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Quotation Create from Website by Customer

by
Odoo

57.47

v 18.0 Third Party 17
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Sales (sale_management)
Website (website)
Invoicing (account)
Discuss (mail)
Lines of code 656
Technical Name website_portal_quick_quote
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Sales (sale_management)
Website (website)
Invoicing (account)
Discuss (mail)
Lines of code 656
Technical Name website_portal_quick_quote
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0

Quick Request Sales Quotation by Customer Portal

Instant Quotation Request through Customer My Account Section

My Account Portal Customer Quotation Request by Customer

Sales Quotation from Website Portal by Customer

Customer Request for Quotation from Website My Account Section

This Odoo module enhances your websites customer portal by allowing logged in users to submit sales quotation requests directly from their My Account section. It provides a structured, user friendly form where customers can request quotes for products without needing to contact your sales team manually.

Main Features:

  • Quotation Request from Website Portal:
    • Customers can easily create and submit sales quotation requests directly from their My Account page on your website.

  • Limit of 20 Product Lines per Request:
    • To ensure smooth performance and avoid excessive data overload, each quotation request is limited to a maximum of 20 product lines.

  • Integrated with Odoo Sales App:
    • All submitted requests are automatically created as draft Sales Quotations in the backend for your sales team to review and process.

  • Real Time Tracking for Customers:
    • Customers can view and track the status of their submitted quotation requests from their portal dashboard.

  • User Friendly Interface:
    • Clean, responsive, and intuitive form design allows customers to add products, set quantities, and include optional notes effortlessly.

  • Sales Team Notifications:
    • Sales reps are instantly notified of new quotation requests, enabling faster follow up and improved conversion rates.

  • Secure and Permission Based Access:
    • Only registered and logged in users can create quotation requests, ensuring secure access and customer specific visibility.

  • Mobile and Desktop Compatible:
    • Optimized for all devices to provide a seamless user experience across desktops, tablets, and smartphones.

  • Easily Customizable:
    • The product line limit and other portal behavior can be customized to suit your business needs.
  • For a detailed walkthrough, please refer to the screenshots below and watch the demo video.
  • Edition Compatibility:


    Enterprise Odoo.sh Community

    Accessing the Quotation Form via Customer Portal

    Enter Product and Quantity Information, Then Submit Your Quotation Request to the Sales Team

    Success Notification After Quotation Submission

    Portal Access to Quotations: Customer Must Be a Follower to View Quotation Records

    Customers Can Access Open Quotations from Their My Account Portal (Odoo Standard View)

    Automatic Generation of Sales Quotation in Backend from Customers Portal Request

    Start Quotation Process from Website Portal Using the Create Quotation Button

    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

    • Odoo Support

    • Odoo Customization

    • Odoo Migration

    • Odoo Training

    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).
    
    It is forbidden to publish, distribute, sublicense, or sell copies of the Software
    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.
    
    THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
    IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
    FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
    IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
    DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
    ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
    DEALINGS IN THE SOFTWARE.
    
    

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