Send Quote Proposal Magento 2

The send quote proposal Magento 2 feature in Cart2Quote lets your sales team deliver a formal price offer to customers directly from the admin panel. After reviewing a quote request and setting custom prices, the admin clicks “Submit Proposal” and Cart2Quote sends the proposal to the customer by email. The customer then reviews it in their My Quotes dashboard and decides whether to accept, negotiate further, or proceed to checkout.

Why a Structured Proposal Process Wins More B2B Deals

Sending a quote proposal through Cart2Quote is fundamentally different from sending a price by email. A structured proposal gives the customer a clear, professional document with all the information they need to make a decision. Furthermore, it keeps the entire negotiation inside a single system — no lost email threads, no version confusion, no manual follow-up required.

For example, consider a sales rep who negotiates a 20-line order with a wholesale buyer. Without Cart2Quote, they compile the proposal manually in a spreadsheet, email it across, and wait for a reply — then re-enter everything if the customer accepts. With the send quote proposal feature, however, the rep sets prices in the admin panel and clicks Submit. The customer receives a professional proposal instantly. Consequently, the sales cycle shortens and the chance of errors during order creation disappears entirely.

In addition, Cart2Quote tracks the proposal status automatically. Your sales team always knows whether a proposal has been sent, viewed, accepted, or expired — without chasing anyone for an update.

Benefits of Send Quote Proposal in Magento 2

• Professional proposal delivery — customers receive a formatted price offer by email
• Full price transparency at the right moment — prices appear in My Quotes only after proposal submission
• Automatic status tracking — quote status updates to Proposal Sent immediately
• Expiry date activation — proposal validity starts counting from the moment of submission
• One-click order creation — once accepted, the proposal converts to an order with a single click

What the Customer Sees After Receiving a Proposal

After the admin submits a proposal, the customer receives an email with a link to their My Quotes dashboard. There they see the full proposal including:

• Product names, quantities and custom negotiated prices
• Any shipping costs or adjustments the sales team applied
• The proposal expiry date
• A button to proceed to checkout and place the order

If you enable the Enable Proposal Rejection setting, the customer also sees a Reject button — giving them the option to formally decline and restart the negotiation.

When to Use This Feature

This feature sits at the heart of every Cart2Quote workflow. Your sales team uses it to close every negotiated quote request. Combine it with Expiry Date Management to set automatic deadlines on proposals, and with Email Notifications to keep customers informed at every stage of the process.

Summary

The send quote proposal feature in Magento 2 is the central action in every B2B quotation workflow. Because Cart2Quote delivers a professional proposal to the customer in one click and updates the quote status automatically, your sales team spends less time on administration and more time closing deals. Set your prices, click Submit Proposal, and let Cart2Quote handle the rest.

Also read: Convert Quote to Order in Magento 2