Cart2Quote

Request for Quotation

  • Popularity Score 4413 Popularity Score

    Popularity ScoreReferrals to Site/Downloads

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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 5.2.4-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

Release Notes - Cart2Quote 5.2.1-stable (December 7, 2015)

2015-12-09 14:00:35
  • Version number: 5.2.1.
  • 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: Disable/enable remarks on quote form in the frontend
Added: Form Builder 'Require Billing-/Shipping Address on Quote' setting per Customer Group
Added: Logged in customers can now select saved addresses
Added: Minicart for RWD theme (minicart implementation example for custom themes)

Fixed

Fixed: Email header used default logo instead of store logo for cron emails (reminder, expiry)
Fixed: Email logging has a fatal error when `Ebizmarts_Mandrill` is enabled
Fixed: Error in wsdl.xml (issue with Visual Studio connection)
Fixed: Extended license keys not working
Fixed: Id missing on quote request on certain configurations
Fixed: SendExpiryEmail and sendReminderEmail didn't trigger on quotes with a sales rep status
Fixed: The expiry date doesn't use store config when quote is created in backend
Fixed: Typo in update/installer scripts

Improved

Improved: Added support for Ebizmarts_Mandrill (in Cart2Quote)
Improved: Better notice when product is not saleable
Improved: Check compatibility helper for newer versions of APO (Mageworx renamed helper)
Improved: CRMAddon SQL small improvement
Improved: Default calculate_quote_totals_on_load set to 1 as this feature seems a bit unstable
Improved: Default shipping and billing address is not being overwritten per quote request
Improved: Error when using invalid template files
Improved: Email images have more fallbacks if there is not an image available
Improved: Grouped product will now redirect to grouped product instead of simple in quote basket
Improved: Module is disabled message says now which module is disabled
Improved: PDF address box is now dynamic in size
Improved: PDF font size increased with 1 pixel
Improved: PDF image rendering optimization (advanced settings)
Improved: PDF image size increased (from 30 to 60)
Improved: PDF now mentions QUOTATION at the top of the page
Improved: PDF now shows the selected shipping option (and hides the other options)
Improved: Quote grid in adminhtml now sorts on create date instead of quoteid
Improved: Quote view improved responsiveness for RWD theme
Improved: SQL update checks
Improved: Supplier bidding tool page
Improved: When auto proposal is enabled, the store-owner can add a default shipping method for the quote

Other

This release can break your theme integration when you have "template/qquoteadv/quote_address.phtml" customized

Release Notes - Cart2Quote 5.2.0-stable (October 28, 2015)

2015-10-29 09:34:04
  • Version number: 5.2.0.
  • 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: Email notifications
Added: Sales representative assign overwrite per customer
Added: Preparation for Supplier Bidding tool learn more

Fixed

Fixed: Accepted/Expiry/Reminder email now uses multiple store transactional emails.
Fixed: Base design doesn't show shipping address form on quote request when customer is logged in.
Fixed: CSV export with multiple of the same configurables has wrong qty
Fixed: Edit-increment always -1
Fixed: Email logging doesn't work when a SMTP module is installed
Fixed: Email templates uses wrong theme
Fixed: Error 152 on sql update
Fixed: Exporting to CSV add a line break after the address on some configuration
Fixed: Fatal error on mass status update
Fixed: Frontend currency switcher doesn't affect the backend currency
Fixed: Multi-currency support for setups where the base currency is different from the default base currency
Fixed: Multiple configurables with the same id can have wrong SKUs on the edit quote page
Fixed: Possible warning on System>Configuration page
Fixed: SQL error in update script v5.0.5 - v5.0.6
Fixed: The notify customer option in the CRMAddon doesn't work on some configurations
Fixed: Warning undefined index "cost_price" in admin panel ( not always set )
Fixed: When minimum order amount is enabled, you receive an error on checkout.

Improved

Improved: Added warning when Multi-currency rates are not complete
Improved: Bundle original price is now calculated on request not on every refresh. (speed improvement)
Improved: CRMAddon now shows success message in the backend
Improved: Customer select (dropdown) in grid shows now only customers with a quote
Improved: Date formats in adminhtml (Get dateformat in adminhtml from locale xml)
Improved: Edit quote page in backend doesn't has to calculate the totals. (800% speed improvement)
Improved: Email templates are now rendered once. (15% speed improvement on submit proposal)
Improved: Error logging for the CRMAddon
Improved: Fallback when getProductByAttributes returns null
Improved: Layout (backend) is now being set using the layout files
Improved: Lowered the count of collect totals. (15% speed improvement on save actions in the backend)
Improved: Lowered the count of Quote object reloads in the backend. (10% speed improvement overall)
Improved: New close-btn resize from 14Kb to 200b
Improved: PDF generation loads less objects. (speed improvement)
Improved: Removed unnecessary Qquoteadv rewrite in CRMaddon
Improved: Renamed 'trail note' to 'system message'
Improved: Support for unknown email modules
Improved: Support page shows more info
Improved: TAX/VAT conversion notice is only shown when rates are different

