Email Notifications & Messaging
13 native Magento transactional notification events, 17 email templates, and a two-way message thread — buyers and admins stay in sync without leaving the quote record.
Every status transition on a quote produces a transactional email to the stakeholder who needs to know — buyer confirmations, admin alerts on new inbound requests, proposal sends, and expiry reminders. 13 real notification events covered by 17 email templates.
Buyers and admins also exchange messages directly on the quote record, so every conversation about a negotiation stays attached to the quote — not scattered across inbox threads.
Customer-Facing Notifications
Every milestone a buyer needs to see — from the moment they submit a request to the day their proposal expires.
Request confirmation
When the buyer submits a quote request, they receive an immediate confirmation email so they know it landed. No “did you get my message?” follow-ups.
Admin-reply notification
When the admin posts a reply on the message thread, the customer is notified with the reply content so the whole conversation stays visible in email, not just the portal.
New-quote email
When the admin builds a quote proactively for a customer, the customer receives an email with the quote details so they can review and accept without being asked.
Proposal send
When the admin sends the proposal, the customer gets the full proposal email with line items, pricing, and a link to accept — the main conversion event.
Proposal approved
When the admin approves the quote, the customer is notified that pricing is now locked — a friendly signal before the proposal PDF arrives.
Quote follow-up reminder
If a quote has been sitting without a response, EasyQuote nudges the customer with a friendly reminder email so silent quotes don’t quietly expire.
Quote expiry reminder
A scheduled reminder goes out before the quote expires, giving the buyer time to accept or re-negotiate rather than losing the offer.
Quote expired notice
When the quote crosses its expiry date, a final notice lets the buyer know the pricing is no longer valid. No surprises at checkout.
Proposal expiration reminder
The proposal itself carries its own expiry, and the buyer is reminded before it lapses — separate from the underlying quote’s expiry window.
Proposal expired notice
When the proposal expires without acceptance, the buyer receives a closing email so they know it’s out of scope. Admin can re-send or reopen as needed.
Admin-Facing Notifications
The three moments the sales team needs to know about — a new inbound request, and the buyer’s accept/decline verdict on an outgoing proposal.
New-request admin email
When a customer submits a quote request, a notification email goes to the configured admin address so your sales team sees it straight away and the lead doesn’t sit in a grid unnoticed.
Proposal accepted (to admin)
When the buyer accepts a proposal, an email notifies the admin so the rep knows the quote is ready to move to checkout — without having to refresh the grid.
Proposal declined (to admin)
When the buyer declines, the admin is notified with the timing so the rep can follow up, adjust pricing, and re-send if appropriate.
Email Template Infrastructure
17 transactional email templates covering the 13 notification events — native Magento, editable in the standard admin interface, with automatic store-view locale routing.
17 email templates for 13 events
The 13 notification events ship as 17 transactional email templates — some events have separate admin and customer variants. Every template is a standard Magento template, so you edit the copy once and roll it out across every store view.
Per-store-view locale routing
The store view the quote was created on determines which template is sent. A quote built on the DE store view emails the DE template, EN store view sends EN — automatic per send, no admin configuration per customer.
Standard template variables
Templates receive the quote, its items, totals, customer details, and formatted helpers as standard template variables. You can re-layout the email for your brand without touching PHP.
Email-client-friendly markup
Templates use inline-styled, email-safe markup so Outlook, Gmail, Apple Mail, and corporate mail filters all render consistently — no broken tables, no stripped CSS.
EasyQuote vs Manual Email vs Cart2Quote
Three common approaches to quote-related email: fully manual (admin composes each message), a competitor like Cart2Quote (limited templates, non-native), and EasyQuote (native Magento transactional templates with 17 variants).
Frequently Asked Questions
Across a typical quote lifecycle you’ll see 13 distinct notification events — customer confirmations, admin new-request alerts, proposal send/accept/decline, and the expiry reminders on both the quote and the proposal. They’re covered by 17 transactional email templates (some events have both customer and admin variants).
Native. Every EasyQuote email is a standard Magento transactional email template edited in Marketing → Email Templates. No proprietary templating language, no migration lock-in. Your existing translation workflow, brand guidelines, and mail transport all apply unchanged.
Yes. Routing is automatic — a quote originating from the DE store view uses the DE template, EN store view uses EN, and so on. The store view the quote was created on drives template selection at send time, so multi-language customer bases are handled without per-email configuration.
Templates receive the quote, its line items, totals, customer details, and formatted helpers as standard template variables. You can reference them with the usual Magento template syntax — no proprietary language.
Every request and quote has a message thread. Customer and admin exchange messages timestamped on the quote record; attachments are supported on both sides. Every exchange sits on the quote, not scattered across email inboxes.
Most customer-facing ones can be disabled individually. The Customer Notification config group exposes eight toggleable notification types covering the quote-expiry and proposal-expiry reminders, follow-ups, and the quote and proposal state emails — turn off what doesn’t fit your cadence and keep the critical ones on. Admin-side notifications (new request, proposal accepted, proposal declined) are always on so your sales team never misses an inbound signal.
You configure an admin email address per store view. A single address handles new-request, accept, and decline alerts — or you can point different store views at different mailboxes if you run separate sales teams per brand.
Keep every stakeholder in sync.
13 events, 17 templates, native Magento transactional infrastructure — no surprises, no missed proposals.