The Quote Request system (part of the Billing & Invoicing add-on) adds a complete B2B quoting workflow to your Larapen website — visitors submit quote requests, and you respond with detailed proposals that can be converted to invoices upon acceptance.
Pricing: This feature is included in the Billing & Invoicing add-on, a paid add-on available from the Larapen Marketplace.
Key Features
- Quote request forms — Visitors fill out detailed quote request forms with project title, description, requirements, budget range, timeline, priority, and file attachments.
- Request categories — Organize requests into service categories (e.g., Web Design, SEO, Consulting) displayed on the public form for efficient routing.
- Request lifecycle — Track requests through statuses: pending, reviewing, quoted, accepted, rejected, cancelled.
- Quote proposals — Create detailed quotes linked to requests with scope of work, terms and conditions, line items (description, quantity, unit, unit price), total amount, currency, and validity date.
- Quote statuses — Draft, sent, accepted, rejected, expired — with configurable default validity period.
- Quote to invoice conversion — Convert accepted quotes into invoices automatically, with all line items carried over. Creates a billing customer if the requester is new.
- Public quote view — Token-based public links let requesters view their quote proposal without logging in.
- PDF generation — Generate PDF versions of quote proposals for download and sharing.
- Admin notifications — Configurable email notifications for new requests, status changes, quote sent, accepted, and rejected events.
- Multilingual — Project title, description, requirements, quote title, scope, and terms are all translatable.
Admin Panel
| Section | Description |
|---|---|
| Quote Requests | View and manage all incoming quote requests. Update statuses, review details, and create proposals. |
| Quote Proposals | Create and manage detailed quotes with line items and pricing. Send to requesters with public links. |
| Quote Categories | Manage service categories displayed on the public quote request form. |
| Settings | Configure quote validity days, allowed attachment types, items per page, and notification preferences. |
Front-end
- "Request a Quote" page — Public form with project details, budget range, timeline, priority, category selection, and file attachments.
- Confirmation page — Confirmation with reference number after submission.
- Public quote view — Token-based page where requesters can view and accept/reject sent proposals.
Menu integration
- Quote Category — Link to a specific service category on the request form.
Configuration
- Quote validity — Default validity period for quotes (default: 30 days).
- Attachment types — Allowed file types for quote request attachments (PDF, DOC, DOCX, XLS, XLSX, JPG, PNG).
- Notifications — Toggle notifications for new requests, reviewing status, quote sent, accepted, and rejected events.
Dependencies
This is a feature of the Billing & Invoicing add-on, which works independently.
Ideal for
- B2B service companies receiving project inquiries.
- Agencies offering custom services (design, development, marketing).
- Consulting firms managing proposals and converting them to invoices.
- Manufacturing or wholesale businesses providing custom pricing.