MageMe EasyQuote
for Magento 2

A button on the cart page turns an assembled basket into a formal quote request in one click.

The same action in the mini-cart drawer — useful on category pages where the buyer hasn’t hit the full cart.

Modal request form keeps the buyer on the current page. Name, email, phone, message, optional custom fields, file attachments.

Logged-in customers get pre-filled details; guests submit with just an email. An admin toggle can auto-register the guest as a Magento customer at submission time.

Admin can build a quote from scratch on the quote grid, pick a customer, search catalog, and add products with negotiated prices.

Any quote duplicates with all line items, negotiated prices, and tiers intact — repeat customers and recurring orders on rails.

Dedicated admin renderers for bundle, grouped, and downloadable SKUs; a pricing plugin fixes Magento’s children-calculated flag so bundle totals compute right on the quote and converted order.

Edit-screen Create Customer / Guest Customer actions mint a Magento account from a guest-quote’s buyer details and bind the quote to it.

A Quotes tab lists every quote the buyer has received, alongside orders — ready to review, accept, decline, or reply to.

One-click Accept records timestamped approval; Decline lets the buyer formally reject. Both transitions appear in the quote history.

Pending → Approved → Proposed → Accepted → Purchased, with Declined / Expired / Cancelled / Closed branches.

Every quote gets a human-readable number that never changes, and every status transition is timestamped on the record.

A private per-line price overrides the catalog price on the quote, proposal PDF, email, and converted order.

MSRP can render as a strikethrough next to the negotiated price, so buyers see their saving on the quote and the PDF.

Every pricing change triggers a full totals refresh — subtotal, shipping, tax, grand total stay consistent.

Native Magento tax re-applies to the negotiated price, respecting tax-inclusive / exclusive stores and destination zones.

Totals render in the active store view’s currency; negotiated prices stay anchored to the base currency internally.

A per-store setting decides whether cart-rule coupons may further reduce a quote-sourced cart.

Per-quote tier tables that live on the line — different ladders for different buyers on the same SKU.

Adding a product to a quote pre-fills the tier table from its native Magento customer-group tier prices — the admin starts from what the group already qualifies for, not from a blank table.

Buyers pick which tier to purchase before accepting, and totals refresh in place.

The tier the customer picks flows through quick checkout into the converted order with no drift.

The proposal email template renders every tier inline alongside the selected one for approvers.

One admin action regenerates the branded email and attaches the latest PDF — safe to repeat.

Separate re-send action when the buyer forwards the proposal to an approver and needs a fresh copy.

One-click Approve transitions the quote into the approved state and triggers the customer notification.

The proposal email carries the generated PDF as an attachment — read-ready the moment the buyer opens the message.

The PDF is rendered on request from the current quote — every download reflects the latest negotiated data.

Admin downloads from the grid; customer receives the same PDF via email. Both sides read from the same document.

Per-store branding templates mean multi-store setups produce per-store PDFs from the same quote.

Separate configurable footer block for legal disclaimers, payment terms, or a per-store signature line.

Every line appears with its negotiated price, quantity, and full volume-tier table inline.

Store-level terms and a configurable footer cover the recurring copy every proposal needs.

Proposal templates receive quote, items, totals, and branding as standard Magento template variables.

Template selection follows the store view the quote was created on — DE quotes send DE, EN sends EN.

Inline-styled markup renders consistently across Outlook, Gmail, Apple Mail, and corporate filters.

Immediate confirmation to the buyer when a quote request is submitted — no “did you get my message?” follow-ups.

When the admin replies on the message thread, the customer is notified with the reply content.

When admin builds a quote proactively, the customer receives an email with the details to review.

Full proposal email with line items, pricing, and an accept link — the main conversion event.

Customer is notified when the admin approves the quote — pricing is locked.

Friendly nudge on silent quotes so negotiations don’t quietly expire.

Scheduled reminder before the quote expires — time to accept or re-negotiate before losing the offer.

Final notice when the quote crosses its expiry date — pricing is no longer valid.

Separate from the quote expiry — the proposal itself carries its own expiry window.

Closing email when the proposal lapses — admin can re-send or reopen as needed.

Goes to the configured admin address so your sales team sees the lead straight away.

Notifies the rep when a buyer accepts — the quote is ready to move to checkout.

Notifies the rep with the timing so they can follow up, adjust pricing, and re-send.

13 events ship as 17 templates — some events have separate admin and customer variants. Editable in Marketing → Email Templates.

The store view the quote was created on determines which template is sent — no admin configuration per customer.

Templates receive the quote, items, totals, and formatted helpers as standard Magento template variables.

Inline-styled, email-safe markup so every mail client renders the proposal consistently.

Visible only on quote-sourced carts at checkout — never offered on regular public carts.

Displayed name is configurable per store. Multi-store setups can carry different labels for different segments.

Method line is configurable so you can describe service level — “5-day freight,” “white-glove delivery.”

Admin types a shipping amount directly on the quote — matches a freight partner’s bespoke quote.

Subtotal, shipping, tax stay consistent when items or quantities change on the quote.

