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MageMe EasyQuote Magento 2 Module | Configuration

This guide details the configurable options within the EasyQuote module, focusing on how each setting impacts the functionality and user experience of the Magento platform.

General Settings

  • Enable Extension

    • Description: Toggles the EasyQuote extension on or off.
    • Example Usage: To deactivate the quote functionality during site maintenance, set this to "No."
  • Default Quote Expiration Period (days)

    • Description: Defines the lifespan of a quote in days from the date of issuance unless specified otherwise on a per-quote basis.
    • Example Usage: Set to "30" to automatically expire quotes after one month, prompting customers to finalize decisions promptly.

Quote Request Form Settings

  • Enable Form

    • Description: Controls whether the quote request form is available for customers on the storefront.
    • Example Usage: Enable this option to allow customers to submit quote requests directly through your website.
  • Show Get Quote Button For

    • Description: Specifies which users can see the 'Get Quote' button, tailored to customer groups or store views.
    • Example Usage: Configure to display only for logged-in customers to ensure better tracking of quote requests.
  • Register New Customers

    • Description: Determines if a customer account should be automatically created when a new user submits a quote request.
    • Example Usage: Enable to streamline the process and encourage repeat business from first-time users.
  • Customer Groups

    • Description: Selects which customer groups are permitted to submit quote requests.
    • Example Usage: Restrict this feature to wholesale customers to provide them with customized pricing.
  • Show Get Quote Button In Mini Cart

    • Description: Decides if the 'Get Quote' button should appear within the mini cart.
    • Example Usage: Enable for a seamless experience, allowing customers to initiate quotes from the cart page.
  • Button Text

    • Description: Customizes the text displayed on the 'Get Quote' button.
    • Example Usage: Change to "Request a Quote" for a more formal appeal or to align with specific marketing campaigns.
  • Popup Title

    • Description: Sets the text at the top of the quote request popup window.
    • Example Usage: Use "Start Your Custom Quote Now" to engage users and guide them through the quote process.
  • Form Description Text

    • Description: Allows HTML content to be placed before the quote form for additional instructions or information.
    • Example Usage: Include details about bulk order discounts or special instructions for submitting the quote request.

Phone Number Configuration

  • Enable Phone Number Input

    • Description: Allows customers to provide a contact number as part of their quote request.
    • Example Usage: Enable to collect phone numbers for follow-up calls on large or complex orders.
  • Required Phone Number

    • Description: Makes the phone number a mandatory field if the phone number input is enabled.
    • Example Usage: Set as required to ensure customer service can contact the customer if clarification on the quote is needed.
  • Initial Country

    • Description: Pre-selects a country for the phone number field, which can be set to auto-detect based on the user's IP address.
    • Example Usage: Set to "Auto" to automatically fill in the country code, simplifying the form for the user.
  • Preferred Countries

    • Description: Places selected countries at the top of the country list in the phone number input, making them easier to find.
    • Example Usage: Add countries where most of your customers are based to expedite the quote request process.
  • Limit Country Selection

    • Description: Restricts the country list in the phone number input to only selected countries.
    • Example Usage: Limit to specific countries if your service or shipping is restricted to those areas.

File Attachments Configuration

  • Enable File Attachments

    • Description: Allows files to be attached to a quote request, enabling customers to provide additional documentation or requirements.
    • Example Usage: Enable this feature to allow customers to attach product specifications or design documents that assist in accurately quoting.
  • Dropzone Text

    • Description: Customizes the text displayed on the file upload area, guiding the user on how to upload files.
    • Example Usage: Set to "Drag and drop files here or click to upload" to clearly instruct users on how to add files to their quote request.
  • Maximum Files In Dropzone

    • Description: Limits the number of files a customer can upload with their quote request.
    • Example Usage: Set to "5" to prevent excessive uploads that could complicate the quote process.
  • Allowed File Extensions

    • Description: Specifies which file types can be uploaded to ensure compatibility and security.
    • Example Usage: Limit to "pdf, docx, jpg" to restrict uploads to common file types that are easy to review.
  • Allowed File Size (kB)

    • Description: Sets the maximum file size for uploads to manage server load and storage.
    • Example Usage: Set a limit of "2048" (equivalent to 2MB) to prevent large files that could slow down processing.

