Magento 2 Quote PDF created straight from the Cart
SKU: CARTQUOTEPDF1
- download the cart as a PDF quote with one click
- quote number, validity, logo and terms freely configurable
- sent by email to customer and team with the PDF attached
- load the quote back into the cart later and order
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Magento 2 Quote PDF: turn the cart into a document you can pass on
With the Magento 2 quote PDF from Mironsoft, customers and sales staff turn the current cart into a PDF quotation with one click. The document carries your logo, a running quote number, the validity period and your terms, and it can be downloaded or sent by email. Later the quote can be loaded back into the cart and ordered. The interface runs on Alpine.js in the Hyvä theme and can be controlled per store view.
Quote in one click
A button in the cart creates a quote from the current items without any form to fill in.
Your own layout
Logo, sender details, header and footer text as well as payment and delivery terms are maintained in the admin.
Number and validity
Every quote gets a running number and an expiry date after which it can no longer be ordered.
Sent by email
The PDF goes as an attachment to the customer and optionally as a copy to your sales team.
Back into the cart
Via a link or the quote number the customer reloads the items and places the order.
Price basis fixed
Prices and discounts are frozen at creation time and stay valid until the deadline.
Why your shop needs a Magento 2 quote PDF
Especially with larger orders customers want a document they can present internally, have approved or compare against budgets. That is why merchants search for Magento 2 cart to quote, Magento 2 create quote from cart or Magento 2 send quote by email. By default Magento has no quotation document; the customer would have to photograph the cart.
Without a document you get media breaks: sales retypes quotes into a spreadsheet, prices drift from the shop, and a confirmed amount is hard to prove later. The Magento 2 quote PDF takes its data directly from the cart and records prices and terms in a binding way.
Creating a Magento 2 quote PDF: from cart to document
In the cart a button labelled quote as PDF appears. The customer optionally adds a company name, contact person and a reference, then the document is generated. It contains all items with SKU, quantity, unit and total price, shipping costs, taxes and the grand total. Customer group prices and tier prices are taken into account exactly as they appear in the cart.
- Items with SKU, quantity and prices
- Taxes, shipping and total as in the cart
- Optional company, contact person and reference
Set layout and terms of the Magento 2 quote PDF yourself
You control the look of the document in the admin: logo, sender, bank details, introduction text, notes on payment and delivery and the footer. Texts can be maintained per store view and language, so an English-language shop gets English quotes. If you need different terms per customer group, store several text blocks. Please check legal wording yourself or with your legal adviser.
- Logo, sender and bank details in the admin
- Texts per store view and language
- Text blocks per customer group
Validity and price lock for the Magento 2 quote PDF
Every quote applies for a defined period. Within that period the price is kept even if the catalog price changes. After that the shop points out the expiry when the quote is loaded and calculates with current prices. Products that are no longer available are shown and skipped. In the admin you see all quotes with the status open, ordered or expired.
- Period in days, global or per customer group
- Price lock until the expiry date
- Status open, ordered or expired in the admin
Send the Magento 2 quote PDF by email and load it again
Besides the download, the module sends the quote by email to the customer and, if wanted, as a blind copy to the sales team. The email contains a link that brings the quote back into the cart. The document thus becomes an ordering path: open, check, order. Staff can also create quotes for customers while logged in on the storefront.
- Email with PDF attachment and blind copy
- Link to reload into the cart
- Creation by logged-in sales staff
Where a Magento 2 quote PDF helps in everyday shop work
Typical situations in which a Magento 2 quote PDF counts for more than a cart.
Purchasing with approval
The employee creates a quote and presents it to management for signature or budget approval.
Field sales consulting
Sales assembles a cart on site and sends the customer the document the same day.
Tenders and framework orders
Customers collect price evidence for applications or comparisons and order later within the deadline.
Project business
Large carts with tier prices are fixed as a quote until planning and financing are in place.
Magento 2 quote PDF: with and without the module compared
The difference to retyping in a spreadsheet.
| Topic | Without the module | With Mironsoft Cart to Quote PDF |
|---|---|---|
| Creation | Retyping in a spreadsheet or word processor | One click from the cart |
| Prices | May differ from the shop | Taken directly from the cart |
| Validity | Has to be noted by hand | Expiry date and price lock automatic |
| Ordering path | Customer searches the products again | Quote reloads into the cart |
| Overview | Scattered across mailboxes | All quotes with status in the admin |
How we set up the Magento 2 quote PDF for you
The process after you place your order.
Kick-off
You provide logo, sender details and terms and define validity and number range.
Installation
We install the module, set up the Magento 2 quote PDF for your store views and place the button in the cart.
Layout
We design the Magento 2 quote PDF document together with you and test umlauts, page breaks and long product names.
Testing
We check download, email delivery, reloading and expired quotes with your product types.
Handover
Your team receives a walkthrough of the quote management in the admin.
Scope compared to request for quote and proforma invoice
The request-for-quote module from Mironsoft sends a cart as an inquiry to your team, which then answers individually. The proforma invoice creates a document for an existing order. The Magento 2 quote PDF, by contrast, is created instantly and automatically, before any order, and remains orderable for the customer.
All modules can be combined, for example request for quote for special cases and an automatic quote for standard carts. The interface works with Alpine.js in the Hyvä theme without an additional library.
No download, but a personal setup
Cart to Quote PDF is not listed here as a ready-made download for self-installation. The purchase is an order for our service: we get in touch after the purchase, install the module in your shop and design the quotation document together with you.
Frequently asked questions
Everything important about the document, validity, email delivery and how the purchase works.
How can I create a quote from the cart as a PDF in Magento 2?
Can I set the logo and terms in the Magento 2 quote PDF myself?
How can I send a quote by email in Magento 2?
How long is a Magento 2 quote PDF valid?
Can the customer order the quote later?
Are tier and customer group prices taken into account?
Can sales staff create quotes for customers?
Does the Magento 2 quote PDF work with Hyvä?
How does the module differ from request for quote and proforma invoice?
Can I download and install the module myself?
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