| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Sales (sale_management) • Invoicing (account) |
| Lines of code | 167 |
| 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 Customer Followup
Sending email to late quotation customer
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 based on the user's expected days.
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
Add email template and expected days
Option for adding email templates and setting a day after the follow-up irresponsible quotation.
Follow-up email sending
Automatically checks irresponsible quotations and sends mail every day.
Set expiry days in customer form view
We can set quotation expiry days in Order>customer>sale&purchase.
Set expiry days in General setting
While we can set an expiration date globally that will apply to all customers,we can also set a mail template.
Expiry mail sending
Expiry emails are sent every day based on whose quotation will expire soon..
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