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portalquotation
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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!

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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

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