Cart2Quote

Cart2Quote 5.0 - Customer Quote Requests

  • Popularity Score 4281 Popularity Score

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Enabling customer quotation requests in Magento via front-end and Magento admin panel, including CRM.
Compatible with:
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€399.00
Overview

Cart2Quote 5.0 - Customer Quote Requests

The trusted quotation module for 6k+ users
Find out why Cart2Quote is the most populair B2B extension and get started for FREE.

"Cart2Quote has become an exceptionally convenient
time-saver and a massive money-saver. Cart2Quote
doesn’t just process quote requests it has turned our business around"

              Ryan Freeman, President National Fitness Distributors

 

Features_1

Place Quotations buttons

• Enable “add to quote” buttons per specific product
• Enable “add to quote” buttons per storeview or website
• Enable quotations and quote buttons for specific customer groups
• Specify the visibility of buttons in the Magento grid/list view
• Configure the visibility of the add to quote buttons on the product page
• Cart2Quote supports all Magento producttypes (checkout the demostore)

 

Features_2

Create Proposals via your Backend

• Enter custom prices per product
• Add custom shipping prices
• Add additional surcharges per quote with Fooman Surcharge (when installed)
• Upload additional attachments with a proposal email
• Enter shopowner comments per product
• Show realtime profit/reduction margins
• Add or delete products from the quote request
• Add or delete tier quantities for a specific product
• Convert a quote request to an order using the admin panel
• Configure the visibility of the add to quote buttons on the product page
• Auto send proposals based on Magento tier prices

 

Features_4

Customer Relationship Management (CRM)

• Send PDF proposals by email
• Send reminders and expiry emails
• Manually send messages from within Magento (CRM)
• Create and update custom message templates

 

Features_3

Assign your sales representatives

• Assign sales people to quotation requests manualy or automatically
• Add internal comments to a quote request
• Assign super admins with extra rights
• Show all quotation requests per customer in a grid

 

Features_6

Connect with your favorite CRM & ERP systems

• API with wsdl2 support (download the API manual)
• Quote request export via the Quotation grid actions
• Out of the box SalesForce integration with our partner PowerSync

 

Features_5

Customize your Cart and Checkout + Not2Order

• Set alternative checkout url for thirdparty checkouts
• Disable order references in the cart
• Enable Ajax add to quote popup

"Unlike other Quotation solutions, Cart2Quote is developed to create more sales it is not simply adding a quotation button and form, but it's adding a complete new sales channel to your Magento store."


What our customers say:

"Cart2Quote is the extension of choice.... These guys deliver great tools! With the lack of quoting extensions out there it is surprising to find their extensions so well done! True quoting with great functionality without much competition shows how great of a company they are... Well done guys... Well done…"

              TurboDoug on Magento Connect

"Why -Reinventing the wheel- as it's allready (well) done, We integrated it in a global solution as we need to provide this functions to our customers. we start from the free version, went to the Professional and soon we'll go on the Entreprises for it's ability to communicate via the API."

              Galilee on Magento Connect

"Cart2Quote has dramatically enhanced the experience that we are able to offer our customers. We are a fast paced business that has succeed by being flexible for our customers, and Cart2Quote allows us to bring some of that flexibility in to the static environment of the online store. Not only is Cart2Quote great software, but the team behind it is professional and responsive. We recently also purchased Not2Order, another great app, and can't wait to see what they do next."

              Sam Crowther on Magento Connect

More testimonials and examples

 

Features_7

Versions & Pricing

We offer 4 versions of our Quotation module: the Free version, Starter, Business and Enterprise. The main difference is that the free version offers only the front-end side of the quote request. The Starter and Business versions are fully loaded and the Business and Enterprise version are usable on unlimited domains. Enterprise offers extra features like the open source option and premium support with the installation and customisation of the module. Compare versions.

