Pipeline Product to Sales Order | CRM Product to Quotation
by BROWSEINFO https://www.browseinfo.com/demo-request?app=bi_crm_product_quotation&version=18&edition=CommunityAvailability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
CRM (crm)
• Invoicing (account) • Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
Lines of code | 134 |
Technical Name |
bi_crm_product_quotation |
License | OPL-1 |
Website | https://www.browseinfo.com/demo-request?app=bi_crm_product_quotation&version=18&edition=Community |
Versions | 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
CRM (crm)
• Invoicing (account) • Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
Lines of code | 134 |
Technical Name |
bi_crm_product_quotation |
License | OPL-1 |
Website | https://www.browseinfo.com/demo-request?app=bi_crm_product_quotation&version=18&edition=Community |
Versions | 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |









CRM Product to Quotation Odoo Apps
Lead-Pipeline Product to Quotation Odoo Apps
Lead-Pipeline Product to Sales Order Odoo Apps
CRM Product to Quotation Odoo App helps users to easily create, manage, and track quotation directly from the pipeline view. This app integrates seamlessly with the CRM, allowing users to add multiple product to lead or pipeline, and create sales quotation directly from the CRM. This makes it easy to create accurate and detailed quotation that are tailored to the specific needs of each customer. In addition, the app allows users to track the quotation from CRM using smart buttons.


Add Products to Lead/Pipeline
Users can add multiple products to CRM lead/pipeline.

Create Sales Quotation from CRM
User can create sales quotation with added product directly from CRM.

Add Products to CRM Pipeline
On CRM lead/pipeline view user can see "Products" tab, here user can add products as per customer need, and click "NEW DETAILS QUOTATION" button to create sales quotation.
Create Sales Quotation
On clicking "NEW DETAILS QUOTATION" button user can see new wizard will open with added products to lead/pipeline and click "SAVE" button.


Create Quotation from CRM
User can see "Quotations" smart button on lead/pipeline and view all created quotations from that.
User can also see all added products to CRM lead/pipeline are added to sale quotations with same price and quantity.


Warning
If customer is not selected on CRM lead/pipeline and click "NEW DETAILS QUOTATION" button then warning will raise.
Version : 18.0.0.0
30 October 2024
Initial release of the app.
Can I Use this module with Odoo Online ?
Do I got free support when I buy an App ?
Do I have to buy module for each version ?
How can I install the module I bought ?
The module I bought doesn't work, What should I do ?

Get Support, For Free!
60 Days Free Support
In case any bugs or issue (Except data recovery)
At BrowseInfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part.

Have Any Question ?
+91-6351620270

Write Email
Sales : sales@browseinfo.in
Support : ticket@browseinfo.in


Must-Have Apps
Best of the Best Apps
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.
Please log in to comment on this module