Recurring Sales Quote and Send Quotation Request - Website
by Probuse Consulting Service Pvt. Ltd. https://www.probuse.com$ 56.67
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Website (website)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 646 |
| Technical Name |
quotation_reminder_mail |
| License | See License tab |
| Website | https://www.probuse.com |
| Versions | 8.0 9.0 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Website (website)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 646 |
| Technical Name |
quotation_reminder_mail |
| License | See License tab |
| Website | https://www.probuse.com |
| Versions | 8.0 9.0 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0 |
Recurring Quotation Request to Customer
Recurring Sales Quote | Quotation Request to Customer
Create Quotation Request from Quotation Reminder Email
This app allows your sales team to create quotation requests by sending automatic reminder email to your customers every month on specific dates (Day can be configured on customer form).
Customers will get a link by email and on click of that link customer will redirect to your website (See below screenshot for more details.) and select products (Maximum 10 product lines can be selected/requested on one quotation request for different products by your customer and submit which will create quote in the backend of Odoo).
Main Features:
- Send Quotation Request - By Email to Customer (Using Scheduler Cron Job)
- Sends the email to request for creating quotations to the selected customers every month on a specific day.
- Need configuration on customer form with new tab for Quotation email. Check the box Send Email Quotation? to send recurring email quotations to that customer and that will open a new field called Day of Month.
- It will also send the notification to the related salesperson on the customer form and thank you mail to the customer after submitting the order from your website.
- For more details please see below screenshots and watch the video.
Edition Compatibility:
Enterprise Odoo.sh Community
Contacts Menu
Configuration On Customer Form
This customer form allows the user to first set whether the company wants to send email to the customer for quotation. If the option to Send Email Quotation is checked then it will allow the user to set up which day of the month email should be sent to notify the user to create a quote from the website.
This salesperson will be automatically set up in the quotation.
Scheduler - Send Email to Customers
Everyday scheduler will run and check for customers who have been setup for reminder and send email accordingly to customer email address.
Customer Request to Create Quote - Email
On selected days of the month customers will get the reminder email. This email contains the link of the quotation form on the website.
Website Quotation Screen
After clicking on the above link from the email, customers can select products and quantities. Clicking the submit button will create a sales quotation in the Odoo backend and send a notification email to the sales manager and a Thank you email to the customer.
Thank You Message
Thank You Email to Customer
Customer will receive email notification and thanks email.
Nofity - Sales Manager
When quotation will create from website by customer that time sales manager will be inform by email.
Sales Menu - Backend
Odoo Quotation - Backend
Quotation will be created in Odoo backend after customer submit the form from website.
Contact / Support
Introducing
Probuse Consulting Services Pvt. Ltd.
If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
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.
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