Turn a CRM opportunity into ready-to-send RFQs in one click
Capture what a deal needs to purchase right on the opportunity, preview a vendor-grouped draft, and generate one RFQ per vendor — without leaving the CRM or re-typing a single line into Purchase.
When an opportunity needs products the company does not stock, sales has to relay requirements to purchasing by chat, email, or spreadsheet — and purchasing then re-keys everything into a new RFQ. The hand-off is slow, error-prone, and leaves no trace back to the deal that triggered it, so nobody can answer why a purchase happened months later.
Capture requested products directly on the CRM lead or opportunity, then generate RFQs with one click. Lines are auto-grouped by vendor, previewed before anything is created, and every resulting RFQ carries a permanent link back to the opportunity that caused it.
Everything sales and purchasing need to connect a deal to a vendor
Every capability below is implemented in the module.
Requested Products on the Opportunity
Add the products a deal needs directly on the CRM lead or opportunity form, with quantity and unit captured alongside the standard pipeline fields.
Auto-Grouped by Vendor
Every requested line defaults to the product's primary vendor from its supplier list, so lines route to the right RFQ without manual sorting.
Preview Before Anything Is Created
A confirmable draft shows exactly how many RFQs will be created and which products land in each one — review and adjust before a single document exists.
Vendor Override at Point of Use
Reassign any line to a different vendor right in the preview screen, and the grouping updates immediately — no need to restart the flow.
Primary vs. Alternate Vendor
A badge marks whether a line is using the product's primary supplier or an alternate, so vendor decisions stay visible at a glance.
One RFQ per Vendor, One Click
Confirm the preview and one draft Request for Quotation (purchase order) is created per vendor, each with its product lines already filled in.
Optional Approval Gate
Turn on a company setting to require a designated approver before RFQs are generated — ideal for teams with spending controls; leave it off for zero-friction use.
Bulk Generation from the Pipeline
Select multiple opportunities in the CRM list view and generate RFQs for all of them in a single action, instead of opening each one individually.
Full Traceability Back to the Deal
A smart button on the opportunity shows the count of generated RFQs and links straight to them, while every RFQ keeps a permanent Source Opportunity reference.
How it works
Add requested products
On the opportunity's Purchase Requests page, list the products, quantities and vendors the deal needs.
Preview the grouped draft
Open the wizard to see the RFQs about to be created, grouped by vendor, and adjust any line before confirming.
Generate, with approval if required
Confirm to create one RFQ per vendor — or route through an approver first if your company requires sign-off.
Track every RFQ from the deal
Follow generated RFQs from the opportunity's smart button, each one still linked back to the source deal.
See it in action
From the CRM opportunity to a vendor-ready RFQ, seven screens showing the full flow.
The 'RFQs' smart button on the CRM opportunity form shows the count of generated Requests for Quotation and links straight to them.
The Purchase Requests page: an editable list of requested products with quantity, unit, preferred vendor and a primary-vendor badge, plus the RFQ approval status.
The Preview RFQ Generation wizard shows how many RFQs will be created, grouped by vendor, with an editable vendor override on every line before confirming.
The generated RFQ (draft purchase order) keeps a read-only Source Opportunity field linking it back to the deal that created it.
The Requests for Quotation list showing an RFQ generated straight from a CRM opportunity, still in draft.
The Settings screen: a company-wide toggle to require approval before RFQs are generated from CRM.
The CRM opportunities list with records selected and the Actions menu open, showing the bulk 'Generate RFQs' action.
Frequently asked
Does this create a confirmed Purchase Order, or a draft I can still review?
It always creates a draft Request for Quotation (a purchase order in draft state) — nothing is sent to a vendor or confirmed automatically. Confirming to a firm PO stays a manual step in the Purchase app, exactly like Odoo's native flow.
What happens if one opportunity needs products from two different vendors?
Requested lines are grouped by vendor automatically, and the preview wizard shows exactly how many RFQs will be created before you confirm — one deal can generate several vendor-specific RFQs in a single action.
Can I require approval before RFQs are generated?
Yes. A company setting lets you require a designated approver to sign off before RFQs are created; leave it off if your team wants zero-friction generation.
Can I generate RFQs for several opportunities at once?
Yes. Select multiple opportunities in the CRM list view and use the bulk 'Generate RFQs' action to preview and create RFQs for all of them together.
Get in Touch
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RFQ / Purchase Order from CRM turns opportunity requirements into vendor-ready draft RFQs — grouped by vendor, previewed before creation, and always traceable back to the deal.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Purchase (purchase) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Lines of code | 449 |
| Technical Name |
cerevantix_rfq_purchase_order_from_crm |
| License | OPL-1 |
| Website | https://www.cerevantix.com |
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