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  1. APPS
  2. Extra Tools
  3. Kaizen CRM Opportunity to Purchase Requisition v 17.0
  4. Sales Conditions FAQ

Kaizen CRM Opportunity to Purchase Requisition

by Kaizen Principles http://www.kaizenae.com/
Odoo

$ 84.47

v 17.0 Third Party
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Inventory (stock)
• Discuss (mail)
• CRM (crm)
• Purchase (purchase)
• Calendar (calendar)
• Contacts (contacts)
• Invoicing (account)
Community Apps Dependencies Show
Kaizen CRM Opportunity to RFQ & Purchase Order
Lines of code 323
Technical Name kaz_crm_opportunity_purchase_requisition
LicenseOPL-1
Websitehttp://www.kaizenae.com/
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Inventory (stock)
• Discuss (mail)
• CRM (crm)
• Purchase (purchase)
• Calendar (calendar)
• Contacts (contacts)
• Invoicing (account)
Community Apps Dependencies Show
Kaizen CRM Opportunity to RFQ & Purchase Order
Lines of code 323
Technical Name kaz_crm_opportunity_purchase_requisition
LicenseOPL-1
Websitehttp://www.kaizenae.com/
  • Description
  • License
Tabby Payment Integration
  • Overview
  • Features
  • Why Kaizen
+971 56 682 8386

Kaizen CRM Opportunity to Purchase Requisition & Insights
for Odoo

Supercharge your Odoo CRM by connecting sales opportunities with procurement actions in real-time. With Kaizen CRM Opportunity to Purchase Requisition & Insights, sales teams can create vendor-specific purchase requisitions from CRM opportunities in a single click while gaining full visibility into RFQ status, supplier grouping, and total expected spend.

© 2025 Kaizen Principles

What's New in Kaizen CRM Opportunity to Purchase Requisition & Insights for Odoo

One-click RFQ creation

One-click RFQ creation

Real-time RFQ value display

Real-time RFQ value display

RFQ status badge

RFQ status badge

Regenerate RFQs” button

Regenerate RFQs” button

Kaizen Principles
Your Partner

We're here to support your growth 24/7. Connect with our experts now.

+971 56 682 8386 Mail Us
Contact Us

All Features

CRM-to-Procurement Automation
CRM-to-Procurement Automation
Automatic Supplier Grouping
Automatic Supplier Grouping
Real-Time RFQ Insights
Real-Time RFQ Insights
Status Tracking
Status Tracking
Regenerate Requisitions
Regenerate Requisitions
Kaizen's Top App Recommendations

Take a look at our other Odoo apps designed to make your life easier with a smooth workflow. Don't miss the chance to uplift your Odoo ERP experience with our apps!

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Stock Report PDF
Stock Report PDF

PDF report to print inventory transactions using different fillters...

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Payment Provider: Tamara
Payment Provider: Tamara

Integration With Tamara Payment Gateway (E-commerce and Point of Sale)...

Learn More »

Free 30 Days Support

Kazien Principles will provide FREE 30 days support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issues related to this module. This is applicable from the date of purchase.

Note: Extensively Tested on Odoo Vanilla with Ubuntu OS
Support

Kaizen CRM Opportunity to Purchase Requisition & Insights

Gain real-time insights into purchase requisition statuses, supplier groupings, and estimated spend right from your CRM opportunities. Regenerate RFQs with updated product lines in one click, track total requisition value instantly, and stay aligned across sales and procurement teams. Every action remains fully traceable, streamlined, and seamlessly integrated into your Odoo workflow.

Valuation Banner
  • Create Purchase Requisition from CRM Opportunity Create Purchase Requisition from CRM Opportunity
  • Auto-Created Purchase Agreement Linked to Opportunity Auto-Created Purchase Agreement Linked to Opportunity
  • Vendor-Specific Purchase Agreement Auto-Created Vendor-Specific Purchase Agreement Auto-Created
  • Auto-Generated Requisition for Assigned Vendor Auto-Generated Requisition for Assigned Vendor
  • Track Linked Purchase Requisitions Instantly Track Linked Purchase Requisitions Instantly

Create Purchase Requisition from CRM Opportunity

Create Purchase Requisition from CRM Opportunity

Launch the purchasing process directly from your sales pipeline. With one click, generate vendor-specific purchase requisitions based on the selected suppliers in the opportunity’s product lines. Items are automatically grouped by vendor, ensuring accurate and organized requisition creation all without leaving the CRM screen.

Auto-Created Purchase Agreement Linked to Opportunity

Create Vendor RFQ from Opportunity

After generating RFQs from the CRM Opportunity, vendor-specific purchase agreements are automatically created and fully linked back to the sales context. Each agreement includes relevant vendor, product, and opportunity details ensuring traceability, accountability, and a seamless flow from sales to procurement.

Vendor-Specific Purchase Agreement Auto-Created

Vendor-Specific Purchase Agreement Auto-Created

Each vendor linked to the opportunity’s product lines receives a dedicated purchase agreement. In this example, a requisition is automatically generated for Deco Addict with all relevant products and dates. The agreement is fully traceable back to the originating CRM opportunity ensuring transparency and streamlined procurement execution.

Auto-Generated Requisition for Assigned Vendor

Auto-Generated Requisition for Assigned Vendor

Once the CRM opportunity is processed, the system generates a separate purchase agreement for each supplier. This example shows an agreement created for Ready Mat, linked to the "Plan to Buy Desktop PC" opportunity. Products, schedule dates, and pricing are prefilled ensuring procurement actions are accurate, timely, and fully traceable to the sales origin.

Track Linked Purchase Requisitions Instantly

Track Linked Purchase Requisitions Instantly

A smart button on the opportunity form shows the total number of linked purchase requisitions at a glance. Sales and procurement teams can instantly click through to view details, monitor statuses, and ensure every product request is followed up without navigating away from the pipeline.

Why Kaizen

You know us as the makers of the Odoo "Kaizen CRM Opportunity to RFQ & Purchase Order for Odoo".

Kaizen's Top App Recommendations

Take a look at our other Odoo apps designed to make your life easier with a smooth workflow. Don't miss the chance to uplift your Odoo ERP experience with our apps!

More Apps »
POS Tamara
POS Tamara

Pay point of sale orders with tamara payment gateway and refund orders paid with tamara....

Learn More »
UAE Corporate Tax
UAE Corporate Tax

Get Complete State-specific legislation view of Company income taxes Generate / redraft related journals at any time during the year...

Learn More »
Stock Report PDF
Stock Report PDF

PDF report to print inventory transactions using different fillters...

Learn More »
Payment Provider: Tamara
Payment Provider: Tamara

Integration With Tamara Payment Gateway (E-commerce and Point of Sale)...

Learn More »

Kaizen Odoo Services

Upscale your business with expert services from an Odoo Gold Partner.

Module Development
Module Development
Implementation
Implementation
Customization
Customization
Integrations
Integration
Migration
Migration
Support & Maintenance
Support & Maintenance
Consulting
Consulting
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Try Kaizen CRM Opportunity to Purchase Requisition & Insights for Odoo today!

+971 56 682 8386
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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