Store-level Allow customer to modify shipping toggle, overridable per quote — lock the negotiated carrier on freight-sensitive quotes, leave it open on others.

Accepting a quote hands the buyer off to the native Magento checkout in a single click — every line, negotiated price, tier selection, and shipping amount intact, no custom checkout skin to maintain.

Flag a quote as permanent so it can be purchased multiple times until its expiry date — ideal for standing contracts, recurring-order frameworks, and annual wholesale agreements.

Quote items live in the standard Magento cart — theme, mini-cart, saved-for-later UX all work.

Credit card, PO, third-party PO extensions, bank transfer — EasyQuote doesn’t dictate payment choice.

DE-created quote checks out through DE store with DE language, DE tax, DE payment.

Quick-checkout route is gated to the customer who owns the quote.

Every quote-sourced order stores a link back to its source quote, surfaced on both admin and customer views.

When the order is placed, the source quote’s status flips to Purchased automatically.

Converted orders keep negotiated prices on invoices, shipments, and credit memos.

Converted orders carry negotiated line prices, so Magento credit memos refund what was actually paid — not the catalog price.

Each quote carries an expiry date and an isQuoteExpired() helper; scheduled reminders and a final notice email go out before and after expiry.

A store-level “Enable backorder quotes” toggle bypasses Magento’s stock check on quote lines — for made-to-order SKUs.

Default state for a customer-submitted quote request — the rep’s inbox of work.

Admin reviewed and approved the quote — ready for proposal send.

Proposal has been sent to the customer with the PDF attached.

Customer accepted — quote is ready for quick checkout.

Customer explicitly declined — admin follows up and adjusts if appropriate.

Accepted quote was converted to a Magento order — stays linked.

Quote expired without acceptance — checkout path blocked, final notice sent.

Admin revoked the quote — audit entry stamped.

Admin-triggered archive for superseded or no-longer-relevant quotes.

Every transition is timestamped on the quote record — full audit trail.

Customer and admin messages on each quote, timestamped, read/unread indicator.

Respects active filters — pull “Pending over $10k” straight into Excel.

Same filter context in XML — for ERP import or structured downstream systems.

Single grid for the whole pipeline across store views.

Filter by status, customer, store, date range, total.

Each quote is assigned to a responsible admin / sales rep. The grid surfaces a sortable, filterable Managed By column so each rep can focus on their own pipeline.

Mass Approve, Mass Cancel, Mass Delete, Mass Set-Pending — batch triage in one action.

Any quote duplicates from the grid with line items, prices, and tiers copied.

Fetch a single quote record by ID with its full payload.

Return every line item on a given quote with negotiated prices and tier data.

List all quotes with Magento search-criteria filtering — paginated, sortable.

Fetch a quote request by ID with its form payload, attachments, thread.

List all quote requests — a feed of inbound leads for CRM or lead-scoring.

Customer-scope list of the authenticated user’s quotes.

Customer-scope item detail for rendering the line-item view.

Moves every quote line into the native cart with negotiated prices preserved.

Customer-scope list of quote requests the authenticated user has submitted.

Submits a new quote request on behalf of the authenticated customer.

Submits a quote request derived from the customer’s existing cart in one call.

Quote (single by ID) and Quotes (customer list) ship as native GraphQL resolvers.

Works on default Magento Luma out of the box — no overrides needed.

Dedicated MageMe_EasyQuoteBreeze module for Breeze-based themes like Swissup Breeze Blank.

Dedicated Hyva_MageMeEasyQuote module — Hyvä/Tailwind templates, Hyvä Checkout integration, Tailwind CSS class purging.

Runs on Open Source, Adobe Commerce, and Adobe Commerce Cloud the same way.

Every API response respects the requesting store view — currency, locale, carrier title.

Every operation exposed through service-contract interfaces for DI injection and override.

Swap any service implementation via DI preference in your own module.

Standard Magento events plus easyquote_cart_add_items_after and mm_calculate_product_price_options.

Different tier tables per buyer on the same SKU — distributors don’t see each other’s deals.

Pairs with Magento customer-group visibility to hide wholesale-only catalogs from retail buyers.

Every configurable and custom-option product works on the quote the same way as the cart.

Store-level toggle lets quote lines bypass Magento’s out-of-stock check — on for made-to-order, off for strict-stock stores.

Per-quote expiry window — 60/90 day proposals without forcing short policy on everything.

Branded PDF for tender submissions, procurement portals, or any PDF-routed buyer workflow.

Line items, per-unit price, tiers, subtotal, shipping, tax, grand total in a predictable structure.

Timestamped transitions, preserved conversation thread, attachments bound to the record.

EasyQuote can be enabled per website or per store view — run it only where it fits.

Toggle the Get-a-Quote button independently on the cart page and the mini-cart drawer.

Store-wide default expiry that auto-fills on new quotes; per-quote overrides still available.

Configure the title and method label of the quote-specific shipping carrier per store.

Standard Magento admin ACL permissions for every quote action.

Configurable admin email per store view for new-request and accept/decline alerts.

Store-level toggle controls whether cart-rule coupons may further reduce a quote total.