Magento 2 Quote Management
Streamline Sales with Flexible Quote Management
- Create and manage customer quotes directly from the Magento admin panel.
- Configure general quote settings and enable quote functionality easily.
- Customize quote numbering with prefixes, suffixes, and starting numbers.
- View complete quote information including customer details and status.
- Manage quote item lists with editable quantities, pricing, and discounts.
- Automatic calculation of subtotals, taxes, discounts, and grand totals.
- Flexible payment terms such as COD, 7 days, or 30 days.
- Track every quote action through a detailed history log.
- Convert approved quotes into sales orders seamlessly.
- Improve B2B sales workflow with transparent quote tracking.
30 days money back Guarantee
free lifetime updates
30 days free support
Compatible with: Magento CE 2.3.x, 2.4.x, 2.4.7
Enhanced Quote Management in Magento 2
Streamline your B2B and B2C sales process with a powerful Magento 2 Quote Management System.
Create, manage, and convert quotes seamlessly into sales orders with structured pricing, accurate discounting,
and customer-focused communication.
Boost efficiency with advanced quote creation, order linking, customer interaction tools, and admin features.
Perfect for businesses managing complex negotiations, custom pricing, and recurring projects.
Core Enhancements
- Reliable Quote Saving: Prevent errors like No such entity with quote_id.
- Improved Numbering: Structured sequence (e.g., Q1001 → S1001) reserved for order linkage.
- Shipping Accuracy: Fix shipping rate saving issues during quote preparation.
- Pre-Order Flexibility: Support adding out-of-stock products to quotes.
- Phone Capture: Correctly store and format customer phone numbers.
Advanced Quote Features
- Quote & Order Sync: Avoid conflicts between online orders and admin-created quotes.
- Flexible Discounting: Apply percentage or fixed amount discounts at product or quote level.
- Seamless Conversion: Convert quotes into orders without losing pricing or customer data.
- Credit Limit Module: Manage credit-based purchases for B2B clients.
- Tracking & Audit Log: Monitor history, track changes, and simplify project billing.
Improved Admin Functionality
- Create Quotes in Admin: Generate and assign quotes directly from the backend.
- Assign Sales Reps: Link quotes to Magento Admin Users as responsible representatives.
- Customer PO Number: Include customer purchase order references in quotes.
- Tax Compliance: Add a VAT Number field in the quote form.
- Printable Quotes: Export and share quotes in a professional format.
Quote User Experience Enhancements
- Product Visuals: Show product images inside quotes for clarity.
- Custom Notes: Improve communication with customer-specific notes.
- Payment Terms: Add flexible terms like COD, 7 days, or 30 days.
- Workflow Optimization: Smooth approval and conversion process.
- Shipping Methods: Apply real-time shipping rates directly to quotes.
Deployment & Future Enhancements
- Magento 2.3.7 Compatibility: Full support with required extensions installed.
- Refactored Acx_Quote: Optimized quote form for better usability.
- Modern Product Listings: Align design with Purchase extension for consistency.
- Project Oversight: Structured review & billing for ongoing enhancements.
- Upcoming Demo: End of February 2025 full feature demonstration.
Zoom In
Add New Quote
Quote Information
Quote Menu
Quote Totals
Quote History Log
Quote Item List
