Magento 2 Workflow Automation
Model repeatable Magento processes in a visual builder, validate them before publication and follow every run through its nodes, payload and human tasks.
Magento 2
Magento 2 Extension B2B Quote
Let customers request a quote from the product page or cart, negotiate prices with your sales team, and turn an accepted quote into a Magento order.
B2B Quote is a Magento 2 request for quote (RFQ) extension for stores that agree prices or terms before an order is placed. Customers can start a quote from a product page, the cart or their account. Your sales team reviews the request in Magento, prepares an offer and continues the conversation there. Once both sides agree, the quote can move directly into an order.
Many B2B stores still handle quotations through email, spreadsheets and separate PDF files. That makes it hard to answer simple questions: Which price is current? Did the customer accept the last version? Was shipping included? Who is waiting for a reply? B2B Quote keeps products, prices, addresses, messages, files and status changes on one quote record, so the next person can see the full case without reconstructing an email thread.
A customer can add one product or a full cart to a quote, enter the required quantities and explain what is needed. File attachments are useful for specifications, drawings or purchasing documents. Guest quote requests can be enabled when you do not want to require an account before the first enquiry. Registered customers manage their quotes from the customer account.
Sales staff can create quotes for customers in the Magento admin, add or remove products, adjust quantities and prices, include shipping and payment details, add a purchase order number and set an expiry date. Messages and attachments remain connected to the quote. This gives the customer and the sales team one place to discuss the offer instead of sending new versions back and forth.
Customers and sales staff can respond with revised prices or requirements. Revision tracking records important changes, while configurable statuses show whether a quote is still a draft, waiting for review, approved, rejected, expired or ordered. You decide which customer, admin or system action may move a quote to the next status and whether a note is required.
Pricing rules can apply conditions based on details such as quantity, customer group, products or quote value. Workflow rules can send notifications or perform follow-up actions when selected events occur. Your team can still edit an individual quote, but common cases do not have to start from a blank offer every time.
The quote can carry billing and shipping addresses, shipping and payment methods, discounts, taxes, negotiated item prices and additional fees. Inventory can be reserved when a quote is approved and released again after rejection or expiry, depending on your configuration. This helps prevent a sales promise from becoming detached from the stock and checkout rules used by Magento.
Quotes can be copied, split, merged and compared. They can also be assigned to projects, categories and tags. This is useful when a buyer asks for alternatives, when one enquiry has to become several offers, or when a longer project produces multiple quote rounds. Agreements and call-off quotes support customers who order agreed quantities over time.
The customer can accept an approved offer and continue to the order process with the negotiated products and prices. An admin can also convert a valid quote to an order. Magento validates the configured price, stock, shipping and payment requirements during this step, which reduces the risk of copying outdated quote data into a new order by hand.
B2B Quote can generate individual quote PDFs, ZIP exports for multiple quote documents and a PDF dashboard report. Six layouts are included: Classic, Minimalist, Sidebar, Color Block, Compact and Executive. You can configure company information, the logo, footer text, item notes and the statuses in which a customer may download a PDF.
The PDF Designer adds a visual editor for custom document layouts. OpenSign can require a digital signature before a quote is accepted. Separate add-ons are also available for Hyvä storefronts, REST and SOAP APIs, GraphQL, and quote import and export. These add-ons are not presented as features of the base license.
B2B Quote is suited to wholesalers, manufacturers, distributors and other Magento 2 stores where the final price depends on quantity, project requirements, delivery conditions or direct negotiation. The personal demo includes the available add-ons, so you can test the complete buyer and admin workflow before choosing the modules needed for your store.
Quote creation from multiple touchpoints
Start quotes from product page, cart, customer account, or admin area.
Transition control per status step
Define for each status change whether the customer, admin, or system can perform it, and whether a note is required.
End-to-end quote lifecycle
Manage quotes from draft and review to acceptance and order conversion in one flow.
Structured counteroffer negotiation
Handle customer and sales counteroffers directly inside each quote.
Full change history
Track pricing and status changes transparently for faster decisions.
Contextual messages and files
Keep communication and documents on the quote instead of external channels.
Attachment policy controls
Configure allowed file types, size limits, and upload behavior for quote files.
Rule-driven pricing logic
Apply quote conditions consistently with configurable pricing rules.
Event-driven follow-up actions
Trigger notifications and process steps automatically on status events.