Looking to hide prices and disable the ordering of products in combination with Cart2Quote? Have a look at Not2order also. This Magento extension works seamless with Cart2Quote. Go to: Not2order - Hide Prices, Disable Ordering


Resources

Web: Cart2Quote website
Screenshots: Quotation processes and screenshots
Showcases: Examples and Testimonials
Live Demonstration: Live demo Magento quotations
Pricing: Versions and Prices Cart2Quote
Support: Support forum


Cart2Quote Versions


Now you're in Business
5 stars

Release Notes

Release Notes - Cart2Quote 5.1.0-stable (July 06, 2015)

2015-07-06 15:45:05
  • Version number: 5.1.0
  • Stability: Stable
  • Compatibility: 1.7, 1.8, 1.8.1, 1.9
http://www.cart2quote.com/release-notes#r510

Release Notes - Cart2Quote 5.1.0-stable (July 06, 2015)
Magento version requirements

Magento 1.7+
PHP 5.3+
New

Highlight: CRM: Audit Trail on the quotes (Quote status history)
Highlight: CRM: Two-way communication: Customers can now comment on a quote in the frontend and sales reps can respond in the backend
Highlight: 'Magento Shipping Methods can be added from the backend' is out of Beta
Added

Added: Ability to filter quotes in the customer dashboard
Added: Ability to overwrite the cost price in the edit quote screen (by clicking on cost price)
Added: CRM: templates accepts more objects (like: {{var quote.increment_id}} )
Added: en_AU translation
Added: Hide quotes from other sales reps
Added: Multiple file upload on quotes in the backend
Added: Option to select which sales reps are available in the quotes
Added: Support for Magextension_SDOCP
Added: Tiered cost prices (Cart2Quote Enterprise only)
Fixed

Fixed: Adding a product via quick quote will redirect to quote-cart
Fixed: After Print, Submit proposal button doesn't work in backend
Fixed: Custom option with price adjustment in percent is calculated as currency
Fixed: 'Enter new Quote Subtotal' sometimes wrong when quote has products with special prices
Fixed: Error in backend on Date_time Custom option
Fixed: Fatal error on edit locket quote in magento backend
Fixed: FPC cache not cleared on delete product
Fixed: Multiple selectable custom options on the PDF are not showing all the selected options.
Fixed: Shipping price zero when tax is based on billing
Fixed: Virtual products prices are zero
Fixed: When having Cart2Quote and Not2Order enabled while the add-to-cart button disabled, the form redirects the customer to the checkout when pressing 'enter' button.
Fixed: When using Magento 1.7.0.0 the advanced page is not showing / uses allot of memory
Improved

Improved: "After Adding a Product Redirect to Quotation List" is back in the advanced settings
Improved: Cart2Quote logs all exception to own log files now
Improved: Customer firstname and lastname is now Customer Name in the backend quote list
Improved: Edit Quote page title (backend)
Improved: Email design templates are now always loaded from frontend design
Improved: Every action has events now
Improved: German translation
Improved: New manuals
Improved: Payment Method is persistent in the backend
Improved: Remarks are now persistent in the frontend
Improved: Responsive quick quote functionality
Improved: Shipping method is now also already selected when switching from quote to order in the backend
Improved: Update script (SQL reinstall checks on group_allow_quotemode)
Improved: Warning when email is disabled

Release Notes - Cart2Quote 5.0.1-stable (February 26, 2015)

2015-02-26 14:15:36
  • Version number: 5.0.1
  • Stability: Stable
  • Compatibility: 1.7, 1.8, 1.8.1, 1.9
http://www.cart2quote.com/release-notes

Magento version requirements

Magento 1.7+
PHP 5.3+
New

Highlight: (Beta) Configurable form fields in quote request form (RWD and base, Enterprise only)
Highlight: Completely revised the System > Configuration pages
Note: After updating to v5.0.1, you can't downgrade to v4.x.x anymore.
Highlight: Completely revised the translations
Added the file 'Ophirah_Qquoteadv_NonTranslatedKeys.csv' that contains a list of missing translation keys
'Ophirah_Qquoteadv.csv' and 'Ophirah_Qquoteadv_Adminhtml.csv' are merged to one single file. ('Ophirah_Qquoteadv.csv')
Removed unused translation keys
Replaces some translations in the code so that more keys are translated by Magento itself
Highlight: Magento CE 1.9.1.0 and EE 1.14.1.0 support
Added

Added: Email templates for free users
Added: Help message in case of an ionCube issue
Added: Option to force the default product price as original price
Added: Support page in System > Configuration
Fixed

