Website Portal Quick Quotation Builder | Customer My Account Sales for Odoo

Frontend Customer Portal Quote Generator | B2B Sales Quote Request from Website

Website Portal Quick Quotation Builder: what to validate before go-live

Website Portal Quick Quotation Builder | Customer My Account Sales Request

Frontend Customer Portal Quote Generator B2B

Frontend Customer Portal Quote Generator | B2B Sales Quote Request from Website

Description This Odoo module enhances the

Description: This Odoo module enhances the customer portal by enabling logged-in users to submit sales quotation requests directly from their My Account section.

Customers can easily create and submit quotation requests using a structured and intuitive form, eliminating the need to contact the sales team manually.

The module streamlines the quotation request process by allowing customers to specify the required products and quantities, submit their requests online, and receive a faster response from your sales team.

Purpose of the Module The primary

Purpose of the Module: The primary purpose of this module is to bridge the gap between your backend sales operations and your authenticated portal users.

Instead of relying on emails or phone calls, potential and existing buyers can submit exact product requirements through a secure online portal.

It eliminates data entry overhead for your sales team by automatically drafting the Sales Quotation in the Odoo backend and accurately linking it to the logged-in customer's profile, providing real-time tracking for the

Quotation Request from Website Portal Customers

Quotation Request from Website Portal Customers can easily create and submit sales quotation requests directly from their My Account page on your website.

Customers can easily create and submit

Customers can easily create and submit sales quotation requests directly from their My Account page on your website.

Additional details

Integrated with Odoo Sales App All submitted requests are automatically created as draft Sales Quotations in the backend for your sales team to review and process.

All submitted requests are automatically created as draft Sales Quotations in the backend for your sales team to review and process.

Real Time Tracking for Customers Customers can view and track the status of their submitted quotation requests directly from their portal dashboard.

Conclusion

Website Portal Quick Quotation Builder 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 Website Portal Quick Quotation Builder

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

Website Portal Quick Quotation Builder 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