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How to allow quotation requests (RFQ) from the eCommerce instead of direct sales

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mksd

Hello community,

We are evaluating Odoo’s eCommerce and have a slightly different requirement from the standard direct sales flow.

Due to our commercial policy and the specific sectors we work with, we don’t have fixed prices, and our sales conditions vary depending on the customer, product, minimum quantities, etc.

Therefore, we cannot allow direct online purchases. Instead, we need users (whether registered or not) to request a quotation, which should be automatically recorded in the backend as a quotation or draft sales order pending commercial review.

I have been exploring some possible alternatives, but none of them fully fit our needs:

  • If we set website prices to 0 € and enable the “Prevent sales of zero-priced products” option, the “Add to Cart” button is replaced with “Contact Us”, but this only redirects to a generic contact form and does not create a quotation in the backend.
  • If we follow the standard eCommerce flow and simply don’t define a payment method, Odoo automatically generates a quotation instead of a confirmed order, which is close to what we want. However:
    • It would require displaying public prices (possibly 0 €), which is not acceptable for us commercially.
    • Also, all the eCommerce texts and buttons (“Add to cart”, “Proceed to checkout”, etc.) still refer to a purchase, not a quotation request, which can be confusing for users.

In summary, what we would like to achieve is:

  • The website should function as a catalog, where customers can select products and quantities.
  • When submitting their selection, a quotation is created in the backend (Sales > Quotations).
  • Ideally, the labels and texts throughout the process could be customized (e.g. “Request a quote” instead of “Buy”).

My questions:

  • Is there any native way or official module in Odoo to achieve this kind of flow?
  • Or would it require a custom development, e.g. modifying the cart/checkout behavior to generate quotations instead of sales orders?

Any guidance or experience with similar setups would be greatly appreciated 

Thank you in advance!

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mksd
编写者

Thank you very much for your reply,

From what I understand, the proposed solution is based on replacing the "Add to Cart" flow entirely with a custom form that triggers a server action to create the quotation.

Just to confirm, in this approach, the quotation request would work for a single product per form submission, correct? Not multiple-products. 

I assume the product is not typed manually by the user. Do you envisage passing product_id from the product page to the form (e.g., via URL parameters and hidden fields) so the server action can create the correct quotation line automatically? Also, would the quantity be captured as a form field?

Thanks again for your guidance — I just want to be sure I fully understand the limitations before choosing the best direction.

形象
Cybrosys Techno Solutions Pvt.Ltd
最佳答案

Hi,


First, you need to disable the direct checkout functionality that is standard in Odoo eCommerce. The most direct way to do this is to remove or hide the "Add to Cart" button from your product pages. This can be done either through Odoo's website builder by editing the product page template or, for more advanced users, by modifying the website template's code.


Next, you should implement a "Request a Quote" functionality to replace the standard "Add to Cart" flow. This involves replacing the "Add to Cart" button with a "Request a Quote" button that links to a form. This form should collect all the necessary information from the user, such as the products they are interested in, the desired quantity, their contact details (if they aren't logged in), and any specific requirements or questions they might have. You can create this form using Odoo's built-in form builder or, if you need more customization, by creating a custom form.


Then, you'll want to automate the quotation creation process in the backend. To do this, create a server action that is triggered when a user submits the quotation request form. This server action should automatically create a new quotation in Odoo Sales, populate it with the information provided in the form (products, quantities, customer details), and assign the quotation to the appropriate salesperson. You should also configure an email notification to alert the salesperson when a new quotation request comes in.


Finally, pay attention to the user experience. Provide clear instructions on your website explaining how the quotation request process works. After a user submits a request, display a confirmation message to let them know that their request has been received and is being processed. You might also consider allowing users to create accounts so they can track the status of their quotation requests.


Hope it helps

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