Customer Quote Request with Comments & Attachments on Checkout for Odoo

Quote Request Feature on Cart Page with Comments & Attachments

Customer Quote Request with Comments & Attachments on Checkout: what to validate before go-live

Quote Request Feature on Cart Page with Comments & Attachments

Customer Quote Submissions on Checkout with

Customer Quote Submissions on Checkout with Notes & Attachments | Ecommerce Cart Quote Request System

This module extends Odoos website and

This module extends Odoo(s) website and sales functionality by enabling customers (portal users) to submit quote requests directly from the website, including the option to attach relevant files and provide detailed comments or instructions.

The system ensures that only authenticated users can send quote requests by redirecting guest users to the login page before accessing the request form.

Once a quote request is submitted

Once a quote request is submitted, the associated quotation is flagged for internal tracking, and an automated email notification is sent to the relevant sales team or team leader.

All submitted requests are stored within the standard sales pipeline, preserving Odoo(s) native flow.

The module supports modal based form submission from the website cart page, improving the user experience without navigating away from the cart view.

Key Features of Customer Quote Request

Key Features of Customer Quote Request on Ecommerce:

Website Quote Request from Cart Adds

Website Quote Request from Cart: Adds a (Proceed with Quote Request) button on the cart page as shown. Allows users to add a message and upload files as part of their request.

Additional details

Adds a (Proceed with Quote Request) button on the cart page as shown.

Allows users to add a message and upload files as part of their request.

Modal Form for Better UX: Quote request form opens in a modal (popup) for a seamless user experience. Keeps users on the same page while submitting the request.

Conclusion

Customer Quote Request with Comments & Attachments on Checkout 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.

Explore Customer Quote Request with Comments

Before go-live, test Customer Quote Request with Comments & Attachments on Checkout with one realistic document flow on probuseappdemo.com so sales, operations, and finance see the same data.
Sananaz Mansuri • Techno-Functional Consultant at Probuse

Customer Quote Request with Comments & Attachments on Checkout is designed so day-to-day work and management reporting stay on one Odoo database instead of scattered spreadsheets.
Mustufa Rangwala • Chief Executive Officer at Probuse