Quick Request Sales Quotation by Customer Portal

Instant Quotation Request through Customer My Account Section

My Account Portal Customer Quotation Request by Customer

Sales Quotation from Website Portal by Customer

Customer Request for Quotation from Website My Account Section

This Odoo module enhances the customer portal by enabling logged-in users to submit sales quotation requests directly from the 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. It improves the overall customer experience while reducing manual communication and simplifying quotation management for your business.

Scope of the Module:

This module extends the Odoo Customer Portal by enabling logged-in customers to create and submit sales quotation requests directly from their My Account portal. Instead of contacting the sales team through emails or phone calls, customers can quickly request quotations online using a simple and user-friendly interface.

Customers can add one or more products, specify the required quantities, and submit their quotation requests to the sales team. Each request is automatically created as a draft sales quotation in the Odoo backend, where sales representatives can review, modify, and process it using Odoo's standard Sales workflow.

The module also provides customers with seamless access to their quotations and sales orders through the customer portal, allowing them to track the status of their requests and view order details from a single location. Once a quotation is confirmed, it is automatically converted into a sales order using Odoo's standard functionality.

Main Features:

• Quotation Request from Website Portal:
  
• Customers can easily create and submit sales quotation requests directly from their My Account page on your website.
• Limit of 20 Product Lines per Request:
  
• To ensure smooth performance and avoid excessive data overload, each quotation request is limited to a maximum of 20 product lines.
• 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.
• Real Time Tracking for Customers:
  
• Customers can view and track the status of their submitted quotation requests from their portal dashboard.
• User Friendly Interface:
  
• Clean, responsive, and intuitive form design allows customers to add products, set quantities, and include optional notes effortlessly.
• Sales Team Notifications:
  
• Sales reps are instantly notified of new quotation requests, enabling faster follow up and improved conversion rates.
• Secure and Permission Based Access:
  
• Only registered and logged in users can create quotation requests, ensuring secure access and customer specific visibility.
• Mobile and Desktop Compatible:
  
• Optimized for all devices to provide a seamless user experience across desktops, tablets, and smartphones.
• Easily Customizable:
  
• The product line limit and other portal behavior can be customized to suit your business needs.

Review the Screenshots and Preview Video for Detailed Functionality:

• Video 1: https://probuseappdemo.com/probuse_apps/website_portal_quick_quote/1831
• Video 2: https://probuseappdemo.com/probuse_apps/website_portal_quick_quote/699

Supported Business Verticals / Industries:

This module is suitable for any business that accepts customer quotation requests before confirming sales orders. It integrates seamlessly with Odoo Sales and Customer Portal, making it ideal for a wide range of industries, including:

• Manufacturing
• Wholesale Distribution
• Retail & Trading
• Construction & Contracting
• Engineering & Industrial Equipment
• Building Materials & Hardware
• Electrical & Electronics
• Mechanical Equipment & Machinery
• Automotive & Auto Parts
• Furniture & Interior Design
• HVAC & MEP Solutions
• Metal Fabrication
• Chemical & Industrial Supplies
• Packaging & Printing
• Agriculture & Farming Supplies
• Food & Beverage Distribution
• Medical Equipment & Healthcare Supplies
• Pharmaceutical Distribution
• Textile & Garment Industry
• Mining & Metals
• Oil & Gas
• Energy & Utilities
• Renewable Energy & Solar Solutions
• Logistics & Supply Chain
• Telecommunications
• Information Technology & Office Equipment
• Laboratory & Scientific Equipment
• Safety & Industrial Products
• Facility Management
• E-commerce & B2B Online Sales