Quotations Pro Overview

Introducing the ToolE Quotations Pro Module:

Revolutionize Your Quoting Process!

With the ToolE Quotations Pro module, you can supercharge your sales efforts, efficiently handle customer requests, generate quotes instantly, provide discounts, and even customize shipping prices, all within your PrestaShop store.

Your customers will appreciate the ease with which they can request quotes for specific products or their entire shopping cart. They can effortlessly convert these quotes into orders. And, with our user-friendly back office interface, you can effortlessly create quotations and place orders on behalf of your customers, further enhancing your sales process.

Key Features:

1. Quote Requests: Enable customers to request quotes for specific products or their entire cart, whether your store is in standard cart mode or catalog mode.
2. Form Editor: Easily capture all the necessary information needed to create accurate quotes for your customers.
3. Quotation Management: The system records each quotation request with all relevant details, allowing you to efficiently generate quotes.
4. Customization: Tailor your quotes by selecting products, choosing currency, specifying the country, adding extra items, setting delivery/handling charges, and applying discounts.
5. Customer Interaction: Send the finalized quote to the customer via email. If your store supports carts, they can seamlessly move the quote to their cart and complete the checkout process. In catalog-only mode, customers can request an order creation through their account section, which will trigger notifications to your employees for further processing.

With ToolE Quotations Pro, you'll transform your quoting process, increase sales, and provide a seamless experience for your valued customers. Try it today and see the difference it can make in your PrestaShop store!

Front Office Features:

• Seamlessly operates in Selling mode and Catalog Mode.
• Allows both single and multiple product quotation requests.
• Option to hide prices for products eligible for quoting.
• Fully compatible with Prestashop Multistore functionality.
• Enables you to specify which products are available for quotation.
• Customizable quotation options based on customer groups.
• Introduces a dedicated quotation cart, enabling customers to compile multiple product quotation requests and easily request quotes.
• Converts the shopping cart into a quotation request or provides the option to download a PDF copy.
• Allows customers to directly purchase from the quotation email.
• Offers comprehensive quotation details and history accessible in the customer account area.
• Swiftly transforms a quote into an order.
• Implements Recaptcha v3 for spam prevention.
• Supports Prestashop customization fields, ensuring saved customization information is included in the quotation request.
• Provides the option to download a PDF copy of the quotation offer.

Back Office Features:

• Comprehensive quotation management, enabling you to track requests and effortlessly create, edit, and send quotations.
• Simplifies the process of adding and editing multiple product lines simultaneously, ensuring quick response to customer inquiries.
• Includes a PDF and Email template editor, eliminating the need to directly edit templates. Utilize the WYSIWYG editor to craft customized PDFs, emails, and fast response templates.
• Offers numerous quotation data points for insertion into templates.
• Allows you to set quotation expiration dates and highlights expiring offers in the back office.
• Features a form editor that captures essential information for accurate quote creation.
• Supports multiple form element types, including Text Field, Text Area, Button, Drop-down selection, Date Selection, Checkbox, and Address Form for convenient customer account creation.
• Permits the creation of multiple request forms assigned by product categories, ensuring tailored customer information collection.
• Provides the flexibility to offer personalized customer product prices for each item in a quotation.
• Incorporates discounts and custom shipping costs into quotations, which are applied during the checkout process.
• Restricts displayed shipping options based on the shipping added to the quotation.
• Includes a fast response option for instant customer feedback and asynchronous email sending for an enhanced user experience.
• Enables quote delivery to customers via email.
• Allows customers to make direct purchases from the email.
• Grants access to quotes within the customer account area.
• For catalog-only stores, customers can request order creation through the account section using the same notification system.
• Displays the number of quotation requests requiring a response in the back office header and FavIcon (Prestashop 1.6 & 1.7).
• Facilitates the saving of quotations as templates for quick creation of new quotations with saved details.
• Offers full support for the taxation system, capturing invoice and delivery details and calculating taxes based on your preferences.
• Allows you to set an expiry date for quotes, visible to customers in emails and their account area.
• Permits the export of quotes to PDF.
• Integrates customer communications into the Prestashop customer service process.

Features:

• Open to feature ideas; feel free to get in touch to explore inclusion possibilities.

Latest Updates and Features:

• Supports Prestashop 1.6 & 1.7 within the same module.
• Introduces back office quotation templates.
• Enables quotations based on customer groups.
• Adds a shipping method select form element.
• Offers optional customer account creation.
• Ensures GDPR compliance.
• Enhances product selection speed to accommodate catalogs with a large quantity of products.
• Allows attachment of a PDF copy of the quote to customer emails.
• Provides improved visual feedback when adding products to the quote cart on PS 1.7.
• Enables/disables product availability for quoting, even for out-of-stock products.
• Enables customer file uploads, allowing customers to attach documents to their requests.
• Offers pre-population of forms with customer data when logged in.
• Introduces a new quotation cart for customers, enabling them to add products to the quote while browsing the site.
• Centralizes all quotation requests in a dedicated Back Office tab.
• Enables tracking of the status of each quotation.
• Allows conversion of requests into quotations, ready for customer addition to their cart.
• Incorporates discounts and charges directly from the Back Office.
• Defines canned responses for quick customer communication.
• Facilitates order creation directly from a quotation in the Back Office for catalog-enabled stores.
• Provides support for Catalog mode (single and multiple products) and Cart mode (single and multiple products) with orders initiated through the Back Office.
• Introduces a Quotation Form Designer.
• Features a PDF/Email Template Editor.
• Supports configurable Quotation Statuses.
• Integrates a customer messaging system.

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DOWNLOAD QUOTATIONS PRO HERE! 

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We trust that you have found this article to be informative and valuable. If you have any further inquiries or require assistance, please do not hesitate to reach out to our dedicated support team at support@toolecommerce.com. We are here to assist you with any questions or concerns you may have.