MageMe EasyQuote has been updated to version 1.2, introducing powerful new features designed to streamline the quotation process for Magento 2 store owners. This update enhances both the admin and customer experience with advanced checkout options, flexible shipping methods, improved pricing control, and internal communication tools.
flash_on Quick Checkout Links
Enabling Quick Checkout
To activate this powerful feature:
- Navigate to Stores → Configuration → MageMe Extensions → EasyQuote → General
- Set "Enable Quick Checkout" to "Yes"
- Optionally, enable Customer Notifications → Auto-login via Quote Link for a seamless customer experience
Email Links with Approved Quotes
Once a quote is approved, customers automatically receive emails containing:
- A direct Quick Checkout Link button
- When clicked, customers are taken to a pre-filled checkout page
- With Auto-login via Quote Link enabled, customers will be automatically logged in
What Gets Pre-Filled
- Complete shopping cart with all quote items
- Negotiated prices from the approved quote
- Customer's shipping and billing addresses
- Selected shipping method
Frontend Availability
Quick Checkout Links are also accessible to customers from:
- The quotes list page in their account dashboard
- The detailed quote view page
- Each link provides the same streamlined experience as email links
Business Benefits
- check_circleReduces friction in the B2B purchase process
- check_circleIncreases conversion rates from quotes to orders
- check_circleSaves customers' time with pre-populated checkout information
- check_circleStreamlines the purchasing workflow for repeat B2B buyers
local_shipping Custom Shipping Method
EasyQuote 1.2 introduces a powerful new feature: the ability to define a custom shipping method specifically for quotes. This enhancement provides store administrators with greater flexibility in offering tailored shipping solutions to their customers.
Configuring Custom Shipping
To set up the custom shipping method, navigate to EasyQuote > Quote Shipping Options in your Magento admin panel. Here, you'll find the following key settings:
- Allow Shipping Modification on Checkout: This option controls whether customers can change the shipping method during the checkout process.
- Custom Carrier Title: Set a unique name for your custom shipping carrier.
- Custom Method Title: Define a specific title for your custom shipping method.
Custom Shipping in Action
Once configured, the custom shipping method becomes available in two key areas:
Admin Quote Creation
When creating or editing a quote in the admin panel, you'll see the custom shipping method as an option. This allows you to apply specific shipping rates and terms for each quote individually.
Customer Checkout
During the checkout process, customers will see the custom shipping method with the titles you've defined. If you've allowed modifications, they can choose this method along with standard shipping options.
This feature empowers store owners to offer precise shipping solutions within quotes, enhancing the overall B2B experience and providing greater control over the quoting and checkout process.
attach_money Custom Pricing for Bundle Products
EasyQuote 1.2 now supports custom pricing for bundle products, a long-awaited enhancement. Previously, bundle items could not have custom prices assigned within quotes, but this limitation has now been removed.
Custom Bundle Pricing in Admin Panel
When creating or editing a quote in the admin panel, store administrators can now:
- Adjust prices for individual items within a bundle
- Set a custom price for the entire bundle
- Apply discounts specifically to bundle products
Customer View of Custom Bundle Pricing
Customers will see the customized bundle pricing reflected in their quotes, including:
- Updated prices for individual bundle components
- New total price for the entire bundle
- Any applied discounts clearly displayed
discount Per-Item Discount Column in Quotes and Emails
To improve price transparency, EasyQuote 1.2 introduces a dedicated Per-Item Discount Column in quote pages and emails. This column provides a clear breakdown of discounts applied to individual items within a quote, making it easier for customers to understand their savings.
Smart Display Feature
The Per-Item Discount Column is designed with intelligent visibility. It automatically appears when at least one product in the quote has a discount. If no products have discounts, the column remains hidden, maintaining a clean interface.
Visibility Across Platforms
The Per-Item Discount Column is consistently displayed across various touchpoints:
Customer Section
Visible in the quote details page, providing real-time discount information.
Email Notifications
Included in quote-related emails, ensuring customers have discount details at hand.
PDF Quotes
Seamlessly integrated into PDF quote documents for offline reference.
business Company Input Field in Quote Requests
B2B customers often require company-specific information within their quotes. The new Company Input Field allows customers to provide their company name when submitting a quote request.
Configuration and Usage
To enable the Company Input Field:
- Navigate to EasyQuote > Quote Request Form in your Magento admin panel.
- Locate the "Company Field" option and enable it.
- Save the configuration.
Frontend Appearance
In the quote request form on the frontend, customers will see a new "Company" field where they can enter their company name.
Quote Display
The company name provided in the quote request is automatically transferred to the generated quote. It appears in the quote details for both admin and customer views.
Key Features
- A new input field appears in the quote request form.
- The company name is stored and automatically transferred when the quote is created.
- Admins can view and edit the company name in the quote management interface.
Business Benefits
- check_circleSimplifies B2B interactions by ensuring company details are always included in quotes
- check_circleStreamlines the quote creation process by automatically populating the company field
- check_circleImproves data consistency between quote requests and generated quotes
comment Internal Quote Comments for Admins
Managing quotes often requires internal collaboration. EasyQuote 1.2 introduces Internal Quote Comments, allowing admins to add notes that are visible only to store staff.
Adding Internal Comments
Admins can easily add internal comments when viewing or editing a quote:
- Navigate to the quote details page in the admin panel
- Locate the "Internal Comments" section
- Enter your comment in the text area
- Click "Add Comment" to save
Viewing Internal Comments
Internal comments are displayed in the quote details page:
- Comments are shown in chronological order
- Each comment includes the admin's name and timestamp
- Comments are only visible to admin users
Internal Comments in Quote Grid
For quick reference, the presence of internal comments is indicated in the quotes grid:
- A new "Internal Comments" column shows the number of comments for each quote
- Admins can quickly identify quotes with internal discussions
Use Cases
- Document specific customer requests internally
- Track price negotiations and internal decision-making
- Ensure seamless handover between sales team members
- Note special conditions or approvals for quotes
Benefits
- check_circleImproves internal communication and quote management efficiency
- check_circleKeeps a clear record of internal discussions and decisions
- check_circleEnhances collaboration among team members working on the same quote
- check_circleProvides context for future reference or when handling similar requests
question_answer Frequently Asked Questions
- help How do I enable Quick Checkout Links?
- Go to EasyQuote settings and enable "Enable Quick Checkout". Once activated, Quick Checkout Links will be included in quote emails and the frontend.
- help Can I customize the shipping method name and price?
- Yes. In the EasyQuote settings, you can configure a custom shipping method name and price per quote. You can also allow or restrict customer modifications at checkout.
- help How do I apply custom pricing to bundle products?
- When editing a quote, simply enter the custom price for a bundle product. The system will now support this adjustment.
- help Can customers see internal quote comments?
- No. Internal Quote Comments are for admin use only and will not be displayed to customers.
- help Where is the new "Company" field used?
- Customers can enter their company name in the quote request form, and this data will automatically be included in the quote details.