CRM to Purchase Quotation Advanced | Generate RFQ from CRM Leads
by TechUltra Solutions Private Limited https://www.techultrasolutions.com/$ 12.00
| 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 | 400 |
| Technical Name |
purchase_quotation_from_crm_advanced |
| License | OPL-1 |
| Website | https://www.techultrasolutions.com/ |
| Versions | 16.0 17.0 18.0 19.0 |
| 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 | 400 |
| Technical Name |
purchase_quotation_from_crm_advanced |
| License | OPL-1 |
| Website | https://www.techultrasolutions.com/ |
| Versions | 16.0 17.0 18.0 19.0 |
CRM to Purchase Quotation Advanced | Generate RFQ from CRM Leads
Convert CRM opportunities into Purchase Quotations instantly - without leaving your CRM workflow.
Modern businesses require tight coordination between Sales and Procurement teams. During opportunity
discussions, it is often necessary to request vendor pricing before confirming a customer quotation.
However, switching between CRM and Purchase modules manually can cause delays, duplication, and
operational inefficiencies.
This powerful module bridges the gap between Sales/CRM and Purchase by allowing users to generate
Request for Quotations (RFQs) directly from CRM Leads. It ensures smooth coordination between sales
and procurement teams while maintaining full traceability between leads and purchase documents.
It enhances operational efficiency, reduces manual effort, and ensures proper linkage between business development and procurement processes.
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Features
Screenshots
Support
FAQs - Create RFQ Directly from CRM Lead
- Smart Vendor Selection Wizard
- Automatic Product Line Transfer
- Improved Sales & Procurement Collaboration
- Complete Lead Purchase Traceability
- Advanced Configuration Options
- Faster vendor quotation process
- Reduce operational delays between Sales and Procurement
1. Advanced Configuration Settings for Purchase Quotation Creation from CRM Lead.
This allows administrators to configure how Purchase Quotations (RFQs) are generated from CRM Leads by controlling default vendor selection behavior, enabling automatic pre-filling of RFQ product lines from lead requested products, copying lead information into RFQ notes for internal reference, and defining a default "Required By" deadline. These settings ensure a structured, consistent, and efficient procurement workflow directly from the CRM process.
2. Direct Purchase Quotation Creation from CRM Lead with Auto-Filled Detail.
This allows users to generate a Purchase Quotation directly from the CRM Lead using the "New Purchase Quotation" button, automatically carrying forward key lead information such as contact details, expected revenue reference, required delivery date, and requested product lines with quantities. It ensures accurate data transfer, reduces manual re-entry, and maintains a structured linkage between the CRM opportunity and the procurement process.
3. Vendor Selection Wizard During Purchase Quotation Creation from CRM.
This provides a structured vendor selection wizard when generating a Purchase Quotation from a CRM Lead, allowing users to either create a new vendor or link an existing vendor before confirming the RFQ. It ensures accurate vendor assignment, controlled procurement initiation, and a streamlined workflow directly from the CRM opportunity stage.
4. Automatic Lead-to-RFQ Linkage with Product and Reference Synchronization.
This ensures that when a Purchase Quotation is created from a CRM Lead, the system automatically links the RFQ to the originating Lead/Opportunity, transfers the requested product lines with quantities, carries forward relevant scheduling information such as order deadline and expected arrival, and optionally displays contextual lead information for reference. It maintains complete document traceability and structured synchronization between CRM and Purchase workflows.
5. RFQ Source Traceability and Lead Reference Visibility.
Here you can see that complete traceability between the CRM Lead/Opportunity and the generated Request for Quotation (RFQ) by automatically recording the originating Lead as the Source Document and displaying the related Lead/Opportunity reference within the RFQ form under the Other Information tab.
6. Purchase Quotation Smart Button.
Once a Purchase Quotation is created, a Purchase Quotations smart button becomes available on the Lead/Opportunity form. This smart button provides direct access to all Purchase Quotations associated with that specific Lead, allowing users to quickly review, track, and manage related procurement documents from a single centralized view.
7. Advanced Configuration Settings for Purchase Quotation Creation from CRM Lead.
Here, you can see that in "Default vendor choice when creating RFQ from Lead" we have set a link to an existing vendor, not selected "Pre-fill RFQ line from Lead requested products" and "Copy Expected Revenue to RFQ notes" and Default "Required by" (days from now) is 0.
8. Link to an Existing Vendor.
Here, you can see that by default the system selects the "Link to an Existing Vendor" option, allowing you to choose a vendor directly from the existing vendor list.
9. Quick Create Purchase without Product and Revenue notes.
Here, you can see that the Purchase Quotation has been created with select vendor. Now, it does not include the product lines and the expected revenue note. This is because the options "Pre-fill RFQ lines from Lead requested products" and "Copy Expected Revenue to RFQ notes" have been disabled, preventing the system from automatically transferring those details from the Lead to the RFQ.
10. RFQ Source Traceability and Lead Reference Visibility.
Here you can see that complete traceability between the CRM Lead/Opportunity and the generated Request for Quotation (RFQ) by automatically recording the originating Lead as the Source Document and displaying the related Lead/Opportunity reference within the RFQ form under the Other Information tab.
11. Increased Count of Purchase Quotation Smart Button.
Here, you can see that the count has increased to 2, indicating that two Purchase Quotations have been created from this Lead, and both are now linked and accessible through the corresponding smart button.
12. Multiple Purchase List of Lead.
Once you click on the "Purchase Quotations" smart button, you will see a list view displaying all Purchase Quotations associated with that particular Lead, allowing you to review and manage them collectively.
13. Contact.
Here, you can see that Max Contact appears twice because one Purchase Quotation was created using the "Create a New Vendor" option, while the other was created by selecting an "Link to an Existing Vendor", resulting in two separate vendor records linked to the Lead.
- We provide 90 days bug-free support related to our module.
- We provide 5 hours of free configuration support. Additional configuration or customization is billable.
- The support team is available from Monday to Friday 10:00 AM to 07:00 PM (IST).
- To create a ticket, send an email to support@techultra.in.
This module allows users to create Purchase Quotations (RFQs) directly from CRM Leads. It connects CRM and Purchase workflows to ensure structured procurement initiation during the sales process.
Yes, A dedicated button is available inside the Lead form, allowing you to generate an RFQ directly from CRM.
Yes, The module provides a vendor selection wizard where you
can:
- Choose an existing vendor
- Create a new vendor instantly
Yes, If Pre-fill RFQ lines from Lead requested products configured and product details are defined in the Lead, they can be automatically transferred to the Purchase Quotation, reducing manual data entry.
Yes, The module includes configuration options that allow you to control whether product lines are automatically populated in the RFQ.
Yes, Every RFQ created through this module is linked to the related Lead. You can easily track related Purchase Quotations on smart button.
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