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Magento 2 Request for Quote

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Magento 2

Magento 2 Request for Quote is an extension that helps your store fasten the quote request process and quote management. On the one hand, store owners may analyze, approve, argue, or change quotations, creating a smoother connection and increasing sales income by integrating with customer demands. Customers, on the other hand, may easily request a quotation for one, some, or whole shopping cart by adding their choice goods to the quote cart with their desired rates.

Specifically, the main functions of Magento 2 Request for Quote extension are:

For the admin:

  • Enable “Add to Quote” per product or all products and specific categories.
  • Choose customer groups, say B2B, to allow “Add to Quote”.
  • Define the minimum quote amount per custom group.
  • Manage the requests professionally: approve, reject, or customize the quote.
  • Compatible with free Magento 2 Login as Customer, support quote creating for customers.
  • Compatible with the Porto theme & the Fastest and Infinit of Codazon;
  • Compatible with payment methods like Paypal Express, Braintree, and Klarna (Coming Soon: Stripe).

For customers:

  • Add multiple products to the Magento quote cart.
  • Get updated on all submitted quote requests in My Quote and via emails.
  • Convert quote to order and checkout in clicks.
  • Re-submit quotation if needed.

NEW UPDATE:

  • Compatible with Magento version 2.4.7 
  • Compatible with PHP 8.2
  • Compatible with Hyva Theme v1.3.9 => Check our Hyva demo now!!

>> Get other wholesale modules in this Magento B2B Module Package - Save up to 50%

 
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ComposerPacks
Open Source (CE): 2.3.x - 2.4.x
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Commerce On-Premise (EE): 2.3.x - 2.4.x
Frontend Demo Luma Backend Demo Luma Installation Guide User Guide

Magento 2 Request for Quote is an extension that helps your store fasten the quote request process and quote management. On the one hand, store owners may analyze, approve, argue, or change quotations, creating a smoother connection and increasing sales income by integrating with customer demands. Customers, on the other hand, may easily request a quotation for one, some, or whole shopping cart by adding their choice goods to the quote cart with their desired rates.

Specifically, the main functions of Magento 2 Request for Quote extension are:

For the admin:

  • Enable “Add to Quote” per product or all products and specific categories.
  • Choose customer groups, say B2B, to allow “Add to Quote”.
  • Define the minimum quote amount per custom group.
  • Manage the requests professionally: approve, reject, or customize the quote.
  • Compatible with free Magento 2 Login as Customer, support quote creating for customers.
  • Compatible with the Porto theme & the Fastest and Infinit of Codazon;
  • Compatible with payment methods like Paypal Express, Braintree, and Klarna (Coming Soon: Stripe).

For customers:

  • Add multiple products to the Magento quote cart.
  • Get updated on all submitted quote requests in My Quote and via emails.
  • Convert quote to order and checkout in clicks.
  • Re-submit quotation if needed.

NEW UPDATE:

  • Compatible with Magento version 2.4.7 
  • Compatible with PHP 8.2
  • Compatible with Hyva Theme v1.3.9 => Check our Hyva demo now!!

>> Get other wholesale modules in this Magento B2B Module Package - Save up to 50%

 
Book a Demo Live »
|
ComposerPacks
Open Source (CE): 2.3.x - 2.4.x
|
Commerce On-Premise (EE): 2.3.x - 2.4.x
Frontend Demo Luma Backend Demo Luma
Installation Guide User Guide
Links

$199.00

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Free
1-Year Support

 

Free
Lifetime Update

 

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Installation

 

(*) 30-Day
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$199.00

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Get In Touch With B2B Customers via Magento 2 Quotation Function

 

In wholesale, it is usual that B2B customers might not be satisfied and want to discuss prices as well as product-related information to store owners. Thus, the Add to Quote function was born as a useful feature for B2B-focused eCommerce websites.

 

However, this feature is completely omitted in default Magento 2 and it only appears in Magento 2 B2B Commerce, which has a license cost ranging from thousands to millions of dollars!

 

For your convenience, BSSCommerce features to you the Magento 2 Request for Quote extension with full features compared to the B2B Commerce version yet at a reasonable price.

 

How Magento 2 Request A Quote Supports B2B Price Quotation?

 

The wholesale negotiation process is always lengthy, complicated and time-consuming. Online B2B eCommerce is no exception. To face it, Magento 2 Quote extension has integrated functions that simplify the process of handling and managing quotes of shop owners.

 

Via ensuring the fluency of the quotation, we help you fasten the deal closing process, which indirectly improves sales and your profit. Furthermore, Cart to Quote function also simplifies the process of sending/receiving quotes from B2B customers:

 

 

Magento 2 custom registrationMagento 2 quotation process

 

The Benefits of Magento 2 Request for Quote Extension

 

 

Create Time-saving Procedure

  • Efficient quotation management for store-owner and website admin.
  • Saving time by letting customers suggest the desired product prices.

