In standard Odoo portal functionality, when a customer accepts and signs a quotation, they are often not shown the full details of the payment terms unless they manually review the document. This can lead to confusion, misunderstandings, or disputes about payment obligations after the quotation has been signed.
The Portal Quotation – Payment Terms Popup Display feature resolves this issue by automatically showing a popup window when the customer attempts to confirm the quotation. This popup fetches the configured Payment Terms directly from the Notes field of the quotation. The content is displayed clearly, ensuring that the customer reviews and acknowledges the agreed-upon payment conditions before proceeding with their acceptance and digital signature.
By introducing this popup, businesses create a checkpoint that reinforces payment compliance and improves the customer experience by making terms more visible and unavoidable during the confirmation process.
Key Benefits
- Improved Transparency: Customers see the payment terms immediately upon confirming the quotation, avoiding ambiguity.
- Legal and Financial Safeguard: Helps businesses avoid disputes by ensuring terms are explicitly displayed and acknowledged.
- Seamless Integration: Uses existing Odoo Notes fields to fetch and display data, requiring minimal setup.
- Customer Confidence: Enhances trust by ensuring payment policies are clear and upfront.
- Better Portal UX: Provides a professional and informative experience for portal users without additional clicks or navigation.
Example Use Case
A customer logs into the Odoo portal and opens a quotation. When they click “Accept & Sign,” a popup automatically appears showing:
“Payment Terms: 50% due on order confirmation, remaining 50% upon delivery. Payment must be made within 7 business days of invoice issuance.”
The customer reads and acknowledges this information before completing the digital signature. This ensures the business has proof that the terms were displayed and agreed upon, reducing the chance of disputes.
Conclusion
The Portal Quotation – Payment Terms Popup Display feature adds an essential transparency layer to the customer confirmation process. By ensuring payment conditions are always visible at the point of acceptance, businesses gain better protection, customers gain clarity, and overall portal usability is enhanced. This small but powerful enhancement contributes to smoother financial operations and stronger client relationships.
Portal Quotation – Payment Terms Popup Display