Odoo Quotation Pro | Customer Inquiry | Match My Offer

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Quotation Pro App simplifies and streamlines quotation management in Odoo, enabling flexible pricing, faster approvals, and better customer communication for improved sales conversion.

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  • Quotation Pro App optimizes the quoting process within Odoo.
  • This app empowers admins and streamlines customer interactions by providing comprehensive control over pricing and quotation management.
  • With its user-friendly features, Quotation Pro transforms how businesses handle quotations, facilitating seamless communication and negotiation between administrators and customers.
  • By allowing for flexible pricing options and efficient quotation management, Quotation Pro enhances the overall customer experience and supports effective sales conversion.
  • Admins can choose to hide prices on product pages, creating opportunities for customers to request quotations instead, which fosters direct engagement.
  • The option to remove the add-to-cart button allows businesses to take control of the sales method, encouraging customers to submit inquiries rather than proceeding with standard purchases.
  • Once a quotation is approved, customers can proceed to checkout with the agreed-upon price, ensuring a smooth buying experience.
  • Customers can easily submit their desired price or competitor quotes through an "Offer Quotation" button, streamlining the process of negotiating terms.
  • Admins receive email notifications for customer submissions and can review quotes in the backend. They can adjust pricing and set expiry dates before approving.
  • Upon approval of a quotation, customers receive email notifications containing the approved price, keeping them informed throughout the process.
  • The app empowers admins to adjust their pricing strategies by enabling them to match prices offered by competitors, enhancing competitiveness.
  • Easily adjust and manage product pricing based on customer requests.
  • Simplifies how customers submit and track quote inquiries.
  • Enables quick review, approval, or rejection of customer quotations.
  • Facilitates smooth communication between the admin and customers for custom offers.
  • Builds transparency and trust with personalized pricing options.
  • Works flawlessly within Odoo’s existing sales and product management system.
  • Navigate to Website -> eCommerce -> Products -> Select Product -> Sales tab.
  • Select the options that you want to show or hide on the product page. Save the settings
  • The customers will now have a “Price Quotation” button on the front end through which they can fill out the form and submit their quote.
  • Once submitted, the admin will receive an email with the details of the quote.
  • Admin can visit the backend. Navigate to Website -> eCommerce -> Price Quotation.
  • Admin can see the details filled by the customer. Admin needs to enter his offer price and quotation expiry date.
  • Once the admin approves the quotation after filling in the details, the customer will receive an email.
  • Upon going into the My Account section, the customer can open My Quotations. He can see that his quote has been accepted and can see the price at which the admin has accepted the quote. The Add to Cart button becomes available.
  • Upon pressing add to cart, the product will the specified quantity will get added to the cart with the specified quantity and the quantity that the admin quoted.
  • If a customer tries to increase/decrease quantity, the app won't allow that.
  • If a customer tries to redeem the quotation after the expiry date, the app won't allow that.
  • The customer will be notified of this action via email.
  • Admin can also apply this feature to specific selected products, and can apply this feature to all the products in the shop via a bulk action. To apply via bulk, navigate to Odoo Settings.
What is the Quotation Pro App used for?The Quotation Pro App streamlines the customer inquiry and quotation process in Odoo, allowing admins to manage pricing, approve quotes, and facilitate better customer communication.
Can I hide product prices on the website?Yes, admins can hide or remove product prices to encourage customers to request quotations directly, promoting personalized offers and engagement.
How does the Offer Quotation feature work?Customers can submit quotation requests by entering their desired price, attaching competitor links or documents, and adding notes using the Offer Quotation button.
What happens after a quotation is approved?Once approved by the admin, the customer receives a notification and can purchase the product at the approved price directly from the store.
Can admins set expiry dates for quotations?Yes, admins can define quotation validity periods to ensure timely decision-making and maintain control over pricing terms.
Does the app support competitor price matching?Absolutely. The app enables admins to review competitor offers and adjust their pricing accordingly, ensuring competitive and customer-friendly pricing.

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Benefits of the Quotation Pro - Customer Inquiry

Flexible Pricing Control

Streamlined Quotation Requests

Efficient Quotation Management

Improved Customer Experience

Seamless Integration

Enhanced Negotiation Capabilities

Features of the Quotation Pro - Customer Inquiry

Hide Product Price

Admins can hide product prices on the website for customers to request personalized quotations.

Remove Add to Cart Button

Replace the standard cart option with a quotation request to promote direct customer inquiries.

Offer Quotation Submission

Customers can submit custom offers, competitor prices, or attachments through the “Offer Quotation”.

Admin Review & Approval

Admins can review, approve, or reject quotations, modify pricing, and set expiry dates from the backend.

Checkout with Approved Price

Customers can proceed to checkout with the approved price once their quotation is validated.

Customer Notifications

Automated emails notify customers about quotation approval, keeping them updated in real time.

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