Configure everything under Modules > Quote Enterprise . No scattered menus.

• Dashboard - KPI cards, funnel, expiring list, recent quotes, charts (weekly / monthly / yearly), configurable analytics period.
• Quotes - Full list with filters, create from scratch, open editor, bulk panel below the table.
• Audit log - Searchable global trail; per-quote history also on the quote editor.
• Settings - Enable module, buttons, guests, groups, validity defaults, visibility, quantities, fee product, cron URL, theme (Classic / Hummingbird / auto).
• PDF - Logo upload, footer text, terms block, signature area, toggle negotiation history on PDF.
• Emails - Per-language editor for all transactional templates and placeholders sidebar.
• API - Generate/revoke keys, live endpoint URL, documented actions with sample JSON.
• Notifications - Staff digest toggles, e-mail recipients, Slack/Teams webhooks, send interval.

Three entry points, controlled independently in Settings:

• Product page button

  Quote a single SKU (selected combination). Useful for configurable or high-touch items.
• Cart button

  Submit the whole basket as one request. Respects mixed-cart rule: show button only if all lines qualify, or hide when one item is excluded.
• Customer account

  My quotes link in account menu (Classic and Hummingbird templates). List with status badge, validity hint and link to detail.

The request form captures an optional message. On submit: quote record created as pending_review , lines copied from cart/product, staff notification sent, customer redirected to quote detail or account list. Guest requests create or match a customer record when allowed.

Decide exactly which catalogue items can be quoted - without hiding them from normal purchase.

• Whitelist or blacklist mode - Either only selected items are quotable, or everything except selected items.
• Dimensions - Filter by individual products, whole categories, manufacturers or suppliers (multi-select in Settings).
• Minimum catalog price - e.g. only items above 500 EUR show the quote button.
• Exclude virtual products and exclude out-of-stock - Optional toggles.
• Mixed cart - When cart contains both quotable and non-quotable lines: hide the cart button or still show it (your policy).

Open any quote from the list. The editor is a full pricing workspace:

• Product lines

  Search and add products with combinations. Edit quantity (integer or decimal per shop setting), unit price tax excl/incl, per-line reduction %. Recalculates subtotal live.
• Custom service lines

  Free-text rows: installation, design, freight surcharge. Totals roll into custom_total and checkout via the fee product you configure.
• Global discount

  Percentage or fixed amount off the whole offer - applied at checkout as a dedicated cart rule.
• Shipping block

  Custom label (e.g. "Express pallet"), amount tax incl/excl, optional tax rules group - locked at checkout.
• Validity & messaging

  Set valid-until date/time (or use default from settings). Shop message appears on customer quote page and can flow to PDF. Payment hint for internal or PDF notes.
• Assign employee

  Owner shown on list and dashboard workload. Bulk-assign from list selection.
• Save, Save & send, PDF preview

  Save & send sets status to sent, e-mails customer, increments version, writes revision snapshot and audit entry. Preview PDF before sending.
• Lock / unlock

  Accepted, expired and converted quotes lock the form. Banner explains why. Unlock lets managers edit after acceptance; re-lock when done.

The quote detail page is a wallet-style layout: reference badge, status colour, valid-until, offer total, PDF button, team message, line table with combination tags, subtotal / global discount / shipping / total.

• Timeline

  Chronological events: requested, sent, negotiation notes, accepted, etc. First two visible; Show full history expands the rest.
• Accept this offer

  Sets accepted, sends confirmation e-mail, enables checkout button.
• Request changes

  Textarea for the buyer note. Status becomes negotiation; staff notified. While pending, banner says team is reviewing.
• Decline offer

  Optional reason. Status rejected; staff e-mail.
• Proceed to checkout

  Visible only when status is accepted and validity has not passed. Builds locked cart and redirects to PrestaShop checkout.
• Expired state

  Lock banner; accept/negotiate hidden. Request re-opening with optional message alerts staff to extend and re-send.

This is what separates Quote Enterprise from "PDF and pray". When checkout starts:

1. New Cart for the quote customer with correct currency and shop.
2. Each catalog line added with quoted quantity; cart linked in qe_cart_quote .
3. If custom service total > 0 and fee product configured: one unit of that product added.
4. Global reduction becomes a single-use CartRule attached to the cart.
5. During checkout, module hooks return quoted unit prices (after line %) and quoted shipping - ignoring live catalog and carrier calculations.
6. After order placement: quote status converted , order ID stored, binding removed, audit entry written.

