| 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 |
| 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.
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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