Cart2Quote

Request for Quotation

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  • Magento Connect Silver Industry Partner
Complete Request for Quote (RFQ) solution. Manage and create quote requests via the front-end or backend.
Compatible with:
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Magento Connect

€399.00
Overview

Request for Quotation

The trusted quotation module for 6k+ users
Find out why Cart2Quote is the most popular 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

Strategically Place Quotation Buttons

• Enable “add to quote” buttons per specific product
• Enable “add to quote” buttons per store view 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 product types (checkout the demo store)

 

Features_2

Create Proposals Via Your Magento 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 shop owner 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 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 (transactional emails)
• Manually send messages from within Magento (CRM)
• Create and update custom message templates

 

Features_3

Assign specific sales representatives

• Assign sales people to quotation requests manually or automatically
• Add internal comments to a quote request
• Assign super admins with special 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 third party checkouts
• Disable order references in the cart
• Enable Ajax add to quote popup

"Unlike other quotation solutions out there, Cart2Quote is developed to create more sales. It is not simply adding a quotation button and form, but it is adding a completely 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 already (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 succeeded 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 five versions of our Magento Quotation Module:
Free, Starter, Business, Enterprise and Corporate.
- The Free version offers only the front-end side of the quote request
- The Starter and Business versions are fully loaded
- The Business and Enterprise versions are usable on unlimited domains
- The Corporate version has unlimited development licenses

Compare The Cart2Quote 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 seamlessly 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

M1 Extension Versions

Release Notes - Cart2Quote 5.2.7-stable (April 4, 2016)

2016-04-05 14:04:06
  • Version number: 5.2.7
  • Stability: Stable
  • Compatibility: 1.7, 1.8, 1.8.1, 1.9, 1.9.1, 1.9.2, 1.12, 1.13, 1.13.1, 1.14, 1.14.1, 1.14.2
Magento version requirements

Magento 1.7+
PHP 5.3+

Fixed

Fixed: Ajax quote error: this request has been blocked; the content must be served over HTTPS
Fixed: Call to a member function setAttribute() on null Fakepro/Helper/Data.php on line 181
Fixed: Missing functions in Qquoteaddress.php
Fixed: Product remarks on quote page
Fixed: Quote has wrong increment id and is not visible in the grid, Notice: Undefined index: payment in QquoteadvController.php
Fixed: Shipping Method has underscores on Quote PDF
Fixed: Sidebar stays visible when Cart2Quote template files are disabled

Improved

Improved: Disabled Auto Proposal by default
Improved: RWD now supports the function "Checkout quotes with accepted status"
Improved: Small improvement to the Not2Order helper

Release Notes - Cart2Quote 5.2.6-stable (March 3, 2016)

2016-03-04 14:22:47
  • Version number: 5.2.6
  • Stability: Alpha
  • Compatibility: 1.7, 1.8, 1.8.1, 1.9, 1.9.1, 1.9.2, 1.12, 1.13, 1.13.1, 1.14, 1.14.1, 1.14.2
Release Notes - Cart2Quote 5.2.6-stable (March 3, 2016)
Magento version requirements

Magento 1.7+
PHP 5.3+

Added

Added: "Clear Quote" button to quote page
Added: "Update Quote" button to quote page

Fixed

Fixed: Ajax save of quote allows overwrite of maximal qty
Fixed: Decimal Qty on tier pricing changes initial price
Fixed: DeleteAction and MassDeleteAction are different and don't check for privileges
Fixed: Error when email checking is disabled and a quote is requested with an existing account
Fixed: Fatal error: Call to a member function getId() on null QquoteadvController.php when no quote id is defined in the URL
Fixed: Filtering on quotes in customer tab in backend breaks template
Fixed: Issue when using APO swatches
Fixed: Miniquote doesn't update when using Ajax add to quote
Fixed: Notice: Undefined index: SERVER_NAME License.php on line 0
Fixed: Old theme integrations don't have an action on the 'Add to Quote' button
Fixed: On conversion from a quote created in the frontend to an order in the backend, the customer group id didn't persist
Fixed: Personal quote notification renders wrong URL when there is a single result
Fixed: Product name in PDF uses the default store view product name
Fixed: Quick quote issue when related products are selected (for now related products are not supported in quick quotes)
Fixed: Quote basket didn't show the customer group price on a product
Fixed: Quote reduction 0% and 100% not working
Fixed: Redirect to other store backend after sending quote proposal in backend of multi store
Fixed: Shipping prices not consistent for bundle items when 'User Defined Qty' is disabled
Fixed: Some translations with single or double quotes in it didn't work
Fixed: Some labels in the address form aren't translatable
Fixed: Transactional emails preview give error 500
Fixed: Unanswered quotation counter contained invisible quotes
Fixed: Zero is not allowed as new Quote Subtotal

