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Quotation Manager For Magento 2

Quotation Manager For Magento 2

 | v1.3.0
  • Well-coded, Custom Cart 2 Quote System


  • Improve Negotiation by tracking Communication History


  • Allow Guest Visitors to Request for Quote


  • Manage Discounts and Promotional Offers easily


  • Customize Email Templates for Customers


  • Notify Customers when the Quote is updated


  • Show Original/Revised Prices including Shipping Price and Taxes


  • Admin can set up the Quote Expiration Time


  • Send Email Reminders to Customers before Quote Expiration
$199.00

Magento Community /Enterprise :

2.0, 2.1, 2.2, 2.3

$199.00

Magento 2 Quotation Extension

Looking to offer customized prices and products to customers? Choose Magento 2 Quotation Extension to create a robust communication channel with your customers. Instead of adding products to the cart, your customers will be able to request a quote by mentioning proposed prices, product requirements, customization requests, etc.

Manage quote requests, send customized proposals, negotiate with customers, revise quotations and offer bulk order discounts: You can do all this and more with the Magento 2 Request for Quote module.

Quotation Extension Work Flow Banner

Features:

  • Ideal for all Product Types:

    The Quotation Manager Pro Extension is quite flexible; it can work for different types of products, from simple, bundle, grouped, to configurable ones.

  • Assign Quotation to Selected Admin:

    Provides facility to assign newly created quotation to the selected admin user automatically.Multiple admin can access the quotation as per set in "Access Quotation By" configuration.

  • Auto approve Quote:

    Our extension allows you to approve quotes automatically if the discount of the submitted quote is less than the specified percentage amount in configuration.

  • Quote expiration reminder:

    Provides facility to send the quote expiration reminder mail to customer before the days set from configuration.

  • Allow customer to submit proposal price:

    Our extension allows the customer to submit the proposal price for quote items when submit the quote.

  • Attach PDF for Quote Proposal:

    Send proposals in PDF format to the customers.

  • Print PDF for Quote:

    Our extension provides facility to print PDF quote proposal from both front-end and back-end.

    • Professional Quote Email Templates:

Ready-to-use e-mail templates for following different quotation actions for your customers and sending notifications to your sales representative.

    • New Quote Request Template.
    • Send Proposal By Admin To the Customer.
    • Quote Request Cancelled.
    • Quote Request Rejected.
    • Quote Proposal Accepted.
    • Customer Reply To Admin Email Template.
    • Admin Reply To Customer Email Template.
  • Mini-Quote in Header:

    We have added the same functionality as Mini-Cart in the header for quote requests so that customer can view his current quote items, or remove items without having to navigate to the quote details page.

  • Easy to Manage Quote from Back-end:

    Admin can create the quote from backend and assign or create the customer for quote in simple workflow.Admin can edit the quote detail and manage the proposal quantity and price.Admin can create the order and send the proposal for quote from the quote view page in backend.

  • Convert Quote to Order Easily:

    Convert an accepted quote to an order in single click and process the order using normal Magento workflow.

  • Communication between Admin and Customer is quite Flexible:

    Communicate with prospective buyers after they have placed quote requests. Send messages based on your templates and get all the information you need to make the perfect proposal.
  • Localization and Internationalization:

    Change or add a translation via Magento localization feature.

  • Allow File Attachment:

    Admin can allow file attachment when customer submits the quote. Also, he will be able to attach file when communicating with the customer using Communication section.

How It Works:

Manage Quotation Via Front-end.

Easy to Use "Add to Quote" Product.

Allow to Generate Quote For Guest Customer.

  • Our extension provide the functionality for generate the quote for guest customer.
  • After create quote customer can get the quote confirmation with mail and communicate with admin.
  • Guest customer can create the account from quote page.From Quote page,customer can get the shipping price from shipping address.

Add Products into Quote.

  • Customer can add multiple products into Quote. Also, he can add multiple tier quantities for those products.
  • Our extension provides Request Information section where customer can add the comments related to the quotation of individual product.
  • Customer can add/edit the shipping address and get the estimate shipping price before submit the quote.

Include Shipping & Handling Price and Tax for Quote Total:

  • Provide quotation price total with shipping and handling price and tax.

Go To My Account -> My Quotation and Show Last submitted Quote.