Dashboard KPIs and insights
Monitor quote volume, progress, and trend development in one place.
Customer quote workspace
Provide clear quote detail views and actions in the customer account.
Split, merge, and compare
Structure complex quote scenarios flexibly without losing context.
Project-based quote organization
Group quote activity by project to keep larger negotiations structured.
Controlled quote surcharges
Add extra costs transparently to quote calculation and presentation.
Direct quote-to-order conversion
Convert approved quotes into orders without duplicate data handling.
PDF Designer (Add-On)
Extend quote documents with visually configurable templates for consistent branded communication.
OpenSign (Add-On)
Add digital signatures for binding quote approvals without process breaks.
- Current Version1.1.11
- Compatible with Magento 2.4.6 - 2.4.9
- Compatible with PHP 8.1 - 8.5
If your environment differs from the listed requirements, we can check compatibility in advance. Please contact us via our contact form.
Version 1.1.11 - 2026-09-08
Fixed
- Kept quote fee base amounts consistent with the order's currency conversion rate
- Corrected fee tax on full and partial invoices, restored fees after invoice cancellation, and limited invoice-linked refunds to fees charged on that invoice and not already refunded
- Recalculated negotiated discounts and savings after quantity or offered-price changes
Version 1.1.10 - 2026-08-31
Fixed
- Made quote items use Magento's store-scoped catalog identity, pricing and complete product configuration instead of trusting posted product data
- Fixed quote and order pricing for customer-specific and tax-inclusive catalogs, including free negotiated line items, and allowed virtual quotes to create orders without shipping data
- Aligned quote taxes, shipping taxes, fees and cart conversions with Magento's store-scoped calculation, rounding, discount and currency settings, preserved matching amounts and currency labels throughout the quote lifecycle and exports, and rejected addresses belonging to another quote
- Fixed store-scoped draft and inventory lifecycle handling, protected internal attachments, cleaned abandoned files and recalculated totals after Admin item deletion
Version 1.1.9 - 2026-08-25
Added
- Added store-scoped quote responsibility modes with explicit active-admin assignment, quote-grid filtering and mass assignment, plus optional Magento Admin Inbox notices for customer quote activity
Fixed
- Fixed Magento Admin date-time validation rejecting the value generated by the quote expiration date picker
- Fixed localized Magento Admin agreement validity dates being stored with an incorrect calendar value
- Kept the current quote and item state unchanged when persisting a revision rollback fails
Version 1.1.8 - 2026-08-21
Changed
- Declared the Magento inventory API module load-order dependencies required by quote reservations
- Changed quote expiration values to UTC date-time precision so hourly reminders and workflow expiration actions run at the configured time
- Applied the existing store-scoped product price-change behavior when converting a quote instead of repricing all open quotes inline during catalog saves
Fixed
- Hardened storefront quote sorting, customer item updates, admin attachment deletion, dashboard rendering, and unexpected error responses
- Fixed quote totals and revision rollback integrity so assigned fees remain in grand totals and failed multi-table revision restores roll back atomically
- Made automatic expiration a retryable system lifecycle operation with post-status inventory, notification, and workflow side effects independent of user transition configuration
- Fixed store-scoped expiration reminders, revision cleanup, status resolution, product imports, PDF rendering, tax calculation, payment filtering, and workflow actions
- Fixed dashboard filtering and currency handling, including suppression of invalid monetary aggregates when the selected stores use different base currencies
- Reduced reservation, draft-count, draft-cleanup, revision-cleanup, customer, product-parent, address, and tag-assignment query overhead while preserving Magento repository behavior
- Completed declarative schema and uninstall metadata for module-owned tables, indexes, constraints, and columns
Version 1.1.7 - 2026-07-31
Changed
- Replaced the module information block with the shared Extension Manager extension
Fixed
- Fixed optional quote items to persist their optional status through the declarative database schema
- Fixed storefront quote access checks to consistently respect module, guest-quote, and customer-group configuration across quote routes, product selection, totals calculation, and shipping estimation
- Fixed temporary attachment uploads for new guest quotes and prevented storefront upload failures from exposing internal filesystem or storage details
- Fixed anonymous guest quote acceptance failures to return a generic error while retaining the underlying exception in application logs
- Prevented private quote, agreement, and project pages from being stored in full-page cache, and allowed guests with a valid quote token to delete their own attachments
- Hardened configurable guest access-token patterns with enforced entropy and length limits, and removed customer-owned quotes with their dependent records when the customer is deleted
- Prevented unexpected quote-operation errors from exposing internal details, and made automatic approval and storefront status resolution respect the quote store
- Fixed core workflow setup failures to remain visible so Magento can retry data patches instead of recording a partial installation as complete
Version 1.1.6 - 2026-06-18
Fixed
