How to Add a Request-a-Quote Flow to Magento 2

How to Add a Request-a-Quote Flow to Magento 2

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In B2B and wholesale, the list price is the start of a conversation, not the end. Buyers want to request a quote, negotiate quantities and raise a PO — and a standard Magento checkout has nowhere for that to happen, so the enquiry ends up lost in an inbox.

Let buyers build a quote

An "Add to Quote" option on product and category pages lets buyers assemble a request instead of checking out. Allowing guest quotes (with optional account creation) widens the net to first-time trade buyers.

Negotiate line by line

A real quote is a working document: you counter each line — unit price, discount, surcharge, fees, shipping — and, if you map a cost attribute, watch your margin as you go. Auto-approve rules can clear small discounts automatically.

Close the loop

Once agreed, the quote should convert straight into a Magento order, carrying the PO number and requested delivery date through — no re-keying, no spreadsheets.

How AgenticEcom helps: B2B Suite adds the full quote/RFQ flow: Add to Quote on PDP and PLP, line-by-line negotiation with live margin, a status workflow with expiry and auto-approve, PDF export, and convert-to-order with PO and delivery date — on Luma and headless over GraphQL. B2B Suite for Magento 2 →

FAQs

Can guests request a quote?

Yes — you can allow guest quote requests and optionally auto-create an account for them.

Does an agreed quote become an order?

Yes — you convert the quote to a real Magento order, carrying the PO number and requested delivery date onto it.