Skip to Content

Website Pre-Quotation

by
Odoo

$ 45.00

v 18.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • eCommerce (website_sale)
• Invoicing (account)
• Discuss (mail)
• Website (website)
Lines of code 32
Technical Name website_pre_quotation
LicenseOPL-1
Websitehttps://apps.odoo.com/apps/modules/browse?author=Odoo%20DevHouse
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • eCommerce (website_sale)
• Invoicing (account)
• Discuss (mail)
• Website (website)
Lines of code 32
Technical Name website_pre_quotation
LicenseOPL-1
Websitehttps://apps.odoo.com/apps/modules/browse?author=Odoo%20DevHouse

Website Pre-Quotation

Let portal users download a quotation PDF directly from the cart page — before checkout, without confirming the order — for budget requests, procurement approvals, and product evaluation.


Problem: Odoo's Cart Has No "Print Quotation" Option

Standard Odoo provides a clear order summary on the cart page — products, quantities, prices, and totals are all visible. But there is no built-in way for a portal user to export that summary as a formatted quotation PDF before completing checkout.

  • Portal users cannot print or download their cart as a quotation before confirming the order
  • Procurement teams need a PDF for internal budget approval before committing to a purchase
  • Managers must review products and prices before the order is confirmed — a screenshot is not sufficient
  • There is no way to share a formatted pre-quotation with a supervisor without placing the order first
  • The gap forces workarounds: manual screenshots, separate emails, or premature order confirmations

Solution: One-Click Quotation PDF from the Cart Page

This module adds a Print Quotation button to the cart page. When a logged-in portal user clicks it, Odoo generates a professional quotation PDF from their current cart and delivers it as an instant download — complete with company logo, customer address, line items, unit prices, taxes, totals, payment terms, and notes. The order is never confirmed; the cart remains intact and the user can continue shopping or complete checkout whenever they are ready.


Key Features
  • Print Quotation button on the cart page: Full-width button appears above the cart items list for every logged-in portal user
  • Portal-only visibility: Button is hidden for guest visitors — only shown to signed-in portal users with items in the cart
  • Professional quotation layout: The PDF uses the same Odoo quotation design your sales team uses — logo, address block, line items, taxes, totals, terms and conditions, payment terms
  • Order is never confirmed: The cart stays as-is — the PDF is generated from the existing cart and nothing in the order changes
  • Instant download: The browser downloads the file immediately — no extra pages, no waiting screens
  • Safe with empty carts: If the cart has no items, clicking the button simply returns to the cart page — no errors
  • Works out of the box: Install and it's ready — no settings to configure, no extra steps
  • Odoo 18 Community: Compatible with the standard Odoo 18 Community eCommerce app — no enterprise licence required

Cart Page — Before & After

Without This Module

  • Cart page shows products but no export option
  • Portal user must confirm the order to get a quotation PDF
  • No formatted document to share with a manager for approval
  • Procurement teams resort to screenshots or manual emails
  • No review step for finance before checkout is completed

With This Module

  • Cart page shows a Print Quotation button above items
  • One click downloads a professional PDF — order stays as draft
  • PDF matches the standard Odoo quotation — complete and branded
  • Finance and management get a proper document for review
  • Portal user proceeds to checkout after approval, when ready

How It Works — Step by Step
1

Log In as a Portal User and Add Products to Cart

The portal user browses the online shop, adds the products they want to purchase, and goes to the cart page to review their order summary. Products, quantities, prices, and totals are all visible — just as in standard Odoo.

2

Click the "Print Quotation" Button

A full-width Print Quotation button (with printer icon) appears at the top of the cart items — visible only to logged-in portal users. Guest visitors do not see the button. One click is all it takes.

3

Odoo Generates the Quotation PDF

Odoo instantly produces a professional quotation PDF from the current cart — identical to the quotation your sales team would send a customer: company logo, customer address, all line items with quantities and prices, tax breakdown, grand total, and payment terms. The order is never confirmed — it remains exactly as-is.

4

Browser Downloads the PDF Immediately

The browser saves the quotation PDF to the user's device instantly. The cart page stays open and unchanged — the user can keep shopping, adjust quantities, or proceed to checkout whenever they are ready.

5

Share for Approval, Then Complete Checkout

The portal user shares the downloaded PDF with their finance manager, department head, or procurement officer for budget approval or product review. Once the approval comes through, they return to the cart and complete checkout normally — products, quantities, and prices remain exactly as they left them.


Screenshots

Cart Page — Print Quotation Button

Portal user Joel Willis is logged in with two items in the cart — total $384.00. The Print Quotation button is prominently displayed above the item list. The Checkout button on the right remains available whenever the user is ready to proceed.

Cart page with Print Quotation button above the product list

Downloaded Quotation PDF

The downloaded PDF is a fully formatted Odoo quotation — company logo and address, customer details, product line items with quantities and prices, tax summary, grand total, and payment terms. The cart order is not confirmed; it stays open for checkout.

Downloaded quotation PDF showing company logo, customer address, line items and total

Use Cases

Budget Approval Workflow

A procurement officer assembles a cart, downloads the pre-quotation PDF, and submits it to the finance department for budget sign-off — all before placing the actual order.

Product & Service Evaluation

Technical teams assemble a shortlist of products, export the quotation PDF, and circulate it internally for specification review before management authorises the purchase.

B2B Purchase Requisition

Enterprise B2B portal users send the pre-quotation to their internal purchasing team as a purchase requisition, following their company's procurement policy before the order is placed.

Educational Institution Procurement

Schools and universities select supplies online, export the pre-quotation for committee approval and budget coding, then return to complete checkout once the purchase order is issued.

Multi-Level Management Approval

Organisations with multi-level spend approvals use the PDF to route through each approval tier — department head, finance, director — before the portal user checks out.

Quote Archiving & Record Keeping

Companies with document-retention policies archive pre-quotation PDFs as evidence that pricing was reviewed and agreed at a specific date before the order was placed.


Installation & Configuration

  1. Prerequisites: The standard Odoo 18 eCommerce app must be installed — no additional modules are required
  2. Install: Copy the module folder to your addons path, then go to Apps → Update App List → search "Website Pre-Quotation" and click Install
  3. No configuration needed: The module is active immediately after installation — no settings to toggle, no extra setup
  4. Portal user setup: Make sure your B2B customers have a portal account — go to Contacts → select a contact → Action → Grant Portal Access
  5. Test: Log in as a portal user → add products to the cart → open the cart page → confirm the Print Quotation button appears → click it → verify the PDF downloads with the correct products, prices, and company branding
  6. Check the order is unchanged: After downloading, go to Sales → Orders → Quotations in the backend — the order remains in draft state, untouched

Business Benefits

Empowers Portal Users

Portal customers can get a quotation PDF on their own without involving the sales team — reducing back-and-forth emails and accelerating the internal approval cycle.

No Premature Order Confirmation

The sales pipeline stays clean — orders are only confirmed after management approval, preventing a pile-up of cancelled draft orders created just to get a PDF.

Professional PDF Document

The downloaded PDF is the same professionally branded quotation your sales department sends — with company logo, taxes, and payment terms — suitable for formal budget submission.

Zero Maintenance

Install once and forget it. The module runs silently in the background, adds no extra overhead to your system, and needs no ongoing configuration or updates to stay working.

Need Help or Have a Feature Request?

Contact Support 


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.

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.