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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
作者

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.

mksd
作者

Thank you very much for your detailed answer @Droniou Eloi

Regarding my progress: I still haven’t found the ideal solution, although I have been speaking with the developer of a module that might help cover part of the functionality. I’m still evaluating whether it fully meets our needs.

About the alternatives you proposed:

  • I also tested the option of hiding prices through CSS/SCSS. In my case, the main issue was that it hides the prices everywhere, including the customer portal. Since the portal is part of the same website, when a customer wants to review their past orders or access order information, prices are not displayed there either, which becomes a problem.

    By any chance, does the CSS you shared hide prices only on the shop pages, or does it also affect the portal in your setup? I wasn’t able to scope it only to the storefront without impacting the portal.

  • Duplicating the Wire Transfer payment method and renaming it to “Request Quotation” is another option I considered. However, as mentioned, I still need to ensure that prices are not shown at any point in the process, and that part is still unresolved on my side. Also, having to rely heavily on CSS modifications and many UI-level workarounds makes me hesitate, as it complicates maintenance and updates.

It would honestly be great if Odoo provided a more native alternative for this type of flow. Especially for B2B scenarios — which is exactly where an ERP like Odoo shines — it’s common to require a commercial validation step before confirming any sale. A proper “Request a Quote” eCommerce mode (independent from the abandoned cart feature or standard checkout) would cover a real use case for many companies.

Thanks again for sharing your approach. I’ll keep an eye on this thread in case someone has a solution to share and also share any progress I make.

Regards.

Droniou Eloi

Thank you very much for your feedback @mksd

We've checked on our website, and the CSS that we shared hide the prices on the shop pages (whether the customer is or isn't logged in their portal account), but prices are still shown on the portal, when a customer wants to review their past orders or access order information.

As for the Wire Transfer method, we've managed to hide prices at any point of the process on our website, as well as rewording most texts and labels referring to a payment. Our main blocking points on our website right now are as follows :
- We cannot edit the text of the "Pay now" button
- We cannot edit the "Payment Status" page because it only appears for a very, tiny, brief moment
- We cannot edit the URLs

We also struggle with the automated email that is sent after the user has confirmed their order. While we can edit the body's text and remove the PDF quote, we cannot remove the section above. It's problematic for us (and maybe for you ?) because this section is a link to the online version of the full quote with prices, and the total amount is also displayed right next to this link. So far, we haven't found a solution for this issue we have.

Lastly, you were talking about a module, offered by a developer, that might help cover part of the functionality. Is it compatible with Odoo Online ? Would you mind sharing some more information about the module ?

Regards,
Eloi.

mksd
作者

Hi @Eloi,

Thanks for the feedback – Interesting, I’ll definitely give it a try when I have a moment.

Regarding the duplicated Wire Transfer payment method: I now fully understand the issues you’re facing. I hadn’t gone that deep into the flow yet, so I hadn’t realized the impact of the automatic email header. There should be some way to adjust or bypass that, but at least from the standard email template editor I also don’t see any option to remove that header section.

I’ve just tested as well, and indeed:

  • The “Pay now” button text cannot be changed via QWeb view (maybe translation?)

  • Same as the intermediate “Payment Status” page.

The module , unfortunately it’s not available for Odoo Online, and I haven’t tested it enough yet, so i don´t Know if it fits exactly our needs but you can find it on the Odoo App Store under the name “Website Get Quote Product” if you want to take a look.  

Regards.

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Droniou Eloi
最佳答案

Hello,

We have the same requirement as you, for our website.

1. We have solved the issue about hiding prices. Here are the details :

You might want to use the HTML/CSS editor in Odoo > Website > Site > HTML/CSS editor. From there, with the blue button in the top right corner, you can access the XML (for HTML), SCSS (for CSS) and JS files which can be edited (though editing and adding code you don't understand isn't recommended). For hiding prices we will go to SCSS (CSS).

For context, Cascading Style Sheets (CSS) is a style sheet language used for specifying the presentation and styling of document written in a markup language, such as HTML, which specifies the structure and formatting of a website. In Odoo's case, they use HTML (written in multiple XML files), with a CSS stylesheet (written in SCSS files). But why is it a SCSS file, and not CSS ? Because SCSS is a scripting language that uses CSS syntax ; so that we can use variables, if statements, and more. In short, HTML is the structure, CSS is the styling and SCSS makes writing CSS more convenient.

You will only use the SCSS file named "user_custom_rules", because it's made for us to add our own styling rules, in addition to the other SCSS files Odoo already use. This "user_custom_rules" file may already have content inside, but it won't be of any use for what you want to do with it.

In this SCSS file, you need to target HTML elements in order to specify presentation and styling rules for each. For that, you can target the element itself (<a>, <div>, <span>, etc.), its class, its id, and also a lot more parameters, but which are more rarely used than the first three we've just mentioned. Targeting the element itself isn't great, because you will target every of its instances on the entire website. Targeting it by its class(es) is better, but targeting it by its id is the best solution. You can also target several of these attributes at the same time.

You also need to use the developer tools of your web browser (for example, DevTools on Chrome). This will allow you to inspect the code (right-click, then select "Inspect") of any web page, and so this way you can see which HTML elements are used to display prices with Odoo, and then target them properly. When you hover an element in the inspector developer tool, it is highlighted in blue on the website. You can use this to see what element you would target. We would recommend you to target a section rather than a single element when necessary : for example, a price may be displayed in a dedicated section, which will be of no use if they aren't any price to be displayed inside, so it's better to hide the entire section rather than just the price ; of course, this isn't the case every time, but it's to accommodate the website's layout.

