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Nicolas Stoffels

Hello,


I want to propose to my client some abonnement and share with them informations aubout that.


For example, Telecom. I want to create a page with the information about their telecom contract and to propose them other options. The idea is to show them how much they are currently paying and offer them other contracts to pay less.


But I don't wnat to bill those items, juste need to inform my client and show them how much they can save.


And other important point, I want to have a dedicate webpage per client.


How can I do that? Do you have an idea? Seems to be possible with "standard" Odoo apps?


Thank you

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Alexander Koltsov
Najlepsza odpowiedź

Hi,

It looks like you want to create something similar to personalized marketing offers for your clients. There are a few ways to do this using standard Odoo apps:

  1. Email Marketing – You can group customers into mailing lists and send them email templates with offer details. However, this approach is quite basic — it doesn’t show real calculations or discounts specific to each client. It’s more like a general campaign.
  2. CRM Module – You could create a new Opportunity for each client and add your offer details there. This makes the proposal more personalized, but prices and discounts will still be template-based unless you customize the Lead/Opportunity form with additional fields.
  3. Sales Module – This is, in my opinion, the best option. You can create a quotation for each client that looks like a professional price proposal with currency, products, and terms all in one place. The client can even approve or sign it online if they’re interested.

If your goal is to have a dedicated webpage per client, the Sales approach (with Odoo Portal access) would work best — each client can log in and see only their own offers. 

Feel free to contact us.

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