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Getting Started with Request for Quote & Hide Price

4 min read

Request for Quote & Hide Price lets customers ask for a price instead of buying at once. They add products to a quote from your catalogue, say what they would like to pay and send you the request. You answer from the Magento admin with an offer: your prices, a discount, shipping and an expiry date. The customer accepts it and checks out through your normal checkout at the agreed price. You can also hide prices by customer group or category, and sell some products by quote only.

It works on any Magento 2 store, with or without our rental extension. On a rental store, quote lines carry rental dates and stock can be held while the customer decides.

What you need #

ItemRequirement
MagentoMagento Open Source or Adobe Commerce 2.4.7 to 2.4.9
PHP8.2 to 8.4
StorefrontLuma, or Hyvä with the Hyvä package
Rental storesSales Igniter Rental 1.2.209 or later, with the rental connector package
LicenceIts own Request for Quote licence. Magento Pro and Multi Source Inventory Pro licences do not include it.

The three packages #

PackageInstall it when
salesigniter/releaserfq2always: this is the extension
salesigniter/releaserfqrental2your store also runs Sales Igniter Rental (the rental connector)
salesigniter/hyvarfqyour storefront uses the Hyvä theme

The step-by-step install, with your licence key already filled in, is on Install Request for Quote & Hide Price. Log in first so the page can show your key. Request for Quote has its own Composer repository, which that page shows.

After installing, enter the licence key under Stores > Configuration > Sales Igniter > Request for Quote > License.

Your first quote in six steps #

  1. Open Stores > Configuration > Sales Igniter > Request for Quote and check that Enable Request for Quote and Show on the storefront are on. See Quote Buttons and the Quote Cart.
  2. Choose where Add to Quote appears: product pages, category and search pages, product widgets, the wishlist, and Move to Quote in the shopping cart.
  3. If some prices should stay private, set up the store rule or a product’s own settings. See Hiding Prices and Quote-Only Products.
  4. As a customer, add two products to a quote, type a price you would like to pay and send the request. See The Request Form and Guest Quotes.
  5. In Sales > Quote Requests, open the request, click Edit, set your prices and click Approve and Send. See Managing Quotes in the Admin.
  6. Open the “Quote ready” email, click Accept and check out and place the order. See My Quotes and Checking Out.

What happens to a request #

StatusWhat it means
PendingThe customer sent the request. It waits for you.
ApprovedYou sent an offer. The customer can check out, ask for changes or cancel.
Changes requestedThe customer wrote back about the offer. You edit it and send it again.
CompleteThe customer placed the order, or you converted the quote to an order.
ExpiredThe offer passed its expiry date. You can extend it.
CanceledThe customer canceled, or you declined or closed the request.

Where things are in the admin #

MenuWhat it’s for
Sales > Quote RequestsEvery request and quote, with filters, mass actions and New Quote
Sales > Quote Request FieldsYour own questions on the request form
Reports > Sales > Quote RequestsRequests, value asked for, approved, ordered, win rate and first response time, by status and by sales rep
Stores > Configuration > Sales Igniter > Request for QuoteAll settings, most of them per store view
Catalog > Products > Request for Quote tabA product’s own quote, price and Add to Cart settings

Staff permissions are under System > Permissions > User Roles: view; create and edit; approve, send, decline and extend; convert and send the checkout link; notes and attachments; see quotes owned by other staff; custom fields; the report; and on rental stores holding and releasing stock. Roles that could use Sales before the upgrade get the new permissions automatically.

Switching it off or removing it #

  • Switch it off, keep the data: run bin/magento module:disable for Hyva_SalesIgniterRfq, SalesIgniter_RfqRental and SalesIgniter_Rfq, then cache:flush. Do not run setup:upgrade while they are disabled but still installed: on Magento 2.4.9 it drops the tables of a disabled module. Enable them again before the next setup:upgrade, or uninstall.
  • Remove it and its data: bin/magento module:uninstall --remove-data Hyva_SalesIgniterRfq SalesIgniter_RfqRental SalesIgniter_Rfq. The rental connector first releases every stock hold it made. Orders placed from quotes are not changed.

Good to know #