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magento_2:request_a_quote

See the way Request a Quote for Magento 2 extension works.

Guide for Request a Quote for Magento 2

Boost sales revenue by understanding and meeting customer demand with Magento 2 Quote. Strengthen your competitive position with the personalized purchasing offer.

  • Create quotes in one click from product or category pages
  • Let customers request quotes for unlimited products quantity
  • Provide individualized pricing based on customer details
  • Efficiently manage all requests on a quotations grid
  • Negotiate over the prices in a convenient way
  • Convert quotes into orders in a few simple steps

General Settings

To configure general settings, go to Stores → Configuration → Amasty Extensions → Request a Quote.

General Tab

The extension allows to choose specific customer groups that will be able to request quotes and create them from product or category pages. It also allows to disable quotation for specific product categories.

Enable ‘Request a Quote’ - set to Yes to enable the extension.

‘Add to Quote’ button on Product Page - Show ‘Add to Quote’ button if you want your customers to be able to add products to quote cart right from the product page. If not, Hide the button.

‘Add to Quote’ button on Category Page - Show ‘Add to Quote’ button if you want to let your customers add products to quote requests from the category page. If not, Hide the button.

Disable Quotation for Categories - specify product categories for which quote requests will be disabled. 'Add to Quote' button will be hidden for each product from the selected categories.

Allow Quote Request for Customer Groups - specify the customer groups to allow quote requests, e.g. allow only to those who are logged in or only to selected customer groups.

Expiration & Reminder Tab

The extension allows to set default expiration period for quote requests.

Quote Expiration - Set default period in days for quote to be valid once approved. For zero and higher this value can be set for each quote individually. Keep empty to disable this feature.

Send Reminder Email after Day(s) - Set default period in days to send reminder once quote approved. For zero and higher this value can be set for each quote individually. Keep empty to disable reminder.

Notifications Tab

With the extension it is possible to configure different notification emails. Admin will get daily email reports with new quote requests. Customers will get notifications when their quotes are created, modified, accepted or expired.

{{:magento_2:request-a-quote-general-settings-notifications.png?nolink|

Send Email Reports for New Quote Requests (Daily) - Choose Yes to enable daily email to admin, which will include all the quote requests, that have been recently subscribed to.

Admin Email Address - Input an email address, the extension will send notifications to.

Email Template to Notify Admin - Select the appropriate template for the email notifications.

Email Sender - specify your company’s email from which the notifications will be sent.

Also choose Email Templates to notify you customers that their quote has been Submitted, Approved, Modified, Cancelled or Expired.

To create templates, go to Stores → Marketing → Communications → Email Templates.

Quote Requests Management

From the admin panel your can see and manage all the request quotes in a convenient grid, accept/reject a quote or suggest a new best-suited price.

Go to Stores → Sales → Amasty Request a Quote → Quotes.

You can see the ID of the quotes, their Purchase point, Purchase Date, Status and Grand Totals.

To Approve or Cancel/Close several quotes in one click, tick them and choose the necessary action in the Actions dropdown menu.

Click View to see detailed information about quote requests. You can Edit and Approve the quotes with Pending status.

Click Create New Quote to create a quote on behalf of customer. After approving a quote it will be visible at customer account page, in 'My Quotes' section.

Usage Example

To manage all the quotes properly, let’s consider an example of a particular quote management from the very beginning.

Step 1. Creating a Quote by a Customer

First, your customers create quotes from the product or category pages via Add to Quote button.

Only logged in customers are allowed to request quotes.

Add Hide Price extension for Magento 2 to disable ordering and/or hide the product price leaving the 'Add to Quote' button available. The module will let you hide prices of specific products for particular customer groups or guest visitors.

A button 'Login for Quote' will be displayed for unregistered visitors, proposing them to login for adding products to quote.

Also customers can move items to quote straight from their Shopping Cart via 'Request a Quote' button.

Then they go to their Quote Carts to view and edit their quote requests.

Magento 2 Quote Extension allows your customers request a quote for unlimited products quantity.

There customers specify the price they want to request, items quantity, add some notes that describe their requests in the Remarks field and Submit Quote.

Online buyers are also able to Add Notes per item, Clear Quotes and Update Quotes right from the cart.

Magento 2 Quote Extension allows shoppers to request quotes for Simple, Configurable, Downloadable, Virtual, Grouped and Bundle product types.

Step 2. Managing a Quote from the Admin Panel

When the quote has been submitted, you will immediately see it on the grid with the Pending status.

Click View to Edit or Approve the quote and to see detailed information.

Here all the information about the customer and the quote request is displayed.

Product Price displays a real price at the store. Customer’s request is shown in the Price column. Row Total is also displayed according to customer’s price.

Hit the Approve button if the quote terms are satisfactory for you. If no, click Edit.

Here you can edit products’ Price and Quantity in the appropriate fields.

If you don’t want to offer a special price for some particular product, remove it in one click via Action dropdown menu.

To edit products’ size and color, press the Configure button.

With the extension you are also able to add products to your customers’ quotes. Click Add Products.

Choose the products to add. The configuration field where you can specify the size, color and quantity will be displayed automatically.

Click Add Selected Product(s) to Quote.

Check in advance on a Product Page that added items have Inventory Source specified for selected store view. If Inventory Source is not specified, the product cannot be displayed at the storefront, and it will also be impossible to create a quote both as customer and admin.

Click Update Items and Quantities to preview all the products and the subtotal of the quote. Provide a Note for the Quote to give a customer important or additional information about your offer.

Save Quote and then Approve it.

After approving a quote you can also set Expiry Date and Reminder Date.

After the approval, you are able to convert quotes into order without leaving the page.

Step 3. Quote Confirmation

Customers can easily track and manage quote requests in their accounts. In My Quotes tab the ID, Date, Quote Total, Status and Expiry Date for each quote will be displayed.

If a quote is approved by the admin, the customer can Move to Cart all the products right from the grid.

Customers can also View Quotes.

If the suggested terms of the quote are not acceptable, the customer can Cancel the request.

In case the offered prices are satisfactory, the customer is able to Move to Shopping Cart or directly Move to Checkout all products with the custom prices in one click.

Customers are not allowed to edit the quotes with Approved status.

You will see the Complete or Canceled Status on the grid in your admin panel.

Cron Tasks List

Magento 2 Request a Quote extension is preintegrated with Cron Tasks List to provide store owners with an opportunity to track and manage all cron tasks running in the website background.

To view all scheduled and executed cron tasks, go to System → Cron Tasks List

Run all cron tasks and generate their schedule by clicking the ‘Run Cron’ button. Also you can delete separate tasks in bulk, apply filtering and sorting options when it is needed.

{{:magento_2:request_a_quote:elastic-search-m2-cron-tasks-list.png?nolink|


Find out how to install the Request a Quote for Magento 2 via Composer.

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magento_2/request_a_quote.txt · Last modified: 2019/07/22 15:13 by skudrov