Improved

Improved: "Continue Shopping" button behaves like Magento's
Improved: Email logo's now use the logo upload field in the Magento settings
Improved: Install CRMaddon SQL with disabled foreign key check
Improved: Layout of quote index page (RWD) more responsive for mobile size screens
Improved: MassDeleteAction is only allowed for Administrator users
Improved: Quote button not consistent regarding to the Stock Setting
Improved: Translations (small improvements for all translations)
Improved: Dutch (nl_NL) translation
Improved: English (en_AU, en_GB and en_US) translation
Improved: English (en_AU and en_GB) email templates

Release Notes - Cart2Quote 5.2.4-stable (February 08, 2016)

2016-02-09 12:19:29
  • Version number: 5.2.4
  • Stability: Stable
  • Compatibility: 1.7, 1.8, 1.8.1, 1.9, 1.9.1, 1.9.2, 1.12, 1.13, 1.13.1, 1.14, 1.14.1, 1.14.2
Magento version requirements

Magento 1.7+
PHP 5.3+

Fixed

Fixed: Base design always asumes a filled shipping address
Fixed: Cost price always set to 0,00

Release Notes - Cart2Quote 5.2.3-stable (February 03, 2016)

2016-02-08 16:34:10
  • Version number: 5.2.3
  • Stability: Stable
  • Compatibility: 1.7, 1.8, 1.8.1, 1.9, 1.9.1, 1.9.2, 1.13, 1.13.1, 1.14, 1.14.1, 1.14.2
Magento version requirements

Magento 1.7+
PHP 5.3+

Added

Added: "Clear Quote" button to my quotes page
Added: Create, accept and reject quote through SOAP API
Added: Optional support for MageWorx_DeliveryZone
Added: Option to save space by changing the font in the PDF to Times New Roman
Added: Support for Ayasoftware_SimpleProductPricing
Added: Taiwanese translation

Fixed

Fixed: Address details not visible on quotes in backend
Fixed: Company field was missing in old themes
Fixed: Customer group id is not set on quotes created in the frontend
Fixed: Email not saved on quote request when using a legacy template
Fixed: Error on line 42 in Apo.php
Fixed: Error when email checking is disabled and a quote is requested with an existing account
Fixed: Error in Fakepro/Helper/Data.php on line 453
Fixed: File option on products are not added when using ajax add to quote
Fixed: Js error on product pages when quick quote is not used
Fixed: Miniquote is different from Minicart
Fixed: Notice in indexController.php
Fixed: ReferenceError: newEmptyCell is not defined
Fixed: Registration mode setting wasn't functioning right
Fixed: Related product overwrites qty of parent product.
Fixed: Tax calculation issue introduced in v5.2.2 for catalogs that have products including tax

Improved

Improved: Chinese translations
Improved: Edit option for the Cost Price is visible in the backend now
Improved: Finnish translation
Improved: PDF rendering for fake products
Improved: Shipping calculation is now compatible with the weight option of APO
Improved: SUPEE-7405

Release Notes - Cart2Quote 5.2.2-stable (January 6, 2016)

2016-01-06 16:40:24
  • Version number: 5.2.2.
  • Stability: Stable
  • Compatibility: 1.7, 1.8, 1.8.1, 1.9, 1.9.1, 1.9.2, 1.12, 1.13, 1.13.1, 1.14, 1.14.1, 1.14.2
Magento version requirements

Magento 1.7+
PHP 5.3+

Added

Added: Fake Products
Added: General quote remarks can be disabled now
Added: Notice of changed/new quotes on login in backend
Added: Product remarks can be disabled now
Added: Quotes can show multiple linked childs now on the backend quote edit page
Added: Shopping Cart Rules compatibility (BETA)
Added: Support for PHP 7

