Automatically Cancel Quotation After Expire
by Prefortune Technologies LLP https://www.prefortune.com/$ 19.51
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 100 |
| Technical Name |
pf_cancel_quotation |
| License | OPL-1 |
| Website | https://www.prefortune.com/ |
| Versions | 14.0 15.0 16.0 17.0 18.0 19.0 |
Automatically Cancel Quotation After Expire Odoo App
Improve sales efficiency and eliminate manual follow-ups with the Automatically Cancel Quotation After Expire app for Odoo. This smart automation module allows organizations to define a validity period for quotations and automatically cancel them once they exceed the configured expiration time. The system checks expiration based on the Quotation Date and runs through a scheduled action, ensuring timely cleanup of outdated offers without manual intervention. By preventing old quotations from remaining in draft or sent status indefinitely, the app enhances sales pipeline accuracy and operational clarity. Fully configurable from Sales Settings and requiring no technical expertise, this solution ensures a clean quotation workflow, improved reporting accuracy, and better control over your sales lifecycle.
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Key Features
Automatic Cancellation of Expired Quotations.
Configurable Expiration Time in Sales Settings.
Expiration Based on Quotation Date.
Automated Scheduled Action.
Real-Time Status Update to “Cancelled”.
Automatically Cancel Quotation After Expire Odoo App
Our all-inclusive
Odoo – Automatically Cancel Quotation After Expire Odoo App
simplifies and automates quotation lifecycle management by allowing organizations to define configurable expiration rules directly within the Sales settings.
Administrators can set the number of days or hours after which a quotation should automatically expire, ensuring outdated offers do not remain active in the sales pipeline.
The system intelligently checks expiration based on the Quotation Date and executes a scheduled action to cancel eligible quotations without manual intervention.
All validations run automatically in the background, helping sales teams maintain a clean workflow while preventing confusion caused by old or inactive quotations.
Configuration is fully managed from the Odoo backend with no technical expertise required.
By improving quotation control and keeping the sales pipeline accurate, this app ensures better operational clarity, reliable reporting, and a well-structured automated expiration process.
Automatically Cancel Quotation After Expire Odoo App
- System automatically cancels quotations once they exceed the configured expiration time.
- Easily define the number of days/hours for quotation validity directly from Sales configuration.
- The system checks expiration using the Quotation Date, ensuring accurate time-based validation.
- A built-in scheduled action runs at defined intervals to check and cancel expired quotations automatically.
- Once the configured time is reached, quotations are automatically moved to the Cancelled state without manual intervention.
Complete Workflow for Manage Automatically Cancel Quotation After Expire Odoo App
Go to Sales → Configuration → Settings and set the quotation expiration time (days/hours). Create a Sales Quotation—the system will track expiration based on the Quotation Date. A scheduled action automatically checks quotations at defined intervals. Once the configured time limit is exceeded, the quotation is automatically moved to Cancelled status.
Automatically Cancel Quotation After Expire Odoo App
1.Enable the "Quotation Cancel After Days" feature in Sales Settings and set the expiration limit.
2.Create a new Quotation and check the "Quotation Date" to see when it starts.
3.Go to the Technical menu in Settings and select "Scheduled Actions."
4.Find the "Quotation: Cancel Quotation after expire" task in the list.
5.Click the "Run Manually" button to cancel any expired quotations immediately.
6.Check the status of your Quotation to see that it is now "Cancelled."
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• Works &
tested on standard installations of Odoo with no third
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Prefortune Technologies LLP.
Prefortune is a Odoo Official Partner, Odoo Development company. Our philosophy is to use Open Source tools and technologies to provide cost effective and green solutions for our customers.
Prefortune Technologies LLP is Working on web development, Mobile development, and Odoo ERP. It is the top outsourcing software company based on the creation of e-Commerce applications and Odoo.
If you need any help or want more additional features, you may contact us through:
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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