Order Quotation Module B2B

One way of increasing your sales, is offering your customers a quote before they proceed with their purchase.

Increase your sales by offering your customers a customized quote send by e-mail, created in the backend of Magento®.

The Order Quotation Module for Magento® 2 helps you increasing your sales by offering your customers a proposal before they proceed with their purchase.

This module adds this functionality and let's you manage quotation from the backend. You can create a new order from the backend by using an existing or customer request and send them a quote. The order will get a special status indicating that a quote has been sent. Once it is approved by the customer, you can continue with the natural workflow of the order.

Main functionalities:

• Create proposals
  Select products from the Magento® 2 store, adjust the price and send out a proposal to the customer
• Manage proposals
  See all outstanding quotiation in the Magento® 2 backend order overview
• Edit proposals
  Your client wants you to offer him a better proposal? No problem. Use the edit option of your order and resend it.
• Customize pricing of products
  By default Magento® 2 will offer you the default price for all clients in a specific group. When making the quotation you can adjust the price, in order to offer a great deal!
• Send proposals
  After you easily created the proposal you just send the quotation as if it were an order.
• Transactional emails
  The Order Quotation Module includes by default two transactional emails, which can be adjusted in the Magento® 2 backend.

Save time and increase your sales! One of our customers presented us with the following problem. ´It takes me a lot of time to send my customers a customized proposal, while I already have all the products in my Magento store! Can you fix this problem?´ The development process for this module started with analysing the current workflow. We concluded that our client was wasting his time processing custom made proposals. We could shorten his workflow so that if he used his Magento store to create quotations he would save a lot of time and he could skip;

1. Cut and paste specific product into a Word document, including the descriptions.
2. Determination of the product pricing.
3. Writing an email and pdf document with the proposal.
4. Log the proposal into a separate registration system.
5. Follow up on sales.
6. Converting proposal into order.
7. Process payment of an order.

All this lost time results in missing the momentum in sales. As sales responsible you want to close the deal when it’s hot. The Magento database offers a perfect environment to create Order Quotation Module. All the products and their description are together. Instead of processing an order you process a quotation. After the customer accepts the proposal, by paying the amount, the procedure can be continued with the natural workflow of the order. Spending hours on typing a customized proposal is history. The main functionalities of this module are;

• Create, manage and edit quotations
• Customize pricing of products
• Use Magento catalogue promotion pricing rules
• Offer online payment of the quotation

We are happy to have been able to help out our client and we have decided to offer this solution to all you Magento users. Stop wasting time doing all that duplicate work and increase your sales with our new quotation module for Magento.