Admin Sends Proposal

  • Go to admin -> SALES -> Magebees Quotation Manager Pro > Manage Quotations.
  • Click on View Quotation from Action column.
  • Now set Quotation Item Proposed Price.
  • Submit Quotation Using Submit Proposal button.
  • When admin sends the proposal to the customer, he will get email notification with attached PDF quote proposal.

Customer proceed to checkout with Quote Proposal

  • After Admin sends proposal, the customer will be able to take action on quotation such as select quantity.
  • Item Proposal Price will be displayed for each tier quantities.
  • Confirm and Checkout will accept the quote and process to checkout.
  • Reject Proposal will reject current quote.
  • Edit Quote will cancel current quote and add current quote items into New quote.

Customer accepts the Proposal and places the Order

  • Once customer accepts the proposal, the quote items are added to the cart.
  • Customer will able to place order using Proposal Price

Need help? Please contact us at support@magebees.com

User Manual
  • Installation Guide Magebees Quotation Manager For Magento 2 Extension V1.3.0download here
  • User Guide Magebees Quotation Manager For Magento 2 Extension V1.3.0download here

Customer Reviews   11 item(s)
Makes interaction with Customers Easy
If you want an opportunity to interact with customers and understand their customized needs, this is the perfect extension for you. Instead of calling you to negotiate the price, customers can request a quote. This way all the entire communication will be organized and stored for future references. I must say this is one of the best Quotation extensions available today.
Usefulness
Functions as Described
Developer Support
Review by Magewiz28 / (Posted on September 30, 2019)
Negotiation is now Easy! Good Extension
Very good extension. Your customer can request a quote and you can negotiate with him to arrive at a profitable deal. Ask MageBees to help you out if you are unable to configure the extension. Their customer support is commendable.
Usefulness
Functions as Described
Developer Support
Review by Kaira / (Posted on September 21, 2019)
5 out of 5
Excellent coding and great customer service. I am looking forward to doing more business with you.
Usefulness
Functions as Described
Developer Support
Review by Big Bernard / (Posted on August 6, 2019)
A Must for Wholesale Store
The extension worked wonders for our wholesale apparel store. Customers are able to place customized orders and we are able to provide them bulk order discounts without disclosing the price to the public. A great extension if you offer personalized products to customers.
Usefulness
Functions as Described
Developer Support
Review by Helena34 / (Posted on August 3, 2019)
Great and quick support
To comply with my customer requirement, this extension is very matched what our customer is looking for. Not only is the great feature on quotation but also the great support and quick response team. Highly recommended.
Usefulness
Functions as Described
Developer Support
Review by Chart / (Posted on March 6, 2019)
Now, no need to disclose Price
I have a website that deals with lots of wholesale buyers. So, I cannot disclose the price details to everyone. Also, different wholesalers get different discounts depending on their order value and number of repeat orders. It is for this reason I was searching a quotation extension for my Magento 2 store. With the module, customers request for quote and I send them details. It streamlines the negotiation process and makes things very easy for me.
Usefulness
Functions as Described
Developer Support
Review by Joey / (Posted on January 19, 2019)
Complete Quotation Features Extension
This extension is one of the best extension in the market. I check all the extensions but it provide all the features which I am looking for. I have few questions before buying and support team answer all my questions then I bought it and very happy to use it.
Highly recommended to other customers.
Usefulness
Functions as Described
Developer Support
Review by Grayson / (Posted on August 7, 2018)
Best extension in the work at competitive price
Best Quotation Manager Pro Extension in the market and excellent support. Thank you MageBees Team.
Usefulness
Functions as Described
Developer Support
Review by Jeff / (Posted on August 2, 2018)
Decent Extension And Awesome Support
It's the most easy to understand expansion in the world yet after you comprehend this extension you will be extremely content with this. I had a issue with extension and the support was exceptionally professional to help me.
Usefulness
Functions as Described
Developer Support
Review by Helvin / (Posted on July 13, 2018)
Uncommon Quotation Extension
This Quotation Manager Pro extension is extremely appropriate for our products requirements. It covers all the features which I am looking for my store. They guide us how to use this extension and also answer all our questions.
Usefulness
Functions as Described
Developer Support
Review by Ramon / (Posted on July 7, 2018)
Great Extension
We are looking quotation feature to apply on our store. We have seen many extension features and demo but I like MageBees extension features. They provide complete features which I am looking for. I also bought installation, design and configuration service so they setup extension on our store as our requirements. It works like a charm. Very happy with the extension and their support. Highly recommended.
Usefulness
Functions as Described
Developer Support
Review by Michel John / (Posted on June 21, 2018)
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Add New Feature

