Cart2Quote can be updated to the latest release via the methods mentioned below.
1. Update the Developer Version 2. Update the regular version via Composer 3. Update Cart2Quote via the Module Manager 4. Is your Update Subscription expired?
1. Update the Development Version:
Developer Edition License update requests must be made via the product page.
Step 1.1: Upload the Cart2Quote Development Version files to your server
Download the Cart2Quote Development Version zip file
Copy the contents to your Magento root directory
That’s it!
Step 1.2: Update Cart2Quote
To update to the latest version run the following commands from the Magento installation directory:
php bin/magento deploy:mode:set developer
php bin/magento setup:upgrade
php bin/magento deploy:mode:set production (if applicable)
2. Update regular version via Composer:
People that use the regular version of Cart2Quote won’t need to request an update they can simply update using composer.
php bin/magento deploy:mode:set production (if applicable)
3. Update Cart2Quote via the Module Manager
If you purchased Cart2Quote in Magento’s Marketplace, install the extension with the Component Manager. The installation process for Cart2Quote is the same as for any other extension in the Marketplace.
Step 3.1: Start the Module Manager from the Magento Admin
Log in to the Magento Admin as an administrator.
Click System > Web Setup Wizard.
Click Module Manager.
From here you should be able to update Cart2Quote to the latest edition.
4. Is your Update Subscription expired?
If you find yourself outside of your update subscription, you can update your subscription on the product page.
It is essential that frontend features, such as the “Add To Quote” button and the minicart, are enabled before your customers attempt to use this functionality.
Navigate to Stores -> Configuration -> Cart2Quote -> Customer-Side Options (Frontend), in your store’s backend/admin area, and enable your required functionality.
For all features required in step #1.2 below; enable the following options found under Customer-Side Options (Frontend)
Global Frontend Options -> Make Products Quotable by Default::YES
Global Frontend Options -> Add Button on Category Page::YES
Product Page Options -> Add Button on Detail Page::YES
1.2 Customer requests a quotation in front-end
This section describes how a quotation is processed by a customer in the front-end.
A quotation can be requested by the customer in the front-end. The customer first selects a product and clicks ‘Add to Quote’.
When the customer has all products added to the quotation, the customer clicks ‘View and edit quote’. This menu appears when the customer clicks on the quote icon on the top right of the page.
On the quotation page, the customer can alter the number of items and add a remark. The customer then clicks ‘Request Quote’. Now a quote request is made and it will be sent to the shop admin.
1.3 Customer responds to quote proposal in customer dashboard
The customer can respond to a quote proposal directly via the quote proposal email or via his customer dashboard. The customer selects ‘My quotes’ to have an overview of all his quotations. When the customer clicks ‘View quote’, he is able to see the proposal.
The customer is now able to see the quotation and go to the checkout.
The quotation with the custom prices is copied to the shopping cart. The checkout process now follows the default store settings.
2 Cart2Quote backend workflow
2.1 Shop admin creates quote in backend
A quotation can just as easy be created in the backend. The shop admin clicks on Sales->Quotations.
On the top right of the page the shop admin clicks ‘Create New Quote’
The shop admin continues by selecting a customer or creating a new customer.
The shop admin selects the product he wants to add to the quotation with the button ‘Add Products’ After selecting all products and the shipping method, the shop admin clicks ‘Create Quote’. A quote is now created, but the customer is not yet notified.
2.2 Shop admin responds to quote request in backend
On the quote page, the shop admin can alter the price and quantities and update these.
When the Shop Admin has made al necessary changes to the quotation, he can press ‘Submit quote’. The quote proposal will then be sent to the customer.
3 Purpose
3.1 Purpose
The purpose of the Cart2Quote module is to enrich Magento with a complete quotation manager. With Cart2Quote users can create quotes in the Magento front-end or backend and manage the complete quotation process and at the end convert it to an order.
3.2 Allow visitors to request proposals from your storefront
Allow visitors to add products to a quote cart
Convert the quote cart to a normal cart
Send a proposal request to the store owner or administrator
3.3 Strategically place quotation buttons
Enable “add to quote” buttons per product
Enable “add to quote” button globally
Enable “add to quote” buttons per store view or website
Specify the visibility of buttons in the Magento grid/list view
Configure the visibility of the “add to quote” buttons on the product page
Cart2Quote supports all Magento product types
3.4 Create proposals via your Magento backend
Enter custom prices per product
Enter comments in a proposal
Enter comments per product
Add or delete products from the quote request
Convert a quote request to an order using the admin panel
3.5 Let users order quotes from their customer dashboard
Notify users by email with proposed quote
Let users convert quotes to orders and order them in real-time
Magento 2 offers you the ability to install extensions via their Web Setup Wizard tool. This is the main method used to install extensions purchased through the Magento Marketplace website.
