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Cart2Quote User ManualVersion2.3.4Support questions:[email protected] te.com

Table of ContentsThis manual is divided in three sections. Frontend, how your website vistor will experience MagentoQuotations in the front-end. How a shopmanager can process quotation requests on a daily basis in thebackend and how to setup and customize Cart2Quote using the Cart2Quote admin panel.Introduction Cart2Quote Magento Quotation Extension!31. Front-end from a customers perspective!4Product grid/list and product detail view!4Shopping Cart and Quotation overview page!5Transactional emails!7PDF attached to email with price propsal!8Magento customer dashboard!82. Managing Quotations: Create, Edit & Convert quotes!9Quotation Grid!9Free version - until here and no further!9Quotation detail page!10Actions to perform on the quote detail page!10Edit the quote!11Creating a new quotation!113. General Configuration!12Cart2Quote configuration screen - General settings!12Changing your Cart2Quote transactional emails!14Receive the details of a quote request per email!14Link transactional emails to relevant actions !15Enabling the Cart2Quote shipping method!15Customizing PDF design!16Need more help?!16Magento eCommerce!17Cart2Quote the complete Quotation Manager Ophirah eCommercepag. 2 of 17

Introduction Cart2Quote Magento Quotation ExtensionCart2Quote is the most complete Magento module that enables customers and shopowners to create aRequest for Quote (RFQʼs) on Magento websites. With Cart2Quote you can effectively track customerquotations, edit quotation requests, create proposals and convert quotations to orders. This all via the Frontend or Backend of Magento.This manual assumes youʼve already successfully installed Cart2Quote on your server. If you needinstructions with installing, please read the Installation Manual that also comes with the installation package.Cart2Quote is a pretty complex module with lots of functionalities. To utilize all features, configuringand setting it up will take some time. Please make sure you read this manual completely and followthe necessary steps carefully.We wish you many many leads generated by Cart2Quote,and may the force be with you to convert them all into orders!the Cart2Quote teamCart2Quote the complete Quotation Manager Ophirah eCommercepag. 3 of 17

1. Front-end from a customers perspectiveProduct grid/list and product detail viewThe Add to Quote button is only shown when a product is configured to enable quotations. This way you canhave within one category several products with the Add to Quote button enabled and others not.It is also possible to show the quotation button on the product detail page but hide it in the list/gridviews. Please review the Installation Manual for instructions.Cart2Quote the complete Quotation Manager Ophirah eCommercepag. 4 of 17

Shopping Cart and Quotation overview pageOne of the significant changes in Cart2Quote 2.0 is the completely overhauled Cart page. Theshoppingcart page now consists of a page with two tabs.1) Shoppingcart2) Quotation RequestCustomers can easily switch between the two lists and can order or request a quote at the same time.Cart2Quote is is able to move items from cart to quote and vice versa. Cart items will be copied tothe quote instead of moved. Why? Simply because ordering is the main purpose of the shoppingcart.Items will therefor never be removed from the shoppingcart.Cart2Quote the complete Quotation Manager Ophirah eCommercepag. 5 of 17

Cart2Quote offers a minimalistic submit form. This will help the conversion of vistors to leads.Entering the shipping details by selecting “Request a shipping quote” is optional but can alsobe set to mandatory using the Cart2Quote configuration.After checking “Request shipping quote” the submit form is extended with the following part.Cart2Quote the complete Quotation Manager Ophirah eCommercepag. 6 of 17

Transactional emailsCart2Quote the complete Quotation Manager Ophirah eCommercepag. 7 of 17

PDF attached to email with price propsalMagento customer dashboardCart2Quote the complete Quotation Manager Ophirah eCommercepag. 8 of 17

2. Managing Quotations: Create, Edit & Convert quotesQuotation GridThe store owner can view quotation in a grid that displays the most important information. Theshowpowner will be able to change the status of the quote request from within this screen.Free version - until here and no furtherWe hope you enjoy the free version of Cart2Quote. To unlock all functionality and to process quotations atlightning speed, consider upgrading to one of the paid versions. Starting at 399. Or unlock all functions on alocal test server.Cart2Quote the complete Quotation Manager Ophirah eCommercepag. 9 of 17

Quotation detail pageActions to perform on the quote detail page1) Enter proposal prices and tiers2) Enter notes and remarks to the quotation3) Enter a custom price for the shipping cost4) Upload a file or URL with your proposal5) Print the PDF of the proposal6) Save the quotation7) Add or change the products in the quotation8) Convert the quote to an orderCart2Quote the complete Quotation Manager Ophirah eCommercepag. 10 of 17

