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Magento 2 Email Quote

Magento 2 Email Quote by Meetanshi allows customers to request for quotation and admin to place a customized order from backend as per the requirements.

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Magento 2 Email Quote

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  1. 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.Email Quote in “My Accounts” 11.Email Quote in Backend 12.Order Quote to User in Email Email Quote for Magento 2 © Meetanshi.com

  2. 1.Extension Installation •Extract the zip folder and upload our extension to root of your Magento 2 directory via FTP. •Login to your SSH and run below commands step by step: ophp bin/magento setup:upgrade oFor Magento version 2.0.x to 2.1.x - php bin/magento setup:static-content:deploy oFor Magento version 2.2.x & above - php bin/magento setup:static-content:deploy –f ophp bin/magento cache:flush •That’s it. 2.Configuration For configuring the extension, login to Magento 2, move to Email Quote → where you can find various settings to enable the extension. •Email Quote: Enable the Email Quote extension from here. •Email Quote Label: Set custom label for the Email quote button on cart page. •Button Color: Set the color of the Email Quote button on cart page. •Button Text Color: Set the text color of the Email Quote button on cart page. •Button Border Color: Set the border color of the Email Quote button on cart page. → Configuration Email Quote for Magento 2 © Meetanshi.com

  3. 3.Email Quote Settings •For Admin The extension is to be configured for the admin to receive new quote inquiry Emails as shown here. oEmail ID of Admin: Enter the Email ID of the admin to receive new quote inquiries on this Email ID. oAdmin Email Template: Select the email template for the new quote inquiry email. oEmail 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. oSuccess Email Template: Select Email template for quote submission success Email. oCustomer Email Template: Select the email template for quote to customers oEmail Sender: Select the Email sender. Email Quote for Magento 2 © Meetanshi.com

  4. 4.PDF Attachment Settings The extension allows to attach PDF files with emails by configuring the below settings: •PDF Attachment: Enable PDF attachment to send quote in Email. •PDF footer Text: Set custom footer text for PDF. 5.Google reCAPTCHA Settings Get notified when a user unsubscribes for newsletter by configuring the below settings: •Google reCAPTCHA: Enable Google reCAPTCHA. •Site Key: Enter the site key obtained during the registration with Google reCAPTCHA. Email Quote for Magento 2 © Meetanshi.com

  5. 6.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 quote inquiry form. •Privacy Notice Text: Add custom privacy policy text. •Privacy Policy Reirection Page: Select page to redirectto redirect users to read privacy policy prior agreeing. Email Quote for Magento 2 © Meetanshi.com

  6. 7.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. Email Quote for Magento 2 © Meetanshi.com

  7. •Quote Inquiry Form On the click of “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 is enabled. A user can also read the privacy policy from the link given in the form Email Quote for Magento 2 © Meetanshi.com

  8. 8.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 and PDF attachments for quote inquiry. Email Quote for Magento 2 © Meetanshi.com

  9. 9.Quote Inquiry Success Email to Users Notify the users about the successful quote inquiry submission in the following manner: Email Quote for Magento 2 © Meetanshi.com

  10. 10.Email Quote in “My Accounts” The quote inquiries submitted by the customers are enlisted in the “My Accounts” section under “My Saved Quotes” along with the its status. Email Quote for Magento 2 © Meetanshi.com

  11. 11. 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 backend Admin can send quote to customers from the backend as shown here. Use the “Email Quote” button to send the order quote email. Email Quote for Magento 2 © Meetanshi.com

  12. 12.Order Quote to User in Email The customer can easily make the purchase using the link sent in email and directly proceed to checkout as shown in the image below: If you have any question or need support, Contact us at https://meetanshi.com/contacts/ Email Quote for Magento 2 © Meetanshi.com

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