Cart2Quote
Cart2Quote for Magento 2 enables you to create proposals from the backend and front-end. You can edit and submit sales proposals and convert quotations to orders via both the backend and front-end of Magento.
- Hyvä Compatible
- Create Quote from admin panel or front-end
- Offer shipping price
- More Features continually added
- Backend management grid
- RFQ via backend
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.
Cart2Quote API Functionality
Create quotations, add quotation items, get a complete quotation list and edit existing quotations using our module’s API functionality.
Interested in managing, requesting or editing your quotation remotely? Look no further. Our Cart2Quote Quotation module fulfils all of your requirements.
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.
Frequently Asked Questions
Your question not listed below? Please contact us if you have any further enquiries.
Licence
It is strongly recommended to let the module be installed by a technical implementer if you do not have the necessary knowledge of Magento modules installations. Visit our documentation center and download our InstallationGuide to see what’s involved.
You can quickly and easily renew your license at € 200 off the normal pricing within one year of your original license expiration date. More information.
Nope, if your license expires your extension will still work, however you will no longer have access to updates and support and can no longer request extra development domains.
Yes. Cart2Quote Licenses are permanent and will never expire. There is no annual fee. Your License key is tied to your Magento backend URL. View our Cart2Quote licensing information page, for more information.
Yes, the source code of Cart2Quote is not encrypted and does not require the installation of decryption software on your server.
However, Cart2Quote contains a few obfuscated files which contain our license and edition logic. The obfuscating of these files makes it possible to protect our software and at the same time allow our customers to upgrade editions without installing new software or changing code.
If you require a version of Cart2Quote without any obfuscation, you can opt for the Enterprise edition and select the development version. The development version option is only available when ordering the one-off priced software.
Please note: It is not allowed to resell any part of the Cart2Quote software without ordering a license for every Magento installation or server that uses Cart2Quote.
An original equipment manufacturer, or OEM, manufactures products or components that are purchased by another company and retailed under that purchasing company’s brand name. OEM refers to the company that originally manufactured the product.
The Cart2Quote OEM product is developed for companies that have included Cart2Quote’s (functionality) in their product. Selling it white label to their customers in the form of, i.e., a Magento template that can be purchased via their website or a diversity of marketplaces.
The minimum expected sales quantity is 10 license per year. We do have other alternatives available for companies not expecting this sales volume. (See Partners)
We’re so confident you will love our products, we offer a 30 day, money back guarantee if the extension fails to work and we are unable to fix it. If you required an installation and/or custom work, we will deduct this amount from your refund. Learn more about our refund policy.
Subscription
Any subscription plan renews automatically. If you don’t want to be billed, cancel your subscription until the expiration date otherwise the system will bill your card or Paypal account automatically.
There are both monthly and annual types available on Cart2Quote. You are free to select the type you wish. If you want to pay month by month you have to select one of the monthly plans because for annual plans you need to pay upfront.
You can change your current plan and upgrade at any time to any plan you prefer. For more details and instructions
Yes, our plans can be cancelled on a month by month basis when this option is selected or on a yearly basis when billed annually. Contact us when you want to cancel your subscription.
No, the exact same software will be delivered to you. Both versions are self-hosted. However if you require the open source version of Cart2Quote, you will have to select the one-off pricing as this version is not available as a subscription service.
Update & Upgrade
If you are using the free version and decide to upgrade and enable more features of Cart2Quote, you do not have to reinstall the module. Just enter a license key into the backend. The same is true for other upgrades from one version to another. Visit the upgrade page for more information.
Depending on the Cart2Quote edition you purchased you have received a certain amount of months of free updates. View the comparison table above to see the applicable period of free updates for your edition.
If your trial ends before you purchased a paid product, Cart2Quote will degrade to the free version. Your data will remain intact, and your customers can still submit new requests, and you can continue processing new price requests via the admin panel. Only the paid features will stop working.
Compatibility
Cart2Quote will be out-of-the-box compatible for Magento themes based on the RWD and base themes. For all other themes some adjustments may be needed to make it fully compatible. For more information on installing Cart2Quote, please read through our documentation. If you would need help to make Cart2Quote compatible with your theme, we suggest you purchase a Theme Integration.
Yes, we can, and we would be happy to. We love to make Cart2Quote a perfect fit for your business. We have multiple user cases of customizations and testimonials of happy customers that trusted us to customize their Magento web shop. Visit our Magento customizations page for more information.
Cart2Quote currently runs on more than 6000 different store configurations and limiting possible module conflicts is important to us.
However, the most common compatibility issues at the moment are modules relating to SMTP modifications and Ajax extensions.
For a more store specific analysis of possible module conflicts, you can send us a list of installed modules. Please copy this list of installed modules in your store from
System>Configuration>Advanced>Advanced
Payment
When you purchase an extension with a one-off price, you can use it perpetually. Your license also comes with a free update subscription and Cart2Quote support for a limited period. After the free update subscription period, you can choose to extend the update subscription for another year for a discounted price. If you chose not to extend your update cycle, the Cart2Quote software will still function without interruption.
When you subscribe to one of our plans with a month-to-month billing of an annual billing cycle, the software remains activated as long as the subscription is active. If the subscription is canceled the Cart2Quote subscription will be terminated at the end of the current billing cycle and your Paypal account or credit card will not be charged again. No credit is offered for canceling an account prior to the end of a billing cycle.
We accept Visa, Mastercard, and American Express through our online payment system (Paypal). If you would like to prepay with a bank transfer, you can select “Pay with an invoice” or pay with iDeal (Netherlands only). You can select these options during the checkout.
Features
We are dedicated to improving this quotation module every day. Our goal is unchanged: creating a complete Magento quotation module. We release a new version of Cart2Quote about every month. Visit our Release Notes for more information.
Not2Order is our Magento module that works seamless together with Cart2Quote. This module enables you to manage the visibility of order buttons and prices on a product per product basis and/or per customer group. Visit the Not2order product page.
Support
Our Corporate version comes with phone support. All other products come with online support. This helps us keep detailed records about your issue in one place. Nothing is lost in translation between advisors or if we need to escalate an issue to engineers.
We are excited about your interest in becoming a Cart2Quote reseller! Please have a look at our partner/reseller program for more information.
Manuals & Support
In the documentation below is detailed information on how to install and configure the module and how to use the Not2Order module.
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Release Notes
Cart2Quote release notes provide information on the features and improvements in each release. This page describes both major, and minor (bugfix) Cart2Quote releases.
Select your version from the list below to see its related release notes.