Fixed

Fixed: Blank page when no product can be added in the frontend
Fixed: Can't rename temporary table in the CRM setup script
Fixed: Customer object wasn't available for the total collectors
Fixed: Customer TAX class wasn't used
Fixed: 'Default base' vs 'base store' of 'store view' TAX settings
Fixed: Discount calculation uses default TAX class instead of billing address TAX class
Fixed: Downloadable product couldn't use custom prices
Fixed: Email logging didn't log default Magento email sender
Fixed: Email shows no item price on some configurations
Fixed: Error message "impossible to create a column without comment" for column customer_notified
Fixed: Error on line 42 in Apo.php
Fixed: Error on the 'Quote Configuration' page when custom shipping methods are installed
Fixed: Get customer group id is always loaded from the customer instead of the quote object
Fixed: GetWeight on the address returns the address itself instead of the weight
Fixed: In some cases base TAX rate of the default store was used instead of website
Fixed: Issue with Image rendering from url's in the PDF
Fixed: Issue with PNG rendering in the PDF
Fixed: Mage_Customer_Model_Customer given where Mage_Customer_Model_Address is expected constraint error in checkDefaultAddress
Fixed: Mod_security gets triggered on quote save in the backend
Fixed: New subtotal calculation uses original price instead of overwritten price to calculate the price difference
Fixed: Out of stock product cant be removed from quote in the backend
Fixed: Permission issue in Cart2Quote backend when an user doesn't has the CRM Addon permission
Fixed: Quick request via quick-quote submits order form
Fixed: Quote adjustment on PDF wrong on multi-currency setups
Fixed: Quote adjustment needs another save when calculation on page load is disabled
Fixed: Quote needs another save when shipping or subtotal is changed
Fixed: Quotes with the status STATUS_PROPOSAL_ACTION_OWNER and STATUS_PROPOSAL_ACTION_CUSTOMER can't be accepted
Fixed: Region is not saved when it isn't a registered region id
Fixed: Removing the key on quoteadv_crmaddon_messages results in an error in the setup script
Fixed: Request email is not sent to customer
Fixed: Saving that quote lowers the expiry date by one day on some configurations
Fixed: Selected shipping method in the frontend isn't used
Fixed: Shipping cost persistence when speed improvements are enabled
Fixed: Shipping type has only one char in the database while it can be ten chars
Fixed: Short description on PDF now starts after the image
Fixed: Some older customization where not compatible with some new code regarding the emails and the HTML PDF's

Improved

Improved: Added a check for mod_security on the support page
Improved: Added a check on the support page that warns if the Cart2Quote shipping method is disabled
Improved: Added Chinese language files
Improved: Added Finnish translation files
Improved: Cart2Quote shipping method is default set to active
Improved: Compatibility with old template files, from before v5.2.1
Improved: Customer group is now persistent on quote to order actions
Improved: New manuals
Improved: PDF rendering is more dynamic (address, totals, remarks and logo)
Improved: Quote increments now get a new creation date
Improved: Renamed 'Qquote Shipping Proposal Name - Qquote Shipping Proposal Method' to 'Custom Shipping Price - Quote'
Improved: Supplier Bidding Tool information page
Improved: When catalog prices are set including tax, Cart2Quote totals collector removes the tax from the products
Improved: When catalog prices are set including tax, the total block on the edit quote page has the correct tax settings now
1 2 3 4
Q&A
(12 Questions : 11 Answers)

Product Q&A

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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
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3 years, 2 months ago
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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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2 years, 9 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
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3 years ago
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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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2 years, 9 months ago
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1 answer

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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2 years, 6 months ago
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Avatar Image Url:: http://www.magentocommerce.com/magento-connect/media/avatars/avatar_219866.png
Customer avatar
Answer: 
Yes, when Cart2Quote is enabled and ordering for that product is disabled via Not2Order, your customer can checkout that product, but only after the shopowner has created a proposal for the customer and the customer accepts the proposal.
by
Cart2Quote
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9 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
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2 years, 4 months ago
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Customer avatar
Answer: 
Since Cart2Quote version 5.1 we've added this feature. You can now add multiple files to your proposal. See: http://www.cart2quote.com/release-notes#r510
by
Cart2Quote
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9 months ago
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1 answer

