| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Lines of code | 317 |
| Technical Name |
nx_sale_validity_reminder |
| License | LGPL-3 |
| Website | https://nexeerp.com |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Lines of code | 317 |
| Technical Name |
nx_sale_validity_reminder |
| License | LGPL-3 |
| Website | https://nexeerp.com |
| Versions | 18.0 19.0 |
Quotation Expiry Reminder
Never lose a deal due to an expired quote. Automatically notify sales teams and customers before validities lapse.
Powerful Features Supported
Configurable Reminders
Set automated reminders 3 days, 1 day, or on the exact day of quote expiry. Tailor intervals to your sales cycle.
Targeted Emails
Send separate, customized email templates to your internal salespeople and directly to the customer.
Team-Based Settings
Configure distinct reminder schedules differently for each internal sales team to match their specific workflows.
Chatter Integration
Maintain complete transparency. Every automated reminder sent is automatically logged in the quotation's chatter.
Actionable Dashboard
Get a bird's-eye view with a built-in dashboard highlighting all quotations expiring within the next 7 days.
Bulk Sending
Need manual intervention? Easily select multiple quotations and trigger bulk reminders instantly.
Close More Deals with Timely Follow-ups
Automate your expiration tracking and prevent leads from going cold. Enhance your sales workflow today.
Need Assistance?
We're here to help you get the most out of your Odoo ERP system.
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