Customer Estimate Portal Review, Approve & Digitally Sign Estimates

Digital Customer Estimate Portal

Digitally share estimates, collect customer approvals, comments, and electronic signatures through a secure online portal.

The Customer Estimate Management Portal extends Odoo's Customer Portal, enabling customers, clients, partners, vendors, consultants, and other authorized portal users to securely access, review, approve, and digitally sign estimates online. The module provides a modern self-service portal that streamlines collaboration, accelerates approval cycles, and eliminates manual paperwork by allowing users to manage estimates anytime, from anywhere.

Instead of exchanging multiple emails, printed quotations, spreadsheets, or scanned signed documents, authorized portal users can log in to the My Account portal to review detailed estimates, examine pricing and cost breakdowns, download estimate documents, provide comments, digitally approve or reject estimates, and track approval status in real time. This creates a faster, more transparent, and more efficient estimate approval process for both your organization and your customers.

The module is designed for organizations across a wide range of industries, including construction, engineering, manufacturing, contracting, professional services, maintenance, facility management, IT services, consulting, healthcare, logistics, energy, telecommunications, field services, and many other sectors. Whether your business prepares project estimates, service quotations, cost proposals, work estimates, or customer quotations, this solution provides a centralized digital portal for securely sharing, reviewing, approving, and tracking estimates throughout the entire approval lifecycle.

Scope of the Module

The Customer Estimate Management Portal extends Odoo's standard Customer Portal by providing a secure, self-service platform for customers, clients, partners, vendors, consultants, and other authorized portal users to access and manage estimates online. Users can log in to the My Account portal to view assigned estimates, review detailed pricing and cost breakdowns, access supporting documents and attachments, download estimate PDFs, submit comments, digitally approve estimates, and track their status in real time.

The integrated Accept & Sign feature enables customers to electronically approve estimates by entering their name and providing a digital signature. All approvals are securely recorded within the estimate and are immediately available to internal users in the Odoo backend, ensuring a complete audit trail and improving accountability throughout the approval process.

Designed with a fully responsive interface for desktop, tablet, and mobile devices, the portal enhances collaboration, increases transparency, reduces manual communication, shortens approval cycles, and provides a seamless digital experience for estimate management. The solution is suitable for organizations across a wide range of industries, including construction, engineering, manufacturing, professional services, maintenance, consulting, IT services, healthcare, logistics, energy, field services, and any business that prepares and shares customer estimates, quotations, proposals, or cost estimates.

Main Features:

• My Account Portal Job Estimates Menu:
  • A new Job Estimates menu has been added to the My Account portal.
  • This menu allows Customers to access and view their individual job estimates.
  • The user friendly interface enables easy navigation and estimate visibility directly from the portal.
• Electronic Signature Feature:
  • From the job estimate form view, Customers can click on the Accept & Sign button to electronically sign their estimates.
  • This feature ensures a smooth and digital signing process, eliminating the need for physical paperwork.
• Job Estimate Report Generation:
  • Customers can view detailed reports of their job estimates by clicking the Print button from the job estimate form view.
  • This functionality allows Customers to easily print or download the job estimate reports for reference or record keeping.
• Backend Job Manager Signature:
  • On the backend, a Job Manager can also sign job estimates through an esignature feature implemented for managers.
  • This provides the flexibility for Job Managers to electronically approve estimates directly from the backend without the need for physical intervention.
  • The backend also captures and stores the Job Managers signature securely for estimate validation.
• Display of Signed Job Estimates:
  • Once the job estimate has been signed (both by the Customer and the Job Manager), the signed estimate is displayed on the report level.
  • This ensures that the signed estimate is visible to both Customers and Job Managers for full transparency and confirmation.

Review the Screenshots and Preview Video for Detailed Functionality:

• Video 1: https://probuseappdemo.com/probuse_apps/job_cost_estimate_customer_portal/1796
• Video 2: https://probuseappdemo.com/probuse_apps/job_cost_estimate_customer_portal/1509

Workflow:

• Job Manager Reviews the Job Estimate:
  • The Job Manager accesses the job estimate in the backend interface of the system.
  • The Job Manager reviews the estimate details and prepares to provide their approval.
  • The Job Manager clicks the Signature button inside the signature tab to provide their esignature, formally approving the estimate.
  • The backend captures the Job Managers signature and stores it securely in the system.
• Customer Accesses the My Account Portal:
  • The Customer logs in to their account on the website.
  • Upon successful login, the Job Estimates menu will be displayed in the My Account section of the portal.
• Viewing Job Estimates:
  • The Customer clicks on the Job Estimates menu.
  • A list of the Customers estimates is displayed, showing estimate titles, statuses, and other relevant information.
  • The Customer selects a specific estimate from the list to view the estimate details.
• Electronic Signing of Job Estimate:
  • The Customer is presented with the estimate in a form view with relevant details.
  • The Accept & Sign button is visible on the form.
  • The Customer clicks on Accept & Sign to electronically sign the estimate.
  • Once clicked, the system records the Customers electronic signature, and the estimate is marked as signed.
• Viewing and Printing the Job Estimate Report:
  • The Customer can view additional details of the estimate by clicking the Print button.
  • This opens a detailed job estimate report where the Customer can review all terms, pricing, and scope of work.
  • The Customer can choose to print or download the report for their records.
• Displaying Signed Job Estimates:
  • After both the Customer and the Job Manager have signed the estimate, the signed estimate is updated in the system.
  • The final, signed job estimate is now displayed on the estimate report.
  • Both the Customer and the Job Manager can view the signed estimate in the Job Estimates section, ensuring full transparency and record keeping.