- Fixed quote inventory reservations to remain balanced and idempotent across approval, rejection, expiration, and order-placement release flows
- Fixed expiration reminder selection to use each store's local expiration date and store scope when matching reminder windows
- Fixed automatic pricing-rule application during quote saves so rule failures do not block unrelated quote persistence and existing manually offered item prices are preserved
- Fixed revision cleanup to keep revisions currently referenced by active quotes
- Fixed old draft cleanup to use the draft's last update time when deciding whether it is inactive enough to delete
Version 1.1.5 - 2026-05-26
Added
- Added compatibility for Magento versions that cannot reflect PHP union return types
- Added a store-scoped maximum active quotes per customer setting for storefront quote creation entry points
- Added a separate configuration flag for direct expiration reminder emails so stores can rely on workflow rules without duplicate reminder messages
Fixed
- Fixed catalog product saves to skip automatic quote repricing when the product price has not changed
- Fixed automatic product-price quote repricing to avoid recalculating quote totals twice during repository save
- Fixed shipping-rate estimation for configured products to use Magento's buy-request product preparation when building temporary quote items
- Fixed expired quote cron processing to select only non-terminal workflow states and avoid repeatedly processing historical terminal quotes
- Fixed expiration reminder emails to use date-based quote expiration selection and a persistent per-quote interval marker so duplicate cron executions do not resend the same reminder
Version 1.1.4 - 2026-05-21
Added
- Added configuration to clear an existing shopping cart before adding accepted quote items to the cart
Fixed
- Fixed quote increment flag table resolution to respect Magento database table prefixes
- Fixed accepted quote add-to-cart conversion so negotiated item prices and quote-level discount adjustments are preserved in the shopping cart
- Fixed accept-mode enforcement so frontend, customer API, and guest API entry points respect the configured accept mode when customer choice is disabled
- Fixed quote expiration checks to use the same store-local calendar-day semantics in storefront action visibility and backend accept/submit validation
- Fixed guest quote creation flows to issue a fresh access token for each newly created quote and include the token in redirect URLs where needed
- Fixed pricing-rule and quote-total observers so calculation failures are no longer silently swallowed after logging
- Hardened quote-to-order conversion by resolving workflow transitions before placing the Magento order
Version 1.1.3 - 2026-05-19
Added
- Added quote agreements for framework-style customer agreements, including admin creation from accepted quotes, storefront agreement listings, call-off quote visibility, and quantity consumption tracking across related quotes
- Added dynamic status text-color handling so storefront quote badges stay readable for any configured status color
- Added revision badge visibility on the quote detail page and modular route-specific storefront stylesheet entrypoints
Changed
- Hardened storefront accessibility semantics for alerts, progress indicators, hidden elements, and tab announcements
- Refactored storefront quote and agreement listings to share AJAX filter handling while keeping list markup server-rendered
Fixed
- Fixed quote lifecycle and access-control edge cases across cart conversion, merge/split, delete, totals refresh, and store-scoped submit validation flows
- Fixed CSV export handling for spreadsheet safety and UTF-8/Excel compatibility in quote item exports
- Fixed catalog product saves being blocked by automatic quote repricing when stale, already-expired quotes had not yet been finalized by the expiration cron
- Fixed embedded customer edit quote and agreement grids using sticky toolbars, which could detach the listing toolbar from the customer form layout
- Fixed mobile storefront alignment for quote and agreement listings, including filter controls, card rows, action icons, and the mini-quote header icon
Version 1.1.2 - 2026-03-09
Changed
- Changed Convert to Quote order history action rendering
Fixed
- Fix frontend merge quote modal rendering by removing nested modal wrapper markup and preventing duplicate modal initialization
Version 1.1.1 - 2026-03-08
Added
- Added lifecycle fixtures and compatibility helpers for quote workflow and transaction scenarios
Fixed
- Fixed workflow state resolution for expiration reminders and quote validation to use quote status state codes consistently
- Fixed guest quote split draft creation to preserve a usable customer email context
- Fixed expired quote cron handling to log skipped quote failures while continuing the batch
Version 1.1.0 - 2026-02-26
Added
- Added transition health check and fixture reload actions in admin to validate and restore core quote status workflow data
- Added configurable duplicate-field handling so quote copy behavior can include shipping, payment, fee, discount, note, and expiry fields by configuration
- Added shipping adjustment persistence and transfer into quote-to-order conversion totals
- Added stronger quote-to-order linkage observers to persist the related quote reference on the order lifecycle
Changed
- Updated quote action visibility and readiness checks in admin and frontend flows to align with quote state and data completeness
- Normalized frontend modal handling
Fixed
- Fixed admin save transaction integrity so failed payment validation does not partially persist quote changes
- Fixed quote conversion so negotiated prices and quote adjustments are preserved consistently in resulting orders and totals.