Before completing this installation guide, please read this article to confirm that all minimum server requirements are met. Then follow the steps below:
1. Log into your Magento Marketplace account. Click the My Access Keys link on the Developer Portal tab.
2. Copy both Public Key and Private Key. Note that these are provided on the Magento 2 tab.
3. Log in to the Magento backend panel and go to SYSTEM ⟶ Tools ⟶ Web Setup Wizard.
4. Click on System Configuration. Then, put in the Public Key and Private Key from your Marketplace account.
5. Ensure that your Magento backend is synchronized with Magento Marketplace. To do so, click on the Refresh button. Note that it might take a few minutes to process your request. Once your Magento backend is synchronized with Magento Marketplace you will see your Magento extension overview.
6. Click the Review and Install button below the Extensions Ready to Install text. In the Extensions Grid, mark the checkbox of the extension(s) which you want to install. Be sure to always use the latest version of the extension(s). Click the Install button.
The installation process has started.
7. Readiness Check. The store environment is checked for compatibility. When the Readiness Check completes successfully, tap Next button. If you observe any problems here, fix them and click the Try Again button to retry.
8. Create Backup. By default, the backup includes the code, media, and database but you can deselect any which you do not want to include in the backup. Click the Create Backup button.
Once this operation has finished, click the Next button.
9. This page shows the names and the versions of the extensions which are about to be installed. Click the Install button.
To protect your webstore and customers’ data, your website will be taken offline during installation.
10. The the console log, as seen below, shows the current status, and offers you a visual representation of the installation progress.
The Success page appears when the process is complete.
11. Log out, and then log back in for all the changes to take effect. Your extensions are now ready to use.
How to test if the installation was successful?
Step 1: Enable basic settings
Start by enabling the basic features. This can be done by navigating to your store’s /admin: Stores -> Configuration -> Cart2Quote as per my guidance below:
Stores → Configuration → Cart2Quote ↓
→ License Information ↓
→ Cart2Quote License ↓
→ Activate Frontend Features: Yes.
→ Customer-Side Options (Frontend) ↓
→ Global Frontend Options ↓
→ Add Button on Category Page: Yes.
→ Dynamic add to cart/quote buttons: Yes.
→ Quotation Cart Options ↓
→ Display Mini Quote Icon: Yes.
→ Enable Mini Quote: Yes.
→ Product Page Options ↓
→ Add Button on Detail Page: Yes.
→ Advanced Options:
Step 2: Test your front-end
Start by going to one of your category pages. Because we enabled “Product Quotable by Default” & “Add Button to Category page” all your products should have an “Add to Quote” button.
After navigating to the product page you’ll see that the “Add to Quote” button has also been added. This is because we have enabled the “Add Button to Product page” setting.
Now let’s add the product to the quote and submit a quote request.
Step 3: test your backend
Now that you’ve made your first quote request let’s check it out in the back-end. Start off by navigating to quotation overview: Sales -> Quotations
From here we can navigate to the quote we just created.
On this page, you can fully customize your quote request. For testing purposes, however, let’s just submit our quote request. After the quote has been submitted your customer will receive a proposal in his or her mailbox.
See below for an example of customer’s proposal email.
If your customer agrees to the proposal and clicks on “Proceed to checkout” the quote will be converted to a regular Magento order. From there your customer may follow the regular checkout process, carrying quoted prices to checkout.
Want to know more about other Cart2Quote features?
This installation manual provides all information required to install the free Cart2Quote trial period, Cart2Quote Lite, Starter, Business & Enterprise module versions.
To install the Cart2Quote regular version you need to open your terminal and navigate to your Magento root directory. From there, run the following commands:
Step 3: To make sure all setup scripts are executed, run the following command in your terminal’s Magento root directory:
php bin/magento setup:upgrade
Step 4:
php bin/magento setup:di:compile
(Note: This can take a couple of minutes and it can use a lot of memory, make sure to set max_execution_time = 600 and memory_limit = 512M. The last line should look like this: Generated code and dependency injection configuration successfully.)
