Pipeline Product to Sales Order | CRM Product to Quotation
by BROWSEINFO https://www.browseinfo.com/demo-request?app=bi_crm_product_quotation&version=18&edition=Community| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Invoicing (account) • Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 127 |
| Technical Name |
bi_crm_product_quotation |
| License | OPL-1 |
| Website | https://www.browseinfo.com |
| Versions | 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Invoicing (account) • Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 127 |
| Technical Name |
bi_crm_product_quotation |
| License | OPL-1 |
| Website | https://www.browseinfo.com |
| Versions | 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
CRM Product to Quotation Odoo App
Lead-Pipeline Product to Quotation Odoo Apps
Lead-Pipeline Product to Sales Order Odoo Apps
CRM Product to Quotation Odoo App helps users to easily create, manage, and track quotation directly from the pipeline view. This app integrates seamlessly with the CRM, allowing users to add multiple product to lead or pipeline, and create sales quotation directly from the CRM. This makes it easy to create accurate and detailed quotation that are tailored to the specific needs of each customer. In addition, the app allows users to track the quotation from CRM using smart buttons.
Features
Add Products to Lead/Pipeline
Users can add multiple products to crm lead/pipeline
Create Sales Quotation from CRM
User can create sales quotation with added product directly from crm.Add Products to CRM Pipeline
On CRM lead/pipeline view user can see "Products" tab, here user can add products as per customer need, and click "NEW DETAILS QUOTATION" button to create sales quotation.
Create Sales Quotation
On clicking "NEW DETAILS QUOTATION" button user can see new wizard will open with added products to lead/pipeline and click "SAVE" button.
Create Quotation from CRM
User can see "Quotations" smart button on lead/pipeline and view all created quotations from that.
User can also see all added products to crm lead/ppeline are added to sale quotations with same price and quantity.
Warning
If customer is not selected on crm lead/pipeline and click "NEW DETAILS QUOTATION" button then warning will raise.
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At BrowseInfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part. Please note that You're not allowed to distribute this module after purchase! Incase of any question regarding this module feel free to email us on ticket@browseinfo.in or raise a ticket on support.
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