Step 1: Add module files
Download the Cart2Quote_Quotation and Cart2Quote_AutoProposal module zip files (sent to you by e-mail). Copy and paste each module to your store's webroot/app/code/Cart2Quote/ directory.
* Create the above directory if necessary.
Step 2: Enable the module(s)
Your module will be enabled by default after installation, but if you wish to make sure; open your terminal and navigate to your Magento root directory. From your root directory execute:
php bin/magento module:enable Cart2Quote_Quotation --clear-static-content
php bin/magento module:enable Cart2Quote_AutoProposal --clear-static-content
Step 2: Clear the Cache
To avoid errors, clean the cache before your proceed. Magento 2.1.x:
rm -rf var/generation/* var/cache/* pub/static/frontend/* pub/static/adminhtml/* var/page_cache/* var/di/* var/di
If you're on Magento 2.2.x or higher run the following command:
rm -rf generated/code* generated/metadata/* pub/static/* var/cache* var/page_cache/* var/page_cache/* var/view_preprocessed/*
Step 3: Execute your database scripts
To make sure all setup scripts are executed, run the following command in your terminal's Magento root directory:
php bin/magento setup:upgrade
Step 4: Compile dependency injection
php bin/magento setup:di:compile
(Note: This can take a couple of minutes and it can use a lot of memory, make sure to set max_execution_time = 600 and memory_limit = 512M. The last line should look like this: Generated code and dependency injection configuration successfully.)
Step 5: Static content deploy
php bin/magento setup:static-content:deploy
(Note: This can take a couple of minutes, make sure that PHP has enough execution time in CLI, otherwise your design breaks. The last line should look like this: New version of deployed files: 1457687534)
Step 6: Reindex data
php bin/magento indexer:reindex
After this step, Cart2Quote is successfully installed. Please find steps for configuring Cart2Quote below.
How to test if the installation was successful?
Step 1: Enable basic settings
First, start by enabling the basic features. This can be done by navigating to the following page in the backend:
Stores → Configuration → Cart2Quote ↓
→ License Information ↓
→ Cart2Quote License ↓
→ Activate Frontend Features: Yes.
→ Customer-Side Options (Frontend) ↓
→ Global Frontend Options ↓
→ Dynamic add to cart/quote buttons: Yes.
→ Quotation Cart Options ↓
→ Display Mini Quote Icon: Yes.
→ Enable Mini Quote: Yes.
→ Product Page Options ↓
→ Add Button on Detail Page: Yes.
→ Advanced Options:
Step 2: Test your front-end
Start by going to one of your category pages. Because we enabled "Product Quotable by Default" & "Add Button to Category page" all your products should have an "Add to Quote" button.
After navigating to the product page you'll see that the "Add to Quote" has also been added. This is because we also enabled the "Add Button to Product page" setting.
Now let's add the product to the quote and submit a quote request.
Step 3: test your backend
Now that you've made your first quote request let's check it out in the back-end. Start off by navigating to quotation overview: Sales -> Quotations
From here we can navigate to the quote we just created.
On this page, you can fully customize your quote request but for testing purposes let's just submit our quote request. After the quote has been submitted your customer will receive a proposal in his mailbox.
If your customer agrees to the proposal and clicks on "Proceed to checkout" the quote will be converted to regular order and your customer can follow the regular checkout.
Want to know more about other Cart2Quote features?
Please take a look at our feature comparison list.