| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Sales (sale_management) • Invoicing (account) |
| Lines of code | 173 |
| Technical Name |
quotation_customer_followup |
| License | AGPL-3 |
| Website | https://www.cybrosys.com |
| Versions | 14.0 15.0 16.0 17.0 18.0 19.0 |
Supports:
Community
Availability:
Odoo Online
Odoo.sh
On Premise
Read Blog
Dive into our comprehensive blog posts covering the latest in cybersecurity trends and insights.
Video Tutorial
Watch our detailed video demonstrations and tutorials on YouTube for hands-on learning.
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.
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.
Our Features
01
Expiry date is automatically calculated based on the user's expected days.
02
Automatically email customers if the Quotation has Expired or the Follow-up date has been reached.
Frequently Asked Questions
Can we customize the email template?
Yes, we can customize the email template to fit your needs.
Latest Releases
Latest Release 19.0.1.0.0
Add
Initial Commit
Please log in to comment on this module