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Contract Subscription Email Notification and Reminder

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Required Apps Sales (sale_management)
Discuss (mail)
Invoicing (account)
Community Apps Dependencies contract_recurring_invoice_analytic
Technical Name contract_subscription_email_notification
License OPL-1
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Technical Name contract_subscription_email_notification
License OPL-1

Introduction

The Contract Subscription Email Notification module for Odoo automates the process of sending email alerts to customers regarding the status of their contract subscriptions. This module ensures that customers are promptly informed when their contracts are in progress, about to expire, or have expired, thereby enhancing communication and customer satisfaction. By automating these notifications, businesses can maintain proactive engagement with clients, reducing the risk of missed renewals and improving overall service delivery.

Key Features

  • Automated Email Notifications: Sends timely email alerts to customers based on contract status changes.

  • Customizable Email Templates: Allows customization of email content for different contract stages.

  • Expiration Reminders: Notifies customers in advance about upcoming contract expirations.

  • Integration with Odoo Modules: Seamlessly integrates with Odoo's Sales and Invoicing modules.

  • User-Friendly Configuration: Easy setup and configuration within the Odoo interface.

Benefits

  • Enhanced Customer Engagement: Keeps customers informed about their contract status, fostering trust and transparency.

  • Improved Renewal Rates: Timely notifications encourage customers to renew contracts before expiration.

  • Operational Efficiency: Reduces manual follow-ups and administrative workload.

  • Seamless Integration: Works harmoniously with existing Odoo modules for a unified experience.

  • Customizable Communication: Tailor email content to align with company branding and messaging.

Compatibility & Technical Details

  • Required Modules:

    • Sales (sale_management)

    • Discuss (mail)

    • Invoicing (account)

  • License: Odoo Proprietary License v1.0

  • Technical Name: contract_subscription_email_notification

  • Installation Steps:

    1. Ensure that the required modules are installed and configured in your Odoo instance.

    2. Download and install the Contract Subscription Email Notification module.

    3. Navigate to the module settings to configure email templates and notification triggers.

    4. Test the setup by updating contract statuses and verifying that notifications are sent as expected.

Sale Contract Subscription Email Notification in Odoo

Customer Email Notification / Alert for Sales Contract Subscription with Running, Expire Soon and Expired Status

Customer Sales Contract and Subscription Notification

Only Compatible Odoo Community Edition

This app sends email notifications to customers when sales contracts get in progress, expire soon and expired.


Main Features:

  • Added reminder date in Contracts Form View for expire soon email.
  • Stage (Running) : Email Template (Contract Subscription Running) will be sent to the customer.
  • Stage (Expires Soon) : Email Template (Contract Subscription Expiring Soon) will be sent to the customer.
  • Stage (Expired) : Email Template (Contract Subscription Expired) will be sent to the customer.
  • if the Contract stage is in the Running(in progress) stage, then send email to the customer of his/her Contract is in progress.
  • if the Contract stage is in the Expires Soon(to_expired) stage, then send email to the customer of his/her Contract is going to expire soon.
  • if the Contract stage is in Expired(expired) stage, then send email to the customer of his/her Contract is expired.
  • For more details please watch the video and check below screenshots.

Edition Compatibility:


Only Community

Contract : Running stage

Email Template of Contract Subscription Running

Send Email Notification to customer of his/her contrat is Running (inprogress)

Contract : Expires Soon stage

Email Template of Contract Subscription Expiring Soon

Cron Job for Contract Subscription Expiry Reminder

Send Email Notification to customer of his/her contrat is going to Expires Soon after running cron

Contract : Expired stage

Email Template of Contract Subscription Expired

Send Email Notification to customer of his/her contrat is Expired

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: [email protected]
Website: www.probuse.com
Skype: mustufa_probuse

Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

Our Services

  • Odoo Implementation

  • Odoo Support

  • Odoo Customization

  • Odoo Migration

  • Odoo Training

Odoo 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.