CRM Pipeline to Event and Sales Estimate

$ 469.78

v 18.0 Third Party 1

Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• CRM (crm) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Sales (sale_management) • Invoicing (account) • Inventory (stock) • Project (project) • Purchase (purchase) • Employees (hr)
Community Apps Dependencies	Show • Enhancing CRM Pipelines Through Sales Estimate Integration • Event Management for Event Organiser • Sale Estimates to Customer \| Sales Proposal \| Product/Service Estimate • Project Job Costing (Contracting) and Job Cost Sheet for Construction • Requisitions Material Stock and Purchase by Employees • Sales Job Cost Estimation: Materials, Labour, and Overhead
Lines of code	8270
Technical Name	`event_organizer_crm_estimate`
License	See License tab
Website	http://www.probuse.com
Versions	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) • Inventory (stock) • Project (project) • Purchase (purchase) • Employees (hr)
Community Apps Dependencies	Show • Enhancing CRM Pipelines Through Sales Estimate Integration • Event Management for Event Organiser • Sale Estimates to Customer \| Sales Proposal \| Product/Service Estimate • Project Job Costing (Contracting) and Job Cost Sheet for Construction • Requisitions Material Stock and Purchase by Employees • Sales Job Cost Estimation: Materials, Labour, and Overhead
Lines of code	8270
Technical Name	`event_organizer_crm_estimate`
License	See License tab
Website	http://www.probuse.com
Versions	15.0 16.0 17.0 18.0

Description
License

Generate Events and Sales Estimates Directly from CRM Pipeline Opportunities

Streamlined Event and Sales Estimate Generation from CRM Opportunities in Odoo

CRM, Event, and Sales Estimate Integration Odoo App

This app enables your team to seamlessly create events and sales estimates directly from CRM pipeline opportunities, streamlining workflow and improving efficiency, as demonstrated in the screenshots below.

Key Features:

Create Events from CRM Pipeline/Opportunities: Allows your sales team to create events directly from CRM pipeline opportunities, provided they have the necessary event creation permissions.
Link Events and Sales Estimates: Enables the creation of sales estimates from CRM opportunities, automatically passing the CRM reference to both the sales estimate and event.
Reference Passing Between CRM, Sales Estimates, and Events: Ensures that both event and sales estimate references are properly linked and passed through the CRM pipeline, ensuring seamless data flow across records.
For more details, please refer to the video and screenshots below.

Edition Compatibility:

Enterprise Odoo.sh Community

Odoo CRM Opportunity Form View with "Create Event" and "Create Sales Estimate" Buttons

CRM Opportunity : Event Creation Wizard Interface

Odoo Standard Event Kanban View Opened from CRM Opportunity Event Wizard

Odoo Standard Event Form View with Linked CRM Opportunity Reference

Odoo Standard CRM Opportunity Form with Linked Event Reference

Create Sales Estimate Wizard from CRM Opportunity with Linked Event Field

Sales Estimate List View Opened After Creation from CRM Opportunity

Sales Estimate Form View Showing Linked Event Reference

Odoo Standard CRM Opportunity with "Events" Smart Button

View Related Events in Kanban Layout from CRM 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

Odoo Support

Odoo Customization

Odoo Migration

Odoo Training

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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