Quote-to-Order on Magento Open Source: The 4-Step Workflow
Quote-to-order on Magento Open Source: the 4-step workflow
Most B2B sales still run on email and spreadsheets: a buyer asks for a price, someone digs out a quote, a few emails go back and forth, and eventually an order gets keyed in by hand. It's slow, error-prone, and invisible to your store. Magento Open Source can replace the whole thing with a proper quote-to-order workflow — no Adobe Commerce licence required. Here are the four steps.
Step 1: The buyer requests a quote
Instead of (or alongside) "add to cart," trade customers get a request-for-quote action. They build a basket of the products and quantities they want and submit it as an enquiry. For gated B2B catalogues, this can replace checkout entirely — pair it with hide-price mode so prices are quoted, not published.
Step 2: You build and negotiate the quote
The request lands in your admin as a draft quote. You set or adjust pricing, apply account-specific discounts, add or remove lines, and respond — all inside Magento, against the real catalogue, with the customer and history attached. No separate quoting tool, no copy-paste, no lost threads.
Step 3: The buyer accepts
The customer reviews the quote and accepts. Because it's all in the store, the agreed prices, quantities and terms are captured exactly — not re-typed from an email into an order form.
Step 4: It converts to a real order
This is the step that matters: an accepted quote becomes a genuine Magento order — with the negotiated pricing, the customer record, stock decremented, and everything your fulfilment and accounting already understand. From there it flows like any order, including straight to your books via Xero if you sell on terms (see Net-30 invoicing).
Why this beats email-and-spreadsheet
Every quote is tracked, every agreed price is captured accurately, conversion is one click instead of a re-key, and your pipeline is finally visible inside the store rather than scattered across inboxes. It's the single highest-leverage B2B upgrade for most Magento merchants — and it's part of the wider B2B without Adobe Commerce playbook.
Turn enquiries into orders, in the store. The quote-to-order workflow ships in the B2B Suite, one of 40+ modules in the AgenticEcom Suite — owned not rented, from £4,995 a year. See the Suite →
Frequently asked questions
Can Magento Open Source do quote-to-order?
Yes, with a B2B module. Buyers request a quote, you build and negotiate it in the admin, the customer accepts, and it converts to a real Magento order — no Adobe Commerce licence needed.
How is a quote different from a cart?
A quote is a negotiable, trackable enquiry: the buyer proposes products and quantities, you set pricing and terms, and only on acceptance does it become an order. A cart is a fixed-price self-checkout.
Does the quote become a proper order?
Yes. An accepted quote converts to a genuine Magento order with the negotiated pricing and customer record, so it flows through fulfilment and accounting exactly like any other order.