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  1. APPS
  2. Sales
  3. Quotation Customer Followup v 18.0
  4. Sales Conditions FAQ

Quotation Customer Followup

by Cybrosys Techno Solutions https://www.cybrosys.com
Odoo
v 18.0 Third Party 305
Download for v 18.0 Deploy on Odoo.sh
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Sales (sale_management)
• Invoicing (account)
Lines of code 158
Technical Name quotation_customer_followup
LicenseAGPL-3
Websitehttps://www.cybrosys.com
Versions 14.0 15.0 16.0 17.0 18.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Sales (sale_management)
• Invoicing (account)
Lines of code 158
Technical Name quotation_customer_followup
LicenseAGPL-3
Websitehttps://www.cybrosys.com
Versions 14.0 15.0 16.0 17.0 18.0
Community

Sending an Email to the Customer with a Delayed Quotation

Quotation Customer Followup

Email Us

Key Highlights

Automated Date Calculation

Expiry date is automatically calculated based on the user's expected days.

Automated Reminder

Automatically email customers if the quotation has expired or the follow-up date has been reached.

Quotation Customer Followup

Are you ready to make your business more organized?
Improve now!

odoo@cybrosys.com +91 9074270811
  • Screenshots
  • Features
  • FAQs
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acc_bg

Provide an option to include email templates and set a Follow-up reminder for a day after sending an initial Quotation to address any irresponsiveness

Template for Quotation Followup.

Automatically verify and address unresponsive Quotations by sending emails on a daily basis.

We can set Quotation Expiry Days in Orders > Customers > Sales & Purchase.

While we can establish a global Expiration Date applicable to all Customers, we also have the option to set a mail template.

Template for Quotation Expiry.

Expiration reminder emails are sent daily for Quotations that are nearing expiry.

Expiry date is automatically calculated based on the user's expected days.

Automatically email customers if the Quotation has Expired or the Follow-up date has been reached.

Can we customize the email template?

Yes, we can customize the email template to fit your needs.

Latest Release 18.0.1.0.0

22nd November, 2024
Add
  • Initial Commit

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