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Magento 2 (Adobe Commerce) Quote System

Updated 12 March 2024

Magento 2 (Adobe Commerce) Quote System will allow the customers to quote for the products in the Magento 2 (Adobe Commerce Cloud)store.

Magento 2 Quote Extension is very helpful in ordering the admin products in bulk. The buyers can communicate with the admin for any queries regarding the quoted products.

Note – Quote System for Magento 2 will not work with the Grouped Products.

Watch the below video tutorial to understand the extension workflow:

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Magento 2 Quote System Features

  • Admin can show/hide the “add to cart” button and product price on the category and product page.
  • The module supports custom options.
  • The owner can apply a quotation for his products.
  • The module allows the admin to Add Multiple Quotes in one go
  • Admin can approve, and disapprove quotation requests of the customers as per his requirement.
  • Admin and customer can edit and delete the quotation requests from his panel.
  • Only registered customers can send quotation requests.
  • The customer and admin both can create quotes for out-of-stock products.
  • Admin Can Restrict customers from using Discount while the quote product is in the cart.
  • Email notification for each action to customer and admin as well.
  • The admin and the customers can add images and file attachments to the quote request.
  • Create a quote for simple, configurable, downloadable, and virtual products at the admin end has been added.
  • Admin can allow the file types for attachment.
  • Both can send messages to each other in the quote request.
  • The customers can quote the out-of-stock products as well.
  • The admin can create dynamic quote form fields using the page builder’s insert widget option.
  • The extension has been implemented with the GraphQL.

Installation

Customers will get a zip folder and they have to extract the contents of this zip folder on their system.

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Moreover, the extracted folder has an src folder, inside the src folder you have the app folder.

Now, you need to transfer this app folder into the Magento2 root directory on the server as shown below.

Installation Of Magento2 Quote System-1

Run Commands

After the successful installation, you have to run these commands in the Magento2 root directory:

First Command

php bin/magento setup:upgrade

Second Command – 

php bin/magento setup:di:compile

Third Command – 

php bin/magento setup:static-content:deploy

Cache Management

Then after running the commands, you have to flush the cache from the Magento admin panel by navigating through->System->Cache management as shown below.

Installation Of Magento2 Quote System

Configuration For Multi-lingual Support

Consequently, for multilingual support, the admin will navigate through Store->Configuration->General ->Locale Options. 

Select the locale as German (the language into which the admin wants to translate his store content).

Module Configuration Quote System for Quote System for Magento 2

Translation

If a user wants to translate their module from English to German then they need to follow the path app/code/Webkul/Quotesystem/i18n.

In their unzipped Magento2 (Adobe Commerce Cloud) Quote System folder will get a CSV file with the name “en_US.csv”.

Now they will rename that CSV as “de_DE.csv” and translate all right side content after the comma in the German language.

After editing the CSV, save it and then upload it to the path app/code/Webkul/Quotesystem/i18n where they have installed Magento2 on the server.

The module will be translated into the German Language. It supports both RTL and LTR languages.

Magento2 Quote System Translation-1 -Quote System for Magento 2

Magento2 Quote System Translation-2 for Quote System for Magento 2

Forthwith, the user can edit the CSV like the image below.
Magento2 Quote System Translation-3 for Quote System for Magento 2

Admin Configuration

The admin can configure the module by following the navigation, Stores ->Configuration-> Quote System.192.168.15.132_m246p10_pub_admin_admin_system_config_index_key_22ecdc4baaa074155f6a9f1c9b09d028374c0013203e279f02d3c0f565cb6723_screenshot-1

    • Quote system Enable/Disable- The module can be enabled or disabled from here.
    • Allow to use Discount while quote product is in the cart-  Allow the discount on quote product to be applied or not.
    • Allowed File Types for Attachment – The owner can allow the file types for attachment only those file types customers can upload from the frontend.
    • Show Add to Cart – The admin can show/display the “Add to cart” button at the front end by selecting ” Yes” else “No”.
    • Show Product Price – The merchant can show the product/display price at the front end by selecting ” Yes” else “No”.
    • Allow Adding Out of Stock Product To Quote- The Customer and admin both can create quotes for out-of-stock products by selecting ” Yes” else, to not allow, select “No”.
    • Minimum Quote Quantity: Set a default minimum quote quantity for the case when there is no value set for the minimum quantity of the product.If the minimum quote quantity is set at the product then only that value will work with the respective product.
    • Dynamic Quote Form – Enable it to select the dynamic quote form fields that the admin has created for the Quote form.
      After enabling the option, the admin can select the dynamic form from the drop-down option.email configuration
    • New Quote Email Template- The template for a new quote can be entered here which will be sent when a new quote is generated.
    • Email Template for Quote Status – A quote template will be sent when there is a change in quote status.
    • Quote Message Email Template– This quote message is sent when a quote is raised.
    • Edited Quote Email Template- Mail is sent when a quote is edited.

