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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 million 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 for 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 extension also simplifies the process of sending/receiving quotes from B2B customers:
The Benefits of Magento 2 Cart to 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 to Best Reorder Performance
Add any products to quote cart
With B2B Request for 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.
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.
Streamline Magento B2B 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 customer journey, Magento 2 Add to Quote 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.
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.
Up-To-Date Features: Quotes For Not-Logged in Customer
Magento 2 Request for Quote 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.
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.
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
