Enable Direct Quote Magento 2

The direct quote Magento 2 feature in Cart2Quote lets customers generate a formal quote document instantly from their shopping cart. When active, a “Direct Quote” button appears in the Order Summary sidebar alongside “Proceed to Checkout” and “Move Items to Quote.” Clicking it submits the cart contents as a quote at current catalog prices — no form filling required.

The Difference Between Direct Quote and Move to Quote

These two features serve different customer needs. Understanding the distinction helps you decide which to offer — or whether to offer both.

• Move to Quote routes the customer through the quote submission form. It collects contact details and comments. It creates a negotiation-ready quote for your sales team to review and price.
• Direct Quote skips the form entirely. It uses catalog prices as-is. It delivers a formal document immediately — ideal when the customer wants the paperwork but is happy with the listed price.

For example, a finance department may need a formal supplier quote for a purchase approval. They intend to pay the catalog price, but they need the document first. Direct quote generates it in one click. Your sales team receives a clean request without needing to negotiate anything. Consequently, everyone saves time.

Benefits of Direct Quote in Magento 2

• Instant formal quotes at catalog prices — no waiting, no form, no back-and-forth
• Supports procurement and budget approval workflows — generates documentation without negotiation
• Reduces sales team workload — especially effective with AutoProposal enabled
• Works alongside Move to Quote — offer both negotiated and non-negotiated paths from the same cart
• Faster sales cycle — customers who need documentation but not a discount get it immediately

When to Use This Feature

This setting suits stores where a significant share of customers need formal quote documents for internal approval but are not seeking a price reduction. In addition, it works well for any store where catalog pricing is already competitive and the main barrier is documentation rather than price.

Combine it with Enable Move to Quote to give customers both options from the same cart page — negotiate or document, their choice.

Summary

The direct quote feature in Magento 2 removes the last friction point for customers who need formal documentation but not a negotiated price. Because Cart2Quote generates the quote at catalog prices in a single click, it speeds up procurement approvals and reduces manual work for your sales team. Combine it with Move to Quote to cover every type of B2B customer from the same shopping cart page.

Also read: Enable Move to Quote From the Shopping Cart