2019-09-20 01:09:25
  • Version number: 1.3.0
  • Stability:Stable
  • Compatibility: Magento CE/EE 2.0.x , 2.1.x , 2.2.x , 2.3.x
  • Add the feature for allow to set Add to Quote button text.
  • Add the feature for allow customer to submit the proposal price on quote submit page.
  • Add the feature for send the reminder mail before quote expire.
  • Allow to change the Mini Quote icon.
  • Allow to auto login customer when customer click on quote access link from transaction mail.
  • Add the feature for auto approve quote when discount is less than specified percentage amount.
  • Add the feature for disable the Add to Quote button for product which is assigned in selected category.
  • Add the feature for disable the Add to Quote button product skus wise.
  • Add the feature for allow the customer to add any number of products to the quote without concerning the minimum, maximum,or increment quantity set in advance inventory.
  • Add the feature for set the required minimum quote amount customer group wise when submit the quote.

Remove Pro Word From Extension Name

2019-02-09 03:15:35
  • Version number: 1.2.1
  • Stability: Stable
  • Compatibility: With Magento C.E 2.0 , 2.1, 2.2, 2.3

Add New Feature

2019-05-28 06:06:15
  • Version number: 1.2.0
  • Stability:Stable
  • Compatibility: Magento CE/EE 2.0.x , 2.1.x , 2.2.x , 2.3.x
  • Allow to customize the quote email templates.

Improvement & Bug Fix

2019-02-16 06:54:55
  • Version number: 1.1.2
  • Stability:Stable
  • Compatibility: Magento CE/EE 2.0.x , 2.1.x , 2.2.x , 2.3.x
  • Fix issue regarding cost price for calculate the margin for quote item in backend.

Fix Issue regarding Product Cost & Margin Calculation

2019-02-14 05:14:25
  • Version number: 1.1.1
  • Stability:Stable
  • Compatibility: Magento CE/EE 2.0.x , 2.1.x , 2.2.x , 2.3.x
  • Display cost price from product data for quote item in backend.
  • Fix issue for calculate the margin for quote item in backend.

Add New Features

2019-01-30 07:21:30
  • Version number: 1.1.0
  • Stability:Stable
  • Compatibility: Magento CE/EE 2.0.x , 2.1.x , 2.2.x , 2.3.x
  • Allow to enable / disable customer checkout for quote proposal.
  • Give option to set quote proposal expiration time.
  • Allow to enable / disable guest customer to submit quote.

Add New Features

2019-01-11 11:16:45
  • Version number: 1.1.0
  • Stability:Stable
  • Compatibility: Magento CE/EE 2.0.x , 2.1.x , 2.2.x , 2.3.x
  • Display Quote Item Image In the Email and PDF Section.
  • Provide Quotation Proposal Price Including Shipping Price and Product Tax.
  • Allow to generate quote request for guest customer.
  • Allow to create account for customer when generate the quote.
  • Allow to hide product price customer group wise.

Made Compatible With Latest Magento 2.3.X Version & Bug Fixed

2018-12-14 11:16:45
  • Version number: 1.0.2
  • Stability: Stable
  • Compatibility: Magento CE/EE 2.0.x , 2.1.x , 2.2.x , 2.3.x
  • Fix the issue for file download url in quote item option list not working.
  • Fix the issue for mail attachment not working in Magento 2.3.0.
  • Fix the issue for wysiwyg editor in Magento 2.3.0.
  • Fix the issue for multiple file upload in Magento 2.3.0

Add New Features & Bug Fixes

2018-09-04 09:55:00
  • Version number: 1.0.1
  • Stability: Stable
  • Compatibility: Magento CE/EE 2.0.x , 2.1.x , 2.2.x
  • Give Option for Enable / Disable Stock Management for Add To Quote Button.
  • Give Option for Display Add To Quote Button Customer Group wise.
  • Give Option for Show / Hide Add To Cart Button when Allow Quotation Enable For Product.
  • Give Option for Show / Hide Product Price when Allow Quotation Enable For Product.
  • Give Global Remark Option On the Quote Submit Section.
  • Fix issue for manage store detail while quote updated in backend.

