website_portal_quick_quote

Website Portal Quick Quotation Builder | Customer My Account Sales Request

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

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. It improves the overall customer experience while reducing manual communication and simplifying quotation management for your business.

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 customer.

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.
  • 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 directly 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.
Business Benefits:
  • Accelerated Sales Cycle
    • Provides 24/7 self-service quoting, capturing high-intent leads instantly without requiring manual intervention from your team.
  • Reduced Administrative Overhead
    • Completely automates the creation of backend quotation records directly from portal submissions, saving your sales staff hours of manual data entry.
  • Enhanced Customer Experience
    • Delivers a professional, frictionless buying journey with the ability to track quote statuses directly from the customer's portal account.
  • Accurate Order Capture
    • Captures exact product requests directly from the user, minimizing communication errors and back-and-forth clarifications.
Supported Business Verticals / Industries:

This application is highly versatile and built for organizations that rely on quotation-based sales models, including:

  • Wholesale & B2B Distribution
  • Manufacturing & Industrial Equipment
  • Construction & Building Materials
  • Furniture & Interior Design
  • Medical Equipment & Healthcare Supplies
  • IT Hardware & Office Equipment
  • E-commerce & B2B Online Sales

Live Preview:
Click the links below or copy and paste them into your browser to watch the videos and explore the live preview demos:
Video 1: https://probuseappdemo.com/probuse_apps/website_portal_quick_quote/1862

Check App Here

portal_sales_rep_quotation