Introduction

The B2B Product Quote gives you the ability to add a quote form on every product page. Customers can request a quote and are able to register an account. These quotes are saved in the back-end where you can see an overview of all quote in Sales > Quotes. 


Compatibility

- This extension is compatible with following Magento versions:

  • Magento Community 1.7.x – 1.9.2.2

This extension is compatible with all Magento product types.

- This extension is compatible with the Magento SUPEE-6788 patch.

This extension is compatible with the Magento SUPEE-6285 patch.



 


Installation

If you have compilation enabled, please disable it before installing this extension. You can check compilation status in System → Tools → Compilation under 'Compiler status'.

Copying Files:

  1. Copy the folders (and its content): "app" and "skin" to your root Magento directory
  2. Clear the Magento cache
  3. Log out and log in again in your Magento admin



Configuration 

Browse to System -> Configuration -> B2B Extensions -> B2B Product Quote to configure the extension. The configuration consists of five parts:

1.Info & Support: An overview of the extension information such as version number, compatibility, documentation and support.



2. License: Add your license key to this section.

3. Settings:

Extension Enables: Yes/No

Hide Shopping Cart: Yes/No. This will hide the shopping cart from your web store.

Hide Add to Cart button: Yes/No. This will hide the button “Add to Cart” in your web store.

Enable on Customer Groups: Yes/No. Selecting “Yes” will show an overview of available customer groups where you can select the customer groups who will see the quote form on the product page.



Form Settings:

Title: Form title that is being shown as the first product tab and is being used as the quote form title.

E-mail: The admin email address to receive the quote request email.

E-mail CC: The extra email address which will receive the quote request email. This can be used for administrative purposes.

Email Sender: The web store email address that will send the quote request email.

Email Template: Choose the “transactional email template” to be used when sending the quote request details. In this case select “Quote Request Details”.

Thank You Message: The message that the customer will receive after submitting the quote request on the product page.


Extra Form Fields



Note: The fields “First Name, Last Name and Email address” are mandatory for requesting the form and creating an account. These fields can’t be deleted or adjusted.

You can add other extra form fields to the quote form. The extension allows you to add the following type of form fields:

  1. Text Field
  2. Email
  3. Text Area
  4. Drop Down
  5. Multi Select


Adding default values to the fields

You can also add default values to the fields such as customer or customer address attributes. When a customer is logged in this values will be filled. To do this in the “Values” field add some of the following values accordingly:
• {{firstname}} – adds the customer first name,
• {{lastname}} – adds the customer last name,
• {{email}} – adds the customer email,
• {{street}} – adds street address,
• {{postcode}} – adds Zip/Postal Code form the address,
• {{telephone}} – adds the telephone from adders, etc.

Also this values can be combined.


B2B Product Quote

Browse to Sales -> Manage Quotes to see an overview of all quotes.

Additionally each quote can be seen individually and also there is an option for deleting a particular quote or a group of quotes. 









Setting preselected custom option on products

Magento by default gives admin users the ability to add options to each simple product in the back-end. However, an option could not be shown as pre selected in the front-end. In the Product Quote module this functionality is implemented and there is an option on Product level in the Custom options tab, for each product custom option the possibility to be shown as a Default or not. If it is set as Default custom option, that option is preselected on Product page as shown on the image below.






After the Quote is requested a Quote email is sent to the client and also to the admin user recipient where the quotes will be sent as shown on the image bellow. 

*The Quote recipient email can be set in the module configuration section, in the Email field.




Front End

Product page: After the module is enabled, the Quote Form will be shown in the product tabs below main product information info. As shown on the image bellow.







According to this example two extra custom fields are added from the admin module configuration section. And those are: size and color.





Uninstall

1. Change the “Active” element to “false”  /etc/modules/Ecomwise_Quote.xml and save the file.

2. Flush Magento cache.

This will set the extension to inactive. However, if more explicit action is needed:

1. Remove all files from file system.

2. Remove the entry with code='ecomwisequote_setup' in the core_resourse database table

 





Updates


21 December 2015

  • Module compatible with SUPEE-6285 patch.


12 November 2015

  • Module compatible with SUPEE-6788 patch.

03 September 2015

  • Fixing compatibility issues 
  • Bug fixes 


10 June 2015

  • Possibility to choose a certain custom product option as pre-selected for frontend. 

08 January 2015

  • Compatibility with simple products with custom options (the selected data is collected and send via email). 
  • Possibility to add default values to the fields. 

01 December 2014

  • Compatibility with configurable and bundle products (the selected data is collected and send via email) 
  • 100% prototype (no jQuery
  • Customizable frontend forms 
  • Ability to hide shopping cart 
  • Ability to hide add to cart button 
  • Ability to enable extension on customer groups 

27 October 2014

  • Responsiveness added


Support

Please browse to our FAQ page for more details or contact http://support.b2b-extensions.com.