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Cart to Quote for Magento 2

5
1 Review

Cart to Quote for Magento 2

Current extension version: 1.1.0

Negotiate quotations with the customers you trust for best win-to-win deals. Essential B2B solution!

  • Multiple products per quote;
  • Adding products to an unlocked quote from various pages;
  • Alternating cession of control over quote;
  • Quote expiration reminder;
  • RFQ restriction for selected customer groups;
  • Various quotation statuses;
  • Discount as a %, decrements or new total of the quotation bundle;
  • Company Accounts integration for utter B2B experience.
$199
Triple the benefits! Buy 3 modules and save up to 15%
  • [M2] Cart to Quote $199
    Edition
    Support period
  • [M2] Customer Segmentation $199
    Edition
    Support period
  • [M2] Company Accounts $199
    Edition
    Support period
  • -0%
    $199
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Quotes Grid | Browse the quotes; check the status; edit quotes individually; decline quotes individually or in bulk.

Quotes Grid

Edit Quote Page | Manage products in the quote: add, remove, alter quantities and other parameters.

Edit Quote Page

Configure Products Popup | Configure the size, color and quantity of items of the chosen product within the quotation.

Configure Products Popup

Edit Quote Page | Alter shipping address and methods of shipping to include relevant fees into the quote.

Edit Quote Page

Edit Quote Page | Read the history of the negotiations over the quote and send comments to the customer.

Edit Quote Page

Extension Configuration | Restrict availability of the Request For Quote option to selected groups of customers; set quote expiration period; select the admin to manage quotes.

Extension Configuration

Extension Configuration | Choose templates for email notifications; configure file attachment parameters.

Extension Configuration

My Quotes Page | Use the Comments tab to chat with store admins regarding the chosen quotation.

My Quotes Page

My Quotes Page | Browse the history of negotiations over the chosen quotation.

My Quotes Page

Quote to Cart | Once the quotation is approved by the admin, it is converted into a discount available in the cart on the storefront.

Quote to Cart

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How Magento 2 Cart to Quote works

Ultimate negotiating
Let customers transform carts into quotes, and then quotes into carts, no specific steps required but familiar negotiation
Explicit quotations
Manage products, their quantities, bundle price, taxes and more in a single backend form with really little effort
Easy tracking
Stay up to any updates to quotations with email notifications and multiple statuses on both front and backend

How Cart To Quote Magento 2 works

The Cart to Quote module from Aheadworks, an essential request-for-quote extension, is to support business negotiations, typical for the B2B scenarios, though frequent within the B2C too. The module facilitates customers' strive to get the precise and quantifiable product at the lowest possible price, as well as merchants' aspirations for higher profits, faster and larger sales. Furthermore, negotiations let parties experience the flexibility, generosity, and appreciation of each other, even if you are two big e-biz companies.

Negotiate your loyalty and credibility

On Buyer’s Side
Cart to Quote
Add products to cart and convert it into a quotation. Write a covering letter, suggest details and attach files, if need be. Once submitted the quote is not available for changes, not until the reply comes.
Statuses and updates
Check the status of current quotations, the comments to and history of negotiations of each listed quote. Decline, Buy (convert to cart) or suggest a counter-offer - all on the My Account page.
Email Notifications
Once the quote is processed on either side, a due notifications will arrive to the email inboxes. Furthermore, admins can adjust automatic quote expiration reminders.
Quote to Cart
Once the quotation is approved by the admin, the discount becomes available right on the storefront cart. Alternatively, shoppers may turn the quote into an order from My Account.
On Merchant’s Side
Discount calculator
Alter the quotation, so that it is both profitable for you and lucrative for the customer. Add products, change quantities; use %, numeric rebate or new total values to adjust the discount.
Easy quote management
Get a relevant status assigned to the quotation automatically on any updates to it made either by the admin or customer. Admins can set the expiration date and track changes to the quote.
Quote to Order
Get each “sold” from the backend quotation automatically converted to an order with a discounted price. This is when Admin is redirected to the relevant “Create New Order” page to finalize the deal.

Magento 2 Quote Extension Detailed Feature List

Extension configuration
  • RFQ for selected groups of customers;
  • Quote expiration period;
  • Multiple templates for notification on quote status;
  • Quote expiration reminder;
  • File attachment config.
Customer experience
  • Multiple products per quote;
  • File attachment support;
  • Email notifications;
  • Quotes page in My Account;
  • Multiple corporate users may take part in negotiations with Company Accounts;
  • Declining/renegotiating quotes;
  • Alternating cession of control over quotes;
  • Consistent with the business-to-business model.
Store admin experience
  • Quote management page;
  • Quote totals block;
  • Quote form on backend;
  • Multiple statuses for quotes;
  • Support of taxes;
  • Shipping support;
  • Quote track history;
  • Discount calculator: % discount, numeric rebate, new total value;
  • Product select filter;
  • Comments to quote;
  • Comments from multiple corporate users with Company Accounts;
  • Consistent with the business-to-business model.
Need additional functionality
or futher customization of your products?

How Magento 2 Request for Quote beat competition:

  1. Optimized workflow

    Built upon most common use cases, the backend interface of our extensions echoes clearly the actual administrative workflow.

  2. Quality code

    Constantly seeking ways for improvement, we write clean code, subject to timely refactoring.

  3. Thorough testing

    Effective quality assurance employed, our extensions are customizable, scalable and fully Magento 2 compatible

Tanya Poleshchuk | Head of Customer Care

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Tanya Poleshchuk
  • Reviews (1)
  • Customer Questions & Answers (0)

Overall rating

5 of 5 stars

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Miguel

Nov 13, 2019

Fantastic quoting system for Magento

Like many others, our company is a mix of B2B and B2C. We need to offer to our customers the possibility to buy products and request quotes from our website, just like they do with our sales people. After a lot of research, we decided that Aheadworks module is the best one for adding this feature to the new Magento 2.3.3 website we are developing.
I'd like to make a special mention for the after-sales support we received from the team. We also purchased some additional support time, and this was delivered with excellent speed and customer service. We cannot thank the team enough.

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