📝 Budgets on the Portal
Level: 🟢 Easy
The client consults, downloads and signs estimates without calling the office
🎯 What can the client do?
If you activate the section in Settings → Company → Customer Portal, the customer can:
- View all your sent quotes (
SENT,ACCEPTED,REJECTED,EXPIRED) - Consult the details with lines and total amount
- Download PDF of the budget
- Sign and accept pending quotes (if
Aceptar presupuestosis active) - Reject an offer with one click
📱 Mobile and desktop experience
The My Quotes screen (/portal/quotes) uses the same unified interface as invoices and orders:
| Device | Behavior |
|---|---|
| Mobile | Touch cards: a touch opens the detail in the lower panel (drawer) |
| Desk | Table with number, date, amount and status; click opens detail modal |
| Both | KPIs above: budgets pending signature and accepted |
In the detail, the total appears highlighted and there is a Download PDF button at the bottom.
If the quote is accepted and signed:
- In the portal detail you will see the green block Client signature (image + date), without having to download the PDF.
- The image of the signature, the date and the “Accepted by the client” stamp appears in the PDF.
- In the ERP (Sales → Budgets) the administrator sees the same signature and the “Accepted via Portal” badge.
CONTRACT (maintenance contract) type quotes use the same signature flow; The PDF shows the title "Maintenance contract" and the configured conditions.
✍️ Signature and acceptance
When a quote is in Sent status (SENT) and has not expired:
- The client opens the budget detail.
- Press Sign and Accept.
- Draw your signature on the modal (just like on a paper document).
- Confirm → the quote becomes Accepted.
Expiration
If the validity date (validUntil) has passed, the portal does not allow you to accept. The administrator must renew or resend the quote.
What happens in your ERP when you accept?
| Step | Automatic |
|---|---|
| Budget status | ACCEPTED + saved signature |
| Notification | ADMIN and MANAGER receive notification in the bell |
| Sales order | Created only if Create order on acceptance is active |
| Planning dock | PROJECT type budgets generate order PENDING → appears in the dock |
The charge is still per invoice (it is not charged at the time of signing).
🔔 Notifications for administrators
When accepting or rejecting, the device receives notification according to the Configurable notifications matrix (by default ADMIN and MANAGER). The client receives confirmation by email upon accepting:
- Accepted: type
QUOTE_ACCEPTED, high priority - Rejected: type
QUOTE_REJECTED
By pressing the notification on the bell, the quote is directly opened in Sales → Quotes.
In the budget sheet you will see:
- Badge Accepted via Client Portal
- Image of the client's signature and date
- Link to the generated order (if it exists)
⚙️ Settings (admin)
In System → Configuration → Company → Client Portal tab:
| Option | Effect |
|---|---|
| Budgets | Show or hide the section in the portal menu |
| Accept quotes | Allows you to sign and accept from the portal |
| Create order upon acceptance | Generates automatic order after signing |
By default all three options are activated in new tenants.
❓ Frequently asked questions
"Can the customer negotiate the price from the portal?"
No. You can only accept or reject the submitted document. For changes, edit the budget in the ERP and resend it.
"Can I deactivate only the signature but leave the listing visible?"
Yes: Turn on Quotes and turn off Accept Quotes. The client will view and download PDFs, but will not sign.
"What types of budget generate planning work?"
PROJECT type (installation, work, large punctual service). Those from PRODUCT_SALE go to logistics; CONTRACT updates the client's quota.