The need
In standard Odoo the shop only offers the cart, which goes straight to payment at the listed price. For a made-to-measure item or a price to negotiate, the customer falls back on the contact form and you retype the request by hand. That costs time and sometimes items get lost on the way.
What the module does
On the cart page, a logged-in customer finds a « Request a quote » button under « Checkout ». After a confirmation page, the items are copied into a draft quotation in the customer's name, flagged « Quote request », while the cart stays as it was. Odoo assigns a salesperson, schedules a to-do activity for them and e-mails the reference to the customer. Until the salesperson replies, this quotation cannot be paid, signed or confirmed online. As soon as they send it by e-mail or click « Mark as quoted », it is a regular quotation the customer accepts and pays from the portal.
What you gain
A button under « Checkout »
The button only shows on the cart step. It copies the items with their variants and quantities without touching the cart, which the customer can still pay.
Products sold on quote only
A checkbox on the product form removes the price and « Add to cart » from the shop. The customer sees a « Request a quote » button instead, which creates the request for that product.
One open request per customer
Until the salesperson replies, every new submission from the customer is added to the same request. A note in the chatter shows what was added.
No payment before your reply
Online payment, signature and confirmation are refused on an open request, even through a payment link sent some other way.
The salesperson is notified
Odoo picks the website salesperson, then the customer's salesperson, then the leader of the website sales team. They get a to-do activity listing the products and the indicative amount.
The customer gets an acknowledgement
A confirmation page followed by an e-mail in the customer's language repeats the request reference and the requested products.
How it works
Set the default salesperson
In Sales > Configuration > Settings, « Quote request » block, choose who receives requests that have no other salesperson and the activity deadline in days.
Flag quote-only products
On the product form, eCommerce tab, tick « Quote only on website » for products that are not sold at the listed price.
The customer sends a request
From the cart or from the page of a quote-only product, they click « Request a quote ». A visitor without an account signs up first and completes the billing address.
Handle the request
In Sales, the « Quote requests » filter lists open requests. Adjust prices and quantities on the quotation, then send it by e-mail or click « Mark as quoted ».
The customer accepts and pays
The customer opens the quotation from the portal, signs it and pays the price you set, like any Odoo quotation.
Screenshots
Frequently asked questions
No. The request is a separate document. The cart keeps its items and the customer can still pay it if they want.
They are first sent to the sign-up page, then to the address form. They then come back to the page that offers to send the request.
As long as the first one has no reply, later ones are merged into it: quantities are updated and new products added. After your reply, a new submission opens a new request.
No. Only quotations created by the shop button carry the « Quote request » flag. All other quotations work as usual.
No. Adding it to a cart is refused everywhere, administrators included. If a product is flagged later, it is removed from open carts with a message to the customer.
eCommerce and Sales, in Community or Enterprise. They are installed automatically with the module if missing.
Reply to or cancel the requests still open. Without the module's flag they would turn back into ordinary draft quotations of the website.
Scope
The module handles the request from the shop up to the salesperson's reply. Writing the quotation, signature and payment then follow the standard Odoo flow.
Technical sheet
- Technical name
- anor_shop_quote
- Odoo versions
- 18.0, 19.0, 20.0
- Application
- eCommerce
- Dependencies
- website_sale, sale, sale_management
- Licence
- LGPL-3
- Published by
- ANOR
Disclaimer — This module is provided "as is", without warranty of any kind. ANOR Group shall not be held liable for any direct or indirect damages resulting from its use, its installation or its modification by a third party, nor from its use outside the scope of a contractual ANOR service.