Lost Opportunity Quotation Control
by Yotta Software Solutions https://yottasoftwaresolutions.com$ 5.71
Yotta Software Solutions
Lost Opportunity Quotation Control
Automatically synchronize quotations with lost CRM opportunities, mark quotations as lost, and manage them with dedicated smart buttons and filters.
Lost Opportunity Quotation Control helps sales teams keep quotations synchronized with the CRM opportunity lifecycle. When a CRM Opportunity is marked as Lost, all related quotations that are still open are automatically marked as Lost Quotation, making it easy to identify and manage quotations that are no longer active.
The module also adds a dedicated Lost Quotations smart button on the Opportunity form, allowing users to quickly view quotations associated with lost opportunities. This eliminates manual updates, improves sales visibility, and keeps the quotation pipeline clean and organized.
Automatic Lost Quotation
Automatically marks related quotations as Lost Quotation when a CRM opportunity is marked as Lost.
CRM & Sales Synchronization
Keeps quotation status synchronized with the CRM opportunity lifecycle.
Lost Quotations Smart Button
Quickly access all lost quotations directly from the Opportunity using a dedicated smart button.
Improved Sales Visibility
Instantly identify quotations linked to lost opportunities for better sales tracking and reporting.
Eliminate Manual Updates
Reduce manual work by automatically updating quotation status when opportunities are lost.
Seamless Odoo Integration
Works seamlessly with the standard Odoo CRM and Sales modules without changing your existing workflow.
Navigate to the CRM pipeline and open the opportunity you want to manage.
Create a quotation directly from the selected CRM opportunity.
Review the quotation linked to the opportunity before proceeding.
Mark the opportunity as Lost by selecting a loss reason and confirming the action.
The related quotation is automatically updated as a Lost Quotation.
A Lost Quotation ribbon is displayed, making inactive quotations easy to identify.
Use the Lost Quotations smart button to view all quotations associated with the lost opportunity.
| Contact Us | https://yottasoftwaresolutions.com/contactus |
| Get Started | https://yottasoftwaresolutions.com/contactus |
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| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Lines of code | 386 |
| Technical Name |
yss_lost_opportunity_quotation_control |
| License | LGPL-3 |
| Website | https://yottasoftwaresolutions.com |
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