Recurring Sales Quote and Send Quotation Request - Website

by
Odoo

53.22

In-App Purchases
v 17.0 Third Party 6
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Website (website)
Discuss (mail)
Invoicing (account)
Lines of code 644
Technical Name quotation_reminder_mail
LicenseSee License tab
Websitehttps://www.probuse.com
Versions 16.0 17.0 12.0 13.0 14.0 15.0 8.0 11.0 9.0 10.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Website (website)
Discuss (mail)
Invoicing (account)
Lines of code 644
Technical Name quotation_reminder_mail
LicenseSee License tab
Websitehttps://www.probuse.com
Versions 16.0 17.0 12.0 13.0 14.0 15.0 8.0 11.0 9.0 10.0

Recurring Quotation Request to Customer

Recurring Sales Quote | Quotation Request to Customer

Create Quotation Request from Quotation Reminder Email

This app allows your sales team to create quotation requests by sending automatic reminder email to your customers every month on specific dates (Day can be configured on customer form).

Customers will get a link by email and on click of that link customer will redirect to your website (See below screenshot for more details.) and select products (Maximum 10 product lines can be selected/requested on one quotation request for different products by your customer and submit which will create quote in the backend of Odoo).


Main Features:

  • Send Quotation Request - By Email to Customer (Using Scheduler Cron Job)
  • Sends the email to request for creating quotations to the selected customers every month on a specific day.
  • Need configuration on customer form with new tab for Quotation email. Check the box Send Email Quotation? to send recurring email quotations to that customer and that will open a new field called Day of Month.
  • It will also send the notification to the related salesperson on the customer form and thank you mail to the customer after submitting the order from your website.
  • For more details please see below screenshots and watch the video.

Edition Compatibility:


Enterprise Odoo.sh Community

Contacts Menu

Configuration On Customer Form

This customer form allows the user to first set whether the company wants to send email to the customer for quotation. If the option to Send Email Quotation is checked then it will allow the user to set up which day of the month email should be sent to notify the user to create a quote from the website.

This salesperson will be automatically set up in the quotation.

Scheduler - Send Email to Customers

Everyday scheduler will run and check for customers who have been setup for reminder and send email accordingly to customer email address.

Customer Request to Create Quote - Email

On selected days of the month customers will get the reminder email. This email contains the link of the quotation form on the website.

Website Quotation Screen

After clicking on the above link from the email, customers can select products and quantities. Clicking the submit button will create a sales quotation in the Odoo backend and send a notification email to the sales manager and a Thank you email to the customer.

Thank You Message

Thank You Email to Customer

Customer will receive email notification and thanks email.

Nofity - Sales Manager

When quotation will create from website by customer that time sales manager will be inform by email.

Sales Menu - Backend

Odoo Quotation - Backend

Quotation will be created in Odoo backend after customer submit the form from website.

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse

Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

Our Services

  • Odoo Implementation

  • Odoo Support

  • Odoo Customization

  • Odoo Migration

  • Odoo Training

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
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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,
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IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
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