Request For Quote

Overview

How can your loyal and wholesales customers can make a bagain on your stores if they buy product in large quantity? With Mageplaza Request For Quote, customers and admin can create quote prices for a request. A chat channel established, helping admin and customer to discuss with each other. Besides, button request for quote displayed on the category page, product detail page, view cart page helps customer make a quote easily at anywhere. Moreover, the extension also notifies customers when the request is about to expire and has expired already so that customers can track their quote again.

In addition, we also support Request For Quote compatible with Quick Order extension, SMTP. This extension helps you quickly handle customer requests and take care of your customers better.

How to Use

With this extension Customer can perform the following actions:

1. Customer creates Request for Quote:

To create a Request for Quote, customer can follow these steps:

Step 1: Add Product(s) to Quote Cart.

When Guest click on Add to Quote icon, a popup shown requiring login to your account.

Customer can add products to Quote Cart at locations below:

  • Categories Page

https://i.imgur.com/7VmZ7Hy.png

  • Product Detail Page

https://i.imgur.com/CPhuo05.png

  • Shopping Cart Page
  • Note: Customer can add all products in the cart to the quote by clicking on the Add All To Quote button.

https://i.imgur.com/TRwX8Rr.png

Step 2: Submit Quote Cart

After adding product(s) to the Quote Cart, customer click the mini Quote Cart icon (next to the Shopping Cart icon) and then click View Quote Cart.

https://i.imgur.com/VUbtJwT.png

The system automatically redirects to My Quote Cart page. Here, display information of the product that has been added to quote.

  • Customer can add one or more products by entering the SKU at Add Product By SKU.

Note: Products that use Customizable Options (required) will not be added here.

  • Customer makes the quote for product(s) by changing Quote Price and Qty, click Update Quote Cart to complete the change.
  • Click Add Comment to enter and send a message to the admin when submitting the quote. Attachments for messages must not exceed 2Mb.
  • Click Submit Quote Cart to complete the Request creation.
  • Requests created by customer are all displayed in Pending status

https://i.imgur.com/cwfE3Cn.png.

2. My Quotes

  • Customer can view quote information such as: ID quote, Submitted Date, Expired Date, Quote Total, Status, Action.
  • In addition, customer can perform actions in the Action column such as:
    • Select View: To view the Quote details.
    • Add to Cart: The products included in approved quotes will be added to the cart.
    • Duplicate: The products included in the duplicate are automatically added to quote.
    • Cancel: Cancel the request for quote.
    • Delete: Delete the quote.

https://i.imgur.com/mMW5BeD.png

  • In View Quote, customer can only edit the quote when the quote has Status = Pending.
    • In addition, customers can Delete, Cancel, Add to Cart, Print Quote and send a message to the admin at Conversation.

https://i.imgur.com/kPQUROv.png

3. Customer add quote to cart

  • Customer adds the quote to the cart when the quote is approved. This quote has already added to cart in this order. Each quote is added to cart once per order.
  • In order for customers to easily distinguish the product in quote from other products, the extension supports displaying Quote Label item in each product belonging to quote.

https://i.imgur.com/OupEeZM.png

  • Customer view order

https://i.imgur.com/2aLRiNu.png

How to Configure

I. Configuration

Login to the Magento Admin, go to Marketing > Request For Quote > Configuration.

https://i.imgur.com/fXVzbuf.png

Admin can also go to Stores> Configuration > Mageplaza > Request For Quote to configure the module.

1. General

https://i.imgur.com/yUP2so3.png

  • Select Enable = Yes: The Request For Quote module is enabled.
  • Quote Request Icon: Admin click Choose File to select the image for the icon. If left blank, the icon will be the module’s default icon.
  • Allow By Categories:
  • Select All Categories: Request for quote will be applied to all products in all categories.
  • Select Specific Categories: The module automatically displays the Select Categories field. Admin selects the categories so that the products in that category are applied Request for quote.
  • Enable For Customer Group: Admin selects a group of customers that can request for quote.
  • Allow Guest Request: Select Yes to allow customers who do not have an account to make a request. When the customer clicks on the Add To Quote button, the system will ask the customer to loggin.
  • Allow File Attachment: Choose Yes to allow customers to upload the file for the request.
  • Allow File Types: Admin enters file formats for the file to be uploaded in the message area.
  • Add to cart Redirect Page: Admin selects the redirected page when clicking Add to cart to the My Quote Cart page.

2. Expiration Setting

https://i.imgur.com/oLpSjpa.png

  • Quote Expired After: Admin enter the number of expiration dates for the quote. Leaving the request blank mean that no expiration limited.
    • Note: When quote expires, the system will automatically send notification email to customer.
  • Quote Reminder Send Before: Admin enter the number of days to send a reminder email before the quote expires.

