Cart request
Start with products and quantities already selected by the customer.
Advanced Quotes & Approvals
eStoreware for nopCommerce • Advanced Quotes
Turn special-pricing requests into a structured quote workflow.
The eStoreware Advanced Quotes plugin adds a complete commercial quote workflow to nopCommerce—from registered or guest cart requests through requested-price review, store or customer approval, revisions, branded PDFs, price-preserved checkout, final order linkage, and optional Quick Order Form conversion.
- Start a quote request from products already selected in the shopping cart
- Review customer-requested pricing and apply approved quoted values
- Approve requested prices, send a counteroffer, or create a traceable revision
- Deliver a secure quote and branded PDF using the active store identity
- Preserve approved prices through checkout and link the resulting order
Requested pricing
Capture a requested unit price and item-specific purchasing notes.
Email workflow
Confirm the request and email the completed quote for review.
Approval
Record customer acceptance through the public quote page.
Cart conversion
Copy an accepted quote into the assigned customer's shopping cart.
Quick Order Form
Turn quoted products into a reusable repeat-order list.
Cart-based quote requests
Let customers request special pricing without rebuilding the product list.
The quote panel expands directly beneath the shopping cart. Customers can enter requested unit prices, add an item note, provide overall delivery or purchasing instructions, and submit the current cart for review.
Keep the request connected to the cart
Capture the information the sales team needs.
- Product, quantity, SKU, manufacturer number, and current cart price
- Optional customer-requested unit price for each item
- Customer-facing item notes and overall request instructions
- Automatic quote number, request source, expiration, and draft status
- Email confirmation that the quote request was received
Customer communication
Confirm the request, then send the completed quote for review.
After submission, the customer sees a dedicated confirmation page with the quote number, the three-step review process, a normal response-time expectation, and links to continue shopping or open My Quotes. The completed quote can then be delivered by email with its total, expiration, and secure review link.
Central quote administration
Search, filter, review, and manage quote activity from one area.
The Advanced Quotes list summarizes all quotes, cart requests, pending cart requests, and approved quotes. Administrators can search by quote or customer, filter status and source, and open the complete quote workspace.
Add products to a quote
Search the catalog by product name, SKU, manufacturer number, GTIN, or product ID.
Administrators search for and select the product first, keeping initial entry fast. Once added, quantity, quoted price, requested price, discount, notes, and display order are edited in the quote-items workspace, with bulk Save Selected and Delete Selected actions.
Requested and quoted pricing
Review the customer's target price and apply it only when appropriate.
A cart-generated quote preserves the customer's requested unit price and note. Staff can apply one requested price or approve all requested prices together. When the store approves the submitted pricing, the customer is notified and no additional approval is required before the approved quote is copied to the cart.
Pricing controls
Keep customer-visible and private information separate.
- Quoted unit price and customer-requested price
- Apply requested price when the request is approved
- Line discount, quantity, and calculated line total
- Customer-facing item notes shown on the quote
- Private administrative notes hidden from the customer
- Save or delete selected quote items in bulk
Commercial revisions and audit history
Revise pricing or terms without changing the original quote.
Create R2, R3, and later revisions as negotiations continue. Each new revision is editable and returns to Draft while the prior version remains unchanged. History records the source quote, workflow events, messages, timestamps, and status changes.
Branded customer documents
Generate a polished quotation using the active store's logo.
Download a customer-ready PDF with the store logo, quote number, revision, dates, products, identifiers, quantities, approved prices, discounts, totals, notes, expiration, and page footer. Transparent logos are flattened onto white so branding remains clean in the final document.
Public quote review and approval
Support customer acceptance and direct store approval.
The public quote page shows the quote number, revision, status, expiration, products, identifiers, quantities, unit prices, discounts, totals, customer-facing notes, and PDF action. A customer can accept or decline a counteroffer; when the store approves all prices originally requested by the customer, the quote clearly states that no additional customer approval is required.
Customer response
Use the approval path that fits the quote.
- Activate and email the secure public quote link
- Display quote status and expiration clearly
- Record customer approval on the quote
- Approve all customer-requested prices directly as the store
- Provide a print-friendly quote action
- Notify administrators that the customer accepted
- Preserve the accepted quote for follow-up and conversion
Post-approval outcomes
Continue the workflow after the customer accepts.
Quote tools help staff send or resend the offer, open the public quote, copy accepted products into the assigned customer's shopping cart, create a reusable Quick Order Form, complete the quote, cancel it, or reopen the workflow when follow-up is required.
Send quote
Activate the public link and email the offer to the customer.
Customer accepts
Record approval through the public quote page.
Copy or convert
Move accepted items to the customer cart or create a Quick Order Form.
Complete or follow up
Mark the quote complete, cancel it, or reopen it when needed.
Price preservation and final order linkage
Carry the approved price through checkout and connect the final order to the quote.
When an accepted or store-approved quote is copied to the assigned customer's cart, Advanced Quotes applies the negotiated unit-price override instead of reverting to the catalog price. After normal nopCommerce checkout, the exact quote revision is marked Converted and its history records the resulting order number and order ID.
Customer account visibility
Let customers review quotes and converted forms from their account area.
Customers can review quote history from My Quotes, open an accepted or converted quote, and access converted Quick Order Forms for faster repeat ordering.
Quote history and traceability
Retain a timeline of important quote activity.
Quote history records revisions, requested-price approvals, queued emails, cart conversion, customer responses, status changes, and the final ConvertedToOrder event with UTC timestamps.
Structured special-pricing workflows
Move quote requests into a process your team can price, revise, document, approve, convert, and trace to the final order.
See how request confirmation, store-approved pricing, customer counteroffers, revisions, branded PDFs, price-preserved checkout, final order linkage, and reusable Quick Order Forms fit into your nopCommerce website workflow.