| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Inventory (stock) • Purchase (purchase) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Lines of code | 362 |
| Technical Name |
sdm_crm_to_rfq |
| License | LGPL-3 |
| Website | https://www.netilligence.ae |
| Versions | 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Inventory (stock) • Purchase (purchase) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Lines of code | 362 |
| Technical Name |
sdm_crm_to_rfq |
| License | LGPL-3 |
| Website | https://www.netilligence.ae |
| Versions | 17.0 18.0 |
SDM CRM to RFQ
This module is called “SDM CRM to RFQ”, and it’s built for Odoo, a popular business management software. The main idea of this module is to help companies create a Request for Quotation (RFQ) directly from a CRM lead or opportunity.
GET PERSONALIZED DEMO
Crm Form View New RFQ Button
To Create New RFQ (Request for Quotation) click the button from CRM form view.
create RFQ
After clicking the button the screen shows a form view, confirming that the product, quantity, and price from the sales opportunity were successfully copied to create new RFQ.
RFQ Form View
After clicking create, a new screen shows a form view of RFQ
To View Linked RFQs
Go back to sale opportunity and click the smart button to view linked RFQs to the opportunity
View Created RFQ
List view of the RFQ, to track the dashboard for all Requests for Quotation (RFQs) linked to the CRM.
Create RFQs Directly from CRM Leads
This module allows you to effortlessly generate Requests for Quotation (RFQs) from your CRM leads or opportunities. It connects your sales and purchase flows, helping your team move from inquiry to procurement with just a few clicks. Improve collaboration between sales and purchase departments while maintaining a seamless workflow.
Seamlessly Create RFQs from CRM Opportunities.
The SDM CRM to RFQ module empowers sales teams to initiate purchase processes directly from CRM leads or opportunities. With a dedicated RFQ creation interface, pre-filled order lines, and real-time stock tracking, it bridges the gap between sales and procurement. Improve operational efficiency, reduce manual steps, and enable smooth collaboration between departments — all within Odoo.
FAQ
The module for create rfq based on lines
Products,description,product varient,Quantity,Lead Time,Unit Price
Place the module in your custom addons directory,Update the app list in Odoo.Install the module via the Apps menu.Once installed, go to the Item Requests menu to begin creating requests.
Release 18.0
4rd April, 2025Our Services
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In case any bugs or issue (Except data recovery)
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