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Create Quotation from Portal | Portal Sale Quotation Create | Portal Quick Quotation | Quick Quotation | Portal Create Quotation

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Required Apps • Sales (sale_management)
• Discuss (mail)
• Invoicing (account)
Technical Name portal_quick_quotation
License OPL-1
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Technical Name portal_quick_quotation
License OPL-1

Introduction

The Odoo Portal Quick Quotation module empowers customers to generate quotations directly from their portal accounts, enhancing self-service capabilities and streamlining the sales process. By enabling customers to create and submit their own quotations, businesses can reduce manual data entry, accelerate response times, and improve overall customer satisfaction. This integration seamlessly connects the portal interface with Odoo's sales management system, ensuring a smooth and efficient workflow.

Key Features

  • Allow customers to create and submit quotations from their portal accounts.

  • Automatically link submitted quotations to the respective customer profiles.

  • Customize quotation templates for consistent branding and messaging.

  • Enable customers to select products and specify quantities for their quotations.

  • Provide real-time updates on the status of submitted quotations.

  • Integrate with Odoo's Sales and Invoicing modules for seamless processing.

  • Support for multiple languages and currencies to cater to diverse customer bases.

  • Enhance customer engagement through a user-friendly interface.

  • Reduce administrative workload by automating quotation creation.

  • Improve sales efficiency with quicker response times to customer inquiries.

Benefits

  • Empower customers to create their own quotations, enhancing self-service capabilities.

  • Streamline the sales process by reducing manual data entry and administrative tasks.

  • Improve customer satisfaction with faster response times and personalized quotations.

  • Ensure consistent branding and messaging through customizable quotation templates.

  • Increase sales efficiency by integrating with Odoo's Sales and Invoicing modules.

  • Cater to a global customer base with support for multiple languages and currencies.

  • Enhance customer engagement with a user-friendly and intuitive portal interface.

  • Gain valuable insights into customer preferences and quotation trends.

  • Facilitate better decision-making with real-time updates on quotation statuses.

  • Support business growth by automating and optimizing the quotation process.

Compatibility & Technical Details

  • Required Apps: Sales (sale_management), Discuss (mail), Invoicing (account)

  • Technical Name: portal_quick_quotation

  • License: Odoo Proprietary License v1.0 (OPL-1)

  • Installation: Install via Odoo Apps interface and configure under Sales → Portal Quick Quotation.

  • Version Compatibility: Compatible with Odoo 17.0 and later versions.

  • Price: $38.64

  • Support: Available via Telegram at t.me

  • Documentation: Detailed documentation provided upon installation.

  • Customization: Customizable templates and settings to align with business requirements.

  • Security: Ensures secure data handling and compliance with privacy regulations.

  • Performance: Optimized for fast and efficient performance within the Odoo environment.

Odoo Proprietary License v1.0
This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.