Quotation Manager Pro Extension For Magento 2

2018-06-19   15:40:57
  • Version number: 1.0.0
  • Stability: Stable
  • Compatibility: With Magento C.E 2.0 , 2.1, 2.2
  • Quotation Manager Pro module allows customers to request quotes for products instead of immediately adding them to the shopping cart.
  1. Q-1:I have tried to install Quotation Manager extension using terminal, but I am not able to install using command line, what are steps for custom installation of Quotation Manager extension?

    Ans : Please Contact us for install our module in your store .

  2. Q-2: I am getting error in console for magebeesQuote.js not found in frontend, How to solve this problem?

    OR

    I am getting error in console for manageQuote.js not found in backend, How to solve this problem?

    Ans : Solution 1 : Go to admin -> SYSTEM-> Cache Management.

    Click on Flush JavaScript/Css Cache and Flush Static Files Cache Button

    Refresh the page in Frontend.

    Solution 2:

    Open command prompt/terminal and change directory to your magento install directory.

    Run following command:

    rm -R pub/static/*

    php bin/magento setup:static-content:deploy

    php bin/magento cache:flush

    php bin/magento cache:clean

  3. Q-3: Can I send notification email to more than one sales representative?

    Ans : Yes you can provide list of comma separated email address in “Send Quote Email Copy To”. So those email address will be notified of each notifications.

  4. Q-4: Not able to add/update/delete cart item after confirm and checkout quotation.It will give error like display in below screen.

    Ans : Go To admin ->STORES ->configuration -> MAGEBEES -> Quotation Manager -> Front End Settings

    If currently customer had accepted the proposal and If “Lock Proposal” is set to yes from configuration then customer not able to add/update/delete the current cart items. So for add/update/delete cart items click on log out link.For disable Lock Proposal set the configuration setting for “Lock Proposal” to No.

  5. Q-5: Can I display “Add To Quote” Button on widget product list template or custom product list template?

    Ans : Yes ,you can add the “Add To Quote” button in widget product list template or custom product list template.

    You can find the short code for Add To Quote button from admin->STORES ->configuration -> MAGEBEES -> Quotation Manager -> Default Package Code .

    Copy that short code and paste in your template file above the “product-item-actions” div.Save your template file and Refresh the frontend.

    Check below screen in which short code for Add To Quote button is added.

  6. Q-6: How Can I allow Add to Quote button only for specific products using “Apply Add To Quote” attribute ?

    Ans: When you installed Quotation Manager Extension in your store, this extension automatically create an attribute call “Apply Add To Quote”.

    Go To CATALOG -> Products.

    Edit the product in which you want to enable/disable Add To Quote Button.

    Set "Apply Add To Quote" attribute value to YES/No if you want to Enable/Disable Add To Quote Button for that product.

    NOTE: If configuration option “Apply Add To Quote Button” value set to ‘Product in which "Apply Add To Quote" attribute applied’ then enable/disable Add To Quote Button for each product functionality will work otherwise Add To Quote button will be displayed for all products.

  7. Q-7: Why Out of Stock Product’s options not display on product detail page even if “Enable Manage Stock for Quote” is set to “No” ?

    Ans : If “Enable Manage Stock for Quote” is set to “No” then out of stock product option will not display in product detail page.

    With this feature we are only allow to quote a product even if product quantity is not available when quote the product. Out of stock product’s option will manage with default magento’s manage stock functionality.

  8. Q-8: Why Quote Item Tax is not displaying in quote even after “Include Product Tax in Quote” is set to Yes ?

    Ans : Quote item tax will be displayed only if “Display Product Prices In Catalog” is set to “Including Tax” or “Including and Excluding Tax” from Stores-> Configuration ->SALES -> Tax -> Price Display Settings -> Display Product Prices In Catalog.

  9. Q-9: Why the ‘Proceed To Checkout’ button is not visible on quote view page in frontend ?

    Ans : Check the configuration settings for ‘ Allow Customer Checkout On Quote’ , It is set to NO then “Proceed To Checkout” button will not display on quote view page in frontend. If ‘Allow Customer Checkout On Quote’ is set to Yes and still button not display then check if proposal sent by admin or not, if proposal is not send by admin then ‘Proceed To Checkout’ will not display.

  10. Q-10: How the guest customer can proceed to checkout the quote ?

    Ans : From the Quote Proposal mail, Guest customer can proceed to checkout by clicking on the button ‘Proceed To Checkout’ in mail if ‘ Allow Customer Checkout On Quote’ is set to Yes.

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