How to Add Request for Quote (RFQ) to Magento 2

Out of the box, Magento 2 Community has no quote workflow at all: every product on the storefront has a fixed price, and the only way to complete a purchase is through the checkout. Adobe Commerce B2B adds a native quote module, but it’s tied to the Enterprise licence and its workflow is rigid. For everyone else — every B2B store running Community or wanting a simpler lifecycle — you need a third-party RFQ extension.

This tutorial walks through the three approaches available to you, shows the step-by-step setup for the native-cart RFQ pattern (the simplest and the one we recommend for most B2B stores), and explains how to tie in HidePrice or WebForms for advanced scenarios.

What’s in this guide

• chevron_right Why B2B stores need Request for Quote
• chevron_right Three approaches to RFQ in Magento 2
• chevron_right Choosing an RFQ extension
• chevron_right Install EasyQuote via Composer
• chevron_right Configure quote visibility and customer groups
• chevron_right Set up email notifications and templates
• chevron_right Manage quotes in the admin: review, negotiate, approve
• chevron_right Advanced features: tier pricing, proposals, quick checkout
• chevron_right Combine with HidePrice and WebForms
• chevron_right Key takeaways
• chevron_right FAQ

Why B2B stores need Request for Quote in Magento 2

Magento 2’s catalogue model assumes a consumer transaction: one product, one price, one checkout. B2B doesn’t work that way. A wholesaler ordering 500 units at a negotiated discount, a contractor requesting a project estimate, a dealer asking for a one-off bulk quote — none of these fit the standard checkout. They all need a conversation, a proposal, and an approval before money changes hands.

Without an RFQ system, B2B merchants usually end up with one of these workarounds:

A dedicated RFQ extension replaces all four workarounds with a single structured workflow: cart → quote request → admin review → negotiated proposal → customer approval → real order.

Three approaches to RFQ in Magento 2

Before installing anything, decide which quote model fits your store. There are three:

The remainder of this guide focuses on Approach 1 (native cart quotes) using EasyQuote, because it’s the fastest to set up and the only one that lets the same customer move seamlessly between immediate purchase and negotiated quote without losing cart state. For a focused walkthrough of the cart-page button itself, see How to add a quote request form to your Magento 2 cart page. For Approach 3 (form-based), pair MageMe WebForms with HidePrice. For a head-to-head comparison of all five RFQ extensions on the market, see our best Magento 2 Request for Quote extensions roundup.

Choosing an RFQ extension for Magento 2

There are four Magento 2 extensions that most B2B stores evaluate when they need a proper quote workflow. Here is a short pointer to each before we start the setup tutorial:

For a full side-by-side comparison across pricing, Hyvä support, PHP 8.4 readiness, and feature matrix, see our best Magento 2 Request for Quote extensions roundup and the dedicated EasyQuote vs Cart2Quote head-to-head.

The rest of this tutorial shows step-by-step setup using MageMe EasyQuote. The general workflow (install → configure visibility → set up emails → admin negotiation) maps onto any of the four extensions, but the specific admin paths and config keys below are EasyQuote-specific.

Step-by-step: install EasyQuote via Composer

EasyQuote installs like any standard Magento 2 extension. You need SSH access to the Magento 2 root and the Composer authentication keys from your MageMe account.

composer require mageme/module-easyquote

bin/magento module:enable Mageme_EasyQuote
bin/magento setup:upgrade
bin/magento setup:di:compile
bin/magento setup:static-content:deploy -f

bin/magento cache:flush

Configure quote visibility and customer groups

By default EasyQuote shows the “Request a Quote” button in the cart for every customer group. In most real B2B stores you want more control: only wholesalers see the button, retail customers go through the normal checkout, guests have to log in to request quotes.

Open Stores → Configuration → MageMe → EasyQuote → General:

1. Enable EasyQuote: set to Yes.
2. Allowed Customer Groups: hold Ctrl/Cmd to multi-select. Pick only the groups that should see the quote button (e.g. Wholesale, Dealers). Leaving this empty means “all groups”.
3. Allow Guest Quotes: set to No if you want to force account creation before quoting. This is the safer default — guest quotes are hard to follow up on without contact information.
4. Button Position: choose where the quote button appears (next to Proceed to Checkout, under the cart totals, or both).
5. Button Label: defaults to “Request a Quote”. Change if your store uses different wording (“Get Custom Pricing”, “Request Proposal”).

Save the configuration and flush the full-page cache. Test in an incognito window: the button should appear (or not) for the customer groups you configured.

Set up email notifications and templates

When a quote is submitted, two emails need to go out: one to the admin (so sales knows to review it) and one to the customer (confirmation). EasyQuote ships with default templates for both, but you should customise them for brand consistency.

