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Convert Quote to Order Magento 2 — Cart2Quote

Convert Quote to Order Magento 2

The convert quote to order Magento 2 feature in Cart2Quote lets your sales team turn an approved quote into a Magento sales order with a single click. When a customer accepts a proposal, the admin opens the quote, scrolls to the bottom, and clicks “Create Order.” Magento creates a complete sales order immediately — no manual data entry required.

Convert quote to order button in Magento 2 Cart2Quote admin quote detail page

How Convert Quote to Order Works in Magento 2

When an admin clicks “Create Order,” Cart2Quote passes all quote data directly into Magento’s order system. The new order contains:

  • All products and quantities from the quote
  • The custom negotiated prices from the proposal, not catalog prices
  • The billing and shipping addresses from the quote
  • The selected shipping method
  • An immediate status update to Ordered

The quote status changes to Ordered straight away. The order then appears under Sales > Orders in the Magento admin, exactly like any standard order. Furthermore, Cart2Quote stores the order reference inside the quote record, so the link between the two is always traceable.

Why One-Click Order Conversion Matters for B2B Sales Teams

In a traditional B2B workflow, converting a negotiated quote into an order means manually re-entering product codes, quantities, prices, and addresses into the order system. That process is slow, error-prone, and creates unnecessary admin work for your sales team.

For example, consider a sales rep who closes a deal on a 25-line quote with custom pricing on every item. Without Cart2Quote, they must re-enter all 25 lines manually into a new order. With the convert quote to order feature, however, they click one button and the order is created in seconds. Consequently, your sales team spends less time on data entry and more time closing new deals. In addition, the risk of pricing errors during manual re-entry disappears entirely.

Magento 2 admin quote detail page showing order creation from quote

What Happens After Conversion

After Cart2Quote creates the order, several things happen automatically. The quote status changes to Ordered. The customer receives a standard Magento order confirmation email. The order appears in the Magento sales grid alongside all other orders. The quote record retains the order ID for traceability, and from the order detail page your team can navigate back to the originating quote at any time.

Payment handling depends on your store configuration. Cart2Quote supports offline payment methods such as bank transfer and invoice, which are common in B2B environments where payment happens after delivery.

Benefits of Convert Quote to Order in Magento 2

  • One-click order creation — no manual data entry or re-keying of products and prices
  • Custom prices carry over — the negotiated quote price becomes the order price automatically
  • Full address and shipping data transfers — no need to re-enter customer details
  • Immediate order status update — the quote moves to Ordered and the order appears in Sales straight away
  • Full traceability — the order reference stays linked to the originating quote for reporting

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When to Use This Feature

This feature suits any B2B store where the sales team manages quotes and proposals through Cart2Quote before converting them to orders. It removes every manual step between quote acceptance and order creation. Furthermore, it ensures that the price the customer agreed to in the proposal is exactly the price on the order — with no risk of discrepancies during manual entry.

Summary

The convert quote to order feature in Magento 2 closes the loop between negotiation and fulfilment. Because Cart2Quote transfers all quote data into a Magento order in one click, your sales team eliminates manual re-entry, reduces errors, and moves from closed deal to confirmed order in seconds. Enable this feature as the natural final step in every B2B quotation workflow.

Also read: Send Proposals in Magento 2

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