Cart2Quote Easily Integrated

Enjoy complete module functionality immediately after incorporating Cart2Quote into your Magento theme, and use Cart2Quote right away. The templates for the default and RWD Magento themes are included in your purchase of our robust module; Cart2Quote.

Manage whether or not to show the “Add to Quote” button only to certain customers, or to make this globally visible. For example, only make the “Add to Quote” button visible to those who are logged in, or per selected customer group.

Expiry dates, emails and PDF's

With Cart2Quote you are offered a powerful sales enhancing and quotation management platform. Customize your proposal, attach PDFs, and send both of these directly to your customer’s email address.

Send customers automatic reminders when their price proposals are about to expire. Manage both this expiry period and the reminder period, and configure quote reminder and expired proposal email templates to dispatch automatically. Convert your quotes into sales!

Create proposals with Cart2Quote

Create and manage quotes via the Magento backend. Convert an accepted quote to an order with one mouseclick and process the order using the normal Magento workflow, and assign custom shipping prices to your created quotes.

Create Quote Sections

Add sections to your quote. Represent the items the way you want and create a beautifully organized quote. The quote will display all ordered items within their related subdivision inside the Proposal PDF. The same proposal PDF can be found in both the customer dashboard and the proposal email.

Simply reorder items within a section or move them over to other sections by drag and dropping.

Custom Quote Request Form

Add a custom form to your store for products not in your catalog. The custom quote request form is fully customizable and can contain text fields, dropdowns, checkboxes, date fields and allows for uploading attachments.

Once a custom quote request has been placed, the store-owner can process the request just like a standard proposal, without the need to add a new product to the catalog.

Form builder

Show and configure quote request submission forms and decide what information customers need to enter when placing a request. Require shipping and billing details, or allow customer to request quote as guest.

Hiding prices & Disable ordering

Hide the price and disable the order function in your Magento store in collaboration with the complimentary module, Not2Order. Not2Order offers store owners full control of product price visibility in their catalog, the order-ability of specific or grouped products, and the quotation functionality thereof.

Additionally, manage the price visibility and order functionality for registered visitors, or for specific customers groups. Not2Order puts the store admin in control. With Not2Order, all “Add to Cart” buttons and Prices can be set to visible or hidden.

SOAP & REST API support & Multiple events available

Cart2Quote supports both SOAP and REST to link Cart2Quote data to your ERP or CRM system.

Add custom remarks & Make items optional

Both customers and store owners can add remarks to a request or proposal. Remarks can both be added to the request as a whole, or per line item and are very useful for both customer and store owners who wish to discuss specific products within the quotation request or proposal.

Submission form on quote page (Quick Quote)

The Quick quote feature provides a pop-up form directly on the Magento product page and enables the customer to send a quote request directly from here. This functionality can be configured from within the standard Cart2Quote configurable settings, and will be very useful for store owners who wish to create a quick and easy quotation flow for customers.

Create Products on the Fly

Quote items on-the-fly via the Magento backend that are currently not in your catalog. The admin creating the quote is offered the option to add a custom product to the new quotation, and also to include said product in your store’s catalog. This offers complete quote product flexibility and will be very useful for store owners who offer custom request products, or products which are included in catalog on demand.

CRM - Customer quotation ticket & Admin quotation ticket & Assign admin users to tickets

Communicate with your prospect customers after they have placed their quote requests, and send direct messages from your admin view to their frontend perspective. Create a great relationship, and communicate with your customers to gain the information you require to make the perfect proposal.

Backend management grid

In the backend of the admin panel ticket grid, the administrator may adjust every ticket independently. This flexibility results in pleasant user usability, as well as administrator ease of use. For example, if the administrator wishes to inform or consult others, he or she can easily assign a coworker to the ticket in the ticket grid, or communicate with coworker(s) through internal notes feature. The ticket Grid provides an overview of tickets by customer name, status, subject, and priority.

Add custom shipping prices

Allow your customers to submit a quote request, which you can send back to them including a custom shipping price. Customers can approve the quote including the custom shipping price and continue completing the order via the regular Magento checkout. Or alternatively the store-owner can complete the purchase via the Magento backend and create the invoice for the customer.