| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Lines of code | 206 |
| Technical Name |
quotation_customer_followup |
| License | AGPL-3 |
| Website | https://www.cybrosys.com |
| Versions | 14.0 15.0 16.0 17.0 18.0 |
Quotation Expiry Date Reminder
Automated Email Notifications are Sent to Customers to Remind them of the Impending Expiration Date of Their Quotation.
Explore this module
Overview
This module will assist in sending an email to a customer whose quotation has recently expired. and follow-up mail to the late quotation customer.
Configuration
No additional configuration required
Features
Community, Enterprise & Odoo.sh Support
Available in Odoo 14.0 Community Enterprise and Odoo.sh.
Expiry Date is Calculated Automatically Based on the User's Expected Days.
We Ccan set expected days and mail template in General Settings
Sending Emails Every Day
Option for sending an email to a customer whose quotation has recently expired. and follow-up mail to the late quotation customer.
Screenshots
Set Expiry Days and Email Template in General settings
We have the option to set a global expiration date that applies to all customers. Additionally, we can customize mail template for the mail.
Follow-up Email Sending
Automatically checks irresponsible quotations and sends mail every day.
Set Expiry Days in Customer Form View
We can set quotation expiry days in Order -> customer -> sale&purchase.
Expiry mail sending
Expiry emails are sent every day based on whose quotation will expire soon.
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