CRM Product Quotation, Lead Product create Quotation
by DevIntelle Consulting Service Pvt.Ltd https://www.devintellecs.com$ 11.69
| 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 | 234 |
| Technical Name |
dev_crm_product_qutation |
| License | See License tab |
| Website | https://www.devintellecs.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 | 234 |
| Technical Name |
dev_crm_product_qutation |
| License | See License tab |
| Website | https://www.devintellecs.com |
CRM Product Quotation in Odoo
This Odoo application will add product prices on quotations are dynamically fetched based on the customer's assigned pricelist, ensuring that each customer sees their own pricing for the same product. From the CRM lead form, users can click the "Create Quotation" button to generate a quotation. If a quotation already exists and the user adds new lines to the CRM lead, clicking the button again will create a new quotation only for the newly added lines, avoiding duplication of previously quoted items. Additionally, if multiple quotations have already been created from a lead and the user now chooses the "Single Quotation" option, the system will automatically cancel all previous quotations linked to that lead. A new single quotation will then be created, including all existing and new lines from the CRM lead, ensuring everything is consolidated into one updated quotation.
Features
- Product price is fetched based on the customer's assigned pricelist.
- "Create Quotation" button is available on CRM leads.
- Creates a quotation linked to CRM lead lines.
- If new products are added later, only those new lines are quoted again.
- Option to switch to "Single Quotation" mode.
- Switching to "Single" cancels all previous quotations for that lead.
- Creates a new consolidated quotation with all current lines.
Select the 'Quotation Created as Multiple' option, then add products and their quantities. Product prices are automatically fetched based on the customer's assigned pricelist. After Click on the 'Create Quotation' button to generate the quotation.You can view the generated quotation in smart button.
You can view the generated quotation here.
When new products are added to the CRM lead and the 'Create Quotation' button is clicked again, a new quotation is generated only for the newly added lines
You can view the generated quotation in list view.
Then select the 'Single' option and click 'Create Quotation', the system cancels all previous quotations and creates one consolidated quotation containing all lines
You can see that a new quotation has been created
You can see that all previous quotations are canceled, and a new consolidated quotation is created
Version 1.0 | Released on : 13th February 2024
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Is this app compatible with Odoo Enterprise?
- Yes, our app works with Odoo Enterprise as well as Community.
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If need of customization in this app, How can i contact ?
- Please contact us on odoo@devintellecs.com
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Do i get free support?
- Yes, you will get free support for 90days.
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Do i get free updates?
- Yes, you will get free updates for lifetime.
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Do i have to buy this module for each version ?
- Yes, you have to buy this module for each version.
Support
Why Us?
Devintelle Odoo Services
Connect Us
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.
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