Magento Email Quote

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Magento Email Quote lets users send their shopping cart via Email to request for quote to the admin for manage quotations and create the orders from the backend.

Table of Content

  1. Extension Installation Guide
  2. Configuration
  3. Email Quote Settings
  4. PDF Attachment Settings
  5. Google reCAPTCHA Settings
  6. Privacy Checkbox Settings
  7. Email Quote in Frontend
  8. New Quote Inquiry Email to Admin
  9. Quote Inquiry Success Email to Users
  10. Saved Quote in “My Accounts”
  11. Email Quote in Backend
  12. Order Quote to User in Email

 

  1. Extension Installation
  • Upload or copy all folders in the zip package to your Magento root folder. It doesn’t overwrite any existing files but just adds new files to the folder structure.
  • Once done, log in your Magento admin panel, go to System > Cache Management, select all caches and refresh.
  • Navigate to System > Configuration, if you can see the extension tab, it is installed properly.
  • If you get Access denied error, you need to log out admin panel and log in again.

 

  1. Configuration
    To configure the extension, log in to Magento backend, move to System > Configuration > Email Quote where you can find various settings to configure the extension.

 

  • Email Quote: Enable the Email Quote extension from here.
  • Email Quote Label: Set a custom label for the Email quote button on the cart page.
  • Button Color: Set the color of the Email Quote button on the cart page.
  • Button Text Color: Set the text color of the Email Quote button on the cart page.
  • Button Border Color: Set the border color of the Email Quote button on the cart page.

 

 

 

  1. Email Quote Settings
  • For Admin
    The extension is to be configured for the admin to receive new quote inquiry Emails as shown here.
    • Email ID of Admin: Enter the Email ID of the admin to receive new quote inquiries on this Email ID.
    • Admin Email Template: Select the email template for the new quote inquiry email.
    • Email Sender: Select the sender for the new quote inquiry email.




 

  • For Customers
    Configure the module for customers to receive the successful quote inquiry submission Emails.
    • Success Email Template: Select Email template for quote submission success Email.
    • ​​​​​​Customer Email Template: Select the email template for quote to customers
    • Email Sender: Select the Email sender.

 

 

  1. PDF Attachment Settings
    The extension allows to attach PDF files with emails by configuring the below settings:
     
  • PDF Attachment: Enable PDF attachment to send the quote in Email.
  • PDF footer Text: Set custom footer text for PDF.




 

  1. Google reCAPTCHA Settings
    Enable Google reCAPTCHA v3 in the Email quote inquiry form to avoid spam quote inquiry submissions.
     
  • Google reCAPTCHA: Enable Google reCAPTCHA.
  • Site Key: Enter the site key obtained during the registration with Google reCAPTCHA.
  • Secret Key: Enter the secret key obtained during the registration with Google reCAPTCHA.




 

  1. Privacy Checkbox Settings
    For GDPR compliance, the extension offers privacy checkbox feature that can be configured as below:
     
  • Privacy Checkbox: Enable the privacy policy checkbox in the quote inquiry form.
  • Privacy Notice Text: Add custom privacy policy text.
  • Privacy Policy Redirection Page: Select page to redirect to redirect users to read privacy policy prior to agreeing.




 

  1. Email Quote in Frontend
    Once the required configurations are done, customers can send quote inquiry to admin from the cart page using the quote inquiry form as shown here.
     
  • Email Quote Button on Cart Page
    The extension enables the “Send Quote” button with the custom text and layout on the cart page.




 

  • Quote Inquiry Form
    On the click of the “Send Quote” button from cart page, the quote inquiry form opens from where the user can fill up the details and add the quote request message. The privacy policy agreement checkbox and the Google reCAPTCHA v3 is enabled. A user can also read the privacy policy from the link given in the form.



 

  1. New Quote Inquiry Email to Admin
    Once the quote inquiry is submitted, the admin receives an Email as shown below. He can access all the details for the quote inquiry.


 

  1. Quote Inquiry Success Email to Users
    Immediately after the quote request is submitted, the users get the successful quote inquiry submission Email.


  

 

  1.  Saved Quote in “My Accounts”
    The quote inquiries submitted by the users are enlisted in the “My Accounts” section under “My Saved Quotes” along with its status.



 

  1.  Email Quote in Backend
     
  • Manage Quotes from Backend
    The extension offers backend grid for the admin to easily manage the quote inquiries. The grid allows to edit and Email quote to users and check the status of each inquiry easily.




 

  • Send Email Quote from the backend
    Admin can send quotes to customers from the backend as shown here. Use the “Email Quote” button to send the order quote email.  



 

  1. Order Quote to User in Email
    The users can easily make the purchase using the link sent in email and directly proceed to checkout as shown in the image below. The Email includes PDF attachment of the quote estimation if enabled from the backend.


 

  • PDF Attachment with Order Quote Email
    The PDF attached with the order Email is having the details of product name, quantity, price and total.


  

 

 

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