- Fixed shipping/totals drift across admin and frontend refresh flows, including duplicate and update scenarios
- Fixed submitted workflow triggering so `quote_submitted` rule automations run on valid status transitions
- Fixed broken admin fulltext search handling in listings backed by data providers without explicit fulltext mapping
- Fixed frontend new-quote shipping selector binding and totals refresh race conditions
- Fixed quote email totals rendering and discount/tax presentation consistency
Version 1.0.3 - 2026-02-03
Changed
- Centralized quote access checks in controllers and shared the validated quote via ViewModel to prevent null dereference crashes on quote view
Version 1.0.2 - 2026-01-29
Added
- Added System Configuration module information block
- Added max attachments limit config for frontend uploads
Fixed
- Cast product price to float before updating quote item prices to avoid TypeError during product save
Version 1.0.1 - 2026-01-26
Added
- Added logical checks around status transitions
- Added composite index on quote messages for faster frontend message loading
Fixed
- Improved admin split-quote modal translations and labels
- Enforced `negotiation_enabled` for frontend totals preview and form submits
- Prevented status change email errors from blocking quote submit; now logs and falls back to default template
- Fixed frontend CSV export on quote edit to use client-side export data
- Removed “Save as Draft” action from existing draft quotes; kept for new quotes only
- Adjusted quote edit action ordering and styled “Submit Quote” as primary green
Version 1.0.0 - 2026-01-23
Added
- Added initial version
Version 1.1.0 - 2026-02-03
Added
- Extended B2B quote GraphQL queries and mutations
Fixed
- Resolved list resolver and split input handling issues
Version 1.0.0 - 2026-01-20
Added
- Added initial version
Version 1.0.2 - 2026-09-07
Added
- Added an opt-in setting for exporting guest quote access tokens, tokens are now omitted by default
Fixed
- Fixed import identity resolution for store-scoped quotes, statuses and fees, website-scoped customers, products and workflow transitions
- Fixed Add/Update imports so omitted values are preserved, invalid values are rejected before persistence and quote relations are updated atomically
- Fixed quote, item and revision exports to retain current agreement, currency, totals, optional-item and portable quote-reference data
- Fixed guest quote round trips, sample CSV downloads and command-line failure handling
Version 1.0.1 - 2026-05-19
Fixed
- Fixed quote import/export table resolution to respect Magento database table prefixes
Version 1.0.0 - 2026-01-23
Added
- Added initial version
Version 1.0.3 - 2026-09-02
Fixed
- Fixed quote and project interactions, dynamic rows, and frontend translations when Hyvä's strict Content Security Policy mode is enabled
Version 1.0.2 - 2026-06-16
Fixed
- Fixed Tailwind source CSS compatibility with current Hyvä builds
- Added Hyva Tailwind 4 module CSS source registration while keeping Tailwind 3 source compatibility
- Fixed Tailwind source CSS rules that used opacity shorthand utilities unsupported by Tailwind 3 `@apply`
Version 1.0.1 - 2026-05-26
Changed
- Updated Hyva compatibility for MageB2B_B2BQuote 1.1.4 frontend
Fixed
- Scoped all Hyvä compatibility layout handles with the `hyva_` prefix so the module no longer overrides Luma quote storefront pages when installed in mixed-theme shops
Version 1.0.0 - 2026-02-03
Added
- Added initial version
Version 1.0.6 - 2026-08-31
Changed
- Required B2B Quote 1.1.10 or newer
Fixed
- Kept custom PDF layouts compatible with quote-specific currencies when used with current B2B Quote releases
Version 1.0.5 - 2026-08-04
Changed
- Restricted PDF layout save, duplicate, and delete actions to POST requests
- Prevented deletion of PDF layouts that are still selected in an effective store-view configuration
Version 1.0.4 - 2026-05-24
Added
- Added compatibility for Magento versions that cannot reflect PHP union constructor parameter types
Version 1.0.3 - 2026-05-14
Added
- Added PDF layout duplication support in admin
- Added shared PDF text measurement for consistent renderer alignment and truncation
- Added background image support for PDF page layouts
- Added admin designer controls for PDF page background images
Changed
- Improved custom PDF layout store resolution
- Improved preview cache key generation
- Improved table layout validation for item table columns and generic table configurations
