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Enhancing CRM Pipelines Through Sales Estimate Integration

by
Odoo

$ 77.25

v 18.0 Third Party 2
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
• Sales (sale_management)
• Invoicing (account)
Community Apps Dependencies
Lines of code 1468
Technical Name crm_sales_estimate_customer
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 14.0 15.0 16.0 17.0 18.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
• Sales (sale_management)
• Invoicing (account)
Community Apps Dependencies
Lines of code 1468
Technical Name crm_sales_estimate_customer
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 14.0 15.0 16.0 17.0 18.0

CRM Pipeline/Opportunity to Sales Estimate Creation

Create Sales Estimate From CRM Pipeline Odoo App

This app allows your team to create sales estimates from a CRM pipeline/opportunity as shown below screenshots.

Main Features:
  • Allow your sales team to add products on estimate lines on the CRM pipeline form.
  • Allow your sales users to create sales estimates using the button on the CRM form.
  • The sales team can view all the sales estimates from the CRM pipeline / opportunity form.
  • For more details, please watch the video and see the below screenshots.

Edition Compatibility:


Enterprise Odoo.sh Community

CRM Pipeline / Opportunity Form View [Odoo Standard] Estimate Lines, and Create Sales Estimate Button

CRM Pipeline / Opportunity with Create Sales Estimate Wizard

Open Created Sales Estimate List View From Create Sales Estimate Wizard on CRM Pipeline / Opportunity Odoo Standard

Sales Estimate Form View with Set Reference on CRM Pipeline / Opportunity Field as Below

CRM Pipeline / Opportunity with Estimate Lines Set Created Sales Estimate Reference on Sales Estimate Field

CRM Pipeline / Opportunity with Added New Estimate Lines

CRM Pipeline / Opportunity with Create Sales Estimate Wizard

Open Created Sales Estimate List View From Create Sales Estimate Wizard on CRM Pipeline / Opportunity Odoo Standard

Sales Estimate Form View with Set Reference on CRM Pipeline / Opportunity Field as Below

CRM Pipeline / Opportunity with Estimate Lines Set Created Sales Estimate Reference on Sales Estimate Field

CRM Pipeline / Opportunity with Sales Estimate Smart Button

Open Sales Estimate List View From CRM Pipeline / Opportunity

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

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  • Odoo Support

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  • Odoo Customization

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  • Odoo Migration

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  • Odoo Training

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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).

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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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LGPL, MIT, or proprietary licenses similar to this one).

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or modified copies of the Software.

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IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
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