Configuration

You can configure either a new or an existing survey.

1. Go to Surveys and choose an existing one or create it.
2. In the Options tab, Sales group, set Generate Quotations on.
3. You can set your preferred sales team for the generated quotations.

Now you’ll have to configure the products linked to the questions.

For Numerical value questions:

1. In the Answers tab choose the linked products.
2. The resulting quotation will have as many items of that products as the user defines.

For Multiple choice: only one answer:

1. In the Answers tab link multiple products to every given choice.
2. The resulting quotation will have the products linked to the survey user’s choice.

For Multiple choice: multiple answers allowed:

1. In the Answers tab link products to every given choice.
2. The resulting quotation will have the products linked to the survey user’s choices.
3. By default a unit of product will be added per answer to the quotation. If you want to set a variable choice, you can link a numeric question that will act as multiplier.

When the survey is submited an internal message is generated in the resulting quotation with a link to the user answers. Optionally, you can configure some of the questions so their input values are shown in such message. This way it can be easier to track some relevant infos concerning the request. To do so:

1. In the Options tab of the questions go to the Sales section.
2. Set Show in sale order comment on if you want those answers on the internal notification.

If you want the generated quotation to use a quotation template you can either:

• Choose it from the general survey options: Sale Order Template.
• In a single answer question, choose set the quotation depending on the answer.

The answer value will prevail over the general option.

You can also configure the survey to send the quotation to the customer by mail. When doing so, you can choose a mail template or use the default one.

If you want to fill sale fields from the answers:

1. In the Options tab of the questions go to the Sales section.
2. Set Sale the sale field you want to fill with the given answer.

Usage

Once the survey is configured, the users can fill them up as usual. The quotations will be generated according to the survey users’ choices.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Maintainers

This module is maintained by the OCA.

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainer:

This module is part of the OCA/survey project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.