- Improved admin PDF designer JavaScript handling for asynchronous image loading and layout state preservation
Fixed
- Fixed address variables to resolve country and region names instead of rendering raw IDs where possible
- Fixed absolute image path handling so only real media-directory paths are accepted
- Fixed currency symbol lookups to reuse resolved symbols during one request
- Fixed unsafe admin designer HTML rendering for stored/imported layout values
- Fixed saved-layout preview cache keys so same-second layout JSON changes no longer reuse stale PDFs
- Fixed generated and duplicated layout codes so they stay within the database column length
- Fixed the admin layout grid duplicate action so the duplicate controller is reachable
- Fixed right-aligned item table values to measure the truncated rendered text
- Fixed generic table cell formatting to avoid re-formatting already formatted variable output
- Fixed designer undo history initialization and keyboard movement history tracking
- Fixed PDF designer exports so page and zone settings are preserved instead of reset to defaults
- Fixed duplicate save submissions in the admin designer
Version 1.0.2 - 2026-05-01
Fixed
- Fixed admin PDF layout listing fulltext search
Version 1.0.1 - 2026-01-27
Fixed
- Allow zero width/height for line elements to prevent preview validation errors
- Align import validation for line elements with zero width/height support
- Update QR code error correction handling to use Endroid QrCode enum API
Version 1.0.0 - 2026-01-23
Added
- Added initial version
Module-Specific Questions
What does the Magento 2 B2B Quote Extension do?
It adds a complete request a quote process to Magento 2. Customers submit products, quantities and requirements, sales prepares and negotiates the offer, and an accepted quote can be converted into an order.
Does Magento Open Source include a request a quote workflow?
Magento Open Source does not include the Negotiable Quotes feature supplied with Adobe Commerce B2B. B2B Quote adds quote requests, negotiation, approval and quote-to-order handling to a Magento 2 store.
Where can customers start a quote request?
Customers can start from a product page, convert the current cart into a quote, or create and manage quotes from their account. Your team can also create a quote for a customer in the Magento admin.
Can guests request a quote without creating an account?
Yes. Guest quotes can be enabled in the store configuration. A guest receives quote-specific access, while registered customers manage their requests in the customer account.
Can customers and sales staff negotiate prices?
Yes. Sales can adjust item prices and quote totals, while the customer can review the offer and respond. Messages, counteroffers and relevant changes remain connected to the quote.
Can sales staff create a quote on behalf of a customer?
Yes. An admin user can select a customer, create the quote, add products, set quantities and prices, and send the offer through the normal quote workflow.
Can we define our own quote statuses and approval steps?
Yes. Quote statuses and allowed transitions are configurable. You can decide whether a customer, admin or system action may perform a transition and whether the person must add a note.
How do pricing rules work?
Pricing rules evaluate configured conditions such as quantity, customer group, selected products or quote value. They can apply repeatable pricing actions while sales retains the ability to edit an individual offer.
Can the extension automate reminders and follow-up actions?
Yes. Workflow rules can react to quote events and trigger configured actions or notifications. Expiration reminders and cleanup of inactive drafts can also run automatically.
Are messages and file attachments stored with the quote?
Yes. Customers and admins can exchange messages and upload files within the quote process. Allowed file types, maximum size and availability by quote status are configurable.
How does an accepted quote become an order?
The customer can accept an approved quote and continue with the negotiated products and prices. An admin can also convert a valid quote into an order, subject to the configured price, stock, shipping and payment checks.
Can the extension reserve stock for an approved quote?
Yes. Inventory reservation on approval can be enabled. The reserved quantity can be released after rejection or expiration, depending on the store configuration.
