Quotation Create from Website by Customer
by Probuse Consulting Service Pvt. Ltd. http://www.probuse.com$ 57.28
| 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 |
| License | See License tab |
| Website | http://www.probuse.com |
| Versions | 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
| 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 |
| License | See License tab |
| Website | http://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.
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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