Odoo Website Cart Quotation - Quote Manager To manage your options, go to Configuration and select Settings. Enable or disable options for cart, delivery, the checkbox button, the pay now payment option, and email notifications. The quote button is unavailable because the required minimum amount hasn't been reached. Now that the minimum amount has been met, the quote button is visible; click it to request a quote. Access the cart quotation list and click on the view icon to see details. Show the shipping quotation details along with a message indicating the status. Click on Configuration, then select Cart Quotation to customize your settings. Show the list with detailed information and the status of each quote. Enter the discount (%) to see the updated final amount, then click the approve button. Click the cart quotation tab to display the available information. Display the status after the quote approval is completed. Display an approved message and the add to cart button; click it to proceed. The checkout button will appear after the quotation has been approved. Turn off the hide checkout button, activate the hide payment now button, and choose the hide quotation option. Select your preferred shipping method to change the shipping charges, then click the quote button on the delivery page. Enter the shipping and discount (%) values, then proceed by clicking the approve button. The updated shipping delivery charges are displayed, but the quote button is unavailable because the hidden setting is enabled. View emails for quotation status messages, including approvals and reference IDs. Show a warning message on the cart page. This product quotation has already been generated. A warning message appears on the delivery page. A warning message appears on the payment page. Hide the quote button based on the selection of the "Hide Quotation" option. Hide the quote button by selecting the 'Hide Quotation' option.
Odoo Website Cart Quotation - Quote Manager
To manage your options, go to Configuration and select Settings.
Enable or disable options for cart, delivery, the checkbox button, the pay now payment option, and email notifications.
The quote button is unavailable because the required minimum amount hasn't been reached.
Now that the minimum amount has been met, the quote button is visible; click it to request a quote.
Access the cart quotation list and click on the view icon to see details.
Show the shipping quotation details along with a message indicating the status.
Click on Configuration, then select Cart Quotation to customize your settings.
Show the list with detailed information and the status of each quote.
Enter the discount (%) to see the updated final amount, then click the approve button.
Click the cart quotation tab to display the available information.
Display the status after the quote approval is completed.
Display an approved message and the add to cart button; click it to proceed.
The checkout button will appear after the quotation has been approved.
Turn off the hide checkout button, activate the hide payment now button, and choose the hide quotation option.
Select your preferred shipping method to change the shipping charges, then click the quote button on the delivery page.
Enter the shipping and discount (%) values, then proceed by clicking the approve button.
The updated shipping delivery charges are displayed, but the quote button is unavailable because the hidden setting is enabled.
View emails for quotation status messages, including approvals and reference IDs.
Show a warning message on the cart page.
This product quotation has already been generated.
A warning message appears on the delivery page.
A warning message appears on the payment page.
Hide the quote button based on the selection of the "Hide Quotation" option.
Hide the quote button by selecting the 'Hide Quotation' option.

Odoo Website Cart Quotation - Quote Manager

$65.00
Tax excluded

The Website Cart Quotation app lets users easily convert shopping carts into quotations. This functionality allows customers to request quotes directly from their cart, enhancing their shopping experience by providing flexibility and clarity regarding pricing. It assists businesses in managing pricing, discounts, and order details more effectively, improving customer engagement and decision-making. The admin can also enable shipping quotations using this app. Customers can choose the delivery method and ask for a quote from the admin.

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Description

Odoo Website Cart Quotation - Quote Manager

Key Features:

  • Cart-to-Quote Configuration:- Provides settings to enable the quotation button on the cart, allowing customers to convert their carts into formal quotes seamlessly.
  • Customization Options:- Admins can configure settings related to the cart-to-quote process, including enabling options for cart, delivery, payment, and email notifications.
  • Minimum Order Amount Specification:- Allows the admin to set a minimum order amount required to generate a quotation, ensuring that quotes are relevant and actionable.
  • Warning Message or Quotation Hiding:- Provides options to display a warning message or hide the quotation button if the minimum order criteria are not met, managing customer expectations.                                                                                                                       
  • Backend Cart Quotation Management:- Admins can manage the cart quotation directly from the backend, including changing shipping prices and applying percentage-based discounts.
  • Order Approval Workflow:- Offers an approval button for quotes, and upon approval, the status and detailed information can be viewed in the customer’s account under the cart quotation tab.
  • Shipping Quotation:- Just like a customer converts a cart to a quotation, he can also request a delivery estimate from the admin. Customers can select the delivery method during checkout and ask for a shipping quotation.

Benefits:

  • Streamlined Quotation Process 
  • Flexible Pricing Options  
  • Improved Order Management  
  • Enhanced Customer Engagement  
  • Email Notifications for Tracking 
  • Clear Communication of Quotation Status 

Steps:

  • Go to Website -> Configuration -> Settings
  • Configure the settings to enable or disable the quotation feature at specific stages, including the cart, delivery, or payment steps. Specify the button label, set a minimum order amount, and choose whether to display a warning message or hide the quotation option when conditions are unmet.
  • Click the “Quote” button. 
  • Go to Configuration -> Cart Quotation. Input the shipping price and apply a discount (percentage). Click the approve button to proceed with the process.
  • Navigate to My Account, Click on the cart quotation tab
  • Display the 'Add to Cart' button, click it to proceed, and continue with the process.
  • Navigate to Settings → Technical → Email to view emails related to cart quotation status.

Product Details

WBL-ODOO-074

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