Magento 2 Quote System

• 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.
• Customer and admin both can create quotes for out-of-stock products.
  
• Admin Can Restrict customers to use Discount while 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..

Consequently, for multilingual support, the admin will navigate through Store->Configuration->General ->Locale Options and select the locale as German (the language into which the admin wants to translate his store content).

The admin can configure the module by following the navigation, Stores>Quotesystem.

• • Quote system Enable/Disable- The module can be enabled or disabled from here.
  • Allow To use Discount while quote product is in cart- Then admin can allow the discount on quote product to be applied or not. That is, it’s upon admin if the quoted product will have a discount or not.
  • Allowed File Types for Attachment – After that, 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 “No”.
  • Minimum Quote Quantity: The admin can set a default minimum quote quantity for the case when there is no value set for the minimum quantity at the product. If the minimum quote quantity is set at the product then only that value will work with the respective product.
  • 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.

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 as shown below:

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

Here admin can manage as well as can 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:

To check the quote in detail admin can click on view quote. Admin can Delete & Update the quote requests as – Unapproved, Approved, and Declined for each request as required.

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 as shown below:

After selecting the particular customer on 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.

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.

Quote Product

Quote Manager

Thereafter submitting the quoted price, the admin from a single page can view all the requested quotes, and can easily manage all the quote requests like Declined, unapproved, or can approve it.

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

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.

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

Print Quote

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

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

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

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:

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, from there the customer can create a combined quote for multiple products by clicking on the “Generate Quote” button.