Project - Quotation Link
by Jeremie Ndjoli https://www.linkedin.com/in/jeremie-ndjoli-39a550255/| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Project (project)
• Discuss (mail) • Sales (sale_management) • Invoicing (account) |
| Lines of code | 130 |
| Technical Name |
project_quotation_link |
| License | LGPL-3 |
| Website | https://www.linkedin.com/in/jeremie-ndjoli-39a550255/ |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Project (project)
• Discuss (mail) • Sales (sale_management) • Invoicing (account) |
| Lines of code | 130 |
| Technical Name |
project_quotation_link |
| License | LGPL-3 |
| Website | https://www.linkedin.com/in/jeremie-ndjoli-39a550255/ |
📌 Project and Quotation Link – Simplified Management
🤔 The challenges you face:
- Struggling to find which quotations belong to which project?
- Hard to get a comprehensive overview of your project progress?
- Complex navigation between projects and quotations in Odoo?
- Time-consuming search for project-related documents?
✅ The solution:
This module allows you to easily link sales quotations to projects and provides a clear, complete, and intuitive view of project progress and related quotations all in one place.
🚀 Key Features
- ✨ Create custom projects with Company, Description, and Responsible fields
- 🔗 Direct quotation linking to projects with just a few clicks
- 📊 Smart Kanban view displaying the number of quotations per project
- 🔄 Bidirectional navigation: project → quotations and quotations → project
- ⚡ Smart buttons for quick access and navigation
- 📈 Visual tracking of project advancement status
📋 How It Works - 3-Step Workflow
Create Your Project
Define the client company, add a description, and assign a project manager. Quick and straightforward!
Link Quotations to Project
When creating a quotation, simply select the related project. The connection is made automatically.
Track via Kanban View
Visualize all your projects at a glance with the number of quotations attached to each one.
📸 Module Screenshots
1️⃣ Project Creation – Form with custom fields (Company, Description, Responsible).
2️⃣ Quotation linked to a project – Example: quotation for the Building Construction project with client Bâtiment & Co.
3️⃣ Kanban view of projects – Overview showing multiple projects with the number of linked quotations.
4️⃣ Quotation with linked project – Ensures every quotation is correctly attached to its project.
✨ Measurable Benefits
📌 Real-World Use Cases
🏗️ Construction
Track quotations for electrical, plumbing, and masonry work per construction site.
Example: "Villa Dubois" Project → 5 quotations (electrical, plumbing, tiling...)
🎉 Event Management
Group quotations for catering, venue, and service providers under one project.
Example: "Martin Wedding" → 8 quotations (catering, DJ, flowers, photography...)
💻 Software Development
Centralize UI/UX, development, and maintenance quotations per client project.
Example: "TechCorp Mobile App" → 4 quotations (design, dev, testing, training)
🌍 Multilingual Description
English: This module simplifies project and quotation management by linking them seamlessly. Get a clear, intuitive, and visual overview of your commercial activities.
Français : Ce module simplifie la gestion des projets et des devis en les liant facilement. Obtenez une vue claire, intuitive et visuelle de vos activités commerciales.
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