Custom Fields Configuration

Each custom field group allows further personalization of the quote form:

  • Enable Custom Field

    • Description: Activates a custom field that can be used to gather specific information from the customer.
    • Example Usage: Enable to collect unique project identifiers or special instructions that are specific to your business needs.
  • Required

    • Description: Determines if the custom field must be filled out by the customer.
    • Example Usage: Mark as required for essential information that is critical for accurate quoting.
  • Type

    • Description: Defines the type of input for the custom field (e.g., text, dropdown, checkbox).
    • Example Usage: Use a dropdown for predefined options like service levels or delivery preferences.
  • Name

    • Description: Sets the label for the custom field as it will appear on the quote form.
    • Example Usage: Label as "Project Code" if you are collecting unique identifiers for projects.
  • Comment

    • Description: Provides a small description or note beneath the custom field to guide the user or provide additional information.
    • Example Usage: Add a note like "Please enter your project code as referenced in our initial discussion."
  • Options

    • Description: Specifies the choices available for dropdown, radio, or checkbox types.
    • Example Usage: For a service level dropdown, options might include "Standard, 24-hour, and 48-hour."
  • Display Inline

    • Description: Configures options to be displayed horizontally (inline) rather than vertically.
    • Example Usage: Use for compact forms where vertical space is limited, such as choosing delivery options.

Developer Settings

  • Custom Button CSS Classes

    • Description: Allows for custom CSS styling of buttons within the EasyQuote feature.
    • Example Usage: Add custom classes to style the quote request buttons in line with your site’s theme.
  • Custom Popup CSS Classes

    • Description: Customizes the appearance of popup elements within the quote functionality.
    • Example Usage: Style popups to match the aesthetic of your online store for a seamless user experience.

Admin Notification Settings

Admin notifications are essential for promptly informing the administrative team or sales personnel about interactions within the EasyQuote module. Here’s how you can configure them:

  • Enable Admin Notification

    • Description: Controls whether notifications are sent to administrators when specific actions, such as quote submissions, are performed.
    • Example Usage: Enable this to ensure the sales team is immediately notified via email whenever a new quote request is made, enabling quick response and engagement.
  • Sender

    • Description: Specifies the sender's identity for outgoing emails to ensure emails appear from a reliable source, which can be selected from predefined Magento email identities.
    • Example Usage: Set this to the company's main communication email, such as, to maintain consistency and professionalism in communications.
  • Email Address

    • Description: Configures the specific email addresses that will receive admin notifications, allowing for multiple recipients separated by commas.
    • Example Usage: Enter multiple departmental emails to ensure all relevant parties are kept in the loop on quote activities.
  • Quote Request Email Template

    • Description: Chooses the template for emails sent when a new quote request is received.
    • Example Usage: Customize the email template to include key quote details, links to the admin panel, and immediate steps for processing the quote.

Customer Notification Settings

Customer notifications improve communication and engagement by keeping the customer informed throughout the quoting process.

  • Enable Customer Notification

    • Description: Allows notifications to be sent to customers at various stages of their quote request.
    • Example Usage: Activate to send confirmation emails to customers when their quote request has been successfully submitted, providing assurance and improving customer experience.
  • Sender

    • Description: Determines which email identity will appear as the sender for customer-facing emails.
    • Example Usage: Select an identity like customer service to ensure emails are recognized by customers and possibly whitelisted.
  • New Quote Email Template

    • Description: Defines the email template used when a new quote is prepared and sent to the customer.
    • Example Usage: Utilize a template that includes details about the quote, expected timelines for approval, and contact information for queries.
  • Send Expiration Reminder Before (days)

    • Description: Sets how many days before the expiration of a quote a reminder should be sent to the customer.
    • Example Usage: Set reminders for three days before expiration to encourage customers to act before the quote becomes invalid.
  • Expiration Reminder Email Template

    • Description: Selects the template for the expiration reminder email.
    • Example Usage: Choose a template that gently nudges the customer about the expiring quote, perhaps offering assistance or a last-minute discount.
  • Quote Expired Email Template

    • Description: Determines the email template used when a quote has expired without customer action.
    • Example Usage: Send a follow-up email after expiration to re-engage the customer or offer to renew the quote under new terms.
  • Quote Request Confirmation Email Template

    • Description: Specifies the template for emails confirming the receipt of a quote request.
    • Example Usage: Use a reassuring message that confirms the quote request has been received and is being processed.

Export To PDF

Configuring PDF settings allows businesses to automate aspects of their document management by attaching PDFs to notifications or manually exporting quotes.

Ensure that the mPDF library is installed (composer require mpdf/mpdf) to enable PDF functionalities.

  • Attach PDF To Notification

    • Description: Decides whether a PDF of the quote should be automatically attached to certain notifications.
    • Example Usage: Enable to attach a detailed quote PDF to the quote approval email, providing complete documentation for the customer’s reference.
  • PDF Body Template

    • Description: Chooses the template that defines the content layout of the PDF body.
    • Example Usage: Customize the body template to include detailed product descriptions, special terms, or promotional messages.
  • PDF Footer Template

    • Description: Selects the template for the footer section of the PDF.
    • Example Usage: Customize the footer to include contact details, regulatory information, or even a custom thank-you message to the customer.