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BOQ Workflow with Templates, Signatures, and Customer Portal Access

by
Odoo

$ 468.75

v 18.0 Third Party
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Discuss (mail)
• Inventory (stock)
• Project (project)
• Purchase (purchase)
• Employees (hr)
Community Apps Dependencies
Lines of code 5743
Technical Name project_boq_construction_contracting_extend
LicenseSee License tab
Websitehttp://www.probuse.com
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Discuss (mail)
• Inventory (stock)
• Project (project)
• Purchase (purchase)
• Employees (hr)
Community Apps Dependencies
Lines of code 5743
Technical Name project_boq_construction_contracting_extend
LicenseSee License tab
Websitehttp://www.probuse.com

BOQ Workflow with Templates, Signatures, and Customer Portal Access

BOQ Management with Auto Templates, Approvals, and Portal Integration

BOQ System with Manager and Customer Portal Signatures

BOQ Made Easy with Prebuilt Templates, Approvals, and PDF Reports

This module helps manage project BOQs with ready to use templates for Materials, Labours, and Overhead. BOQ lines are filled automatically from templates, and users can generate quotations directly. A clean tab based layout makes BOQs easy to review, and both Manager and Customer signatures are stored on the Signature tab. Customers can view, sign, and download BOQs from their portal, including a PDF report with all details and approvals.

Main Features of the Project BOQ Construction Contracting Extend Module

  • BOQ Template Management
    • Create estimate templates with categorized tabs for Materials, Labours, and Overhead. Templates streamline BOQ creation by allowing predefined structures to be reused across multiple projects.
  • BOQ Creation from Templates
    • Use the Use Template button on the BOQ form to launch a template wizard. Automatically populate Material, Labour, and Overhead lines based on the selected template, reducing manual data entry and ensuring consistency.
  • BOQ Tab Based Structure
    • Manage BOQs with a clear tab based interface for Materials, Labours, Overhead, and Signatures. This structure helps organize cost components for better visibility and control.
  • Quotation Generation from BOQ
    • Generate sale quotations directly from the BOQ form using the Create Quotation button. This links the BOQ with the sales process and allows seamless transition from planning to sales execution.
  • Manager Signature Workflow
    • Capture manager approval by opening a popup from the Signature tab. The managers signature is securely stored and displayed within the BOQ record for audit and validation purposes.
  • Customer Portal BOQ Access
    • Customers can log in to their My Account portal to view their associated BOQs. They can browse BOQ lists and access detailed forms with tabs for Materials, Labours, and Overhead.
  • Customer Portal Signature and Acceptance
    • Customers can sign and accept BOQs through the portal. A dedicated popup captures the signature, which is stored along with the BOQ. This digital acknowledgment streamlines the approval process.
  • BOQ PDF Report
    • A Print button is available on the customer portal view of the BOQ. Customers can generate PDF report of the BOQ, including all relevant data and signatures.
  • Centralized Signature Storage
    • Both Manager and Customer signatures are stored on the BOQ Signature tab, ensuring that all approvals are centralized, easy to audit, and included in reporting.
  • Explore the Full Details Below
    • View the screenshots and watch the video for a comprehensive overview.

Edition Compatibility:


Enterprise Odoo.sh Community

Estimate Template Materials Tab

Estimate Template Labours Tab

Estimate Template Overhead Tab

BOQ Form Materials Tab with Use Template Button

BOQ Form Labours Tab

BOQ Form Overhead Tab

BOQ Form Signature Tab

Open BOQ Template Wizard from Use Template Button

Create BOQ Lines Materials Labours and Overhead Automatically from Selected Template



Create Quotation Button on BOQ Form

Sale Order Created from Create Quotation Button

Open Signature Popup from Manager Signature on Signature Tab

Manager Signature Stored in Manager Signature Field

Customer Login to View BOQ in My Account Portal

BOQ List View on Customer Portal

BOQ Form Materials Tab with Sign and Accept Button

BOQ Form Labours Tab on Customer Portal

BOQ Form Overhead Tab on Customer Portal

Open Signature Popup from Sign and Accept Button

Customer Signature Stored on Portal also Print Button Added on Customer Portal BOQ Form

Open PDF Report from Print Button on Customer Portal

Customer and Manager signatures are recorded in the Signature tab

Contact / Support
 Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse

Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

Our Services

  • Odoo Implementation

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  • Odoo Support

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  • Odoo Customization

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  • Odoo Migration

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  • Odoo Training

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Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

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or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

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IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
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