Admin Management

The owner can navigate through the Products -> Catalog and select a product or create a new one to add the quotation request.

Quote Status

Store admin will have to set the Quote Status for the product as Yes and set Minimum Quote Quantity so that customers can quote for that product quantity.

Quote System_product_page

Store Admin will find the quotes under Webkul Quote System->Manage Quotes as shown below:

Manage Quote

Here admin can manage as well as add a new quote for the product on behalf of the customer.

Add New Quote

The admin can also add a new quote for the products by clicking on the ” Add New Quote ” button:

Quote System_quote_manager

To check the quote in detail admin can click on view quote.

Admin can Delete and update the quote requests as – Pending, Approved, and Declined for each request as required.

view_quote-1-

Post clicking on the ” Add New Quote ” button, the admin will get a new window showing the list of customers. From there the admin can easily select the customer.

add_quote-1_Quote System for Magento 2

After selecting the particular customer the next window will find the list of that customer’s requested products.

The admin will click on the “Add Quote” option for the requested product.

Add_quote_add_quote

Now, this module allows the admin to Add Multiple Quotes in one go. Also, the admin can easily add a quote to the product by providing information in the fields.

Admin needs to define quantity, price per item, and description & also can attach the digital version of the quotation & will successfully Submit it.

custom_options

Quote Product

Add-Quote-1-1

Quote Manager

The admin from a single page can view all the requested quotes, and manage all the quote requests like Declined, unapproved, or approved.

If you want to enable customers to request quotes from all marketplace sellers, then you can make use of the Magento 2 Marketplace Request for Quotation(RFQ).

view_quote-2_Quote System for Magento 2

If a Quote order is completed then Quote status automatically becomes sold.

Admin changes the status of the requested Quote then the buyer will get a mail regarding the status change.

Edit Quote

Admin can edit a quote request by clicking on the edit button next to the request as shown below:

edit_quote-1_Quote System for Magento 2

Next clicking on the edit button, the admin can edit the quote, quote status, and send a message to the customer.

If the admin is satisfied with the quote request he can approve it and the customer will have an add-to-cart button available to buy the product.

edit_quote_inside_Quote System for Magento 2

Admin can find the quote conversations with the customer under Quote Conversation as shown below:

quote_conversation_Quote System for Magento 2

Print Quote

print_quote_main

This module facilitates the store admin with a print quote feature, check the below image for more details:

print_quote_Quote System for Magento 2

Customize Quotes:

Manage Quote

Here, the admin will be able to create custom quote fields for the quote form as required.

192.168.15.132_m246p10_pub_admin_quotesystem_dynamicform_index_key_f41f88b76628e440e787b64ec54fa3330f7570adf6d4934c000de2cc0690fc50_asd

Now, tap the Edit with Page Builder button. After that, drag and drop the row, and HTML code, and then tap the cog icon for the HTML one.

192.168.15.132_m246p10_pub_admin_quotesystem_dynamicform_index_key_f41f88b76628e440e787b64ec54fa3330f7570adf6d4934c000de2cc0690fc50_asd-1-1

After tapping the cog icon, choose to insert the widget. Here, select the Webkul QuoteSystem widget.

192.168.15.132_m246p10_pub_admin_quotesystem_dynamicform_index_key_f41f88b76628e440e787b64ec54fa3330f7570adf6d4934c000de2cc0690fc50_asd-2-1

Now, add the widget Options, by tapping the add Field button.

192.168.15.132_m246p10_pub_admin_quotesystem_dynamicform_index_key_f41f88b76628e440e787b64ec54fa3330f7570adf6d4934c000de2cc0690fc50_asd-3

Here, the admin can choose the field type as – Text Field, Text Ares, Yes/No, Dropdown, Multi-Select, and date as required.

Lastly, tap the Save button a success message will be shown.

192.168.15.132_m246p10_pub_admin_quotesystem_dynamicform_index_key_f41f88b76628e440e787b64ec54fa3330f7570adf6d4934c000de2cc0690fc50_asd-4

Now, tap the Insert Widget button and then tap the Save button.