Fixed: Enterprise-trial users can't use reminder email and CRMaddon
Fixed: GetDefaultGroup on non-object after getWebsite(true)
Fixed: GetMessagesBlock now uses toHtml instead of getGroupedHtml
Fixed: License check for Enterprise edition on auto reminder function
Fixed: License check on Enable Quotations for Customer Group
Fixed: License check on My Quotes page in the customer account dashboard
Fixed: Magento CE 1.9.1.0 and EE 1.14.1.0 configurable product 'Add to Quote' button goes to Cart
Fixed: Not 'allowed to order' bundles are now orderable in the backend
Fixed: Notice on removing qty in backend
Fixed: Product with the same qty and id get the same price on 'edit product' in the backend.
Fixed: Quote fallback state STATUS_PROPOSAL_BEGIN/10 is not translated
Fixed: Quotes with STATUS_BEGIN are shown on quote admin grid
Fixed: Trial users can't edit products - missing product data
Fixed: When requesting shipping estimates in the front-end the product get extra tier qty.
Improved

Improved: After adding a product, redirect now follows the Magento Cart setting
Improved: Dutch translations
Improved: Expire emails are not send for free users
Improved: Information message for users without ionCune
Improved: License system
Improved: Load time of config pages
Improved: Removed unused images

Release Notes - Cart2Quote 4.4.0-stable (October 16, 2014)

2014-10-21 15:34:07
  • Version number: 4.4.0.
  • Stability: Stable
  • Compatibility: 1.7, 1.8, 1.8.1, 1.9
http://www.cart2quote.com/release-notes

Magento version requirements

Magento 1.7+
PHP 5.3+
New

New: Quote versioning (like order versioning)
New: Support for HHVM (Only for OpenSource, check hhvm.com 200% speed improvement is awesome!)
Fixes

Multi shop/currency/vat:
Fixed: Shipping price not shown in email
Fixed: Shipping price in correct currency and vat
Fixed: Tablerate shipping
Fixed: Currency symbol
Fixed: Showing wrong currency in backend
Fixed: Discount wrong or not calculated
Fixed: Create a foreign quote from backend
Fixed: Using wrong tax in backend
Fixed: Quote has wrong default tax (default was always US tax rules)
Fixed: PDF shows wrong currency and uses default store view settings
Images in email or PDF:
Fixed: Image url's that have the wrong extension are filtered
Fixed: Image file that is not in the database not supported
Fixed: Images in PDF/E-mail file_get_contents(No-selection)
Fixed: Images in email can be huge
Major:
Fixed: Speed improvements in CollectTotals
Fixed: Can't disable discount rules
Fixed: In some cases a wrong calculation with multiple bundles on a quote
Fixed: Continue Shopping Button now goes back to the last product.
Fixed: Remark and quantity are removed after addProduct in backend
Fixed: Disappearing shipping prices
Minor:
Fixed: Key_exists is deprecated (still available in PHP 5.6)
Fixed: Default attachments (added in config) don't have a content-type in email
Fixed: Shipping address checkbox checked when shipping address is required
Fixed: The settings of 'Fooman Surcharge' give an error on quoteadv ship rate
Fixed: Add 'disabled product' to quote message
Fixed: Better error message when proposal can't be sent
Fixed: Downloadable shows better in email
Fixed: Missing sales representative name
Fixed: Error: getChildren on non-object
Fixed: Incomplete line in translation
Fixed: VAT input field missing CSS class on quote form
Fixed: State is required on quote form
Fixed: Company is required on quote form
Fixed: Made auto generated password length 7. (instead of 6 for PCI compliance)
Fixed: OpenSource license check
Notices and warnings:
Fixed: Warning: getimagesize(no_selection)
Fixed: Notice on ItemCost
Fixed: Notice on imageWidth and imageHeight with PHP strict
Fixed: Notice on grouped products in observer
Fixed: Notice on order status with PHP strict
Improved

Improved: Dutch translation
Added

Added: CSS to enable mouse hover on tooltip and clicking on help links.
Added: events before/after adding items to quote
Added: support for servers without 'exif'
Beta Features (To use these features, enable the 'Beta features' in the Cart2Quote config settings)

Multi shop/currency/vat:
Fixed: Shipping information - BETA in correct currency and vat

Release Notes - Cart2Quote 4.3.1-stable (June 6, 2014)

