Proposals & PDF Documents
Branded PDF proposals, store-view-aware transactional emails, and a one-click send that carries the current quote — pricing, tiers, terms, and all — straight to the buyer’s inbox.
EasyQuote turns a quote into a branded proposal in one click — a store-styled PDF, a transactional email with every line item inline, and an idempotent send action safe to repeat. The buyer accepts, declines, or replies directly from the email thread.
Every proposal carries the same pricing, tier tables, and currency as the negotiated quote — there’s no re-keying and no divergence between what the rep saw and what the buyer receives.
Proposal Emails & Send Actions
One-click proposal send, idempotent re-send, and admin workflow actions that transition the quote through its real lifecycle states.
Send proposal (idempotent)
One admin action regenerates the branded email and attaches the latest PDF. It’s safe to repeat — re-sending does not duplicate quote records or change totals, so it’s the right answer when a buyer says “I never got your email.”
Manual email resend
Separate from the primary proposal action, admin can re-send the same quote email at any time — useful when the buyer forwards the proposal to an approver and needs a fresh copy.
Approve quote action
A one-click Approve action transitions the quote into the approved state and triggers the customer notification email. See the full workflow for every lifecycle transition.
Auto-attached PDF
The proposal email carries the generated PDF as an attachment — no second action, no extra settings. Buyers get a read-ready proposal the moment they open the message.
PDF Documents
Branded PDF proposals generated on demand from the current quote — line items, tier pricing, store terms, and the store view’s branding, every time.
PDF proposal generation
The PDF is rendered on request from the current quote data — no cached files. Every download reflects the latest negotiated prices, tier selections, and store configuration.
Admin download & customer email delivery
The admin downloads the PDF directly from the quote grid. The customer receives the same PDF attached to the proposal email — so both sides read from the same document without a separate customer portal.
Branded header, footer & logo
A per-store header and footer template let you set the logo, company address, legal text, and page numbering once. Multi-store-view setups produce visually distinct PDFs from the same quote using each store’s brand assets.
Configurable PDF footer
The footer is a separate configurable block from the main body — perfect for legal disclaimers, payment terms, or a per-store signature line. It applies to every proposal from that store.
Line items with tier pricing
Each quote line appears with its negotiated price, quantity, and — when defined — the full volume-tier table rendered inline. Approvers see every break in the PDF without needing to chase the sales rep.
Terms, notes & PDF footer copy
Store-level terms and a configurable footer template cover the recurring copy every proposal needs — T&Cs, payment windows, validity statements — without re-keying them into every quote.
Email Templates & Customisation
Standard Magento transactional email templates with store-view locale routing — edit the proposal email in Marketing → Email Templates, no code changes needed.
Structured template variables
Proposal templates receive the quote, its line items, totals, and store-level branding as standard template variables — so you can re-layout the email for your brand without touching PHP.
Per-store-view locale routing
The store view the quote was created on drives template selection — a German-store quote sends the DE template, an English-store quote sends the EN template. No manual per-customer handling.
Email-client-compatible markup
Templates use inline-styled, email-safe markup so Outlook, Gmail, Apple Mail, and corporate mail filters all render the proposal consistently — no broken tables, no stripped CSS.
EasyQuote vs Manual Proposal Workflow
Most Magento stores run a DIY proposal process — Excel for line items, Word for the cover, manual PDF export, email attachment. EasyQuote collapses that into one admin action.
Frequently Asked Questions
The PDF is rendered on demand from the current quote — there's no cached file. Every download reflects the latest negotiated prices, tier selections, and store configuration, so the buyer can't end up reading a stale version.
Yes. Store-level configuration controls the logo, company address, footer legal text, and page numbering. A multi-store setup with EN and DE views produces two visually different PDFs from the same quote using each store's brand assets and locale.
The send action is idempotent — it regenerates and resends the email but does not duplicate quote records, change totals, or break the audit trail. It’s safe to re-send whenever a buyer needs a fresh copy.
Yes. The proposal email contains every line item with pricing, discounts, and tier tables rendered inline — so approvers can read and forward it without logging in. Accepting the proposal, however, requires login and uses the quick checkout flow.
Yes. When a quote line has multiple volume tiers, the PDF renders the full tier table inline for that line — qty, price, and the selected tier highlighted. Approvers reviewing the printed proposal see every volume break without chasing the sales rep.
All EasyQuote emails are standard Magento transactional email templates — edit them in Marketing → Email Templates, no code changes needed. Templates receive the quote, its items, totals, and formatted helpers; store-view routing is automatic.
Yes. The generated PDF rides along as an attachment on the proposal email. Buyers get a read-ready document the moment they open the message — no portal login, no separate download link.
Ready to send branded B2B proposals in one click?
EasyQuote gives you per-store PDF branding, idempotent email sends, and a buyer flow that accepts, declines, or replies from the inbox.