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Move to Quote Magento 2 — From Cart to Quote

Enable Move to Quote Magento 2

The move to quote Magento 2 feature in Cart2Quote gives customers a way to switch from the checkout path to the quotation path. When active, a “Move Items to Quote” button appears in the Order Summary sidebar of the shopping cart. It sits alongside the standard “Proceed to Checkout” button, giving customers a clear choice at the moment they decide how to proceed.

Move to quote button in Magento 2 shopping cart order summary sidebar

How Move to Quote Works in Magento 2

When a customer clicks “Move Items to Quote,” Cart2Quote transfers all items from the shopping cart into a new quote request. It preserves quantities and any selected product options. The cart clears, and the customer moves to the quote submission form. There they add contact details and any special requirements before submitting.

The button appears in the Order Summary sidebar on the cart page. This means customers see it at exactly the moment they consider whether to proceed to checkout or negotiate first.

Why Move to Quote Turns Cart Hesitation Into a Sales Conversation

Cart abandonment in B2B stores is often not true abandonment. Rather, it is hesitation — a buyer who loaded a cart but needs a better price before committing. Without a quote option at the cart level, that customer leaves. With the move to quote button, however, they stay in your workflow and become an active sales lead.

For example, consider a reseller who adds 20 products worth €4,800 to their cart. They pause because they need a volume discount to hit their margin target. Instead of leaving and emailing your sales team separately, they click “Move Items to Quote.” They submit the request in under a minute. Consequently, you capture the lead, keep the full product list, and start a negotiation — all from a single button click.

In addition, the structured quote record gives your sales team everything they need. They see the exact products, quantities, and customer details without chasing additional information.

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Benefits of Move to Quote in Magento 2

  • Converts cart hesitation into leads — price-sensitive customers stay in your workflow
  • Preserves the full product list — items and quantities transfer exactly as configured
  • Visible at the right moment — the button appears in the order summary when the decision matters most
  • Works alongside Direct Quote — offer both instant and negotiated paths from the same cart page
  • Reduces true cart abandonment — fewer customers leave when a quote path is available

When to Use This Feature

This setting works best for stores where average order values are high enough to justify price negotiation. It also suits stores where customers regularly purchase in volumes that warrant a discount conversation. Furthermore, it is valuable for businesses that use Cart2Quote alongside a CRM, because the transferred cart creates a structured quote record immediately.

Combine this feature with Enable Direct Quote to cover both negotiated and non-negotiated customer needs from the same cart page.

Summary

The move to quote feature in Magento 2 turns potential cart abandonment into an active B2B negotiation. Because the button appears at exactly the moment a customer weighs whether to proceed, it captures price-sensitive leads before they leave your store. If your average order value is high and your customers are price-conscious, this is one of the most impactful settings you can enable.

Also read: Enable Direct Quote From the Shopping Cart

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