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
heather1
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2 years, 3 months ago
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Customer avatar
Answer: 
Just like Magento we strongly recommend never to install new extensions on a live environment. If you happen to do so and run into trouble the easiest way out is using the backup you created before installing the new module.
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Cart2Quote
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9 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
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webplanners
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2 years, 2 months ago
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Avatar Image Url:: http://www.magentocommerce.com/magento-connect/media/avatars/avatar_219866.png
Customer avatar
Answer: 
Cart2Quote facilitates shopowner that create and initiate all quote requests exclusively via the backend. Just disable the front-end templates of Cart2Quote and you will have the desired functionality.
by
Cart2Quote
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9 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, 11 months ago
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Avatar Image Url:: http://www.magentocommerce.com/magento-connect/media/avatars/avatar_219866.png
Customer avatar
Answer: 
All Magento product types are compatible with Cart2Quote. However if you are using third party extensions that alter the way bundles behave, you might encounter module conflicts.
by
Cart2Quote
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9 months ago
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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!
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matheusbaumgart
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1 year, 3 months ago
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Avatar Image Url:: http://www.magentocommerce.com/magento-connect/media/avatars/avatar_219866.png
Customer avatar
Answer: 
Cart2Quote uses the Magento custom options (file type) functionality to upload files with quote requests. You can set the allowed file extensions in exact the same way as you would with normal orders that contain custom options of the file type.
by
Cart2Quote
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9 months ago
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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
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1 year ago
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Customer avatar
Answer: 
We are unfamiliar with that extension. Marketplace extensions are using an alternative order flow and will probably need some customization to work with Cart2Quote. Feel free to ask for a quote on our website. We're happy to make Cart2Quote a perfect fit for your website.
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Cart2Quote
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9 months ago
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If we send a quote to the customer, can they then pay via paypal or wire transfer and the order gets registered as a sale in Magento like any other normal order?
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Mistingsystems
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3 months, 2 weeks ago
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Answer: 
Sure, the order process is not affected by Cart2Quote, so in effect any payment method that is available when processing a normal order should also be available when checking out an order as result of an accepted quote.
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Cart2Quote
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2 months, 3 weeks ago
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  • 2016-05-25 T12:30:13.432-05:00
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Support for This Extension

The best place to start if you need help with a specific extension is to contact the developer. All Magento developers have both a contact email and a support email listed.

Magento Platform Support

If you need support for a Magento platform, there are different options for support depending on which Magento platform you are using. Below are links for specific platforms.

Reviews

About the Developer

This extension was developed by and is supported by Cart2Quote

Rated 4.6 out of 5 by 156 reviewers.
Rated 5 out of 5 by Excellent extension, recommended! We installed this extension for one of our clients and it has exceeded our expectations. Their support was second to none. Other companies could learn a lot by following their example. The extension itself is excellent and well thought out, it has increased our clients turnover by giving them a much better way of quoting so that they look like a much more professional company. We would not hesitate to use this extension again. July 7, 2015
Rated 5 out of 5 by The complete Quote solution for Magento If quoting your customers is a major part of your business and need a sales quote automation system integrated into Magento with all the details covered, then this is your best solution without any doubt. Cart2Quote automates every step of a quoting process from receiving RFQ requested by your potential leads to a paid transaction. It also comes full of features including but not limited to revising quotes, automated follow up emails to customers, allowing your customers requesting revisions, and finally getting the deal done by converting a quote to an actual order with a one click of a button. I have been using this system for over 6 months now and it is getting much better with each version upgrade. It may be a little pricey but again this is not a "quick contact over a product" type of solution. It completely dominates how your e-commerce web site works so you must have a suitable business model to use this software right. If you are successful using this product, it pays you back quickly. Installing the plug in is a straight forward job but if you are using a custom theme then you will probably need a design modifications so be prepared to purchase some extra man hours or spend some of yours if you are an expert. July 6, 2015
Rated 5 out of 5 by 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
Rated 5 out of 5 by 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
Rated 5 out of 5 by 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
Rated 5 out of 5 by 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
Rated 5 out of 5 by 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
Rated 5 out of 5 by 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
Rated 5 out of 5 by 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
Rated 5 out of 5 by Cool Product Good product. Helpful support. Hope it helps my business. May 19, 2015
  • 2016-05-25 T12:30:40.511-05:00
  • bvseo_lps, prod_bvrr, vn_prr_5.6
  • cp-4, bvpage2n
  • co_hasreviews, tv_156, tr_156
  • loc_en_US, sid_7515, prod, sort_default
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