B2B Quote Requests: negotiate prices and turn them into orders - Module PrestaShop

Your B2B quotes arrive by e-mail: give them a home in your shop

A business customer asks for a price for a few pieces, then for a much larger quantity. The request comes by phone or e-mail, the price is negotiated in a thread, and the order is typed into the back office by hand. In between, the agreed price is lost, the customer orders at the catalogue price, or nobody knows whether the quote was accepted.

B2B Quote Requests puts that journey inside your PrestaShop shop: the customer requests a quote from the product page or the cart, you answer with a negotiated price per line and a validity date, and their acceptance puts the products in their cart at the negotiated prices, ready to order. Every step leaves a trace: status, history and e-mails.

A button where the customer is

On the product page, the “Request a quote” button sits under “Add to cart” and carries the selected combination and quantity. On the cart page, a second button turns every cart line into a single request. You choose the allowed customer groups: your business customers see the button, your retail customers need not.

A visitor who is not signed in is invited to sign in or create an account, then returns to the form. Version 1.0.0 works with a customer account: quotes for visitors without an account, sent through a secure link, are not covered.

A short form, attached to the customer account

The form shows the products, the reference, the catalogue price excluding tax and the quantity. From a product page the customer adjusts the quantity; from the cart, the quantities are carried over as they are, with a link to change the cart. They can add their company, VAT number and a message, all optional: expected lead time, packaging, recurring orders. A consent box, an anti-spam check and a security token protect the submission. The quote receives a unique reference and arrives in your back office with the status “New”.

A proposal with a negotiated price per line

In the back office, the quote page shows the catalogue price at request time. You enter the negotiated unit price excluding tax of each line, the validity date and a message for the customer. Tax-excluded totals, taxes and tax-included totals are recomputed with the shop’s tax rules and the customer’s address before sending. A “Recalculate” button checks the amounts without sending anything.

The proposal goes out by e-mail in the customer’s language, with a link to their quote. The status becomes “Proposal sent”, and the history records the date and the author.

Acceptance fills the cart at the negotiated prices

From their account, in “My quotes”, the customer reads the proposal and accepts or refuses it, with an optional reason. On acceptance, the quoted products and quantities are added to their cart with the negotiated price of each line, set as a native specific price bound to this cart and this customer. Products already in the cart stay. The customer then orders as usual, with the shop’s carriers and payment methods.

The negotiated price applies to this cart only. A quantity below the quoted one returns to the catalogue price; above it, the negotiated unit price stays. Other products keep their usual price, and an expired or already processed proposal can no longer be accepted.

Every quote followed from start to finish

The quote list filters by status, customer, company, date and reference, and sorts on every column. Each quote has five statuses:

• New: the request has just arrived;
• Proposal sent: the customer has received a price and can answer;
• Accepted: the products are in their cart at the negotiated prices;
• Refused: the customer declined the proposal, with an optional reason;
• Expired: the validity date has passed; a new proposal is still possible.

The quote page shows the customer’s details, their message, the lines, the proposal, the cart and the resulting order, then the full history. Three e-mails accompany the journey: the acknowledgement to the customer, the proposal with its link, and a notification to your team for every new request, acceptance or refusal. The recipients are configured in the settings.

Validity is checked when the quote is opened and when the customer accepts: no scheduled task is needed. A proposal can be sent again with a new price and a new date as long as the customer has not answered.

Three common use cases

• A wholesaler negotiates volume: they ask for a price on a large quantity, you answer with a per-line price and a validity date, they accept and find the products in their cart.
• A craftsman prepares a building site: they fill their cart with several references, request one quote for the whole cart, then accept the proposal covering each line.
• A distributor orders regularly: they state their packaging and lead time in the message; your proposal answers those constraints and their order follows the usual path.

Settings and data

You enable or disable requests, choose the customer groups, the button locations, the default validity (30 days), the notification recipients and the shop texts in five languages. In multistore, each shop has its own quotes and settings. On uninstall, quotes are kept by default unless you choose to delete them; they are deleted with the customer account.

What the module does not do

Version 1.0.0 does not produce a PDF, does not accept attachments, handles neither counter-offers nor messaging, and does not create quotes on the merchant’s initiative. It does not hide prices and does not replace “Add to cart”. Shipping follows the shop’s carriers and is not negotiated. Automatic reminders, CSV export, group prices and payment terms are not included.

Requirements

PrestaShop 1.7.8, 8.0+ or 9.0+, PHP 7.4 or later, Classic and Hummingbird themes. Interface and e-mails in English, French, Spanish, Italian and Polish. No external service is needed: e-mails go through PrestaShop and payment uses the methods already installed.

Stop re-typing your quotes: let your business customers request, negotiate and order in one place.