Business Verticals Supported:

The Construction, Contracting & Engineering Job Estimate Management Portal is designed for organizations that prepare, review, approve, and manage job estimates for construction, engineering, manufacturing, maintenance, and project-based operations. The module supports the following business verticals:

• General Construction Companies
• Building Contractors
• Civil Engineering Companies
• Infrastructure Development Companies
• Engineering, Procurement & Construction (EPC) Contractors
• Mechanical Contractors
• Electrical Contractors
• Plumbing Contractors
• HVAC Contractors
• MEP (Mechanical, Electrical & Plumbing) Contractors
• Interior Design & Fit-Out Companies
• Renovation & Remodeling Contractors
• Facility Management Companies
• Building Maintenance Service Providers
• Architecture & Design Firms
• Structural Engineering Companies
• Industrial Engineering Companies
• Manufacturing Plants
• Steel & Metal Fabrication Companies
• Industrial Equipment Installation Companies
• Oil & Gas Contractors
• Petrochemical Engineering Companies
• Power Plant Construction Companies
• Solar EPC & Renewable Energy Companies
• Water & Wastewater Treatment Projects
• Mining & Mineral Processing Companies
• Chemical Processing Plants
• Pharmaceutical Manufacturing Plants
• Food & Beverage Manufacturing Plants
• Warehouse & Logistics Infrastructure Projects
• Commercial Real Estate Developers
• Residential Builders & Developers
• Hospital & Healthcare Construction Projects
• Educational Institution Construction Projects
• Hotel & Hospitality Construction Projects
• Airport & Aviation Infrastructure Projects
• Railway & Metro Infrastructure Projects
• Telecommunication Infrastructure Companies
• Data Center Construction Projects
• Government & Public Works Departments
• Industrial Maintenance & Shutdown Contractors
• Project-Based Service Organizations
• And Many More Industries...

Manager Signature Click on the Signature button inside the signature tab on Job Estimate

Click the Signature button in the Signature tab of the Job Estimate form to capture and save the manager's digital signature for internal approval and authorization.

Job Estimate Approval Signature

Provide your digital signature to validate and approve the job estimate. This signature becomes part of the official estimate record.

Manager Approved Digital Signature on Job Estimate

Displays the digital signature of the authorized manager after approval of the job estimate. The signature is securely stored as part of the official approval record.

Job Estimate Management Portal for Customers & Clients

Empower customers to securely access, review, and track job estimates through the My Account portal with complete visibility into estimate details and approvals.

Job Estimates List View

The Job Estimates list displays all estimates associated with your account, providing quick access to estimate details, status, dates, and project information.

My Job Estimate

Access detailed information for your job estimate, including estimate lines, pricing, approval status, attachments, and digital signatures through the My Account portal.

Customer Approval with Digital Signature

Customers can electronically approve the job estimate by clicking Accept & Sign. The signed approval is saved with the estimate for future reference and audit purposes.

Customer Acceptance & Digital Signature

Provide your full name and digital signature to authorize and accept this job estimate. Your signature will be securely stored for verification and audit purposes.

Example 1: Job Estimate for Software Technology Park Construction IBM Sydney

Material Estimation & Customer Signed Digital Signature on Job Estimate

Review the material estimation and the customer's digitally signed approval for the job estimate. The customer's signature is securely stored with the estimate, providing an official record of acceptance, authorization, and audit compliance.

Job Estimate Form View Labour Estimation

The Labour Estimation tab provides a detailed breakdown of estimated labour costs for the job estimate. Add labour resources, define job roles, enter estimated quantities or working hours, specify unit costs, and review subtotals and total labour expenses to prepare an accurate and comprehensive job estimate.

Job Estimate Form View Overhead Estimation

Review and manage estimated overhead costs, including administrative expenses, site facilities, utilities, transportation, insurance, supervision, equipment support, and other indirect costs to prepare an accurate job estimate.

Job Estimate Form View (Other Info Tab)

Manage extra details and configuration options related to the job estimate, helping ensure complete and accurate project documentation.

Job Estimate Communication History

Track and manage all communications related to the job estimate. View internal notes, customer messages, activities, email history, system notifications, and document attachments from a centralized discussion thread.

Click Print Button on Job Estimate

Preview PDF Report For Job Estimates

Job Estimate Form View Customer Signature

The Customer Signature section displays the customer's digital signature captured through the Accept & Sign process on the customer portal. It provides a secure and auditable record of customer acceptance, including the signer's name, signature, and approval details as part of the official job estimate record.

Example 2: Job Estimate for Office Interior Furniture Installation

Material Estimation on Job Estimate

Review the material estimation and the customer's digitally signed approval for the job estimate. The customer's signature is securely stored with the estimate, providing an official record of acceptance, authorization, and audit compliance.

Job Estimate Form View Labour Estimation

The Labour Estimation tab provides a detailed breakdown of estimated labour costs for the job estimate. Add labour resources, define job roles, enter estimated quantities or working hours, specify unit costs, and review subtotals and total labour expenses to prepare an accurate and comprehensive job estimate.

Job Estimate Form View Overhead Estimation

Review and manage estimated overhead costs, including administrative expenses, site facilities, utilities, transportation, insurance, supervision, equipment support, and other indirect costs to prepare an accurate job estimate.

---