Quote Management for Magento 2
Streamline Quote Management with Advanced Features
- Quote Creation on backend and storefront.
- Multiple products to a single quotation.
- Flexible Discounting as percentage or fixed amount per item.
- Additional discount on the entire quotation total.
- Same numbering for Quote & Sales Order.
- Sales Representative Assignment.
- Customer VAT Number Support.
- Product Images in Quotes.
- Quote Notes Field.
- Quote Change History log.
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.
- Backend & Frontend Quote Creation: Easily generate quotes from both the Magento backend and storefront.
- Multiple Products Per Quote: Add multiple products to a single quotation for a bundled pricing approach.
- Flexible Discounting: Apply discounts as a percentage, fixed amount, or a custom total for the entire quotation.
- Quote & Sales Order Synchronization: Assign the same reference number to the quote and its corresponding sales order.
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.
- Sales Representative Assignment: Magento Admin users can be selected as sales representatives by default.
- Customer VAT Number Support: Include a VAT Number field in the quote form for tax compliance.
- Product Images in Quotes: Display product images within the quote for better clarity.
- Quote Notes Field: Allow customers and admins to add special instructions or details.
Core Enhancements
- 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.
- 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.x 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.
Zoom In
Quote Menu
Add New Quote
Select Customer
Quote Information
Quote Item List
Quote History Log
