Request for Quote (RFQ) / Cart-to-Quote

主な機能

Cart-to-quote: a Request a Quote button on cart and mini-cart that snapshots all line items, quantities, and customer notes into a dedicated quote_request entity

Admin negotiation workspace: per-line price and total adjustments, percentage or fixed discounts, expiry dates, and internal vs. customer-visible comment threads

Server-side proposal PDF generation, attached to emails and downloadable from the customer account and admin

Lifecycle email notifications via Magento TransportBuilder, fired by observers on each state transition (requested, proposed, revised, approved, rejected, expired)

State machine: draft, submitted, in-negotiation, proposed, approved, rejected, expired, converted, with full audit history

One-click conversion of an approved quote into a native Magento sales order through the quote/order service layer, preserving inventory, tax, and payment behavior

Quote grid built as a UI component listing with filters, mass actions, and column controls in the admin

Analytics dashboard: open quote value, win rate, average negotiation cycle time, and quotes by customer group

Service contracts (repository interfaces + DTOs) exposing quotes over both REST and GraphQL for headless / PWA Studio storefronts

Admin ACL resources so quote viewing, editing, and conversion can be granted per role

Customer account My Quotes section listing status, proposal downloads, and approve / reject actions

Configurable visibility rules: enable RFQ per customer group, per website/store view, or per product, including hide-price / call-for-price mode

di.xml plugins and observers layered cleanly over core sales and checkout, with no core file edits

Cron-driven quote expiry and reminder emails for stale open quotes

Optional negotiation rules: minimum margin guardrails and approval thresholds before a rep can release a proposal

受注生産、すべておまかせ

自分での設定は不要 — ECOSIRE が構築・インストール・サポートする実働アプリです。

ご注文

一回限りの構築料金から始めます。キックオフで一緒に範囲を決めます。

構築とインストール

ECOSIRE がお客様の Magento 2 上で構築・設定・インストールします。

本番稼働 + サポート

約2〜4週間で稼働し、リリース後のサポート期間が付きます。

この製品について

Native Magento Open Source has no Request for Quote workflow — the "Request a Quote" feature only ships with Adobe Commerce B2B, and even there it is rigid and not tailored to how your sales team actually negotiates. This extension gives every Magento 2 / Adobe Commerce store a complete, build-to-order quote lifecycle without forcing a B2B-edition upgrade.

Shoppers (logged-in B2B accounts or guests, your choice) hit a "Request a Quote" button on the cart that captures the full quote with line items, requested quantities, and notes into a dedicated quote_request entity exposed through proper service contracts (repository + interface), so the data is queryable via REST and GraphQL rather than trapped in a blob.

In the admin, your team works each quote from a grid backed by a UI component listing with an ACL-protected controller: adjust line prices and totals, add discounts, leave internal vs. customer-visible comments, and move the quote through draft → proposed → approved → converted states. A proposal PDF is generated server-side and attached to lifecycle emails (request received, proposal ready, approved, expired) fired through Magento's TransportBuilder and observers on each state transition.

When the customer approves, the quote is converted into a native Magento order via the quote/order service layer — so inventory, invoicing, shipping, and your existing payment methods all behave exactly as normal. A dashboard surfaces open quote value, win rate, and average negotiation cycle.

ECOSIRE builds, installs, and supports this on your Magento install — composer module under app/code/Ecosire/RequestForQuote, wired with di.xml plugins and observers, version-pinned to your Magento line. It is not an instant Adobe Commerce Marketplace download; it is delivered to order and maintained by us.

