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Product in CRM and Quotation
by Serpent Consulting Services Pvt. Ltd. https://www.serpentcs.com
Odoo
$ 21.58
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Lines of code | 61 |
| Technical Name |
scs_product_in_crm_quote |
| License | LGPL-3 |
| Website | https://www.serpentcs.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Lines of code | 61 |
| Technical Name |
scs_product_in_crm_quote |
| License | LGPL-3 |
| Website | https://www.serpentcs.com |
Product in CRM and Quotation
This module helps to streamlines product management by configuring and managing product details within the CRM system. It automatically links products to quotations, ensuring real-time synchronization and up-to-date information across all quotes.
Highlighted-features
Product Configuration in CRM
Configure and manage product details within the CRM system.
Automatic Product Linking in Quotations
Automatically add products from CRM to quotations, ensuring accuracy and saving time.
Real-Time Synchronization
Sync product data between CRM and quotations, ensuring up-to-date information in all quotes.
Product Integration
This feature allows for a direct link between the products configured in the CRM and those displayed in the quotation module.
When products are added or updated in the CRM, ensuring that users always have access to the most current product information, pricing, and availability.
Automated Quotation Generation
This feature streamlines the process of creating quotations by allowing users to quickly select products from the CRM catalog.
Users can generate professional-looking quotations with pre-filled product details, pricing, and terms, reducing manual entry errors and saving time.
Synchronization Between CRM and Quotation
The module ensures seamless synchronization between the CRM and the quotation system.
This integration keeps product data up-to-date in real time, ensuring that sales teams are always quoting with the most accurate and current product information
- Configured to show product in CRM.
- Add products in CRM.
- Provide a link to the products in quotation based on the products added in the CRM.
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Write a mail to us:
contact@serpentcs.com
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(+91)
98793-54457
(+91)
90334-72982
Visit Our Website:
www.serpentcs.com
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