Generating bulk B2B sales quotations can be challenging, especially for high-end manufacturers and distributors. To streamline, our Magento 2 developers created a B2B sales quoting software for a white goods dealer, one of our long-time business clients.
Our custom Magento development services enable administrators to create and inbox personalized sales quotes to prospective business clients. In this blog, we’ll explore the making, features, and benefits of the sales quoting tool for our US client.
So, without further ado, let’s get started.
Our B2B Sales Quoting Software Development Process for Magento2 Stores
At The Brihaspati Infotech, our Magento developers meticulously planned and implemented the process, ensuring a top-tier custom business solution. Let’s see how we worked through it.
Magento 2 Custom Module Development
We developed a Magento2 custom module for administrators to create quotes for B2B orders. This included creating an interface for admins to create and manage custom sales quotes for lead generation.
Page Creation for Managing B2B Enquiries
We built a user-friendly page for listing B2B leads, showing key details like names, phone numbers, and emails. Additionally, we enabled admins to edit the user details, columns or implement filters to the listed data. The data is pulled from a custom database linked to the caller’s CRM. Hence ensuring real-time updates and accurate information for effective lead management.
Developed Sales Quotation Form
Our team created an interactive sales order quote form. It includes fields for the receiver’s information (name, permanent, and shipping address).
Additionally, we integrated product search functionality using AJAX to retrieve product data, allowing easy selection of items, for preparing a custom sales quote.
Implemented Save and Send Quote Functionality
We developed a feature to save order quotes directly in the Magento database. Using Magento’s email template system, admins can email the quote to potential customers. Additionally, admins can save order quotes for future reference or use, providing flexibility in managing quotes.
Our Custom B2B Sales Quoting Software In Action
Sounds interesting? Let’s see how the b2b sales quote tool works for Magento admins.
Key Features of B2B Sales Quoting Software
Our B2B sales quote tool empowers Magento admins to prepare and manage business proposals. Let’s discover what potential it holds for your Magento store.
- Unlimited Quote Requests: Generate unlimited sales quotes, allowing businesses to manage volume orders.
- Multi-Product Quoting: Add multiple products to each order quote using a robust product filtering tool.
- Customizable Discounts: Apply discounts at the quote level, helping businesses offer tailored pricing based on the bundle of products.
- Customizable Quantities: Set any desired quantity for each product, offering full flexibility for large or customized orders.
- Direct Email Functionality: Send quotes directly to customers via email, streamlining communication and reducing time to close deals.
Benefits of B2B Sales Quoting Software for Magento Admins
Our quoting software was custom made for Magento2 admins only. It’s to give them more power and control over managing sales enquiries for products. Let’s discover more on about the Magento 2 quote system:
- Efficient Quote Generation: Quickly create and send detailed quotes with custom product selection, quantities, and discounts directly from the Magento backend.
- Effective Lead Generation Management: Enables businesses to monitor and manage all sales quotes using a single platform.
- Enhanced Client Communication: Send professionally formatted quotes directly to customers via email, reducing communication delays.
- Customizable Solutions: Tailored quotes satisfy individual customer needs. Thus, helps secure better deals and create more satisfied clients.
Development Challenges & Solutions for B2B Sales Quoting Software
Our custom Magento 2 quote module was successfully launched, though not without some development challenges. Let’s find out how we conquered all odds.
Managing Volume Data
Managing bulk products, discounts, and large order quotes efficiently without slowing down the Magento admin panel was a hurdle. However, we didn’t give up and used pagination, lazy loading, and efficient database queries to handle large product data.
Quote Management & Email Integration
Integrating quote creation and email functionality was challenging. So, we used Magento’s built-in email template system. This ensured that custom templates automatically populated products, pricing, and discount information when sending quotes.
Product Selection Interface
Our client was concerned about the admin interface to search and select multiple products from the Magento product catalog. As a result, we implemented advanced search and filter features to simplify product search and selection for quote creation.
Frequently Asked Questions
B2B sales quote software empowers retailer merchants by expediting the process of creating and managing order quote for lead generation.
Moreover, the Magento 2 quote system helps admins centralize quote management, making it easier to address customer requests, update quotes, and send them directly via email.
Additionally, it improves communication with sales leads and results in faster conversions for your retail success. Check out the demo!
Generally, our sales quoting tool integrates with most Magento 2 extensions. However, if you encounter any problem, our experienced Magento development company can provide custom solutions.
Contact Us and discuss your custom Magento needs.
We understand your apprehension regarding customer data.
Rest assured, our team complies with Magento 2’s highest security standards, including encrypted data storage and secure transmission, ensuring complete customer data and information protection.
Schedule a consultation with one of our seasoned Magento developers and get started.
Yes, absolutely. We can customize existing Magento b2b modules as per your unique project requirements. From initial planning to implementation and ongoing maintenance, we help our clients achieve 100% satisfaction.
Hire Magento extension developers like us for your project needs.
Contact us today
Ready to Scale Magento Store with B2B Sales Quote Software?
Our b2b sales quoting software turned out to be a game-changer for the white goods dealer. Our client could streamline the tedious process of preparing sales quotations. Consequently, the software helped nurture sales funnel by attracting high-end clients and closing deals faster.
If you are looking for a b2b quote management solution for Magento or any other eCommerce platform. We provide end-to-end Magento module development services, from initial planning to implementation and ongoing support.
Simply contact us to see how our sales quote software drives your eCommerce success!
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