3. Email Setting

https://i.imgur.com/yOFc8Nm.png

  • Sender: Admin selects the email sender to the customer.
3.1. Quote Confirmation & Update Emails To Requesters

https://i.imgur.com/iEwh8ZG.png

  • Enable Emails After Quotes Submitted: Select Yes to send mail to customers when the quote has been successfully submitted. Admin chooses submission email template at Submission Notice Template.
  • Enable Emails After Quotes Approved: Select Yes to allow sending mail to customer when quote has been approved. Admin chooses approve email template at Approval Notice Template.
  • Enable Emails After Quotes Edited: Choose Yes to send mail to customers when the quote has been edited by admin. Admin chooses edit email template at Editing Notice Template.
  • Enable Emails After Quotes Disapproved: Select Yes to allow sending mail to customer when the quote has been rejected by admin. Admin chooses disapproval email template at Disapproval Notice Template.
  • Enable Admin Create Quote Email: Select Yes to allow sending mail to the customer when the quote has been admin created. Admin chooses create quote email template at Create Notice Template.
3.2. Quote Reminder & Expiration Notice Emails To Requesters

https://i.imgur.com/iNWYS7A.png

  • Enable Expiration Reminder Emails: Choose Yes to send email reminders to customers. Admin chooses reminder email template at Expiration Reminder Template.
  • Enable Emails When Expiration: Select Yes to send customers an email to notify the end of quote. Admin chooses expire email template at Expiration Notice Template.
3.3. Admin Notification Email

https://i.imgur.com/SMGGhlL.png

  • Admin Email(s): Enter admin’s email to receive notifications. The email is separated by commas.
  • Report Email To Admin: Admin chooses the time to send statistics of the number of quotes created to the admin. Admin select the report email template at Report Email Template.
  • Enable Customer Edited Quote Email: Select Yes to send an admin notification email when the quote has been edited by customer. Admin chooses edit email template at Customer Edited Quote Email Template.
  • Enable Customer Canceled/ Deleted Quote Email: Choose Yes to send admin notification emails when the quote is canceled/deleted by customer. Admin chooses cancel/delete email template at Customer Canceled Quote Email and Customer Deleted Quote Email.

II. Manage Request For Quote

https://i.imgur.com/3hRRqZM.png

  • This is where all the Request For Quote is saved.
  • On the form grid, Admin can view all the basic information of Request For Quote such as ID, Status, Customer, Customer Groups, Store View, Quote Total, Expired Date, Action.
  • The admin can perform the following actions:
    • Edit: Click Edit in the Action column to edit the information on the Edit Request For Quote page.
    • Change Status: Change the Request For Quote status.
    • Create New Quote: Create New Request For Quote.

1. Create New Quote

The admin support module creates a new Request Quote for existing and existing Customer accounts. Admin, follow the steps below. The steps to create a new quote are similar to the admin for creating a new order.

Step 1: At Manage Quote Request Grid, admin click the Create New Quote button.
  • Customer grid displays, admin select an account to create quote for that account.
  • You can click Back to return to the grid Manage Quote Requests

https://i.imgur.com/uhGDqx7.png

Step 2: Admin select Store, Quote created will be applied to that store.

Click Cancel to cancel the action.

https://i.imgur.com/tWWS090.png

Step 3: Admin creates quote.

https://i.imgur.com/AmDAxk9.png

  • Click the Add Product button to select a product to apply to the quote. Then, select Add Selected Product(s) to Quote to display the selected products on the Quote Item.
  • Click Update items and Quantities after editing Price and Qty. - Select quote currency at Quote Currency.
  • Account Information: Here shows the Customer’s Group and Email created quote, admin cannot edit this information.
  • Conversation: Admin enter the message for quote. Attached files in messages must not exceed 2Mb.
  • Quote Totals: Displays the total Quote Price.
  • Click Submit The Quote to finish creating the quote for the customer. The admin-created quote will be in Approve status.
  • Click Cancel to cancel the action.

2. Edit Request Quote

https://i.imgur.com/C20f8GA.png

  • Quote Information: Displays information of quote such as Created Date, Status, Expired Date, Create From, Place From IP.
    • Expired Date is only displayed when the quote is in Approve, Reject, and Expired states. Admin can change the quote’s expired date
  • Account Information: Display account information such as Customer Name, Email, Customer Group.
  • Quote Items: Displays the product information contained in the quote.
    • Add Product By SKU: Admin enter SKU to add product to quote, the SKUs are separated by commas. Products that use Customizable Options (required) will not be added here.
    • Admin changes the price and qty for the product at Quote Price and Qty.
    • Click Delete to delete the product in the quote.
  • Conversation: Admin enter the message for quote
    • Attachments for messages must not exceed 2Mb.
    • Click the Send email to Customer checkbox: The message is emailed to the customer.
    • Click the Visible on Frontend checkbox: The message is sent via the frontend.
    • Click the trash icon to delete the message. Note: After editing the quote, the admin should Save/ Save and Continue Edit before Approve or Reject.

III. Emails

1. For Customer

1.1. Emails After Customer Submitted Quote

https://i.imgur.com/ve4hopW.png

1.2. Emails After Admin Submitted Quote

https://i.imgur.com/Kfzm1Cg.png

1.3. Emails After Quotes Approved

https://i.imgur.com/3JIVRew.png

1.4. Emails After Quotes Rejected

https://i.imgur.com/nWbgnP0.png

1.5. Emails After Admin Edited Quote

https://i.imgur.com/rfsdebj.png

1.6. Quote Reminder Email

https://i.imgur.com/3ZCPxE4.png

1.7. Quote Expiration Email

https://i.imgur.com/VKadNqd.png

2. For Admin

2.1. Customer Edited Quote Email

https://i.imgur.com/JJA84g0.png

2.2. Customer Canceled Quote Email

https://i.imgur.com/gEB0gEo.png

2.3. Customer Deleted Quote Email

https://i.imgur.com/wIj4Q3t.png

2.4. Quote Report Email

https://i.imgur.com/Z3aTXAC.png

IV. Compatible with Quick Order extension

The Add To Quote button is displayed on the Quick Order page when you use the Quick Order and Request For Quote extensions together. This support helps customers’ operations more quickly.

https://i.imgur.com/CgUR0Oo.png