$ 31.42
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
CRM (crm)
• Inventory (stock) • Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
Lines of code | 195 |
Technical Name |
wt_crm_quotation |
License | OPL-1 |
Website | http://warlocktechnologies.com |
Versions | 15.0 16.0 17.0 18.0 |
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
CRM (crm)
• Inventory (stock) • Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
Lines of code | 195 |
Technical Name |
wt_crm_quotation |
License | OPL-1 |
Website | http://warlocktechnologies.com |
Versions | 15.0 16.0 17.0 18.0 |

CRM Quotation
Community
Enterprise
Explore this module
Overview
The "CRM Quotation" module in Odoo provides a comprehensive solution for managing the sales process within the CRM module, from lead generation to order fulfillment. Its features for product management, quotation creation, sale order creation, automatic delivery generation, and customer communication contribute to improved sales efficiency and a more streamlined sales workflow.
Features

This module allows you to add product with quantity, tax and discount in crm lead.

This module allows you to create quotation from crm lead.

You can create sale order from crm lead using this module.

When you create sale order from crm lead it will create delivery and send mail to the customer.
Configuration
- Here we have added one new tab for order line.
- Sales team can add product with quantity taxes and discount in order line.

- We have add new button in header "Create Quotation".
- When you click on this button quotation will be create automatically with customer and orderlines.


- We have added one boolean field in settings.
- If you want to create sale order instead of quotation, you have to check this create delivery field.

- After done this configuration you can see sale order is created from crm lead.

- Also the delivery is created.

- Sale order confirmation mail will be automatically send to the customer.


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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