Organize your quotes Never lose track of your incoming quote requests or pending proposals. Keep track of all quotations and their statuses, add follow-up moments and send auto reminders to your customers and sales reps when set dates expire.
Receive quotes through your front-end Enable your customers to submit new quote requests through user friendly forms. Customize fields with the Cart2Quote form builder. Enjoy the freedom to enable or disable quotability per product, per customer group or per store view.
Initiate quotes from your backend Start the quotation process from your Magento backend. When customers call in and request a quote, you can create a new quote and send a PDF proposal in mere seconds. Change quotes, resend quotes or convert quotes to an order? No problem. With Cart2Quote you can manage all actions via your existing backend.
Add discounts and calculate profit Apply standard Magento discount rules or vouchers to your quotations. Cart2Quote is compatible with the standard Magento shopping cart price rules. Enter your customer product prices and calculate your profits based on the entered cost prices.
Attach additional files Use additional files like PDF brochures, introduction sheets or Terms and Conditions to further clarify your offer. With Cart2Quote you can attach a standard file to all your quotations but also attach multiple custom files to every individual quote.
Automate your quotations Send your quotes automatically after a new request is placed. Cart2Quote can calculate a standard price based on your Magento tier prices, shopping cart price rules or customer group prices. With this option switched on your customers will receive your proposal in mere seconds. You don’t have to do anything.
Manage your relations Negotiate, communicate and configure your offers. The built-in lightweight Magento CRM tool helps store owners and customers to initiate and maintain a two-way communication thread in Magento. Updates on the communication thread are indicated by statuses in the quote grid and by short email notifications.
Assign sales reps Link your sales reps to customers and assign quotes to specific people in your team. Admins can (re-)assign quotes to sales reps or use the automatic rotation system to assign new requests on a random basis to a group of Magento users.