Custom Quote Request Form Magento 2

The custom quote request form Magento 2 feature in Cart2Quote gives you full control over what information customers provide when they submit a quote request. Instead of relying on the default submission form, you build a tailored form using the Cart2Quote form builder — adding, removing, and reordering fields to match your exact sales process.

How the Custom Quote Request Form Works in Magento 2

Cart2Quote includes a drag-and-drop form builder in the admin panel. You use it to configure which fields appear on the customer-facing quote submission form. The builder gives you control over several field types:

Each field is configurable independently. Therefore, you show exactly what your sales team needs and nothing more.

Why a Tailored Submission Form Improves Quote Quality

The quality of a quote request depends entirely on the information the customer provides. A generic form collects generic data. A tailored custom quote request form, however, collects exactly the information your sales team needs to produce an accurate proposal — without asking customers for details that are irrelevant to your business.

For example, a manufacturer selling industrial components needs customers to provide a project reference number and a delivery address on every submission. A wholesaler, on the other hand, may only need the customer’s email and phone number. With the Cart2Quote form builder, each store configures its own form to match its workflow. Consequently, sales teams receive complete, relevant data from every submission. In addition, customers face a shorter, cleaner form that takes less time to complete — which increases the likelihood of submission.

Benefits of the Custom Quote Request Form in Magento 2

• Tailored data collection — capture exactly what your sales team needs, nothing more
• Drag-and-drop field configuration — no coding required to build or update the form
• Individual field control — enable, disable, or mark any field as required independently
• Shorter forms convert better — removing irrelevant fields reduces friction for the customer
• Consistent data quality — every submission arrives in the same structured format

Key Form Configuration Options

Cart2Quote gives you several additional options that work alongside the form builder:

• Enable Submission Form — places the form next to the quote list; disable it to require login before submitting
• Allow Guest Request — lets visitors submit without creating a Magento account first
• Automatically Log In New Customers — auto-logs new visitors in after their first submission
• Quote Request Existing Customers — controls whether logged-in customers must re-authenticate before submitting

Together these options give you full control over who can submit a quote, what information they provide, and how the submission process works for different customer types.

When to Use This Feature

This feature suits any B2B store that receives quote requests requiring specific information beyond the default form fields. It is particularly valuable for businesses with project-based purchasing, where a reference number or delivery specification is essential for every submission. In addition, it works well for stores with a mixed customer base, where different customer types need different submission experiences.

Combine this with Replace Quote Button for Guests to control who can access the form, and with File Upload to Quote Request to let customers attach supporting documents alongside their submission.

Summary

The custom quote request form in Magento 2 gives you complete control over the data your customers provide when submitting a quote. Because Cart2Quote’s form builder requires no coding, your team configures the form in minutes and starts receiving cleaner, more complete submissions straight away. Build the form around your sales process and give your team exactly the information they need to send accurate proposals faster.

Also read: File Upload to Quote Request in Magento 2