Customer Quotations Extension for Magento - Screenshots
We have put together a collection of Cart2Quote screenshots showcasing its frontend and backend, as well as examples of the many features this Magento extension has to offer. Flip through them to get a taste of what you will find in Cart2Quote. Like what you see? Feel free to explore our demo store to get a feel for working with Magento's most complete Quotation Extension.
Enable Add to Quote buttons for individual products
Cart2Quote enables the Magento shopowner to enable quotations for individual products. Just enable quotations in the backend product page and control on a product per product basis whether an item is quotable.
Supports all Magento product types
This Magento Quotations extension supports all Magento product types. Add RFQ functionality to simples, configurables, groupeds, bundled products and more. Cart2Quote also supports most of the custom options types.
Supports Magento multistore environments
One store view with Request for Quote buttons and the other store without? No problem for Cart2Quote. Simply enable or disable the extension for a website, store or storeview.
Add tier quantities to a Quote Request/Proposal
Wholesale websites sell quantities and B2B customers are likely to request a quote for multiple tiers. Cart2Quote fully supports tier pricing and quote requests for multiple quantities per product.
Enable customers to convert quotations to orders
Cart2Quote contains a full quotations cycle, which means that customers can request a quote, shop admins can submit proposals and the customer can checkout as normal but with the custom price.
Customers can add remarks to the quote request
Selling custom made products or complex items and need a quote functionality? The quote submit form of Cart2Quote offers multiple ways for your customer to place remarks and notes on an individual product basis or for the whole RFQ.
Calculate profit margins in your quotation
When you have cost prices available, Cart2Quote will now automatically calculate your Gross Margin Profits (GMP) for you, making it dead simple for your sales reps to create winning offers. (If there is no cost price entered for the product, then Cart2Quote will calculate the difference with the original price.)
Send automatic reminders for expired quotes
Per individual quote the store owner can set an expiry date. On the expiry date both the linked sales representative (admin user that created the proposal) and the customer will receive an email reminder. The email reminder template can be freely edited via the admin panel.
Edit and create quote requests via the backend of Magento
Magento administrators are enabled to create quotes in the backend. In Cart2Quote's quote view Admin Panel, administrators can also edit quote requests and convert them into orders.
Submit custom prices and shipping proposals
When a quote request is created, either via the front-end by a customer or in the backend by a sales representative, the store owner can submit a proposal to the customer with custom product prices and a custom shipping price.
Convert quote requests to orders via the Magento backend
When a customer approves a quotation by telephone, the Magento shopowner or sales representative can simply convert the quote to an order using Cart2Quote's admin panel.
Attach PDF's and files to proposal emails
It's not unusual that businesses or governmental institutions require a quotation to be signed off before a procurement officer or employee can make an online purchase. Cart2Quote provides your store with exactly this functionality. You can send PDF price proposals together with custom documents and a fixed document with all proposals (i.e. a terms & conditions document).
Auto fill Magento set tier prices
Wholesale and B2B webshops are frequent users of Magento's tier pricing. Cart2Quote fully supports tier prices. When a quote request is received for a product with tier prices, Cart2Quote will automatically prefill the applicable tier prices for you. In combination with the auto quotations submit setting, you can automize 100% of your quotation process with Cart2Quote.
Automatically submit new quotes
This Magento extension can submit your proposals automatically, using your standard pricing or based on the relevant tier price. If your customer requests one quantity or several quantities for one item and you have set tier prices for this item, Cart2Quote can automatically generate a price proposal based on the relevant standard price or tier price.
Assign and track sales representatives
The shop administrator or sales rep that creates the proposal is automatically linked to the quote request and can be changed manually. In the admin quotations grid you are able to filter and sort using the sales reps that created the quotations. The linked sales rep is visible in the quote request.
* Before a sales rep can be linked to a quote, a Magento username and login must be created for this sales representative.
Configure Cart2Quote to your liking
Cart2Quote comes with an easy and complete configuration section, where you can set your transactional emails, decide where you will show the quotation buttons. You can also set the standard documents that should be attached to the email with your price proposal, like a Terms And Conditions PDF.
Quotations are linked to their Orders
When a quote request is accepted and an order is created in Magento, Cart2Quote will link the order to the relevant quote request. The order page will contain a link to the linked quote and the quotations screen will contain a link to the order.
Cart2Quote webservice / API
Useful if you need to retrieve Cart2Quote quotation data from Magento for external use, for instance when integrating with an ERP system. Our API allows you to poll quote requests and proposals with a range of possible filters. The API also allows you to submit a proposal from an external source back to Cart2Quote, where Cart2Quote will take care of the rest! Visit our support page to download the Cart2Quote API manual