Result: the invoice matches the PDF the customer signed off on - including negotiated discounts and extra service rows.

Generate from back office, customer account or link inside qe-quote-sent e-mail.

• Shop logo (upload on PDF tab or fall back to shop logo).
• Line table: product name, combination, qty, unit price, line total; custom rows marked as service.
• Subtotal, global discount, shipping with custom label, grand total in quote currency.
• Valid-until date, optional terms & conditions block, signature area.
• Optional negotiation history section pulled from audit messages (customer notes and shop replies).

• qe-request-staff - New customer request; link to back-office quote.
• qe-quote-sent - Offer ready; reference, totals, view link, PDF link.
• qe-quote-negotiation - Customer asked for changes; includes their note.
• qe-quote-accepted - Customer accepted; checkout encouragement.
• qe-quote-rejected - Customer declined.
• qe-quote-reminder - Validity ending soon (cron + manual bulk reminder).
• qe-staff-digest - Pending queue summary for sales inbox.

Edit subject and HTML/text body per language. Placeholders: customer name, reference, totals, shop name, quote URL, PDF URL, valid-until, and more from the editor sidebar.

• Pipeline value

  Sum of totals for quotes in sent, negotiation or accepted - open commercial value.
• Win rate & conversion rate

  Win = accepted + converted vs created. Conversion = converted vs created. Tracked for selected period.
• Funnel

  Created → sent → accepted → converted, plus rejected count - see where deals drop off.
• Expiring soon

  Sent/negotiation quotes whose valid-until falls within N days (configurable). Click through to extend.
• Aging & workload

  How long quotes sit in each status; top customers by quote value; quotes per assigned employee.
• Trend charts

  Weekly, monthly or yearly series: quotes created, sent, converted, converted revenue - switch granularity on the dashboard.

When enabled, cron checks how many quotes need staff action. If count > 0 and interval elapsed since last send:

• E-mail digest to configured staff addresses (template qe-staff-digest ).
• Slack incoming webhook - compact list with references and statuses.
• Microsoft Teams webhook - same queue summary for channel visibility.

Queue = pending_review (new) + negotiation (customer waiting for revised offer). Interval in hours prevents spam; force-send available from cron for testing.

Front controller endpoint (documented on API tab). Authenticate with api_key query param. JSON responses. Multistore: pass id_shop .

• action=list - Paginated quotes; optional status filter.
• action=get - Full quote with lines and customer summary.
• action=pending - Staff action queue (new + negotiation).
• action=stats - Counts per status + pending_action total.
• action=update_status - e.g. cancel from external workflow; writes audit log.

Append-only quote_audit_log table. Each row: timestamp, action code, message, actor (employee or customer name), JSON context.

Common actions:

quote_requested , quote_sent , quote_updated , quote_negotiation , quote_accepted , quote_rejected , quote_expired , quote_validity_extended , quote_assigned , quote_converted

Revisions table stores JSON snapshot of lines and totals each time you Save & send - version number on the quote increments. Answer audit questions without restoring database backups.

Select rows with checkboxes. Panel below the list (inside the form so POST works):

• Assign employee - Set owner on all selected; audit entry per quote.
• Extend validity - Add N minutes/hours/days from now or current valid-until. Resets reminder flag. Expired quotes re-open to previous status (sent/negotiation); success message shows reopen count.
• Send reminder - Manual qe-quote-reminder for sent/negotiation quotes still valid.
• Export CSV / XML - Download selection for reporting or external CRM import.

Mark a quote as template to reuse standard bundles (e.g. "Starter kit + installation"). Templates excluded from dashboard KPIs.

Duplicate any quote from the list - copies lines, discounts and structure; you adjust customer and validity before send. Create from template spawns a new live quote in one click for repeat buyers.

After conversion the quote row stores PrestaShop order ID. On Orders view in back office a tab/section shows quote reference, status and link back to the quote editor - so support sees what was agreed without searching e-mail. Customer order detail can expose quote reference when theme hooks are active.

One HTTPS URL with secret token (copy from Settings; regenerate if leaked). Hit it from server crontab every 15-60 minutes.

• Expire quotes whose valid_until passed - status expired, customer actions locked, audit entry with previous status preserved for reopen.
• Reminder e-mails for sent/negotiation quotes within N days of expiry (N from Settings).
• Staff digests when Notifications tab enabled and interval elapsed.
• Lazy expiry - Opening a quote in FO or BO also runs expiry check so you are not dependent on cron alone.