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Quotation Expiry Date Reminder

by
Odoo
v 15.0 Third Party 249
Download for v 15.0 Deploy on Odoo.sh
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Sales (sale_management)
Discuss (mail)
Invoicing (account)
Lines of code 206
Technical Name quotation_customer_followup
LicenseAGPL-3
Websitehttps://www.cybrosys.com
Versions 14.0 15.0 16.0 17.0 18.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Sales (sale_management)
Discuss (mail)
Invoicing (account)
Lines of code 206
Technical Name quotation_customer_followup
LicenseAGPL-3
Websitehttps://www.cybrosys.com
Versions 14.0 15.0 16.0 17.0 18.0
Community
Enterprise
Odoo.sh

Quotation Expiry Date Reminder

Automated Email Notifications are Sent to Customers to Remind them of the Impending Expiration Date of Their Quotation.

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.

Features

Expiry Date is Calculated Automatically

User can 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 Templates Settings

While we can set an expiration date globally that will apply to all customers,we can also set a mail template.

Follow-up Email Sending

Automatically checks late quotations and sends mail every day.

Set Expiry Days in Customer Form View

We can set quotation expiry days in Orders -> Customers -> Sales & Purchase.

Expiry Mail Sending

Expiry emails are sent every day based on whose quotation will expire soon.

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