Improve B2B Sales

  • Easily build suitable pricing strategies that satisfy customer needs.
  • Edge-gaining competitiveness to beat your competitors.

 

Incredible Features for Streamline Quotation Process

magento 2 reorder product tabmagento 2 request quote product page

 

Add any products to quote cart

With Magento 2 Request a Quote, businesses can easily enable the "Add to Quote" button on:
 
  • Product page.
  • Category page.
  • Search page.
  • Wish list.
  • Comparison page.
  • CMS widget.

Moreover, businesses can also specify certain product/category pages if needed.

magento 2 request for quote cartmagento 2 request for quote cart

 

Easily customize the quote cart

After customers click on the button, the products would be sent directly to a quote cart, allowing them to:
  • Update the product quantity in the quote cart.
  • Edit the message attached to each product.
  • Add extra note for the order (at Quote Summary).
  • Send multiple queries in a quote request.
magento 2 quotation managementmagento 2 quotation management
Magento 2 request a quote managementMagento 2 request a quote management

Streamline Magento 2 Request a Quote Management

Keeping track of quotes effectively is unbelievably hard for both customers and shop owners. Professionally, you should require customers to login to request a quote.

 

To help you follow the customer journey, Magento 2 quote module helps overcome that obstacle:

  • Customers can manage quotes under My Quotes section after submitting.
  • Requested quotes are sent to grid list in backend for admin to choose appropriate actions: Accept, Update, Define Expiry Date or Reject.
  • Email notifications are sent upon the actions of the admin and customers.
magento 2 create order from quotemagento 2 create order from quote
Magento 2 request a quote frontendMagento 2 request a quote frontend

Fasten Magento 2 Request for Quote Process

Magento 2 Cart to Quote extension is optimized to quicken the quote process with various features.

 

In the backend, Magento 2 Add Products to Quote allows you to:

  • Adjust the quote item quantity.
  • Customize item price accordingly.
  • Add new products to the quote request.
  • Attach a comment to specify the quote decision.

In the frontend, the extension allows your customers to:

  • Convert the quote to order with the agreed price/quantity.
  • Resubmit the quote request with new price and quantity.

Exceptionally, there's no need to creating new quote requests as other Magento 2 Quote extensions.

magento 2 quotation managementmagento 2 quotation management
Magento 2 request a quote managementMagento 2 request a quote management
Magento 2 request a quote managementMagento 2 request a quote management

Up-To-Date Features: Quotes For Not-Logged in Customer

Magento 2 Request a Quote extension allows non-customers to request a quote without creating an account. Your not-logged in just needs to fill out three text fields:

  • First name
  • Last name
  • [Optional] Notes and comment

Ideally, not-logged-in customers can choose between submitting a request or logging in with the existing customer account. They also have the option to create an account with that email address automatically.

After that, a confirmation email will automatically be sent to the customer. When the admin approves the quote from the backend, not-logged in customers can manage their quote history.

Full Features of Magento 2 Request For Quote Extension

Magento 2 Quote extension brings several utilities for store owners/website admin to maintain the efficiency of B2B quotation:

 

  • Enable “Add to Quote” for products/categories/customer groups.
  • Define minimum quote amount per customer group.
  • Require login to submit the quote.
  • Approve/reject and customize the quote.
  • Add more products to quote.
  • Personalize the quoted price per request.
  • Set up request for quote email notifications.
  • Delete quote.

For customers, Magento 2 Add Products to Quote is incredible by adding-up lots of freedom in managing your own quote:

 

  • Add multiple products to quote from the product/catalogue/wishlist/compare page and CMS widget.
  • Manage all submitted quotes in My Quote section.
  • Update on the quote status via email.
  • Resubmit the quote request without creating a new quote.
  • Magento 2 Convert quote to order and checkout in clicks.
  • Delete quote.

Bring it to the end, Magento 2 Request for Quote is only $199.00

Shop NOW to get FREE installation, FREE lifetime update & 1-year support!

Choose the best-fit plan based on your needs
Basic Quote
Competitive Price

Request for Quote Key Features:

  • Enable add to quote per product-based, category-based, and global-based level;
  • Send Email notification for each quote event;
  • Set Minimum quote amount;
  • Allow clients to convert quote to order simultaneously.
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$ 199.00
Advanced Quote
SAVE 20%

Cover all features in Basic plan, plus:

M2 Hide Price
M2 Login as Customer

  • Let admin help customers create quote by logging in to their account;
  • Hide price of some products from specific customer groups;
  • Professionalize negotiation process.
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$ 223.00
Elite Quote
SAVE 20%

Everything in Advanced plan, plus:

M2 Quick Order
M2 Add Multiple Products to Cart
M2 Product Attachments

  • Attach additional files to product page;
  • Add multiple items to quote in one go right at the category page;
  • Use a quick order form to massively add products to quote.
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$ 476.00

Why BSS Magento 2 Request for Quote

Competitive Price

Every merchant needs to survive – we do understand. That’s why we keep the price as low as possible.

