Magento 2 Quote Extension: Advanced Proposal Management in EasyQuote 1.3
EasyQuote 1.3 introduces the Proposal System — a complete quote-to-proposal workflow for Magento 2. Merchants can convert customer quote requests into professional proposals with custom pricing, terms, expiration dates, and PDF output. Customers review proposals in their account dashboard and can accept, decline, or request changes. This update transforms EasyQuote from a quote request tool into a full B2B negotiation platform. Compatible with Magento 2.4.4+ on all themes.
Effective B2B quote management is crucial for wholesale businesses and custom order scenarios. The MageMe EasyQuote extension for Magento 2 streamlines this complex process, enabling store owners to create professional quotes, negotiate terms efficiently, and accelerate deal closure.
Our latest EasyQuote 1.3 release introduces groundbreaking Quote Proposal Support — transforming how businesses handle quote negotiations through interactive customer approval workflows. This update also ensures full Magento 2.4.8 compatibility, PHP 8.4 support, and seamless integration with Breeze theme and Hyvä Checkout. The proposal workflow follows Adobe Commerce B2B quote negotiation principles while extending them with automated follow-ups and expiration management.
New Platform Compatibility
Magento 2.4.8 & PHP 8.4
Seamless operation on the latest Magento release and PHP version.
Breeze Theme Compatibility
Effortlessly integrate EasyQuote into this modern, high-speed storefront.
Hyva Checkout Compatibility
Seamlessly work with the popular Hyva Checkout for enhanced performance.
Quote Proposal Workflow for B2B Commerce
The highlight of EasyQuote 1.3 is support for Quote Proposals—a robust new workflow that brings clarity, control, and engagement to your quoting process.
Approval Layer
Adds an extra layer of approval, ensuring customer agreement prior to order creation
Smoother Negotiation
Makes negotiation and communication smoother between parties
Builds Trust
Creates transparency for both parties in the quoting process
Benefits of Proposals
More Interactive B2B Communication
Enable a responsive, two-way negotiation process.
Reduced Errors
Customers must explicitly approve each deal, lowering disputes or misunderstandings.
Time Management
Expiration and reminder options help close deals faster and keep your quoting pipeline moving.
Process Control
Choose between fully automatic or double-confirmation approval for critical quotes.
Advanced Quote Management: Traditional vs. Proposal-Based Systems
EasyQuote 1.3 introduces an enhanced proposal-based workflow that provides better control and customer interaction compared to the traditional quote process.
history Traditional Workflow
Quote Created
Initial quote setupPending Status
Awaiting approvalAdmin Approval
Manual processPurchase
Order completednew_releases New Workflow with Proposals
Quote Created
Initial quote setupDraft Status
Not visible to customerSend Proposal
Email sent to customerCustomer Review
Awaiting responseAccept/Decline
Customer decisionApproved
Auto or manualPurchase
Order completedcompare Key Differences
- Draft status keeps quotes private until ready
- Customer actively reviews and responds
- Automatic or manual approval options
- Enhanced communication and transparency
- Immediate customer visibility
- Admin-only approval process
- Limited customer interaction
- Simpler but less engaging workflow
Proposal Settings Explained
Enable Quote Proposals
Turn proposals on or off for your store. When enabled, all quotes sent to customers use the proposal workflow for acceptance.
Auto-approve When Customer Accepts
Decide if accepted proposals should be auto-approved or require a final admin check.
Proposal Expiration Period (days)
Define how many days customers have to respond to a proposal. This avoids outdated deals and helps automate follow-up.
Expiration Reminder (days before expiration)
Automatically send customers a reminder X days before their proposal expires (or set to "0" to disable reminders).
Example Use Case
Let's say your wholesale customer requests a quote for bulk products. Your sales team prepares a special offer and sends it as a proposal. The customer receives a clear, time-limited proposal with all relevant terms; they review and accept online, optionally triggering auto-approval for instant order processing—or awaiting your final confirmation if "manual approval" is active. If the customer waits too long, an automated reminder is sent ahead of expiration, helping drive decisions without manual follow-up.
Follow-up Automation
EasyQuote 1.3 introduces configurable follow-up periods to streamline your post-quote workflow. This feature ensures timely engagement with customers—whether you're using proposals or traditional quotes.
Key Benefits
Automated Timing
Eliminates guesswork by standardizing follow-up intervals across all quotes.
Dual Workflow Support
Intelligently adjusts timing based on whether proposals are enabled or disabled.
Improved Conversion
Ensures timely customer touchpoints during critical decision-making periods.
B2B Optimization
Aligns with complex B2B sales cycles where follow-up timing impacts deal closure.
Implementation Example
With Follow-up Period = 7 days: Your team automatically knows to check on proposal status (or post-approval order conversion) exactly one week after the triggering event—no manual tracking needed.
Quote Status History & Tracking
EasyQuote 1.3 provides comprehensive status history tracking for every quote, giving you complete visibility into the quoting lifecycle. This detailed audit trail captures every status change, notification sent, and customer interaction—essential for professional B2B quote management.
Why Status History Matters
Complete Transparency
Get a full audit trail of every quote interaction—from initial submission to final approval or cancellation.
Notification Tracking
See exactly when customers were notified (or not notified) about status changes, eliminating communication gaps.
Performance Analysis
Identify bottlenecks in your quoting process by analyzing how long quotes spend in each status.
Enhanced Customer Service
Quickly answer customer inquiries with precise information about their quote's current status and history.
Compliance & Accountability
Maintain detailed records for compliance purposes and ensure accountability in your quoting process.
Troubleshooting Support
Easily diagnose issues by reviewing the complete timeline of events when problems arise.
Professional Email Templates & Enhanced Item Tables
EasyQuote 1.3 brings a complete redesign of email templates, elevating your quote communications to a new level of professionalism. These enhanced templates not only look more polished but also provide customers with clearer, more detailed information about their quotes.
Enhanced Item Table Design
Optimized Two-Row Layout
To accommodate additional tax information and provide comprehensive quote details, we've redesigned the item table with an innovative two-row structure for each product.
Row 1: Essential Information
The first row displays core item details including product information, quantity, and row total—giving customers immediate visibility of the key purchase elements.
Row 2: Detailed Breakdown
The second row provides comprehensive pricing details including original price, quote price, discount amount, tax information, and subtotal—perfect for B2B customers who need detailed cost breakdowns.
Key Takeaways
- Full proposal workflow — create, send, and track proposals with custom pricing, terms, and expiration dates.
- Customer dashboard integration — customers review and respond to proposals from their My Account area.
- PDF proposal generation — generate professional PDF proposals with your branding and custom layout.
- Quote-to-order conversion — accepted proposals convert directly to orders with the negotiated pricing applied.
- Negotiation history — complete audit trail of all quote requests, proposals, counter-offers, and status changes.
Frequently Asked Questions
Go to Stores > Configuration > MageMe > EasyQuote and enable "Quote Proposals" in the settings panel.
At the moment, the proposal expiration is global, but you can customize this period per store view.
Yes—notifications keep both admins and customers in sync for every proposal status (sent, accepted, declined, or expired).
The quote's status changes automatically, and both parties are notified. You can create a new proposal if needed.
Absolutely. Version 1.3 brings full support for both cutting-edge storefront technologies.
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