$ 14.01
| Required Apps |
•
CRM (crm)
• Inventory (stock) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Technical Name |
crm_opportunity_quotation
|
| License | OPL-1 |
| Technical Name |
crm_opportunity_quotation
|
| License | OPL-1 |
Introduction
The CRM Opportunity Quotation module streamlines the sales process in Odoo by allowing sales teams to create sales quotations directly from CRM opportunities. This integration eliminates the need to manually re-enter customer and product information, reducing errors and saving time.
Key Features
Generate sales quotations directly from CRM opportunities with a single click
Automatically populate customer details, product lines, and pricing information
View real-time stock quantities when adding products to the opportunity
Seamless integration with Odoo's CRM and Sales modules
Track the status of quotations created from opportunities within the CRM interface
Benefits
Save time by eliminating duplicate data entry between CRM and Sales modules
Reduce errors by ensuring consistent information across CRM and Sales records
Streamline the sales process from lead generation to quotation creation
Access real-time stock information to make informed decisions during quotation creation
Compatibility & Technical Details
Technical Name: crm_opportunity_quotation
License: OPL‑1 (Odoo Proprietary License)
Required Modules: CRM (crm), Sales (sale_management), Inventory (stock), Contacts (contacts), Calendar (calendar), Invoicing (account), Discuss (mail)
Installation Steps:
Ensure all required modules are installed in Odoo.
Install the CRM Opportunity Quotation module.
Navigate to the CRM module and open an opportunity.
Click the "Create Quotation" button to generate a sales quotation from the opportunity.
Review and finalize the quotation details before sending it to the customer.
Sales Quotation from CRM Opportunity Extended
Create Sales Quote and Sales Quote Lines from Opportunity in Odoo
This app allows your Sales team / CRM Team to add products / Items on CRM Opportunity and create sales quotes using it.
Main Features:
- It allows the sales team to enter product lines on opportunity and while creating quotes it will create quotation lines based on it.
- During entering product lines on Products for Quotation tab we are also showing Qty on hand so that Sales team can have ideas about stock level.
- Button to Create Quotation on Opportunity Form View.
- After creating the quotation system will show Reference Sale order and Sale Order Line on Opportunity product lines.
- For more details please see below screenshots and video.
Edition Compatibility:
Enterprise Odoo.sh Community
New Quotation Button Add in Opportunity Form View
Created Quotation from Opportunity
Opportunity Form View
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
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Odoo Support
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Odoo Customization
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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.