Go to Stores → Configuration → MageMe → EasyQuote → Email:

1. Admin Recipient: the email address that receives new-quote notifications. Use a shared mailbox (quotes@example.com) not a personal one — you don’t want the only recipient to be on vacation when a big quote arrives.
2. Email Sender: pick the store contact (usually “Sales”).
3. New Quote Admin Template: defaults to the plain EasyQuote template. To customise, go to Marketing → Email Templates → Add New Template, load the EasyQuote - New Quote (Admin) default, edit the HTML, save, then select it in the configuration.
4. New Quote Customer Template: same process for the customer-facing confirmation.
5. Quote Proposal Template: used when you send a proposal back to the customer after negotiation.

Test the email flow: submit a quote from the storefront, check that both emails arrive, and verify the product names, prices, and quote-view links render correctly.

Manage quotes in the admin: review, negotiate, approve

All incoming quotes appear in Marketing → EasyQuote → Quotes, in a grid that looks and behaves like the Magento Orders grid. Each quote has a status, a customer, a product list, a subtotal, and a lifecycle.

The standard quote lifecycle is:

To negotiate a quote:

1. Click the quote in the admin grid to open the detail view.
2. Edit line item quantities, unit prices, or add discounts. The subtotal recalculates live.
3. Add an internal note (visible only to admin) with context for other team members.
4. Add a customer note (visible in the proposal) explaining the pricing.
5. Click Send Proposal. EasyQuote generates a PDF proposal (if enabled) and emails it with a secure approval link.

When the customer clicks approve, EasyQuote converts the quote to a real Magento order. All standard Magento flows (invoicing, shipping, refunds, order emails) work as usual — from that point on, the quote is indistinguishable from any other order.

Advanced features: tier pricing, proposals, quick checkout

Once the basic flow is working, three advanced features significantly improve the buyer experience and close rates:

Tier pricing inside the proposal

For quote requests that span multiple quantity brackets (“100 units at €12 each, 500 at €10, 1000 at €9”), EasyQuote v1.4+ lets you add tier pricing rows inside the proposal. The customer sees all tiers and picks the quantity they want before approving. This replaces the back-and-forth of sending multiple email quotes and converts more deals. See the EasyQuote v1.4 tier pricing release notes for setup details.

PDF proposal generation

EasyQuote can generate a branded PDF proposal with your logo, store details, line items, tax breakdown, and an approval button. Configure the template under Stores → Configuration → MageMe → EasyQuote → Proposals. The PDF is attached to the proposal email and stored in the quote record for audit.

Quick Checkout Links

Instead of forcing the customer to log in, review the quote, and click approve (three steps), EasyQuote can send a Quick Checkout Link: a single URL that takes them directly to a pre-filled checkout with the negotiated price applied. One click from email to order confirmation. See the EasyQuote v1.2 quick checkout release notes for setup.

Combine EasyQuote with HidePrice and WebForms

EasyQuote handles the quote lifecycle, but two common B2B requirements need help from other extensions:

Hide prices from the wrong customer groups

By default, prices are visible on the storefront — quotes are for negotiating, not hiding. If you also need to hide prices from guests or retail customers entirely, pair EasyQuote with MageMe HidePrice. HidePrice controls who sees the price; EasyQuote handles the quote request. Together they give you a full “login to see prices, request a quote to negotiate” flow. Our Hide Prices in Magento 2 guide walks through the HidePrice side of this setup.

Collect custom fields with each quote

EasyQuote captures the standard fields (name, email, company, phone, comment). If your quote process needs custom fields — project timeline, delivery address, file upload with technical drawings, terms acceptance — add a MageMe WebForms form to the quote submission step. The form is embedded in the quote request UI and the submitted data is attached to the quote record in the admin.

Key takeaways

• Pick the native-cart approach first. For 90% of B2B stores, letting customers use the standard Magento cart with a “Request a Quote” button is the simplest and highest-converting flow. Separate-cart and form-based approaches are edge cases.
• Scope quote visibility to customer groups. Showing the quote button to everyone (including retail guests) confuses buyers and dilutes the retail funnel. Enable it only for Wholesale / Dealer / Contractor groups.
• Customise the email templates early. The default templates are functional but generic. A quote proposal is a sales document — invest ten minutes in the branding before your first real quote goes out.
• Use tier pricing inside proposals. Multiple quantity brackets on one proposal convert better than three separate quotes. This is the single feature that separates serious B2B RFQ from basic “email me a price” workflows.
• Quick Checkout Links are the close-rate hack. The fewer clicks between proposal and order, the higher the conversion. A single email → order flow beats any multi-step approval process.

Frequently asked questions