Grant / Fund Management using CRM

by
Odoo

116.98

v 15.0 Third Party 9
Live Preview
Required Apps CRM (crm)
Project (project)
Purchase (purchase)
Sales (sale_management)
Invoicing (account)
Included Dependencies
Lines of code 1344
Technical Name grant_fund_manage_odoo
LicenseSee License tab
Websitehttp://www.probuse.com
Also available in version v 12.0 v 14.0 v 13.0
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Required Apps CRM (crm)
Project (project)
Purchase (purchase)
Sales (sale_management)
Invoicing (account)
Included Dependencies
Lines of code 1344
Technical Name grant_fund_manage_odoo
LicenseSee License tab
Websitehttp://www.probuse.com
Also available in version v 12.0 v 14.0 v 13.0

Grants / Fund Applications Management using Odoo CRM

Grants Applications Management System in Odoo using CRM

Manage Grants as Grant Seeker and Grant Makers

This app allows you to have management of your grants/funds as grant seekers as well as grant makers.

Main Features:

  • Allow you to configure and manage grants applications as grant seeker and grant maker both.
  • Allow you to configure and manage grant application stages under configuration.
  • Allow you to configure and manage the application team under configuration.
  • Allow you to configure and manage the project team under configuration.
  • Allow you to configure and manage grant types under configuration.
  • Allow you to configure and manage grant methods under configuration.
  • Allow you to configure and manage grant tags under configuration.
  • Allow you to prepare proposals as grant seekers and allow you to create grant seeker applications from it. You can write a grant proposal and send it to your potential grantor or client.
  • Allow you to create / receive grant applications from your clients, charities (known as "grantseekers") .
  • Allow you to create a project from grant applications as shown.
  • Links of grant application and grant requests on sales order, purchase order and invoice as shown in below screenshots.
  • Internal and external communication using open chatter of Odoo on grant application.
  • For more details please check the below screenshots and watch the video.

Menu List:

  • Grant
    • Configuration
      • Grant Application Stages
      • Application Team
      • Project Team
      • Grant Types
      • Grant methods
      • Grant Tags
    • Grant Maker
      • Received Grant Applications
    • Grant Seeker Application
      • Grant Seeker Applications
      • Grant Proposal Applications

Edition Compatibility:


Enterprise Odoo.sh Community

Grant Menu

Grant Application Stages Menu

Grant Application Stages List View

Grant Application Stages Form View

Application Team Menu

Application Team List View

Application Team Form View

Project Team Menu

Project Team List View

Project Team Form View

Grant Types Menu

Grant Types List View

Grant Types Form View

Grant Methods Menu

Grant Methods List View

Grant Methods

Grant Tags Menu

Grant Tags List View

Grant Tags Form View

Grant Seeker Applications Menu & Kanban View

Grant Seeker Applications Form View

Grant Seeker Applications Proposal

Grant Seeker Application PDF Report Print Menu

Grant Seeker Application Report

Create Project Button

Create Project Wizard

Project Kanban View (Odoo Stander)

Project Form View & Grant Opportunity Smart Button

Grant Seeker Application Field on Project

Create Grant Application Request Button on Grant Seeker Application Form

Create Grant Application Request Wizard

Grant Application(Pipeline) Kanban (Odoo Stander)

Applicatin Proposal Tab & Send Proposal by Email Button on Grant Application(Pipeline)

Send Proposal Mail Wizard

Proposal Mail Template View

Proposal Mail Attechment View

New Quotation Button on Grant Applicatin(Pipeline) (Odoo Stander)

Grant Seeker Application & Lead Field on Sale Order

Grant Seeker Application & Grant Request / Application Field on Invoice

Grant Proposal Applications Menu

Grant Proposal Applicatins Kanban View

Grant Proposal Applicatins Form View

Received Grant Applications Menu & Kanban View

Received Grant Applications Form View

Received Grant Application Field on Purchase 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: 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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