Here is the CSS ruleset we use (typing "//" at the start of a line lets you "hide" the content that comes after ; that way, you can leave comments in your code) :

// THIS SECTION IS FOR HIDING PRICES

// Here, we define a variable that we can reuse so as not to type "display: none !important" for every element we will target

$nodisplay: none !important; 
// "none" remove the content from the layout, rather than making it simply invisible
// "!important" prevents the rule from being overwrittent by another rule
// If you need to display the prices once again, then replace "none !important" by "unset" or "0"

// Hides the price section in the carousel of the homepage, if you use carousels as well

.o_wsale_product_sub.justify-content-between.gap-2 {
  display: $nodisplay;
}

// Hides the price section in the shop page (/shop)

.o_wsale_product_sub.d-flex.align-items-center.justify-content-between.flex-nowrap.gap-3 {
  display: $nodisplay;
}

// Hides the price & pricing sections in the product page (/shop/yourproductname)

.o_wsale_product_details_content_section.o_wsale_product_details_content_section_price.mb-4 {
  display: $nodisplay;
}

.o_wsale_product_details_content_section.o_wsale_product_details_content_section_rental_pricing.variant_attribute {
  display: $nodisplay;
}

// Hides the price section on the popup when adding a product to the cart

.col-3.d-flex.flex-column.align-items-end.gap-1 {
  display: $nodisplay;
}

// Fills the empty space left after hiding the price section on the popup

.col-6.d-flex.flex-column.align-items-start {
  width: 75%;
}

// Hides the price & pricing sections on the cart page (/shop/cart)

h6[name=website_sale_cart_line_price] {
  display: $nodisplay;
}

.text-muted.d-md-block.small {
  display: $nodisplay;
}

// Hides the price total and discount code section in the cart summary

.o_cart_total.o_checkout_cart_total.pt-2.pt-lg-0 {
  display: $nodisplay;
}

td[name=website_sale_cart_summary_line_price] {
  display: $nodisplay;
}

.o_cart_total.border-top.pt-2 {
  display: $nodisplay;
}

div[class="col my-3 text-break"] {
  display: $nodisplay;
}

div[class="col my-3 text-break o_payment_summary_separator"] {
  width: 100%;
}

// Hides the "Print" button on (/shop/confirmation)
// The "Print" button allows the user to download the quote, with prices inside a[title="Print"] {   display: $nodisplay; }

Lastly, an email is sent after the order is confirmed. Thankfully, you can access the email templates in Odoo > Settings > Email Templates and then search for "Sales : Payment Done". Once you're in the template, you can edit the text in "Body", and remove the PDF quote attachment in "Options". However, we haven't figured out a way to remove the "View Quotation" section above the body. We want to remove any quotation the user can have access to, because the prices are always displayed inside and we haven't figured a way to hide/remove them on a PDF.

2. We are working on a quotation request feature. Here are the details :

We've found a forum post from Ubai Salih, where the answer by Jaideep might be the solution you're looking for. In his answer to Ubai Salih's post, he says that it is possible to duplicate the payment provider Wire Transfer and rename it to "request quotation" or what have you.

Following their instructions, when a user is on a product page, they can still add any product (with a price already set above 0, of course) to their cart. They can then review their cart and proceed to enter their details, choose a delivery method, a payment method, and validate the order. However, even as we hid the prices, there are a lot of labels, texts, etc. that still refer to a purchase, and not a quotation request. Fortunately, you can also use CSS to hide some of these elements :

// THIS SECTION IS FOR HIDING PURCHASE RELATED ELEMENTS

// Hides the "Quick reorder" option on the cart page (/shop/cart)

.ms-3.border-start.ps-2 {
  display: $nodisplay;
}

// Hides the "Sign in" section on the address management page (/shop/address)

.o_address_signin.d-flex.d-md-block.justify-content-between.align-items-center.p-3.p-md-0.w-100.text-md-end {
  display: $nodisplay;
}

// Hides the "Delivery method" section on the checkout page (/shop/checkout or /shop/checkout?try_skip_step=true)

#o_delivery_form {
  display: $nodisplay;
}

// Hides the "Billing address" section on the checkout page (/shop/checkout or /shop/checkout?try_skip_step=true)

#billing_address_list {
  display: $nodisplay;
}

// Hides the "Payment method" section on the payment page (/shop/payment)

#o_payment_form {
  display: $nodisplay;
}

// Hides the "Sign Up" section on the order confirmation page (/shop/confirmation)

.alert.alert-info.mt-3 {
  display: $nodisplay;
}

// Hides the transfer details section on the order confirmation page (/shop/confirmation)

div[name=order_confirmation] {
  display: $nodisplay;
}

But some other elements are a bit too important to simply be hidden away, so you'll need to use the "Edit" button on Odoo Website. This way, you can edit most text content. However, there is one element, the "Pay now" button, that cannot be edited through this method as it seems to be tied with Odoo's backend code. We haven't found a solution for it yet.

The meta title of each page, and their URL, are also an issue, since they both refer to a purchase. You can edit the meta title of page via the HTML/CSS editor, in a tag like this :

<t t-set="additional_title">This is were the meta title is</t>

Usually, it is located on the default XML (HTML) displayed when you open the HTML/CSS editor. However, we cannot find the meta title tag of the shopping cart page. And unfortunately, for the URLs, we haven't found a solution to edit these yet, as they are hardcoded into Odoo's backend.

Hopefully, we can get an answer to our question on the other post we've mentioned earlier in this (long) answer. Otherwise, you and us can work together to make a working solution.


Have you made any progress since your post one month ago ?

Regards,

Eloi

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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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