Skip to Content
Menu

Lead/Pipeline Product To Quotation

by
Odoo

17.12

v 18.0 Third Party 26
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Invoicing (account)
Lines of code 142
Technical Name sh_crm_products_quote
LicenseOPL-1
Websitehttps://www.softhealer.com
Versions 10.0 11.0 12.0 13.0 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 CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Invoicing (account)
Lines of code 142
Technical Name sh_crm_products_quote
LicenseOPL-1
Websitehttps://www.softhealer.com
Versions 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0
logo
Days Free Support
365
Counter box img
Custom Apps
1300+
counter box img
top seller of odoo marketplace
counter box img
Happy Customer
8987+
counter box img
Year Of Experience
9+
counter box img
countries
50+
counter box img
Talented healers
100+
counter box img
Industries Served
45+
counter box img
Odoo Community Implementation
200+
counter box img
Odoo Enterprise Implementation
45+
counter box img
Best partner Nominee
2024
counter box img
Branches
4
counter box img

Demo support@softhealer.com
Support support@softhealer.com
Customization sales@softhealer.com
logo
Community Enterprise Odoo.sh

Lead/Pipeline Product To Quotation

heading

Currently, in odoo, you can't give information about products inside lead or opportunity. This module will help to get the related product of lead or opportunity/Pipeline you can easily create a new quotation of the related products.

Features

heading
  • Easy to define product information in lead or opportunity.
  • You can add direct products in a quotation from lead using the "New Details Quotation" button.
  • You can see product quantity and price in lead or opportunity/Pipeline.
  • Easy to install and use it, no more configuration required.
  • This module saves your important time.
  • It reduces human efforts.

You can add proper product description in order line.


In lead, you can see product list that converted to quotation, it also shows product details like product, description, ordered quantity, unit of measure, unit price.


After that in opportunity or pipeline, you can see product details that converted to quotation, Here we provide the 'New Details Quotation' button, that used to automatically add lead or opportunity product detail in the quotation or sales order.
It shows an error if the customer field is empty.


Select customers and press'New Details Quotation' to make direct quotation or sale order, here you can see created quotations at the right side it shows 0(Zero).


After one wizard opens, edit details of the product and click the 'save' button.


You can see generated quotations using the 'Quotation' button. now it shows 1(one).


You can see the generated quotation with product details.


Version 18.0.1 | Released on : 30th September 2024

Initial Initial Release.
  • Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
  • Yes, we provide free support for 100 days.
  • Yes, you will get free update for lifetime.
  • No, you don't need to install addition libraries.
  • Yes, You have to download module for each version (13,14,15) except in version 12 or lower.
  • No, this application is not compatible with odoo.com(odoo saas).

Multi-Languages

heading
We have added some predefined languages (English, German / Deutsch, Arabic, Spanish / Español, French / Français, Chinese) in the module. If you want to add other languages, you can contact us at support@softhealer.com . We use Google Translator tools for multiple languages, so possible translations may not be accurate. We welcome suggestions to make the translations more accurate at support@softhealer.com.

english germany arab spanish Chinese French

You May Also Like

heading

Most Demanded Apps

heading
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.

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.
There are no ratings yet!
can in pivot view group by product?
by
adi bagus malik
on 12/8/24, 5:45 AM

Hello

Can the module in pivot view, group and filter by product?

Thanks

Re: can in pivot view group by product?
by
Softhealer Technologies
on 12/9/24, 11:24 PM Author

Hello,

I hope you're doing well!

Thank you for your request. Please reach out to our support team at support@softhealer.com for assistance with this matter. They will be able to provide the help you need.

Additionally, you can take a demo of the module to explore it by yourself before making a purchase.

Best regards,
Team Softhealer