Dedicated Support

We are all ears to your problems, either with our extensions or customizations. FREE 1-year support is included.

Open Source

The source code is completely open to inspect, modify and enhance according to your business purposes.

Qualified Code

We have developed a validation tool to ensure that every piece of code follows Magento coding standards.

High Compability

Our modules work well with each other. Even you want ours to be compatible with those of others. We are here to help

Simple installation

We simplify and clarify the installation process, so you can get the extension played for your website in clicks.

Quick Update

Your business and customers’ demands are ever-changing. Our extensions are also up-to-date with new features.

Business expert

Our certified experts get involved from the extension development to support to bring you efficient and budget solutions.

Easy to Use

No need to install bunches of redundant features. We select the most relevant functions to ensure the user-friendliness.

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FAQs

  • Are customers able to submit quotes without being logged in?

    You can enable "Add to Quote" button for Not-logged-in customers. It means they can still add any products to the quote cart.

    However, when it comes to the quote submission. They have to log in. It is logical so that customers can manage the request in My Quote and take further actions: resubmit, move quote to cart, or cancel the request.

    Hope this answer is helpful.

  • Can I install this Magento 2 extension via Composer? If yes, how can I do that?

    Yes. You can install Magento 2 extensions via Composer following the instruction here.

  • I am going to purchase module Request for Quote module and I would like to ask you if there possible to have in particular products only Add to Quote. In your demo are displayed both add to Cart and add to Quote. I considerate to set out of stock particural products to hide add to cart. Will module Request for Quote working with out of stock products? An other question to have is about price. There is a need in some products to hide price Should I purchase Hide Prices Module? Can module Hide Prices works together with Request for Quote Module?

    Thank you for your interest in BSS extension. The M2 Request for Quote doesn't support out of stock products so if you want to set Add to Quote with out of stock items I regret that our module doesn't have this function. ​If you want to enable Add to Quote button in specific products, it will work when you install the M2 Hide Price extension as well. The M2 Hide Price & M2 Request for Quote extensions work well together. If you have any other questions, please feel free to let us know.

  • How to send customization request for this extension?

    Dear,

    Just drop us an email to sales@bsscommerce.com or contact us.

    We'd like to offer customization service for all BSS Commerce extensions and any third-party extensions.

Icon QuestionAsk a Question
Release Note
  • v1.3.4 (Nov 14, 2024): 

    • Fix bug: filtering the quote in the backend + compatible with BSS M2 Company Account extension.

    •  

      Update: compatible with BSS M2 Add multiple product to cart extension.

