1.) Open the Product Catalogue :

From Products, administrators can select the products that should allow customers to request custom pricing.

Navigation : Website → eCommerce → Products

2.) Enable Custom Quotes for a Product :

The Customer Quote section adds product specific quote controls. Enable Custom Quote to display the request option on the website, then enter the minimum quantity customers must request before the form can be submitted.

3.) Request a Quote from the Product Page :

Eligible products display a Request For Quote button below the regular purchase options. A logged-in customer can use this button when they need a special price for a larger quantity instead of purchasing at the standard website price.

4.) Enter the Quote Requirements :

The quote form automatically identifies the selected product and variant. Customers can enter their requested quantity, preferred unit price, and any useful notes before submitting the request to the sales team.

5.) Quote Submission Confirmation :

After submission, a confirmation window provides the unique request reference along with the product, quantity, expected price, and initial status. The customer can keep this reference for future communication and tracking.

6.) Quote Requests in My Account :

A dedicated Quote Requests card is added to the customer account page. It provides quick access to all custom quotation requests without requiring the customer to contact the sales team for updates.

7.) View All Submitted Quote Requests :

The portal list displays each request with its reference, product, requested quantity, expected unit price, and current status. Customers can select a reference to open the full request details.

8.) Review Quote Request Details :

The detailed portal page presents the request value, product information, quantity, expected price, creation date, and customer details. A status badge clearly indicates whether the request is pending, approved, completed, or rejected.

9.) Assign Quote Manager Permission :

The Quote Manager access right can be assigned from the user configuration. Only authorized team members need this permission to review website requests and create sales quotations from them. Only user who have this access are only able to see the menu of Quote Request.

10.) Manage Requests from the Backend :

The list provides a quick overview of the customer, product, requested quantity, website price, expected unit price, total amount, and processing state.

Navigation : Website → eCommerce → Quote Request

11.) Review and Process a Quote Request :

The request form keeps customer contact details, product information, pricing, quantity, and notes in one place. Users can mark the request as reviewed, create a quotation, reject it, or follow its progress through the status bar.

12.) Access the Created Quotation :

After converting the request, its status moves to Quotation Created. A smart button links the request to the generated sales quotation, allowing the sales team to move between both records without searching manually.

13.) Automatically Generated Sales Quotation :

The generated quotation contains the same customer, product variant, quantity, and expected unit price submitted with the request. The sales team can review the values, make any required adjustments, and continue with the normal Odoo sales process.

14.) Approved Quote Available to the Customer :

When the quotation is created, the customer portal displays the request as Approved and provides an Add to Cart button. The customer can continue with the agreed quantity and negotiated price directly from the quotation page.

15.) Negotiated Offer Added to the Cart :

The approved product is added to the cart with the requested quantity and agreed total amount. The quote reference appears with the cart line, while the quantity remains fixed to protect the approved quotation conditions.
Must need to note that quantity is not change here and also once added to the cartonce from the button, will disappear and not appear again .

16.) Completed Quote Request :

After the approved offer is added to the cart, the request status changes to Done. Customers can still open the portal record to review the quotation reference, product details, quantity, price, total amount, and communication history.