2014-07-09 10:05:02
  • Version number: 4.3.1
  • Stability: Stable
  • Compatibility: 1.7, 1.8, 1.8.1, 1.9
For the latest release notes check:
http://www.cart2quote.com/release-notes

Fix: Changes to the customer account can now be saved when quotation tab has been opened
Fix: Correct product image link in e-mail template
Fix: Quote shows correct amount when currency has been changed in the frontend
Fix: ”… cannot be ordered for requested qty” error
Fix: Logo in e-mail templates
Fix: Massupdate getTableName missing prefix

Added: Quote number format can be set per store
Added: Support for configurable product type with custom options
Added: Support for virtual product type
Beta Features (To use these features, enable the 'Beta features' in the Cart2Quote config settings)

Magento Shipping Methods can be added from the backend
Shipping Estimates can be requested when placing a quote request

Release Notes - Cart2Quote 4.1.5-stable (July 31, 2013)

2013-07-31 19:58:43
  • Version number: 4.1.5
  • Stability: Stable
  • Compatibility: 1.6, 1.6.1, 1.6.2.0, 1.7
New: CRM functionality. Communicate with your customers through Magento (Cart2Quote Enterprise only)
New: Magento tax settings now fully supported. Cart2Quote now supports all possible tax configurations.

Fix: shipping address State/Province is required when regions are selectable
Fix: "Resubmit Quote" button available for quote status "Ordered" in customer dashboard
Fix: Autoconfirm link only works when quote can still be ordered
Fix: Quote Items mixup from core sales_quote_item if quote id and products were identical

Added: Spanish Translation
Added: Totals block of Quotation are now based on selected tier quantities
1 2
Reviews

About the Developer

This extension was developed by and is supported by Cart2Quote

Cart2Quote 5.0 - Customer Quote Requests 4.5 5 124 124
Excellent extension with lots of options We used this extension to manage our quotations from the backend and send (reminder) emails automatically. This extension provides everything we needed. Installation was quick and easy, and the support was very good. Highly recommended! June 23, 2015
A Must Have Extension For B2B Sites This extension is a must have extension for B2B sites. We average 1 quote for every 12 orders that we receive so not having an extension like Cart2quote creates a lot of manual work for us. It also creates a lot of friction for our customers since they may not realize they can request a quote from us. Cart2quote solves this entire problem, and this is not an easy task either. As a reference point I suggest people look at the salesforce appexchange and you will see that there are literally dozens of CPQ apps available because of how complex the nature of this process is. The cart2quote extension covers 100% of the process from request, proposal, to order submission. Now my customers can request and convert their quotes into orders at any time on my website which is a huge time saver for both us and them. I run into 1 bug using the beta feature involving shipping methods in the admin area. I sent 1 email to support and Dan replied back in a day with a fix for it. Great support, great extension, great Price. Looking forward to even greater features down the road as it gets developed. June 11, 2015
Great Extension After evaluating some options I decided for Cart2Quote and I am very pleased with the extension. Since the beginning I was able to install the extension and customize the frontend without any help, becoming an essential part of the strategy to my store www.icolors.com.br. The support was really fast to answer and solve my questions when I needed, really exceeding my expectations. I am actually in the Business plan and hope to upgrade it as soon as I can. Great job, team Cart2Quote. June 4, 2015
Great Module with Outstanding Support!! This extension is a key part of our new site www.delichon.uk and the team at Cart2Quote have been exceptional in the level of support they deliver for their product. Even when we were initially on the free trial version, support has been rapid, personal and above all effective! I can not recommend this extension and the guys behind it highly enough. Great Job! June 1, 2015
Great for stores with Dynamic pricing Based upon my research this is the most complete quoting system available for magneto stores with dynamic pricing. Module gives customer the freedom of choice to inquire before committing to an order. Also allows quote for out of stock when combined with not2order. Excellent! May 31, 2015
Great extension, great support We've used this extension just a little over a year now, and it's done everything we need and more. The few times we've had to contact support for questions they've been very prompt and helpful. From a developer perspective this has paid for itself multiple times over. May 21, 2015
Extension works great, superb support! Most of our visitors are B2B vistors and this Magento Quote extension is a must-have if you take your business serious! When you run into trouble or if you need support they are helpfull and thumbs up to Dan and his support team from Cart2Quote. Keep up the good work! May 21, 2015
Cool Product Good product. Helpful support. Hope it helps my business. May 19, 2015
Nice module and great support We have used this module for a couple of our customers. The module works really good. Nice features included. Also the support is great! Any question is answered very quickly and correctly. May 4, 2015
Excellent Quoting Module Used this module multiple times now and we are very happy with both support and its features and functionality. Its API is fully featured and works seamlessly with Magento's functionality. April 29, 2015
  • 2015-07-06T13:32:01.469-05:00
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Q&A
(9 Questions : 2 Answers)