Other

Tested: SUPEE-6788
Improved: 'System>Configuration>Cart2Quote>Advanced Settings>Backend>Calculate Totals on Page Load' default set to 'No'
1 2 3
Reviews

About the Developer

This extension was developed by and is supported by Cart2Quote

Rated 4.6 out of 5 by 146 reviewers.
Rated 5 out of 5 by Must Have for any B2B Business Cart2Quote is a fantastic extension and crucial component to any B2B e-commerce project. The amount of functionality packed into this single extension is astonishing. There are a number of Magento "quoting" extensions out there, but none are as robust or well-coded as Cart2Quote. And the support team is knowledgeable and responsive. What more can you ask for? February 3, 2016
Rated 5 out of 5 by Great Tool & Great Support Using cart 2 quote and not2order is automation at its best. I highly recommend this product to any B2B ecommerce site. Great support, well worth the investment. January 27, 2016
Rated 5 out of 5 by The best possible solution Cart2Quote extension provides the best possible solution for merchants that are in b2b and b2c business. Completely solves the problem of hiding catalog prices without much frustration to customers. Also simplifies the proposal sending process as long as the checkout with custom product and shipping prices. December 19, 2015
Rated 5 out of 5 by Excellent module backed by great support We use Cart2Quote along with Not2Order as part of our B2B ecommerce site and they function flawlessly. Don at C2Q arranged custom modifications so that we could integrate our existing Quote ID's. After a request, they also have added support for MageWorx APO module which is an intrinsic part of our site. Thanks for the great module and support guys - We've gone from free, to starter and now to enterprise.. that says it all! December 11, 2015
Rated 5 out of 5 by Perfect extension for closing deals We have been looking for something like this to help us with quotes for our B2B and B2C customers. Since we installed it, it works perfect and has helped closing of our sales much faster. Highly recommend it. December 4, 2015
Rated 5 out of 5 by Nice extensible module Our collaboration with Cart2Quote went to our complete satisfaction. Through our Cart2Quote contactperson (Daan) we were able to switch quickly with someone who really knew how to handle things. This resulted in a solution that works properly. November 27, 2015
Rated 5 out of 5 by Try and buy it I was searching for module with this functionality for a long time. It is exactly what i need. In that time I was creating antiques store and I need functionality make reservation with simple request. This module give me this opportunity. I recommend this module to all store owners and developers. November 18, 2015
Rated 5 out of 5 by Works just like it says we have been looking for a good extension to create quotes and has not be easy to find a good one until we tried cart2quote. I suggest doing the free trail to see all the features and how easy it is to use. It has made our life much easier to manage quotes and has converted more since using cart2quote. October 29, 2015
Rated 5 out of 5 by Great extension - great support This extension is great for B2B as it has tons of features - but is fast and technically well developed. Support responds fast with good answers. Thumbs up! October 29, 2015
Rated 5 out of 5 by A must have for B2B The product works like a dream. Increases sales for sure. If you're doing business with other businesses, this is a must-have extension. October 20, 2015
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Q&A
(10 Questions : 9 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.
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meresylvia
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2 years, 11 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, 6 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.
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jayjana
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2 years, 9 months ago
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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
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Cart2Quote
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2 years, 6 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, 2 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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6 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 ago
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Avatar Image Url:: http://www.magentocommerce.com/magento-connect/media/avatars/avatar_219866.png
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
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Cart2Quote
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6 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
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heather1
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1 year, 11 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.
by
Cart2Quote
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6 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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1 year, 10 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.
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Cart2Quote
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6 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, 8 months ago
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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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6 months ago
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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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11 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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6 months 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
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9 months ago
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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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6 months ago
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HASSAN SHAHZAD
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2 weeks, 4 days ago
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  • 2016-02-10 T09:25:12.493-06:00
  • bvseo_lps, prod_bvqa, vn_prr_5.6
  • cp-1, bvpage1
  • co_hasquestionsanswers
  • loc_en_US, sid_7515, prod, sort_default
1 of 1
  • 2016-02-10 T09:25:12.495-06:00
  • bvseo_lps, prod_bvqa, vn_prr_5.6
  • cp-1, bvpage1
  • co_hasquestionsanswers
  • loc_en_US, sid_7515, prod, sort_default
1 of 1
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