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Quote Request Feature on Cart Page with Comments & Attachments

by
Odoo

$ 45.74

v 18.0 Third Party
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • eCommerce (website_sale)
• Website (website)
• Invoicing (account)
• Discuss (mail)
Lines of code 206
Technical Name website_checkout_qoute_request
LicenseSee License tab
Websitehttp://www.probuse.com
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • eCommerce (website_sale)
• Website (website)
• Invoicing (account)
• Discuss (mail)
Lines of code 206
Technical Name website_checkout_qoute_request
LicenseSee License tab
Websitehttp://www.probuse.com

Customer Quote Request with Comments & Attachments on Checkout

Quote Request Feature on Cart Page with Comments & Attachments

Customer Quote Submissions on Checkout with Notes & Attachments | Ecommerce Cart Quote Request System

This module extends Odoo(s) website and sales functionality by enabling customers (portal users) to submit quote requests directly from the website, including the option to attach relevant files and provide detailed comments or instructions. The system ensures that only authenticated users can send quote requests by redirecting guest users to the login page before accessing the request form.



Once a quote request is submitted, the associated quotation is flagged for internal tracking, and an automated email notification is sent to the relevant sales team or team leader. All submitted requests are stored within the standard sales pipeline, preserving Odoo(s) native flow. The module supports modal based form submission from the website cart page, improving the user experience without navigating away from the cart view.


Key Features of Customer Quote Request on Ecommerce:

  • Website Quote Request from Cart:
    • Adds a (Proceed with Quote Request) button on the cart page as shown.
    • Allows users to add a message and upload files as part of their request.
  • Modal Form for Better UX:
    • Quote request form opens in a modal (popup) for a seamless user experience.
    • Keeps users on the same page while submitting the request.
  • Portal User Restriction:
    • Only logged in users (portal or internal) can submit quote requests.
    • Public users are redirected to the login page and returned to the quote form after login.
  • File Attachments Support:
    • Customers can upload multiple documents (images, PDFs, etc.) along with their quote request.
  • Quotation Integration:
    • Submitted requests are linked to the current quotation (if any).
    • Ensures requests are tracked using standard Odoo sales flow.
  • Automatic Notification:
    • Sends an email notification to the sales team or team leader when a new quote is submitted.
  • Confirmation Page After Request Submission:
    • After successful submission, users are redirected to a thank you page with the quotation reference.
  • For further details, please refer to the screenshots below and watch the accompanying video.

Edition Compatibility:


Enterprise Odoo.sh Community

Example 1: Shop Cart Page Accessed by Public (Guest) User (Odoo Standard)

Clicking (Proceed with Quote Request) Button as Public User

Redirected to Login Page and Logged in as Portal User (Martina Jacob)

Send Quote Request Dialog Automatically Opened After Login

Filling Quote Request Form and Submitting It

System Redirects User to Acknowledgement Page After Submitting Quote Request

Example 2: Shop Cart Page Accessed by Portal (Martina Jacob) as Customer User (Odoo Standard)

Clicking (Proceed with Quote Request) Button as Portal User

Filling Quote Request Form and Submitting It

System Redirects User to Acknowledgement Page After Submitting Quote Request

Sales Module Accessed by Admin User from Backend Odoo Standard

Admin User Reviewing Quotation Request Submitted from Website

Example 1: Quotation Request with Description, Attachment, and Email Notification

Example 2: Quotation Request with Description, Attachment, and Email Notification

Website Quote Requests Filter in Quotation Search View

Filtered Records Showing Website Quote Requests

Website Quote Requests Menu Under Orders in Sales Module

Quote Requests View After Selecting Website Quote Requests Menu

Accessing Email Record of Submitted Quote Request

Example 1: Sending Email Notification for Submitted Quote Request

Example 2: Sending Email Notification for Submitted Quote Request

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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