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From cart to PDF quote, with no re-entry

A B2B distributor received quote requests by email after customers reviewed their cart, then rebuilt them by hand in a spreadsheet before sending.

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The context

Some of the store's business customers didn't order directly online: they wanted a formal quote first, with a number, a validity period and a polished layout, before raising an internal purchase order. The existing process involved copying the cart contents into a spreadsheet, manually adding the negotiated discounts, formatting it, then exporting to PDF and sending it by email. Every quote took time, and the risk of a copying error wasn't negligible, particularly when dozens of product lines were involved.

The goal was to turn a cart directly into a ready-to-send PDF quote, with no manual step in between.

What I did

  1. Defined the expected content

    Gathered the required quote format: mandatory legal notices, validity terms, how discounts should appear, header and footer in the store's colours.

  2. Built the generation module

    A PrestaShop module able to turn the contents of a cart or an order into a structured PDF document, with its own sequential numbering.

  3. Handled validity and tracking

    Added an automatic expiry date and a tracking status showing whether a quote was converted into an order or went unanswered.

  4. Integrated with sending

    Generated and sent the PDF directly from the back office, or automatically triggered after an online quote request.

What required the most care

  • Faithful formatting

    The PDF output needed to stay readable and consistent regardless of the number of product lines, including for very long quotes.

  • Consistency with displayed prices

    The quote pulls the exact prices and discounts calculated by that customer's pricing engine, with no parallel recalculation that could have drifted.

  • Archiving

    Every quote generated stays viewable from the back office, with its number, so the history can be traced if the customer has a question later.

Frequently asked questions

Can the quote be customised per customer?
Yes, the document automatically pulls in each account's own pricing terms, along with its contact details and any specific notices needed.
Can a quote turn directly into an order?
That's a possible flow: depending on the configuration chosen, an accepted quote can trigger creation of the matching order with no further data entry.
What happens once a quote's validity period expires?
The quote stays viewable but its status changes to flag that it's no longer valid as is, which stops an old price being honoured by mistake.
Does this module work with a large catalogue?
Yes, generation stays fast even for quotes with a large number of lines, since the PDF is built directly from data already in the database.

Describe your need in one minute

A few targeted questions so I can reply with an estimate rather than another questionnaire.

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