得られるもの

Custom Magento 2 module (Ecosire_RequestForQuote) installed under app/code or via composer on your store, version-pinned to your Magento Open Source or Adobe Commerce line

Database schema via declarative schema (db_schema.xml) plus data/schema patches for the quote, quote_item, and quote_history tables

Admin UI: quote grid, quote edit/negotiation screen, ACL resources, and system configuration section

Customer-facing cart button, My Quotes account section, and approve/reject flow templated to your theme

Proposal PDF template, eight lifecycle email templates, and observers wiring them to state transitions

REST and GraphQL endpoints with service-contract interfaces and documentation for headless integration

Installation on your staging then production environment, including setup:upgrade, di:compile, and static content deploy

Configuration handoff document, admin user guide, and 30 days of post-launch support and bug fixes

これは誰のためのものですか

Wholesale / distribution merchant

Sells in bulk with account-specific negotiated pricing. Needs buyers to request a quote from their cart instead of checking out at list price, then have a rep adjust and approve before it becomes an order.

B2B sales / account manager

Lives in the admin negotiating deals. Wants one grid of open quotes, inline price editing, internal notes, a polished proposal PDF to send, and one click to turn an approved quote into a real Magento order.

Open Source merchant avoiding a B2B-edition upgrade

Runs Magento Open Source (or Adobe Commerce without the B2B module) and wants the Request for Quote workflow without paying for and migrating to the full B2B edition just for one feature.

Request for Quote (RFQ) / Cart-to-Quote の比較方法

基準	エコシエール	カスタムビルド	競合他社	Magento 2 標準機能
Full cart-to-quote lifecycle (request, negotiate, proposal, approve, convert)	付属	部分的なサポート	部分的なサポート	部分的なサポート
Works on Magento Open Source (no B2B edition required)	付属	付属	部分的なサポート	含まれていない
Admin negotiation with per-line price editing and internal notes	付属	部分的なサポート	部分的なサポート	部分的なサポート
Server-side proposal PDF generation	付属	部分的なサポート	部分的なサポート	含まれていない
REST + GraphQL service contracts for headless / PWA storefronts	付属	含まれていない	含まれていない	部分的なサポート
Built, installed, and supported on your store with version pinning	付属	部分的なサポート	含まれていない	含まれていない
Tailored to your team's negotiation rules and margin guardrails	付属	付属	含まれていない	含まれていない
Instant self-service marketplace download	含まれていない	含まれていない	付属	部分的なサポート

Request for Quote (RFQ) / Cart-to-Quote に関するよくある質問

How long does delivery take, since this is build-to-order?

Typical delivery is 2 to 4 weeks from kickoff, depending on your Magento version, theme complexity, and whether you need headless GraphQL endpoints. The core lifecycle (cart-to-quote, negotiation, proposal PDF, conversion to order) lands first on your staging environment for review; theming and any custom negotiation rules follow. We confirm a firm date after a short scoping call and a look at your current store.

Do I get ongoing support and updates after launch?

Yes. Every build includes 30 days of post-launch support covering bug fixes and configuration help. Because the module is installed on your own store (not pulled from a marketplace), we version-pin it to your Magento line and offer optional retainer plans for compatibility updates when you upgrade Magento, add new features, or need new email templates and report columns.

Does this require Adobe Commerce, or does it work on Magento Open Source?

It works on both. Magento Open Source has no native Request for Quote workflow at all, and Adobe Commerce's built-in B2B 'Request a Quote' only exists if you license the B2B module. This extension delivers the full quote lifecycle on either edition, so Open Source merchants get RFQ without upgrading editions, and Commerce merchants get a workflow tailored to how their team actually negotiates.

Will converting a quote to an order break my inventory, tax, or payment setup?

No. Approved quotes are converted through Magento's native quote/order service layer, which produces a standard sales order. Inventory reservation (including MSI), tax calculation, shipping methods, and your existing payment methods all run exactly as they do for a normal checkout. The negotiated line prices carry over as the order totals.

Is the customer data exposed for our PWA / headless storefront?

Yes. Quotes are built on proper service contracts (repository interfaces and DTOs), so they are exposed over both REST and GraphQL. A PWA Studio or custom headless frontend can submit a quote request, list a customer's quotes, and accept a proposal entirely through the API rather than relying on Luma templates.