Skip to Content
This question has been flagged
portalquotation
1 Respondre
1010 Vistes
Avatar
othmane elmeziani

Hello Odoo community,

I'm exploring options to allow my clients to create their own quotations through a portal interface. Ideally, I'd like them to be able to:

  • Access a simplified quotation creation form
  • Select products from predefined options
  • Submit requests that then become draft quotations in my system

Is this functionality possible with standard Odoo? Would it require custom development or are there existing modules that provide this capability?

I'm currently using Odoo17 for [Sales/CRM/other relevant apps].

Any guidance on the best approach would be greatly appreciated!

Avatar
Descartar
Avatar
Odiware Technologies
Best Answer

Use eCommerce to simulate quotation creation

  • Set up a website with product catalog (no pricing required if you want only quote requests)
  • Add “Request a Quote” or “Add to Quote” style flow
  • Instead of automatic confirmation, set website_sale.auto_confirm to off
  • When the customer submits their “order,” it shows up as a quotation in your system

✅ Pros:

  • No custom dev needed
  • Mobile-friendly
  • Portal-friendly

❌ Cons:

  • Less control over form layout
  • Might feel like a shop, not a quote request

Avatar
Descartar
Related Posts Respostes Vistes Activitat
How to avoid access denied when visiting to portal?
portal quotation
Avatar
Avatar
1
de març 15
5364
v13: how to access quotation template portal page html-code
portal quotation v13
Avatar
1
de juny 20
2620
How can I create a quotation in the Odoo backend and have it appear in the portal for the client
portal quotation website
Avatar
Avatar
2
d’oct. 17
3800
is possible to add 2 filters to the web portal similar to searchbar_filters?
portal
Avatar
Avatar
Avatar
2
de jul. 25
1605
Design Quotation Template with dynamic variables
quotation
Avatar
0
d’abr. 25
2648