Step 5:
php bin/magento setup:static-content:deploy
(Note: This can take a couple of minutes, make sure that PHP has enough execution time in CLI, otherwise your design breaks. The last line should look like this: New version of deployed files: 1457687534)
Step 6:
php bin/magento indexer:reindex
After this step, Cart2Quote is successfully installed.
This guide offers you the most basic, complete instruction to integrate Cart2Quote into your Magento 2 custom theme. With and through this guide, it is my intention to help you to get your store up and running in all the right ways.
Rather have myself or a colleague of mine do the hard work for you? Order our theme integration service here.
An understanding of the work to be done
There are multiple ways and methods to force frontend features to appear in their intended place, beautifully designing your store’s frontend and customer experience. The method which I will be demonstrating to you here is considered good practice, because:
The changes will overwrite the existing software – as opposed to directly replacing it. This ensures module upgradability and keeps the development clean, maintaining the original copy.
Magento 2 offers the ability to smoothly develop the module and theme integration in your app/design/frontend directory. You will, if you already have a custom theme installed, have 2 additional directories within the design directory. Your directory structure will look like this: app/design/frontend/<vendor>/<theme>/Cart2Quote_Quotation/. All required overwrites will be added here. I have created a basic visualisation, and added a few example files to the file structure, below:
You will preferably be working on a development environment and then pushing the work to your production environment after concluding module integration tests.
Before doing anything, you will need to investigate the issue and discover what needs to be done. Navigate to the store’s frontend and take note of all required changes.
Changing the world wide web one element at a time
You may encounter a variety of issues which will need to be overcome, and you will require experience before being able to deduct whether the required changes relate to the layout (.xml files), the template (.phtml & .js files), the styling (.css files), or all of the above. Do some digging, and make sure you are aware of what needs to be done and where the changes should be made before making any changes to the code.
All elements relating to Cart2Quote and your custom theme already exist – they may currently be horribly warping your storefront’s user experience. They may be as wrong as a handsome rat on a hot day; but the fact remains, they do exist. For example, let’s say that the “add to quote” button element, as seen in the screenshot above, is currently styled to be green: “color: green;”.
It is your task to add said file, as per the correct directory structure, to the app/design/frontend/vendor/theme/Cart2Quote_Quotation/ directory. You will then need to simply replace the existing “color: green;” with “color: blue;”. Be sure to flush your Magento cache after making changes so that you can see implemented changes, or disable cache before starting work.
Magento performs the same logic when completing tasks more complex; such as overwriting the layout structure or correcting and specifying a javascript call, as it does when making a simple change such as the example above.
Category Pages
Cart2Quote overrides the category page to integrate the “Add to Quote” button.
If your theme has a customised category page, you can copy said template to the Cart2Quote folder and apply your changes there. See below for an overview.
Copy app/design/frontend/<Vendor>/<theme>/Magento_Catalog/product/ list.phtml to the Cart2Quote_Quotation/templates/product directory.
Replace the add-to-cart actions in the template with the contents found within:
<!-- Start Cart2Quote_Quotation -->
…
<!-- End Cart2Quote_Quotation -->
Depending on the theme, additional actions may be required.
MiniQuote
Some themes have alternative headers.
There is a move in our default.xml layout which can be adjusted.
Copy vendor/cart2quote/module-quotation-encoded/view/frontend/layout/default.xml to ../Cart2Quote_Quotation/layout/default.xml and adjust the destination of the move, to your theme’s customminicart location:
The latest release of Cart2Quote 4.4.8 brings a transformative update to Magento users with its full integration into the Hyva theme, one of Magento’s most popular and high-performance front-end solutions. This compatibility marks a significant leap forward in ensuring Cart2Quote remains a lightweight, dynamic, and stylish solution for eCommerce businesses. Here’s how the integration provides benefits and a competitive edge:
A new release of Cart2Quote is available. This release, just like all new releases, can be downloaded for free by all users with an ongoing subscription. Users with an expired license receive a €200,- discount. This month, our release is quite substantial. We did not only fix minor and major bugs and improve existing functionalities, but we’ve also added a lot of features as well. Let’s take a look at a few of them:
Last week, you’ve read about Magento numbers in 2020, and that the platform is growing in popularity faster and faster. That isn’t without reason. Like us, more and more merchants fall for the charms of Magento, not in the last place for these advantages.
As you may know, we’ve started building our module because we were missing good B2B functionalities in Magento. This frustrated us, thus, Cart2Quote was born. However, it is because of our love for Magento that it could frustrate us in the first place. We love the platform, and every year more people do. Let’s look at some impressive numbers.
