| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Lines of code | 230 |
| Technical Name |
portal_quotation |
| License | LGPL-3 |
| Website | https://appschef.com/ |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Lines of code | 230 |
| Technical Name |
portal_quotation |
| License | LGPL-3 |
| Website | https://appschef.com/ |
Quotation from Customer Portal
Input Quotation from Customer Portal without Manual Sales Intervention
Step by Step Usage
Step 1
Open website module -> Click user menu on the right side and go to "My Account" menu.
Step 2
Choose "Submit your order" button.
Step 3
Fill in the following details:
- Customer Name
- PO Number
- Upload PDF of the PO
- Select Products and specify Quantities
After filling in the information, click "Submit".
Step 4
- Open the Sales module.
- The newly created quotation will appear there.
- Attachment and Other Info from the submission are already included automatically.
Brought to you by Appschef
Smart quotation process made easier
Easily stay on top of your sales pipeline. Appschef lets you submit purchase orders, attach documents, and track quotation progress, all within the Odoo platform. Fast, simple, and efficient.
Powered by Appschef
Quotation from Customer Portal
Overview
This module allows customers to submit quotations directly through the Odoo portal, streamlining the sales process and reducing manual entry.
Features:
- Customer-facing quotation submission form
- PDF PO upload support
- Automatic attachment and info population
- Seamless integration with Odoo's Sales module
Installation
To install this module:
- Put it into addons at the running syntax/configuration.
- Update the Apps List.
- Search for portal_quotation and install the module.
Credits
Developed by Appschef.
Please log in to comment on this module