Can quotes include shipping, payment details and extra fees?
Yes. Quotes can store addresses, shipping and payment methods, taxes, discounts, negotiated prices and quote fees. This allows the offer to reflect more than product prices alone.
Can we split, merge, copy or compare quotes?
Yes. The extension supports copying, splitting, merging and comparing quotes. Quotes can also be grouped by projects, categories and tags when a longer sales case needs more structure.
Does the main extension generate quote PDFs?
Yes. The base extension includes individual PDFs, ZIP export for multiple quote documents and a PDF dashboard report. It includes Classic, Minimalist, Sidebar, Color Block, Compact and Executive layouts.
What is the difference between the included PDFs and PDF Designer?
The main extension already creates configurable quote PDFs. PDF Designer is a separate add-on for teams that need a visual editor and fully custom document layouts.
Does B2B Quote work with Hyvä?
Hyvä support is available through the separate B2B Quote Hyvä add-on. The add-on supplies the storefront templates and styling needed for the quote workflow in a Hyvä theme.
Are REST, SOAP and GraphQL integrations included?
They are available as separate add-ons. The API add-on covers REST and SOAP integrations, while GraphQL is provided by its own add-on for headless storefronts and integrations.
Can quote data be imported or exported?
The main extension includes customer-facing bulk item entry and document exports. A separate Import and Export add-on is available for structured quote data exchange through Magento import, export and command-line workflows.
Can a customer create a new quote from a previous order?
Yes. Registered customers can convert a previous order into a new quote request. Admin users can also create a quote from an order when a repeat purchase needs new prices or conditions.
What are agreements and call-off quotes used for?
An agreement records negotiated quantities and terms for ongoing business. Customers can create call-off quotes against the agreement and consume the agreed quantity over time.
Can a digital signature be required before acceptance?
Yes, with the separate OpenSign add-on. When signature enforcement is enabled, the customer signs the generated quote PDF before the quote can be accepted.
General Questions
How many Magento installations is the license valid for?
The license is valid for one Magento installation, including multi-website operation. In addition, the module may be installed on any number of development or staging servers. You can find further details in our license terms.
Is installation included in the price?
Installation and configuration are not included in the price. On request, we can support you with a smooth integration into your system.
How do I install a module?
Composer is PHP's package manager, and Magento 2 uses it to install modules and their dependencies. After purchase, the commands for your module are available under Licenses in your customer account. First add the private SoftwareSilo repository and your license token. Then install the listed package with composer require and run php bin/magento setup:upgrade and php bin/magento cache:clean.
What payment methods are available?
You can pay by credit card (Stripe) or bank transfer (prepayment). For credit card payments, the order is processed immediately and the access credentials are provided directly in a separate follow-up email.
What does the order process look like?
After credit card payment, you immediately receive access credentials to obtain the module via Composer. For bank transfer, access is granted once the invoice is paid.
I need a custom modification of the module. Is that possible?
Custom requests are no problem. We tailor our Magento 2 modules to your project and maintain a dedicated internal version so we always know exactly what runs on your system for support.
Can I install a demo version locally?
On each module detail page, you can request your own demo instance and test the module intensively for 7 days. However, we do not provide a local demo version.
Is the source code encrypted?
No, the source code of our modules is not encrypted. If you need a customization, feel free to send us a request. We will get back to you promptly with a non-binding quote.
What is the update policy and support?
You can add a support package to your order. It includes assistance as well as updates and upgrades related to the module. No continuous subscription is required.
I already have a license. How can I perform an update?
I have another question — how can I contact you?
You can reach us anytime via eMail.
B2B Quote
×Ideal for these industries & use cases
RFQ process
Capture and process quote requests in a structured flow from intake to decision.
Price and condition negotiation
Run transparent negotiations with documented counteroffers and approvals.
Project-based quoting
Assign quotes to projects and keep multiple negotiation tracks separated.
Automated pricing logic
Apply quote rules consistently and reduce manual pricing decisions.
Cross-team sales workflow
Coordinate tasks, statuses, and decisions across sales and backoffice teams.
Quote to order
Convert accepted quotes directly into orders and shorten the path to close.
Try before you buy
Request a personal demo and test the module with realistic sample data in Magento Admin and the storefront. Take your time to see whether it fits your requirements and workflows.
Technical documentation
Practical Magento 2 guides, developer documentation, and API references for installation, configuration, and troubleshooting.
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