can do price negotiation with every customer and target both the retail and wholesale segments. 

Further, the store owner and customers can do conversation with each other and send messages with file attachments. Before placing an order, the buyer can initiate negotiations with the store owner on the per-unit price and quantity. The quote request can be reviewed and modified multiple times before it is approved and converted into an order. Moreover, the store owner can continue to sell the products at the original listed prices, so that retail customers can click add to cart button and continue to checkout.

 

Features List

  • Store owners can hide the add to cart button and price on category and product page.
  • Quote system extension supports custom options.
  • Admin can enable or disable quote functionality for each product.
  • Admin can approve, disapprove quotation requests as per need.
  • Admin can edit and delete the quotation requests.
  • Only registered customers can send quotation requests.
  • Email notifications for each action sent to customers and admin.
  • Admin and customers can add images and file attachments in a quote request.
  • Create a quote for simple, configurable, downloadable and virtual product types.
  • Admin can restrict the file types for attachment.
  • Admin and customers can send messages to each other in the quote request.

 

How Does Quote System Work?

After the successful installation of this extension, the admin needs to enable the extension from the configuration and manage other settings for the quote system.

 

Allow Or Disallow Discount On Quote

The admin can allow the discount on quote product to be applied or not. When disabled, the customer won’t be able to apply a discount on the shopping cart.

 

Restrict File Attachment Types 

The admin can mention the file types for attachment, only those file types customer can be uploaded from the frontend.

 

Hide Add To Cart Button

The admin can decide whether to show or hide the add to cart button on the storefront. This will be applicable only for products available on quote.

 

Hide Product Price

The admin can decide whether to show or hide the product prices on the storefront. This will be applicable only for products available on quote.

 

Minimum Quote Quantity

The admin can set a default minimum quote quantity for the case when there is no value set for minimum quantity at the product level. If the minimum quote quantity is set at the product level then only that value will work with the respective product.

 

Select Mail Templates

The admin can select the mail email notification templates for various events - when a new quote is generated, change in quote status, quote message and quote is edited.

 

Enable Product Quote Status

The store owner will have to edit a product, set the quote status as yes and mention minimum quote quantity so that the customer can quote for that product quantity. 

 

Buyer Request Quote

From the storefront, the customer can raise a quote for the available products. The quote can be requested from the product page or category page. The customer can create a quote request by clicking to the ‘Add to Quote’ button. After submitting the quotation request, the customer can find the details of the quoted requests in My Quotes list under the customer’s account dashboard.

 

Manage & Add Quote Request

From the backend, the store owner will go to the Manage Quotes section, here all the quotes request are visible under the Quotes grid. If the store owner is satisfied with the quote request he can approve it. After that, the customer will have the add to cart button available to buy the product.

The admin can also create a quote on behalf of the customer. The admin responds to the request by offering discounted pricing for the products in the quote and can edit the quote, quote status and send a message to the customer.

 

Price & Quantity Negotiation

The customer can open the quote from the My Quotes page of the account dashboard. The customer and store owner can continue the negotiation process until an agreement is reached.

 

Approved Quote & Add To Cart

After approval of the quotation from the store owner, the “Add To Cart” button will be available to the buyer in the quote request. The customer then adds the product in cart and then proceed to checkout for placing the order. 

 

Benefits

With the use of this module, you can target the wholesale customers on your store and sell bulk products to them. You can communicate with buyers and also know their specific needs.

For Store Owner

  • The store owner can hide the “add to cart” button and product price on category and product page.
  • Sell products in bulk will increase the transaction amount and profit.
  • The store owner can allow/disallow the customers to quote for products. 
  • The store owner can approve, disapprove quotation requests as per need.
  • The store owner can allow the customers to add an attachment in a quote request and restrict file types.
  • The store owner can set the minimum quote quantity for the product.
  • From the backend, the admin can also create a quote on behalf of the customers.
  • Customers cannot edit quantity in the shopping cart, once the quote is approved.

 

For Customers

  • Purchase products in bulk and do price negotiation.
  • Customers with minimum steps can raise a quote for the product.
  • Customers can go through quote submission directly from their account dashboard.
  • The customer after submission can edit the quote details in a single click to review and update. 

 

Live Demo

You can check live demo from here

 

Support Policy

  • You get free 3 months of technical support included
  • You can buy 6 or 12 months extended support agreement
  • For issues, please create a ticket or send email to support@webkul.com
  • Free lifetime updates of the module

Release Notes

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3.0.0:

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

    -------------------------------- Version 3.0.0 --------------------------------------
    + Compatible with Magento 2.3.x.

    -------------------------------- Version 2.2.0 --------------------------------------
    + Added quote functionality at admin end

    -------------------------------- Version 2.1.1 --------------------------------------
    + Min Qty problem fixed.
    + Quote status attribute updated.

    -------------------------------- Version 2.1.0 --------------------------------------
    + Compatible with Magento 2.3.x.
    + Hide Price in CMS, Advanced Search page and Search page fixed.
    + Quote on custom options fixed.
    + Multiple currency issue fixed.

    -------------------------------- Version 2.0.5 --------------------------------------
    + Hide Price in CMS, Advanced Search page and Search page fixed.
    + Quote on custom options fixed.
    + Multiple currency issue fixed.

    -------------------------------- Version 2.0.4 --------------------------------------
    + Added configuration to hide Add to Cart button on Quote Products.
    + Added configuration to hide Price info on Quote Products.
    + Issue related to custom option when trying to add to quote fixed.

    -------------------------------- Version 2.0.3 --------------------------------------
    + Added upload attachments option while requesting for a quote.
    + Added upload attachments option while sending messages regarding a quote.

    -------------------------------- Version 2.0.2 --------------------------------------
    + Compatible with Magento 2.2.x version.
    + Now a product which is a quoted product can be added with normal product in the cart.
    + Add a product to Quote from Category page which not have options to select.
    + Admin can set whether to allow discount on the quoted product or not.
    - Issues solved.

    --------------------------------- Version 2.0.1 ---------------------------------------
    + Admin can select their own email templates for sending different emails for the quote system.
    + Admin can enable or disable Quote system
    - Issues fixed

2.0.0:

  • Compatible with Open Source (CE) : 2.1
  • Stability: Stable Build
  • Description:

    -------------------------------- Version 2.0.0 --------------------------------------
    + Can add the custom quote for products to buy in bulk.
    + Works with every type of product viz. Simple, Virtual, Downloadable, Configurable and Bundle except for Grouped.
    because when a grouped product is added to cart only its simple product got added to cart.
    + Email notification for each action to customer and admin as well.
    + Multi-Lingual Support.
    + Works with multi-store and multi-website of Magento.
    + Can communicate with the admin via conversation system (inbuilt).
    + Works with every type of custom option excluding file type.
    + Admin can approve or decline customer quote.
    + Convert retail Magento store into the wholesale store.

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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