Quotes
Generate professional, shareable quotes that customers can accept and convert directly into checkout orders.
Generate professional, shareable quotes that customers can accept and convert directly into checkout orders. Perfect for custom pricing, enterprise deals, or service bundles
A complete overview of what the Quote extension offers.
Core Features
Shareable Quote Links
Every quote has a unique, secure URL that can be shared with anyone. No login required to view the quote, making it easy for prospects to review pricing.
Quote Requests
Customers can submit requests describing what they need. Admins review and convert these into formal quotes, streamlining the sales process.
Flexible Pricing
- Use any product and plan from your catalog
- Override prices manually for custom deals
- Support for multiple currencies
- Add discounts (percentage or fixed amount)
Config Options Support
When products have configurable options (like server type, RAM, storage), these can be included in quotes. Selected options carry through to checkout.
Automatic Expiration
Set expiry dates on quotes. Expired quotes show an "expired" status and cannot be accepted, creating urgency for customers to act.
Customer Experience
Self-Service Quote Requests
Customers submit requests through a simple form accessible from navigation or the homepage CTA.
My Quotes Dashboard
Logged-in customers see all quotes sent to them with status, amount, and expiry information.
One-Click Accept
Accepting a quote adds all items to the cart with any discounts automatically applied. The customer just completes checkout.
Revision Requests
Customers can request changes to a quote before accepting. The admin makes adjustments and the updated quote is ready for review.
PDF Download
Professional PDF quotes can be downloaded for records, sharing with decision-makers, or printing.
Admin Features
Intuitive Quote Builder
Visual form for building quotes with live preview of subtotal, discounts, and total amount.
Quote Request Management
Review, approve, reject, or convert customer requests. Optional email notifications keep customers informed.
Revision Tracking
All revision requests are logged and can be managed from a dedicated admin panel.
Purchase Tracking
See at a glance which quotes have been purchased. The system tracks coupon usage to detect completed checkouts.
Email Notifications
Automatic emails for:
- New quote requests (to admins)
- Quote sent (to customers)
- Request status changes (to customers)
- Revision requests (to admins)
Technical Features
Coupon Integration
When a customer accepts a quote with discounts, the system creates a coupon automatically. This ensures the quoted price is honored at checkout.
Currency Support
Full multi-currency support. Quotes use the selected currency for all calculations and display.
Seamless Checkout
Quote items integrate naturally with Paymenter's cart and checkout flow. Config options, quantities, and pricing are preserved.
Use Cases
| Scenario | How Quote Extension Helps |
|---|---|
| Enterprise deals | Create custom-priced quotes for large customers |
| Service bundles | Combine multiple products in a single quote |
| Custom configurations | Quote products with specific config options |
| Price negotiations | Send quotes, handle revisions, lock in agreed pricing |
| Proposal workflow | Customers request → Admin quotes → Customer accepts |
Version: 1.0.0
Author: Cloee