Module Roja45: Quotations Pro - Receive and Send Quotes
Module prestashop pour votre site e-commerce
Increase Sales. Manage customer requests, or create offers directly, offer discounts, and custom shipping prices. Customers can order directly from the quote, or create quotations and orders from the back office. Lots of extra features, see below.
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The most feature complete quotations module in the addons store, 1000+ downloads!
Works with Prestashop 1.6 and 1.7 (all versions).
Front Office Features
- Works in Selling mode and Catalog Mode.
- Allow single or multiple product quotation requests.
- Hide prices for quotable products.
- Fully compatible with Multistore.
- Enable specific products for quotation.
- Enable quotation options by customer group.
- A quotation cart provides multiple product quotation requests where the customer can add enabled products to the quote cart and, when ready, request the quotation.
- Convert the shopping cart to a quotation request, or download a PDF copy.
- Customers can purchase a quote directly from the quotation email.
- Quotation details, and history, available in the customer account area.
- Convert a quote to an order quickly.
- Recaptcha v3 support, prevent spam requests.
- Support Prestashop customization fields, saved customization information will be present in the quotation request.
- Download a PDF copy of the quotation offer.
Back Office Features
- Full quotation management, keep track of requests and create, edit and send offers.
- Add and edit multiple product lines at the same time. Quickly edit your quotations to get your offer to your customer as fast as possible.
- PDF and Email template editor. No need to edit templates directly, use the WYSIWYG editor to create your own PDF, Email and fast answer templates.
- Many quotation data points available for insertion into the templates.
- Set quotation expiry dates. Highlight expiring offers in the back office.
- Form editor allows you to capture all the necessary information in order to accurately create a quote for your customer.
- Multiple form element types available:
- Text Field
- Text Area
- Button
- Drop down selection
- Date Selection
- Checkbox
- Address Form - The address form can be used to automatically create a customer account, with an address, for fast ordering possibilities.
- Create multiple request forms, assiged by product categories, capture different customer information for different products in your catalogue.
- Offer a personalized customer product price for each product in a quotation.
- Add discounts to quotations, which will be applied to an order during checkout.
- Add custom shipping costs to your quotation, which will be applied to an order during checkout.
- Restrict the shipping options shown to the customer based on the shipping added to the quotation.
- Fast response option. Give an instant response to the customer, and create quotation, and send emails asynchronously for a better user experience.
- Send the quote to the customer via email
- Customer can purchase directly from the email.
- Quote available in customer account area.
- If using a catalog only enabled store, the customer can request an order be created by an employee using the same notification system via their account section.
- See the number of quotation requests that need a response in the back office header, and in the FavIcon (Prestashop 1.6 & 1.7)
- Save a quotation as a template, and quickly create new quotations using the saved details.
- Fully supports taxation system, capture the invoice and delivery details, and calculate the tax based on your selection.
- Set an expiry date for the quote, customer will see this in the email and in the customer account area.
- Export quotes to PDF.
- Customer communications integrated into the Prestashop customer service process.
Ce que vos clients aimeront
Your customers can get a personalized product price, or receive discounts for bulk orders. Increase engagement with your customers.
Installation
Install the module, and enable the products you would like to be quotable. That's it!
Custom hooks provided to allow integration with third-party themes.
Autre
The module is provided with templates designed for the default Prestashop theme. In third-party themes it is sometimes necessary to make template and styling changes to match the custom layouts and designs of those themes. The module provides custom hooks to make this process easier. As part of the standard support package, and changes necessary to ensure that the module functions from a technical aspect, as it functions in the default theme, in third-party themes is included, however template component positions and styling changes for third party themes are not included.
Caractéristiques
Have an idea for a feature, get in touch to see if it can be included.
Latest updates and features
- Supports Prestashop 1.6 & 1.7 in the same module.
- Back office quotation templates
- Quotations enabled by customer group.
- Add shipping method select form element
- Customer account creation optional
- GDPR compliance
- Faster product selection process to support catalogues of large quantity products
- Attach PDF copy of quote to customer email
- Better visual feedback when adding products to quote cart on PS 1.7
- Enable/Disable product availability when adding products to quote. Quote out of stock products.
- Customer file uploads, let your customers attach a document to the request.
- Pre-populate form with customer data when logged in.
- New quotation cart for customer, add products to the quote while browsing the site.
- Receive all quotation requests in a new Back Office tab.
- Track the status of each quotation.
- Convert requests into quotations and send them to the customer to add to their cart
- Add discounts, and charges from the Back Office.
- Define canned responses to send to your customers quick responses.
- Raise orders directly from a quotation in the Back Office for catalogue enabled stores.
- Catalogue mode support for single and multiple products, orders raised though back office.
- Cart mode support for single and multiple products, orders raised though cart.
- Quotation Form Designer
- PDF/Email Template Editor
- Configurable Quotation Statuses
- Customer messaging system
Recommandations
Have an idea for a feature, get in touch to see if it can be included.
Nouveautés de la version 1.5.14(12/10/2021)
- Fix fixed discount amount value not showing in email.
- Fix currency error when adding shipping charge to quotation.
- Fix download cart as pdf function not working.
- Fix error when converting guest cart to customer cart when logging in.
- [FEATURE] Add full attribute information to quotation product line.
- [FEATURE] Updates for PS 1.7.8 and PHP 7.4
- [FEATURE] Store tax id applied to quotation product line.
- [FEATURE] Add quotation owner functions, assign/reassign quotations to employees
- Apply custom reference number to customer created quotation requests.
- Incorrect shipping charge being applied to quotation when handling enabled
Dispositions légales
Conformité RGPD
Ce module est conforme au Réglement européen sur la Protection des Données Personnelles.
Support et mises à jour
Lors de l'achat, votre abonnement Business Care de votre première année est automatiquement inclus, puis reconduit tacitement à la fin de la période.
Vous pouvez résilier votre abonnement à tout moment, avant la fin de la période en cours.
Les services inclus dans votre abonnement
- Mises à jour sécurité
- Mises à jour compatibilité
- Évolutions et futures fonctionnalités
- Support illimité
Vous souhaitez avoir plus de détails? Découvrez les questions les plus fréquemment posées autour de Business Care.
Avis déposé
par jimmy g,
Mardi 2 novembre 2021
4/5
Les modules espagnoles sont bien développés et toujours utiles.
A propos
Développeur
Ancienneté
10/03/2018
Pays
India
Langues du support
EN