192.168.15.132_m246p10_pub_admin_quotesystem_dynamicform_index_key_f41f88b76628e440e787b64ec54fa3330f7570adf6d4934c000de2cc0690fc50_asd-5

After tapping the save button, tap the save as template option.

192.168.15.132_m246p10_pub_admin_quotesystem_dynamicform_index_key_f41f88b76628e440e787b64ec54fa3330f7570adf6d4934c000de2cc0690fc50_asd-6

Here, give the name to the template and Save it.

192.168.15.132_m246p10_pub_admin_quotesystem_dynamicform_index_key_f41f88b76628e440e787b64ec54fa3330f7570adf6d4934c000de2cc0690fc50_asd-7

Form Templates: 

After creating the create custom quote fields for the quote form as required they will get listed under this section.

192.168.15.132_m246p10_pub_admin_quotesystem_showtemplates_index_key_84d65e3e14c50c8d3410cbb9b5c467842588008baa9536bdf5d67d5ffd0be88c_asd

From here, the admin can apply the dynamic form to the Quote form and the respective created fields will be visible on the same.

192.168.15.132_m246p10_pub_watch-chronograph.htmlasd

Buyer Management

On the front end, the Add Quote option is also available on the category page to let the customers Quote the products

quote_store-Quote System for Magento 2

The buyer can easily quote for the product by clicking on the ” Add to Quote ” button, A pop-up will appear when clicking on the Add Quote button as per the below image:

Enter-Quote-Details-3-Quote System for Magento 2

Here, the customer will-

  • Quantity: Enter the product quantity the customer wants to quote for.
  • The entered product quantity should be greater than the configured minimum product quantity applicable for requesting the quote.
  • Price Per Item: define the product price the customer wants to pay for per quantity.
  • Description: Add an additional message or quote details for the admin.
  • Attachments: can even add image/file attachments.

The customer can even submit a quote from the product page by clicking on the Quote This Product button:

simple-jeans-2-Quote System for Magento 2

The buyer can easily quote for the product by clicking on the ” Quote this product ” button.

A pop-up will appear & the rest process will be the same as we have seen above.

The shopper can also quote multiple products and add them to the cart, and customers can create a combined quote for multiple products by clicking on the “Generate Quote” button.

generate_quote-1-products- Quote System for Magento 2

Buyer Can View The Quote

Later submitting the quotation request the buyer can find the details of the quoted requests under his account menu item -> My Quotes > Requested Quotes.

My-Quotes-3-Quote System for Magento 2

The buyers can view the quote by clicking on “View Quote”. & if in case the customer has generated multiple quotes then it will be shown as two separate as shown below:

Quote System for Magento 2-view details

Here, the customers can update their quotation requests by clicking the edit button next to the quoted item.

Edit-Quote-4-Quote System for Magento 2

The shoppers can see the complete conversation had with the admin using the Quote System for Magento 2.

Also, for the record, the customer can easily print out the quote product data. By clicking on the “Print Quote” button.

customer_quote_print _for_Quote System for Magento 2

Purchase of a Quote Product

Moreover, after approval of the quote from the admin, the “Add To Cart” button will be available to the buyer to add the product to the cart.

Quote System for Magento 2 -Details-1

Now, by clicking “Add  To Cart” the product will be added to the cart.

Quote System for Magento 2  attention

Henceforth the products will be displayed as below image in the cart :

Quote System for Magento 2  - customer_shopping_cart

Discount

The Quote System for Magento 2 allows the admin to set ‘Allow To Use Discount while quote product is in the cart‘ as Yes, to enable a discount on the quoted product.

Quote System for Magento 2 Base Setting

Plus this will be reflected on the customer front at the time of checkout as in the below screenshot. The discount can be seen here on the cart:

If you want to enhance your store features by adding discounts to the bundle of products then you can check Magento 2 Product Bundle Discount.

Quote System for Magento 2  Discount

Support

That’s all for the Magento 2 (Adobe Commerce) Quote System. Still, have any issues then feel free to add a ticket.

Let us know your views on making the module better at webkul.uvdesk.com

Current Product Version - 5.0.1-p1

Supported Framework Version - Magento 2.0.x, 2.1.x, 2.2.x,2.3.x, 2.4.x

Blog Version - Magento 2.0.x, 2.1.x, 2.2.x,2.3.x, 2.4.x
  • Version 2.0.x, 2.1.x, 2.2.x, and 2.3.x
  • Version 2.0.x, 2.1.x, 2.2.x, and 2.3.x,2.4.x,
. . .

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