| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Inventory (stock) • Invoicing (account) • Sales (sale_management) |
| Lines of code | 74 |
| Technical Name |
eg_crm_opportunity_quotation |
| License | OPL-1 |
| Website | https://www.inkerp.com/ |
| Versions | 15.0 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Inventory (stock) • Invoicing (account) • Sales (sale_management) |
| Lines of code | 74 |
| Technical Name |
eg_crm_opportunity_quotation |
| License | OPL-1 |
| Website | https://www.inkerp.com/ |
| Versions | 15.0 16.0 17.0 18.0 |
CRM Opportunity Quotation
The CRM Opportunity Quotation module enhances the sales process in Odoo by allowing the sales team to create sales quotes and quote lines directly from opportunities. This integration simplifies the workflow, enabling quick and efficient quotation creation while providing real-time stock level insights.
Highlight CRM Opportunity Quotation
Seamless Quote Creation
Automatic Quote Lines
Real-Time Stock Levels
Reference Integration
Features
Screenshots
Support
Service
Features
New Quotation Button
A dedicated button is added to the opportunity form view for quick quotation creation.
Product Line Management
Sales teams can enter product lines on the opportunity, which then translates into corresponding quote lines.
Stock Quantity Visibility
Displays available quantities for products in the quotation tab, helping the sales team make informed decisions.
Screenshot
1) New Quotation Button in Opportunity Form:
This screenshot illustrates the new button added to the opportunity form view, allowing
users to create a quotation quickly.
Navigation : CRM → Reporting → Pipeline
2) Created Quotation from Opportunity:
This image shows an example of a quotation generated directly from an opportunity,
highlighting the automatic creation of quote lines.
Click on the New Quotation smart button in the opportunity form to generate a sales
quote from the selected opportunity.
3) Opportunity Form View:
After creating the quotation, navigate back to the opportunity form to see the linked reference sale order and sale order lines displayed in the product lines section.
User Guide
Suggested Products
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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