Sales Representatives Quotation | Create Quotations on Behalf of for Odoo

Empower Sales Agents | Secure Customer Quotation Management in Odoo

Sales Representatives Quotation: what to validate before go-live

Sales Representatives Quotation | Create Quotations on Behalf of Assigned Customers

Empower Sales Agents Secure Customer Quotation

Empower Sales Agents | Secure Customer Quotation Management in Odoo

This module enables sales representatives and

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.

Additional details

Wholesale and Distribution Companies

Manufacturing Businesses with Field Sales Teams

Pharmaceutical and Healthcare Distributors

Any organization with external or field-based sales agents

Sales Representative & Agent Access Dedicated security group for sales representatives and agents. Home menu entry with quotation counter.

Conclusion

Sales Representatives Quotation 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 Sales Representatives Quotation

Before go-live, test Sales Representatives Quotation with one realistic document flow on probuseappdemo.com so sales, operations, and finance see the same data.
Sananaz Mansuri • Techno-Functional Consultant at Probuse

Sales Representatives Quotation 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