Quotation Payment Form Builder

Webkul’s Quotation Payment Form Builder for Magento 2

Quotation Payment Form Builder extension for Magento 2 allows store owners to create an order for customer and share order link via email. 

So, customers can use this link to place an order to complete the order purchase. 

Adobe Commerce Quotation Payment Form Builder allows admin to add Magento 2 store and service products to orders, and select payment & shipping methods for checkout. 

Therefore, customers can check all details regarding an order of product name, SKU, price, quantity, discount, and other order details to complete the order. 

Business Value

Magento 2 Service Request Payment Form makes it easy for businesses to offer custom payment options for services directly through their Adobe commerce store. 

This feature simplifies process for customers to request and pay for services while allowing businesses to customize service and payment options. 

Adobe Commerce Quotation Payment Form Builder is widely used in the food and shopping industries, allowing sellers to select products and send payment links directly to customers' mobile phones. 

Furthermore, customers can complete their orders by payment via shared links.

This module provides game-changing features and can help in any kind of scenario whether it is Store owners/ B2B vendors/sales agents who take orders from customers.

Features 

• Customers can now review the order that was created by admin through a mobile phone or any other means of order before making the payment. 
• Admin can create the order for their customers and share order link with customer for further processing. 
• Order can be created at admin end for both registered user and guest user. 
• Admin can add both Magento products and service products that include multiple services.
• Customer receives a link to complete the order.
• Admin can even add/remove products.
• Admin can now add attachments in order. 
• At customer end, orders can be tracked under the "My Orders" section.
• Admin can apply discounts to order.
• Customers can choose the desired shipping & payment method at the checkout page, depending on admin configuration.
• Customers can review the order, and once satisfied then proceed with payment.

How does the Magento 2 Quotation Payment Form Builder work?

Create Service Order For Registered & Guest Users 

Amin can create orders for both registered users and guest users. In case of a guest user, admin will have to create a new customer.

Select Store/Store View

Once admin selects or creates customer, admin needs to select a store and store view. All available store views will be shown to admin.

Add Web Store Products

Now admin can add any kind of Magento store products from these simple, configurable, virtual, downloadable, bundle, and grouped products. 

Admin is allowed even to edit or remove added products and their quantities. Along with this, admin can also add “out-of-stock products” to customer order. 

Admin is allowed to apply the discount to additional services and products.

Add Service Items

If needed, store owners can also offer additional service products but not listed in the Magento store. 

When creating a customer order, the admin can simply add service products to it without any hassle

To create service products, admin will have to define the service name and its price.

Restrict Payment & Shipping Methods

Admin will have to select the payment & shipping information for the order. 

Admin can either select all online payment & shipping methods that are available or select a certain method that will be visible to customer at the checkout page.

Upload Order File Attachment

If needed admin can upload the attachment file to the order. 

For customer to be able to see, it needs to be in any of these formats .jpg, .jpeg, .gif, .png, pdf.

Send Order Link Via. Email

If admin selects the checkbox defining the send order link then the email consisting of order details will be sent to the registered email address of customer. 

Also, admin can complete the order by themselves. 

Complete Order To Make Payment

Once customer receives the email, they can review the order details created by admin.  

With the help of the Proceed to Pay button, customers can complete the order after verifying the details in the link provided by admin or the sales agent.

After customer verification, the order is placed and can be tracked in the "My Orders" section of customer profile.

Benefits

For Store Owner

• They can decide whether to send the “Order link” to the registered/guest user email id or not to boost sales and customer loyalty as well.
• With the help of this feature store, the owner can easily place the order on behalf of customers, which customers can verify and complete the process by proceeding with the payment and the shipping method. 
• With the help of this feature, Store owners can attract more customer loyalty and increase the number of successful orders.
• The Store owners can add multiple store products or service products and can also attach PDFs. With the help of both of these features, order processing will be easier for admin.

For Customers

• Customers can complete the order process with the single order link received via email. 
• Customers can choose their payment method according to their comfort order to checkout.
• The customers can take a quick overview of the order before making the payment
• With the help of this feature, customers can save a lot of time.  

Live Demo

You can check the live demo of Quotation Payment Form Builder extension

Support Policy 

• You will get free 3 months of technical support included.
• You can buy a six or twelve month extended support agreement.
• For any issues, you can create a ticket or send an email to support@webkul.com.
• Free lifetime updates of the module.