Edit the quoteEditing a submitted quote is easy. After you have saved the proposal the “Edit product” button willbecome active. Pressing it will bring you to the “Create order screen” of Magento with the selected items,including their prices and quantities transferred to this screen. You can press the “Edit product” button afteryou have selected the items and quantities that need to be edited.Editing a quote will require you to save the request and to select one Qty per product. Remarks and shippingprices will not be transferred as are the extra quantities per item that were orginally requested. This is simplybecause Magentoʼs create order screen will not support this functionality. After editing a quote you will be ableto create new tiers once back in the quote view.Magentoʼs Create New Order screen is extended and an extra button is placed at the bottom of this screen.After you have changed the items in the list you can press this button and all products including theirquantities are transferred back to the quote detail page.Creating a new quotationThe workflow is exactly as above, but you will start with an empty form by pressing “Create New Quote” atthe right top of the quotation grid page.Cart2Quote the complete Quotation Manager Ophirah eCommercepag. 11 of 17

3. General ConfigurationCart2Quote configuration screen - General settingsNot using Magento’s standard checkout but one of the other checkout modules? The“Checkout onepage url” offers you to enter an alternative checkout url than Magento’sdefault.Cart2Quote the complete Quotation Manager Ophirah eCommercepag. 12 of 17

Go to - admin/system config/edit/section/qquoteadv/ [transactional emails]Actions1) Configure your Cart2Quote related emails and server settings.2) Sending the proposal as PDF attached to the transactional email3) Sending an extra default document with the proposal email (terms & conditions)Cart2Quote the complete Quotation Manager Ophirah eCommercepag. 13 of 17

Changing your Cart2Quote transactional emailsYou can customize the emails that Cart2Quote is sending after a quote request. There are 6email templates included and their all in English. Following the instructions below enables you to edit thecontents of those emails.Go to - /admin/system email template/new/Receive the details of a quote request per emailEspecially when using the free version, store owners need to be able to see the contents of the submittedquote request. To use the email including the product details do the following:1) Select “Add New Template ”2) Load default template: “cart2quote request details”3) Enter the template information and save this template4) Connect template to relevant action (New Request Template) See instructions belowCart2Quote the complete Quotation Manager Ophirah eCommercepag. 14 of 17

Link transactional emails to relevant actionsWhen you do edit the templates be sure you connect the new templates to the desired actions inthe Cart2Quote configuration page./admin/system config/edit/section/qquoteadv/ [Emails for quote requests]An alternative way to edit these emails is to find the .csv files on your ftp server and change them directly.Enabling the Cart2Quote shipping methodCart2Quote adds itʼs own shipping method that allows for the custom shipping prices to be entered fromquote proposal creation screens. You need to enable this method for Cart2Quote to work.Go to - /admin/system config/edit/section/carriers/ [Cart2Quote]Cart2Quote the complete Quotation Manager Ophirah eCommercepag. 15 of 17

Customizing PDF designUsing the “Invoice and Packing Slip Design” you can customize the logo on top of the quotation PDF as theaddress details of your company. If you change the logo, the default size is 200 x 50 pxGot to - /admin/system config/edit/section/sales/ [Invoice and Packing Slip Design]Want to customize more? The PHP file for the creation of the PDF is always opensource. Pleaseread this article how to further customize your PDF design.Need more help?You will find much more development en configuration tips in our forums. Please feel free to share any tipsand tricks in our user forum. Cart2Quote development and configuration help forums.Cart2Quote the complete Quotation Manager Ophirah eCommercepag. 16 of 17

Magento eCommerce“Magento is an open source based ecommerce web application that was launched on March31, 2008. It was developed by Varien (now Magento Inc) with help from the programmerswithin the open source community but is owned solely by Magento Inc. Magento y-attribute-value(EAV)database model to store data.[3]The Magento Community Edition is the only free version of Magento available. Allother versions of Magento are not free.Varien, the company owning Magento, formerly worked with osCommerce. They originallyplanned to fork osCommerce but later decided to rewrite it as Magento. Magentoofficially started development in early 2007.[4] Seven months later, on August 31,2007, the first public beta version was released. On May 30, 2010, Magento mobile wasreleased; it allows store owners to create native mobile storefront apps.In September 2010, Magento launched Magento Mobile, an extension platform used tobuild native applications for iOS. [5]In February of 2011, Ebay announced it had made an investment in Magento in 2010,worth a 49% ownership share of the company.As of June 6, 2011 Ebay owns 100% of Magento. Ebay announced that Magento would joinEbay's new X.Commerce initiative.[6] Magento's CEO and co-founder Roy Rubin wrote onthe Magento blog stating that "Magento will continue to operate out of Los Angeles,with Yoav Kutner and me as its leaders."[7].”From Wikipedia, the free encyclopediaCart2Quote the complete Quotation Manager Ophirah eCommercepag. 17 of 17

The Magento Community Edition is the only free version of Magento available. All other versions of Magento are not free. Varien, the company owning Magento, formerly worked with osCommerce. They originally planned to fork osCommerce but later decided to rewrite it as Magento. Magento