Cart2Quote v5.2 is here– Magento 2.4.9 & PHP 8.5 compatible! See what's new
Quote Email Notifications Magento 2 — Cart2Quote

Quote Email Notifications Magento 2

The quote email notifications Magento 2 feature in Cart2Quote sends automated emails to customers and admins at every key stage of the quotation workflow. From the moment a customer submits a quote request to the moment a proposal expires, Cart2Quote keeps everyone informed automatically — without your sales team needing to send manual updates.

Quote email notification example in Magento 2 Cart2Quote showing proposal email to customer

CC Capability — Keep the Whole Team Informed

Cart2Quote supports CC recipients on quote emails. This means additional team members — such as account managers, sales directors, or customer service staff — receive copies of key notifications without being the primary recipient.

For example, a sales rep handles the quote negotiation directly with the customer. Their manager, however, needs visibility on every proposal that goes out. With CC capability, the manager receives a copy of every proposal email automatically. Consequently, the whole team stays informed without anyone needing to forward emails manually. In addition, customers can also receive CC copies of notifications to additional contacts within their own organisation — useful when a quote involves multiple decision-makers.

How Quote Email Notifications Work in Magento 2

Cart2Quote triggers email notifications automatically based on quote status changes. Each notification goes to the relevant party at the right moment. The main notification types include:

Each email template is fully customisable through the Magento email template system. Therefore, your team adjusts the content, layout, and branding of every notification to match your store identity.

  • New quote request — notifies the admin team when a customer submits a new quote
  • Proposal sent — notifies the customer when the admin submits a formal proposal
  • Quote accepted — notifies the admin when a customer accepts a proposal
  • Quote rejected — notifies the admin when a customer rejects a proposal
  • Reminder email — sends an automatic follow-up to the customer before a proposal expires
  • Expiry notification — alerts the customer and admin when a proposal passes its expiry date

Compare every Cart2Quote edition

Explore all features, licence limits, update periods, and support options to find the plan that fits your business.

Compare Editions

Why Automated Quote Notifications Improve the Sales Process

Manual email follow-up is one of the biggest time drains in B2B sales. Without automated notifications, sales reps must remember to email customers at each stage, track which proposals are outstanding, and chase customers whose proposals are about to expire. These tasks are easy to forget and easy to delay.

With quote email notifications in Magento 2, Cart2Quote handles all of this automatically. Every status change triggers the right email to the right person at the right time. As a result, no proposal slips through without a follow-up, no customer waits without an update, and your sales team focuses on selling rather than chasing.

Benefits of Quote Email Notifications in Magento 2

  • Fully automated communication — no manual emails required at any stage of the workflow
  • CC capability — keep additional team members and customer contacts informed automatically
  • Customisable email templates — adjust content and branding for every notification type
  • Reminder emails before expiry — reduce the number of proposals that lapse without a response
  • Complete notification coverage — every key quote event triggers the right email automatically

When to Use This Feature

Quote email notifications are active in every Cart2Quote installation and form the backbone of the customer communication workflow. They are particularly valuable for sales teams handling high volumes of quote requests, where manual follow-up at every stage would be impractical. In addition, CC capability makes them essential for businesses where multiple stakeholders need visibility on the negotiation process.

Combine this with Reminder Dates and Emails for full control over follow-up timing, and with Send Quote Proposal to understand exactly when proposal notifications trigger.

Summary

Quote email notifications in Magento 2 keep every stakeholder informed throughout the B2B quotation process without any manual effort from your sales team. Because Cart2Quote triggers the right email at every status change, no proposal goes unacknowledged and no customer waits without an update. Set up your templates once and let Cart2Quote handle all customer communication automatically.

Also read: Reminder Dates and Emails in Magento 2

Get started today

Customer Quotations Extension for Magento, easy, complete and skyrocketing your sales.

Try now!

Documentation

Access essential manuals for installing, configuring, updating, integrating, and using our modules.

View Manuals

Release Notes

View Cart2Quote release notes for features, improvements, and bugfixes.

View release notes