Step 1: Log in to your Magento backend
You need to have the following credentials:
- Magento admin access: Your credentials for the backend (http://storename/admin)
Step 2: Go to transactional emails
In your MAgento backend go to: System > Transactional emails
Step 3: Add a new email template
Press Add New Template:
Step 4: Load Cart2Quote template
At the box Load default template select in the template dropdown the desired Cart2Quote template:
| cart2quote accepted | The email template the customer receives when accepting a quote |
| cart2quote alternative checkout | The email template the customer receives when you have configured alternative checkout |
| cart2quote cancel | The email template the customer receives when the quote is canceled. |
| cart2quote expired | The email template the customer receives when the quote is expired. |
| cart2quote new account | The email template the customer receives when creating a new account. |
| cart2quote proposal | The email template the customer receives when sending a quote proposal. |
| cart2quote reject | The email template the customer receives when rejecting a quote. |
| cart2quote reminder | The email template the customer receives when you send a reminder. |
| cart2quote request | The email template the customer receives when the quote is created. |
| cart2quote request details | The email template the customer receives when the quote is created. |
After this load the desired Locale and press Load Template.
Step 5: Customize the template
- Give your template a name in the field: Template Name.
- Give your email a Subject in the field: Template Subject.
- Customize your email template by editing the field: Template Content.
Changing your logo
By editing the code images/logo_email.gif to an URL with your logo you can change your logo:
<td valign="top">
<a href="{{store url=""}}"><img src="{{skin url="images/logo_email.gif"
_area='frontend'}}" alt="Magento" style="margin-bottom:10px;" border="0"/></a>
</td>
Available Custom fields
| Quote ID | {{var quote.quote_id}} |
| Created at | {{var quote.created_at}} |
| Proposal sent | {{var quote.proposal_sent}} |
| Updated at | {{var quote.updated_at}} |
| Expiry Date | {{var quote.expiry}} |
| Reminder Date | {{var quote.reminder}} |
| Currency | {{var quote.currency}} |
| Customer Company | {{var quote.company}} |
| Customer Firstname | {{var quote.firstname}} |
| Customer Lastname | {{var quote.lastname}} |
| Customer Middlename | {{var quote.middlename}} |
| Customer Email | {{var quote.email}} |
| Customer Region | {{var quote.region}} |
| Customer City | {{var quote.city}} |
| Customer Address | {{var quote.address}} |
| Customer Zip | {{var quote.postcode}} |
| Customer Telephone | {{var quote.telephone}} |
| Customer Fax | {{var quote.fax}} |
| Shipping Firstname | {{var quote.shipping_firstname}} |
| Shipping Middelname | {{var quote.shipping_middlename}} |
| Shipping Lastname | {{var quote.shipping_lastname}} |
| Shipping Company | {{var quote.shipping_company}} |
| Shipping Region | {{var quote.shipping_region}} |
| Shipping City | {{var quote.shipping_city}} |
| Shipping Address | {{var quote.shipping_address}} |
| Shipping Zipcode | {{var quote.shipping_postcode}} |
| Shipping Phone | {{var quote.shipping_telephone}} |
| Shipping Fax | {{var quote.shipping_fax}} |
Step 6: Save your template
After you have customized the email template, press Save Template.
Step 7: Load your template
Go to your Cart2Quote settings:
System > Configuration > Cart2Quote > Quotations > Emails for Quote Requests
Select the email setting you would like to change, e.g. the New request Template.
Select the new email template.
Step 8: Save your settings
Press Save Config.
Now repeat this for all the desired Transactional Emails.