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Avatar Image Url:: http://www.magentocommerce.com/images/avatars/uploads/avatar_360502
Customer avatar
Auto submit proposal Dosn't work at all, I set the Auto submit proposal in configuration / Quotations, but the setting deosn't work. My customer really wants to purchase, but the bug scared him.
by
meresylvia
-
2 years, 4 months ago
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Answers

Customer avatar
Answer: 
The auto submit proposal is part of the paid features set, so make sure you have a working licence or check if you trial is still active.

If you still encounter issues, please contact our support desk.
by
Cart2Quote
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1 year, 11 months ago
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Customer avatar
You have mentioned this extension is for free but after clicking this get extension button its opening another window and its asking for plans in the url http://www.cart2quote.com/magento-quotation-module-pricing.html.
by
jayjana
-
2 years, 1 month ago
+2points
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Avatar Image Url:: http://www.magentocommerce.com/images/avatars/uploads/avatar_219866
Customer avatar
Answer: 
On the page you are referring to there is a link that sends you to the free version. Its under the product box for the Standard version.

Or you can go directly to: http://www.cart2quote.com/magento-cart2quote-free.html
by
Cart2Quote
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1 year, 11 months ago
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0 answers

Checkout Disabled?

Avatar Image Url:: http://www.magentocommerce.com/images/avatars/uploads/avatar_157653
Customer avatar
Can I disable the add to cart and checkout for a product that I have enabled the Quote Feature?

If not, can I combine this product with your NoCheckout product to get the desired functionality?
by
Internut
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1 year, 7 months ago
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Avatar Image Url:: http://www.magentocommerce.com/images/avatars/uploads/avatar_26620591
Customer avatar
Hi There,
We want to sand Propoal with 2 image.But you have only one file upload at Quote Request Option.
Its URGENT.
by
subhomalik
-
1 year, 5 months ago
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Help

Avatar Image Url:: http://www.magentocommerce.com/images/avatars/uploads/avatar_26098336
Customer avatar
What a night mare ive installed the free version of this to use as a free trial to make sure it is what i want before spending big bucks!
I didnt have ioncube on my server and so it took my site down.
because of this i removed it from the ssh and manually cleaned the cache and my site has come back to an extent
however if i click on any products in the front or back end i just get a 404 error
I am stumped and so is my hosting company
by
firefire123
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1 year, 4 months ago
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Avatar Image Url:: http://www.magentocommerce.com/images/avatars/uploads/avatar_27439808
Customer avatar
We do not want customers to initiate a quote! Can we use this system to generate customized quotes only from backend? We want our sales staff to provide quotes after a dialouge with the customer rather than through our website
by
webplanners
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1 year, 3 months ago
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Avatar Image Url:: http://www.magentocommerce.com/images/avatars/uploads/avatar_27393932
Customer avatar
i have been trying to add bundle products to quote but i am not able to add those products to quote.

after adding bundle options also it showing Please specify product option(s).
can you pls tell me it showing. after selecting this.
by
phani kumar
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1 year, 1 month ago
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0 answers

Different File Types

Customer avatar
Hello, I need to allow users to upload .ai, .psd, and .zip on the quotes. Is there any place where I can select the allowed extensions? Thanks!
by
matheusbaumgart
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4 months, 1 week ago
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Customer avatar
I plan to use this plugin on services marketplace. Im using cybage marketplace plugin.
Will this plugin campatible to all vendors and buyers in the marketplace model?
by
vantegio
-
2 months ago
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  • 2015-07-06T13:31:03.843-05:00
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  • 2015-07-06T13:31:03.845-05:00
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