Sale Estimates to Customer | Sales Proposal | Product/Service Estimate
by Probuse Consulting Service Pvt. Ltd. http://www.probuse.com$ 57.10
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Invoicing (account) • Discuss (mail) |
| Lines of code | 1242 |
| Technical Name |
odoo_sale_estimates |
| License | See License tab |
| Website | http://www.probuse.com |
| Versions | 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
Sales Estimates to Customer | Estimated Sale Price for Customer
Estimated Costs for Customer | Estimated Sale Price for Customer
Detailed Estimate for Customer Approval | Manage Sales Estimates
This application provides a comprehensive solution for generating and managing sales estimates. Users can easily create detailed sales estimates and send them directly to customers via email, with the corresponding PDF report automatically attached for reference. Furthermore, the system offers a seamless workflow by allowing users to convert sales estimates into official sales quotations with just a few clicks. This functionality is demonstrated in the screenshots provided below and also in the video in live preview.
Key Functionalities of Sales Estimation Module
- Create and Send Sales Estimates:
- Empower your sales team to create detailed sales estimates by selecting products on estimate lines and sending them to customers via email with a PDF report attached.
- Convert Estimates to Sales Quotations:
- Seamlessly generate official sales quotations directly from the sales estimate once the customer confirms or approves the estimate.
- Pre-Quotation Estimation Workflow:
- Ideal for scenarios where you prefer to send an estimate before issuing a formal sales quotation, helping customers make informed decisions in advance.
- Approval Workflow:
- Includes an internal approval process for sales estimates, allowing your team to review and approve estimates before proceeding ensuring control and consistency.
- PDF Report Generation:
- Instantly generate and print a professional PDF report of the sales estimate for record keeping or customer communication.
- User-Friendly Interface:
- Easy to use sales estimate form with an intuitive layout for managing, editing, and tracking customer estimates efficiently.
- Visual Guidance:
- Step by step guidance through screenshots and an instructional video to help users understand and utilize the app effectively.
Key Notes (Detailed Overview):
- Sales Estimate Creation:
- The app empowers your sales team to create detailed sales estimates tailored to each customer. Users can conveniently select products and services, adding them as individual estimate lines to build a comprehensive estimate.
- Direct Sales Quotation Generation:
- Once a sales estimate is approved, the system allows users to instantly generate a sales quotation from the estimate form. This streamlined process reduces duplication of effort and ensures continuity in the sales cycle.
- Estimate Sending to Customers:
- Sales estimates can be sent directly to customers via email for their review and approval. Each email includes the attached PDF version of the estimate, making communication clear and professional.
- Estimate Approval Workflow:
- A built-in approval workflow enables internal review and authorization of sales estimates before further action is taken. This ensures that only verified and approved estimates are sent to customers or converted into quotations.
- Sales Estimate Workflow Integration:
- The estimate form includes an integrated workflow to visually guide users through the processâfrom draft creation, internal approval, customer sending, to quotation conversionâas depicted in the provided screenshots.
- Seamless Transition from Estimate to Quotation:
- Once a customer approves an estimate, users can convert it into a formal sales quotation with a single click. This seamless transition minimizes manual input and speeds up the sales cycle.
- User Friendly Interface:
- Designed with usability in mind, the interface is clean, intuitive, and easy to navigate. Sales
Edition Compatibility:
Enterprise Odoo.sh Community
Display the "Estimates" Menu in the Sales App
Sales Estimates List View
Empty Sales Estimate Form View
Sales Estimates Form View
Sales Estimate in Draft Status
Sales Estimate in Confirmed Status
Sales Estimate Approved by Sales Manager
Sales Estimate Email Composer
Example Email Template for Sales Estimates
Sales Estimate Creation: Set Quotation Reference
Quotation Generated from Sales Estimate
Print Sales Estimate
PDF Report: Sales Estimate
Kanban View: Sales Estimates
Calendar Overview of Sales Estimates
Pivot Analysis of Sales Estimates
Bar Chart Analysis of Sales Estimates
Line Chart Analysis of Sales Estimates
Pie Chart Analysis of Sales Estimates
Activity Overview for Sales Estimates
Sales Estimate Form with Sections and Notes
Sales Estimate Report with Sections and Notes
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
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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). 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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