Sales Representatives Quotation | Create Quotations on Behalf of Assigned Customers

Empower Sales Agents | Secure Customer Quotation Management in Odoo

Self-Service Quotation Creation | Restricted to Assigned Customers Only

This module enables sales representatives and agents to create quotations on behalf of their assigned customers directly from the customer-facing interface. It restricts customer selection to partners assigned to the sales representative or agent (via Salesperson or Sales Agents), computes prices automatically from the customer's pricelist, and creates quotations in draft state for back-office review. The module improves sales efficiency, maintains data security through record rules, and provides full traceability of agent-submitted quotations.

Purpose of the Module:

The primary purpose of this module is to allow external sales representatives and agents to submit quotations for customers assigned to them without granting full backend access. It digitizes and secures the quotation creation process by enforcing strict customer visibility rules, automatic price calculation from the customer's pricelist, and draft-state submission for internal review. This improves response time for field or remote sales teams while keeping pricing control and final confirmation with the back office.

Scope of the Module:

This module provides a complete self-service quotation workflow for sales representatives and agents. It covers customer assignment (Many2one Salesperson and Many2many Sales Agents), restricted customer dropdown, dynamic multi-line product selection, automatic price computation, draft quotation creation, list/detail/confirmation pages, backend filters and alerts, and full security via record rules and access rights. The solution integrates seamlessly with Odoo's standard Sales and Website apps.

Real World Problem It Solves

Many companies employ external or field sales representatives and agents who need to create quotations for their customers but should not have full backend access. Using spreadsheets, emails, or shared logins creates security risks, pricing errors, and lack of visibility. This module solves these problems by giving sales agents a secure, restricted interface to create quotations only for customers assigned to them, with prices calculated automatically from the correct pricelist, and all submissions arriving as draft documents ready for internal review and confirmation.

Industries Covered:

• Wholesale and Distribution Companies
• Manufacturing Businesses with Field Sales Teams
• Trading Companies
• B2B Service Providers
• Equipment and Machinery Suppliers
• Industrial Product Distributors
• Consumer Goods Companies
• Pharmaceutical and Healthcare Distributors
• Automotive Parts Suppliers
• IT and Software Resellers
• Any organization with external or field-based sales agents

Main Features

• Sales Representative & Agent Access
  • Dedicated security group for sales representatives and agents.
  • Home menu entry with quotation counter.
• Customer Assignment & Restriction
  • Support for classic Salesperson (Many2one) and Sales Agents (Many2many).
  • Customer dropdown limited only to partners assigned to the logged-in sales agent.
• Secure Quotation Creation
  • Form to create quotations on behalf of assigned customers.
  • Salesperson and Sales Agent fields automatically set to the current user.
• Product & Quantity Lines Only
  • Dynamic "Add Line" interface for multiple products.
  • Only product and quantity are editable; unit prices are never accepted from the form.
• Automatic Price Calculation
  • Prices computed server-side from the selected customer's pricelist.
  • Prevents price manipulation or incorrect pricing.
• Draft-First Workflow
  • All quotations created in Draft state for back-office review.
  • Chatter notification posted on submission.
• Traceability & Backend Visibility
  • Boolean flag "Created by Sales Agent" and Sales Agent field on sale orders.
  • Alert banner on form view and dedicated filters/group-by options.
• Self-Service Views
  • List of quotations submitted by the sales representative or agent.
  • Read-only detail view and confirmation page after submission.
• Strong Security
  • Record rules restrict partners and sale orders to assigned records only.
  • Sales agents can create and read but cannot write or delete after submission.

System-Generated Menus & Routes:

• Home -> Sales Representative Quotations
• /my/quotations/rep - List of quotations
• /my/quotations/rep/new - Create new quotation
• /my/quotations/rep/confirmation/<id> - Confirmation page
• /my/quotations/rep/<id> - Quotation detail (read-only)

Who Can Use This Module?

This module is designed for any organization that works with external or field-based sales representatives and agents who need to create quotations for their customers without having full access to the Odoo backend.

Primary Users

• Sales Representatives & Agents
  • Create quotations on behalf of their assigned customers directly from the customer interface.
• Sales Managers / Back-office Team
  • Review, edit, and confirm the draft quotations submitted by sales representatives and agents.
• Administrators
  • Assign customers to sales representatives and agents and manage access rights and security groups.

Ideal Companies & Industries

• Wholesale and Distribution Companies
• Manufacturing Businesses with Field Sales Teams
• Trading Companies
• B2B Product and Service Providers
• Equipment, Machinery and Industrial Suppliers
• Automotive Parts Distributors
• Pharmaceutical and Healthcare Distributors
• Consumer Goods Companies
• IT and Software Resellers
• Any organization that works with external agents, freelancers, or regional sales partners