Quotation - Magento2

Quotation - Magento2

The Magento2 Quotation module allows customer can add products to quotes and submit the quote to store owner to get the better price.

Version: 2.0.0

Compatible: Magento CE 2.0.x -> 2.2.x

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How It Works

It's a fact that the customer always looks for the best price when shopping online, especially when they're going to buy with a large amount of unit. Quotation extension for Magento 2 will allow the customer to add the product to their quote instead of their cart and they can use the quote to negotiate the price with the shop's owner and the shop's owner can offer their best price responding for the customer's proposal. In the side of admin, they can decide to enable which product with Quote mode, and easily manage the request for the quotation from the customer. The admin is also able to create multiple offers depending on the different qty conditions and send the message to the customer for the negotiation.

 

Admin can decide to enable which product with Quote mode

From the Adding product form, the admin can decide to enable/disable the product with Quote mode or the Order mode. This creates the flexibility for the admin when adjusting the sales strategy from retail to wholesale

Enable Quote mode
Creating the offer in response to the customer proposal

Admin can browse all customer's quotes and give the offer in response to the customer's proposal

For convincing customer to buy the product, the admin can create multiple offers with the different price for the customer to choose, the admin can also leave the message in the quote request to negotiate the price with the customer. Besides, the admin can also mark the quotation with status setup the reminder, limit the expiration time for the quotation in order to make sure not any customer's quotation is missed during the negotiation process.

The customer can select the best deal offered by admin and place the order

After the quote request is approved by Admin, the customer can select the best deal for them in the list of offer made by the website admin and place the order immidiately by the new price. Similar to the website admin, the customer is also able to send the message in order to negotiate the best price for them.

Mobile Input Setting
Events for sending SMS to admin

Configure the events for sending notification to Admin

There are some events by that the website admin can receive the email notifications:

  • New quote notification email
  • Quote is rejected notification email.
  • Quote is ordered notification email
  • New quote message notification email
In each of the event, the admin can edit the template for SMS notification.

Configure the events for sending notification to Customer

There are some events by that the customer can receive the email notifications:

  • New quote notification email
  • Quote is approved notification email.
  • Quote is cancelled notification email
  • Quote is held notification email.
  • Quote is unheld notification email.
  • Quote is rejected notification email.
  • Quote is expired notification email
  • Quote reminder notification email.
  • Quote message notification email
  • In each of the event, the admin can edit the template for email notification.

Events for sending SMSs to Customer

Demo Information

Let play with our live demo to see how the extension Quotation - Magento2 work.

Feature Highlights

Extension Configuration

  • Allow admin to setup what fields are shown in quote form.
  • Allow admin to config quote id format:
    • Set prefix for quote id.
    • Set suffix.
    • Set stating counter number.
    • Set counter increment step.
    • Set number length.
  • Allow admin to reset the quote id counter.
  • Admin can set default expiration time.
  • Admin can set default reminder notice time.
  • Enable/Disable uploading files function for customer.
  • Limit file extensions that are allowed to upload.
  • Config email templates.
  • Set admin emails who will get notification emails.

For Customer

  • Add products to quote from category page.
  • Add products to quote from product page.
  • Submit the quote to store owner to get a better price.
  • Manage all quote requests from customer dashboard.
  • Customer can view quote detail any time.
  • Customer can send messages relate to the quote.
  • Customer can attach files to the messages send to store owner.
  • When the quote is approved by admin, customer can reject or add quote products to cart.
  • Receive new quote confirmation email.
  • Receive quote is approved notification email.
  • Receive quote is cancelled notification email.
  • Receive quote is held notification email.
  • Receive quote is unheld notification email.
  • Receive quote is rejected notification email.
  • Receive quote is expired notification email.
  • Receive quote reminder notification email.
  • Receive quote message notification email.

For website owner

  • Admin can manage all quotes from all customers.
  • Admin can view quote detail information.
  • Admin can add multiple proposals for each item.
  • Admin can change quote information.
  • Admin can send message to customer relate to the quote.
  • Admin can print quote pdf file.
  • Receive new quote notification email.
  • Receive quote is rejected notification email.
  • Receive quote is ordered notification email.
  • Receive quote message notification email.

Other Features

  • Easy to install and configure.
  • Support multi-currencies.
  • Support multiple-languages.
  • 100% Open source (only license part are encoded).
  • License is applied for one magento installation and unlimited test/development magento installation (contact sales to get the developer license key).

Changes Log

Version 2.0.0

2018, May 02

  • Release the stable version for Magento 2.x.