$ 28.02
| Required Apps |
•
Sales (sale_management)
• Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Community Apps Dependencies |
sync_helpdesk
|
| Technical Name |
sync_helpdesk_sale_quote
|
| License | OPL-1 |
| Technical Name |
sync_helpdesk_sale_quote
|
| License | OPL-1 |
Introduction
This Odoo module bridges support and sales by allowing helpdesk staff to create sales quotations directly from helpdesk tickets. It transfers relevant ticket information to the sales quotation, ensuring continuity in the customer journey and streamlining internal workflows from issue reporting to sales estimation.
Key Features
Enable creation of sales quotation directly from helpdesk ticket interface
Transfer ticket details automatically into the quotation for accuracy
Support creation of multiple sales quotes from a single ticket, skipping duplicates
Display sales order or quotation reference within the helpdesk ticket to maintain linkage
Benefits
Enhances collaboration between support and sales teams within Odoo
Reduces data entry by carrying ticket information directly into quotations
Speeds up issue-to-sale conversion through streamlined workflows
Improves transparency with linked references between tickets and quotes
Compatibility & Technical Details
Technical Name: sync_helpdesk_sale_quote
License: Odoo Proprietary License (OPL-1)
Required Modules:
Sales (sale_management)
Contacts (contacts)
Discuss (mail)
Invoicing (account)
Repair Service – Ticket Management extension
Installation Steps:
Ensure all dependencies (Sales, Contacts, Discuss, Invoicing, and Ticket Management) are installed in Odoo.
Install this estimation extension module in your Odoo system.
Use the helpdesk ticket form to fill in quote details and create associated sales quotations.
View and manage linked quotes directly from helpdesk tickets for efficient workflows.
Repair Service - Estimation
A repair shop or a service centre need to evaluate a repair or a service job and provide estimation to the customer. This module is integrated with the job work ticket, so the estimation for a particular ticket is given to the customer directly or through email. The customer can accept or reject the estimation sent through email with just a click button provided in the mail. In addition the functionality of an e-signature is also provided to confirm the estimation. The estimation acceptance or rejection is directly reflected on the backend side.
This module is compatible with
-
Community
-
Enterprise
-
Odoo.sh
Key Features
Ticket Estimation
Through 'Estimate' button create a new estimation for a ticket.
Estimation View
Fill required estimation details.
Send Estimation
Click on 'Send By Email' button to send estimation to the customer.
Estimation - Email View
The estimation link can be accessed and viewed through 'Sign and pay online' button from the quotataion mail sent to the client.
The client can verify the quotataion details and confirm it with accept or reject button. On accepting the quotation e-signature is required for the further confirmation.
Accept Estimation
The client can verify the quotataion details and confirm it with accept or reject button. On accepting the quotation e-signature is required for the further confirmation.
Reject Estimation
The customer can reject the quotation with the 'Reject' button and mention his concerned reason.
Suggested Products
Free Support
2) If an error appears in our app due to other custom modules installed in your system, we will charge for our efforts to resolve those errors.
3) Please refer the document for configuration. If you need our support for configuration, please request our paid support.
4) Please note that you are not allowed to distribute or resell this module after purchase.
5) This module is tested and working on Odoo vanilla with Ubuntu OS.
Get Help & Support
Our Services
Our Contact Details
E-mail : [email protected] | Skype : synconics.technologies | Mobile : +91-942-686-4274Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.