Customer Estimate Portal Review, Approve & Digitally Sign Estimates: what to validate before go-live
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.
Digitally share estimates collect customer
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
Key Capabilities
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.
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.
Click the Signature button in the
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.
Additional details
The Job Estimates list displays all estimates associated with your account, providing quick access to estimate details, status, dates, and project information.
Access detailed information for your job estimate, including estimate lines, pricing, approval status, attachments, and digital signatures through the My Account portal.
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.
Conclusion
Customer Estimate Portal Review, Approve & Digitally Sign Estimates is built for teams that want Odoo workflows they can validate on probuseappdemo.com before production rollout.
Start with one realistic scenario, then expand training once stakeholders see the same data in backend and on mobile or portal where applicable.
Before go-live, test Customer Estimate Portal Review, Approve & Digitally Sign Estimates with one realistic document flow on probuseappdemo.com so sales, operations, and finance see the same data.
Customer Estimate Portal Review, Approve & Digitally Sign Estimates is designed so day-to-day work and management reporting stay on one Odoo database instead of scattered spreadsheets.
Get in Touch Today
WhatsApp: +91 960 111 9434 | +91 787 454 3092
Email: contact@probuse.com
Need implementation or customization help? Contact us.
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