QUOTE GENERAL CONFIGURATION

The Quote General Configuration section allows store administrators to set up fundamental quote management settings, ensuring that quotes are created, managed, and processed efficiently according to business rules.

• Enable Quotes: Turn the quote functionality on or off for your store.
• Quote Expiration: Set a default expiration period for all quotes.
• Default Customer Group: Assign a customer group that quotes will apply to by default.
• Email Notifications: Configure email alerts for quote creation, updates, and approvals.
• Quote Numbering: Customize the format for quote IDs to match your business requirements.

• Admin Setup: Configure the quote system with default options and rules.
• Customer Interaction: Quotes are created and displayed for customers based on the configured rules.
• PDF & Email Integration: All configured details appear in quote PDFs and email communications.

QUOTE NUMBER CONFIGURATION

• Quote Prefix: Add a prefix (e.g., Q) before quote numbers for easy identification.
• Quote Suffix: Append custom suffixes to quote numbers if required.
• Number Format: Define the numbering pattern to match your store’s workflow (e.g., Q1001, Q1002).
• Synchronization with Orders: Optionally ensure that quote numbers do not conflict with sales order numbers.
• Starting Number: Set the initial quote number for your store to begin numbering from.

• Maintains clear identification for all quotes in the store.
• Helps streamline order processing and administrative tracking.
• Improves professional appearance in PDFs and customer communications.
• Consistency: Ensures that quotes are numbered sequentially without conflicts with other entities like orders or invoices.

PAYMENT TERMS

The Payment Terms feature allows store administrators to define flexible payment conditions for customers and quotes. Instead of relying only on default payment methods, you can add custom terms that suit your business operations.

• Cash on Delivery (COD): Customers can pay in cash when the order is delivered.
• 7 Days: Customers must complete payment within 7 days of the invoice date.
• 30 Days: Customers are given 30 days from the order confirmation to settle the payment.

• Admin Configuration: Create and manage multiple payment terms under the configuration panel.
• Assign to Quotes/Orders: Select the appropriate payment term when generating or editing a quote or sales order.
• Customer Communication: The selected payment term is displayed on the quote/order PDF and emails, ensuring clarity for the customer.

• Provides flexibility in handling B2B transactions.
• Helps manage cash flow more effectively.
• Ensures transparency between store owner and customer regarding payment deadlines.

QUOTE INFORMATION

The Quote Information section provides a complete overview of the quote details, including customer data, quote status, creation date, and assigned sales representatives. This allows for better management and tracking of quotes in Magento 2.

• Customer Details: View customer name, email, and contact information.
• Quote Status: Track whether the quote is pending, approved, or converted to an order.
• Sales Representative Assignment: Assign a specific admin user to manage the quote.
• Creation and Update Dates: Keep track of when the quote was created and last updated.
• Notes and Comments: Add internal notes or comments for administrative purposes.

• Open any quote to view all associated information in a single panel.
• Update customer details or assign a different sales representative if needed.
• Easily see the current status of the quote and track changes over time.
• Improves transparency and accountability for sales team.
• Enhances quote management efficiency and decision-making.

QUOTE ITEM LIST

The Quote Item List provides a detailed view of all products added to a quote. Store administrators and sales representatives can easily manage items, update quantities, apply discounts, and review pricing.

• View All Quote Items: Display every product added to a quote with its details.
• Edit Quantities: Update the quantity of each item directly in the quote form.
• Apply Discounts: Add percentage or fixed amount discounts to individual items.
• Product Options: Show configurable product options, custom options, and selected variants.
• Real-Time Price Update: Automatically recalculate totals when items or quantities are updated.

• Provides clarity on all items included in a quote.
• Improves accuracy in pricing and discounting.
• Discount by percentage or fixed amount on product price.
• Streamlines quote approval and conversion to orders.
• Automatically calculates subtotals, discounts, and grand total for the quote.

QUOTE HISTORY LOG & NOTES

The Quote History Log feature keeps a detailed record of all actions performed on a quote. This allows store administrators and sales representatives to track changes, updates, and approvals for better transparency and accountability.

• Track Changes: Logs every modification made to the quote including product changes, quantity updates, and discounts.
• User Actions: Identifies the admin or sales representative who made each change.
• Approval Records: Records approvals, rejections, and status updates of quotes.
• Customer Updates: Shows when a customer has responded or approved a quote.
• Audit Trail: Provides a complete audit trail for compliance and reporting purposes.

• Enhances transparency between team members and customers.
• Helps prevent mistakes or miscommunication regarding quote changes.
• Provides quick reference for historical data on quotes.
• Improves accountability and auditing within the sales process.
• Supports better project and customer management by tracking all quote-related activities.

QUOTE TOTALS

The Quote Totals feature displays all monetary calculations for a quote in Magento 2, including subtotals, discounts on items, discount on subtotal, taxes, and final totals. This helps both the sales team and customers review the complete cost breakdown.

• Subtotal for all quote items
• Applied discounts (both item-wise and subtotal)
• Tax calculations based on store configuration
• Shipping charges if applicable
• Grand total summarizing all charges

• Automatically sums up all items and discounts for accurate totals.
• Reflects any custom quote adjustments or manual entries.
• Displays the final total on the quote PDF and in the admin panel.
• Provides clarity for customers on final payable amounts.
• Helps sales teams verify totals before sending quotes.
• Reduces errors in quoting and improves billing transparency.