  • v1.3.3 (Sep 9, 2024): Optimizing code for the bug can not create quote.
  • v1.3.2 + Hyva Compat v1.0.1 (Sep 5, 2024): Compatible with Hyva theme ver 1.3.9.
  • v1.3.1 (May 17, 2024): Compatible with Magento 2.4.7.
  • v1.3.0 and Hyva compat v1.0.0 (Apr 4, 2024): Compatible with Hyva theme.
  • v1.2.9 (Mar 13, 2024): 
    • Fix bug: Backend quote detail page show the field Created by even when there is no M2 Company Account extension.
    • Update: Adding "Reference to Order ID" for the quote and the "Reference to Quote ID" for the order.
  • v1.2.8 (Dec 19, 2023):
    • Updates:
      • Add more customer information into the emails sent to Admin
      • Scroll quote cart items in mini cart if there are more than 4 items
    • Fix bug:
      • Error when filtering by name in Manage Quote
  • v1.2.7 (Aug 25, 2023):
    • Updates:
      • Compatible with Magento version 2.4.6 and below, and PHP 8.2
      • Add Print button to quote detail page frontend with status as Closed, Ordered
      • The shipping address is required with not-logged-in users
  • v1.2.6 (Jun 29, 2023):
    • Updates:
      • Email template sent to customers after admin's action "Send to customer"
      • Optimize code to display button "Add to quote"
    • Fix bugs:
      • Cannot add Configurable product to Quote from Homepage or catalog pages
      • Security hole: When customer A has already logged in, they can open and view Guest B's quote detail link in the same browser
      • When configuring Tax Calculation Based On = Billing address, the Order converted from quote has no tax
      • Fix the distance, length of product name and SKU when printing pdf
  • v1.2.5 (May 11, 2023): 
    • Updates:
    • Fix bugs:
      • Not logged-in customers are redirected to a blank page after converting a quote to an order and re-access the link to the frontend quote detail page in their email
      • Not displaying custom option in quote emails
      • Non-stop sending expiry quote reminder emails
      • Not displaying header and footer in quote emails
      • Email sender name for a rejected quote is wrong
  • v1.2.4 (Oct 29, 2022): Update: Filter by sales rep in Manage Quote Requests.
  • v1.2.3 (Sep 21, 2022): Fix bug responsive button Add to quote on Magento EE. Fix the message on success page for non-customer. Fix bug adding out of stock product in quote at the backend.
  • v1.2.2 (Jul 21, 2022): Update to support submitting and actioning with quote for non-customer. Fix email templates and bug relating to PHP8.1 compatibility.
  • v1.2.1 (Jun 8, 2022): Compatible with Magento 2.4.4 and PHP 8.1; Compatible with declarative schema; Update: only apply template when module activated.
  • v1.2.0 (Feb 22, 2022): Fix not change Shipping & Handling (Flat Rate - Fixed) when changing qty item in frontend quote; Support Add quote from wishlist page; Fix not submit request4quote when site has store views(before Install module or disable module has create new storeview); Fix Jquery compact Fallback; Fix wrong quote email template sent to customer; Fix not update region when update quote(request for quote submited); Fix synchronizing display "created at" date in frontend quote detail page; Fix backend quote Expired Day to be compatible with admin interface locale; Fix display in quote detail, grid manage quote, when email customer change; Compatible print PDF quote in the frontend with Magento 2.4.3; Fix bug view backend quote detail after deleting the customer; Allow admin and customer to delete quote; Fix bug when creating new address while updating the quote; Optimize code: Fix phpcs, phpmd; Change tax for quote when changing the configs: change customer group, + New config: Auto change quote price when changing customer group + Fix not filter customer id and customer email in grid manage quote; Fix Security when update request for quote.
  • v1.1.5 (Oct 18, 2021): Fix export request for quote. Fix compatible between quote expired date with timezone and locale.
  • v1.1.4 (Jul 18, 2021): Fix display of customer name when sending quote email; Update display logic of quote comment
  • v1.1.3 (Jun 11, 2021): Fix date filter issue; Update qty of item in mini quote; Fix reset quote cart after customers creating accounts
  • v1.1.2 (Mar 24, 2021): Compatible with PayPal; Fix bug add related product; Fix bug Email expiry send continuity; Compatible with Klarna Payment
  • v1.1.1 (Dec 15, 2020): 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"
  • v1.0.9 (Oct 18, 2020): Display sub user information in Quote if used with M2 Company Account; Fix add to quote issue when using with M2 Configurable Product Grid Table View; Fix mini quote update; Fix sender email not matching with send of smtp; Fix bug with viewing/cancelling/resubmitting quote of other customers; Add ‘Complete’ Status; Update display of price, qty after admin add custom price, qty in backend
  • v1.0.8 (August 18, 2020): Work with tax setting of magento default; Fix bug not saving address when checkout of logged in customers; Fix slow load page time of children products; Change notification message when a product is unable to added to cart
  • v1.0.7 (July 1, 2020): Fix incorrect increment id and quote link success page
  • v1.0.6 (Jun 26, 2020): Fix missing quote request and inability to submit quote request; Fix not showing total when the status is updated
  • v1.0.5 (Jun 10, 2020): Work with M2 Sales Rep by BSS Commerce. Fix Fatal error when customers log in and quotes include products; Fix error with shipping method configuration; Fix wrong time updated at; Ignore quote_extension from quote expired delete of Magento default
  • v1.0.4 (Apr 17, 2020): Fix submit quote issue of virtual products; Update translation file; Fix mini quote doesn't display prices excl. tax; Fix bug of inability to open updated quote; Add shipping cost in pdf quote, email; Fix bug with logic if sending quote email; Add config disable custom shipping method; Fix display issue of quote button when loading page; Fix bug of the quote with status expired; Update Delete Quote function via cron; Fix not displaying options in PDF quote; Fix not display Request for Quote button when not assign product(s) into a category; Update label of quote comment into customer comment and admin comment; Fix bug login to submit a quote; Fix bug when first install the module without setting data for attribute quote_category; Fix bug of config label on the product page; Add total information into reject the quote and accept quote email
  • v1.0.3 (Mar 06, 2020): Compatible with M2 Minimum Order amount for Customer Group, M2 Reorder product list, M2 Hide Price, M2 Configurable Product Grid Table View by BSS Commerce
  • v1.0.1: Compatible with Magento 2.3.3; Compatible with M2 Hide Price by BSS Commerce; Fix bug when updating quote; Update logic of configurable, bundle, grouped product when only using the configuration of parent product; Update logic when setting quote on category page
  • v1.0.0 (Jul 17, 2019): First Release of Magento 2 Request a Quote extension
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