| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Sales (sale_management) • Invoicing (account) |
| Lines of code | 221 |
| Technical Name |
sale_quote_followup |
| License | LGPL-3 |
| Website | https://github.com/dzakwanrobbani/odoo-apps |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Sales (sale_management) • Invoicing (account) |
| Lines of code | 221 |
| Technical Name |
sale_quote_followup |
| License | LGPL-3 |
| Website | https://github.com/dzakwanrobbani/odoo-apps |
Never Lose a Quote Again
Auto-schedule three follow-up activities the moment a quotation is sent. Pending follow-ups close themselves when the order is confirmed or cancelled. Zero setup. 100% free.
LGPL-3 Odoo 19 CE & EE
What it does
- Auto-creates 3 follow-up activities when you click "Send by Email" on a quotation.
- Configurable intervals — default day +2, +5, +10.
- Auto-cleanup — activities close themselves when the order is confirmed or cancelled.
- Manual button — "Schedule Follow-Ups" on the quotation form for one-click rescheduling.
- Configurable activity type — defaults to "Call", change to anything in Settings.
- No external dependencies — pure Odoo, no Python packages to install.
Screenshots
1. Three follow-ups in the chatter, scheduled automatically
2. Settings panel — configure your own intervals
3. Manual "Schedule Follow-Ups" button
4. Auto-cancel when the order is confirmed
5. My Activities — salesperson view
6. Before / after comparison
Installation
- Place this module folder in your Odoo addons path.
- Restart Odoo and update the apps list.
- Install Sales Quotation Follow-Up Activities.
- Optionally adjust intervals in Settings > Sales > Quotations.
Support
This is a free, community-supported module released under LGPL-3. Issues and pull requests are welcome on GitHub.
Sales Quote Follow-Up
Auto-schedules three follow-up activities the moment an Odoo quotation is sent. Pending follow-ups auto-close when the order is confirmed or cancelled. Zero setup, works out of the box.
Features
- Auto-creates 3 follow-up activities on quotation send (default day +2, +5, +10).
- Auto-closes pending follow-ups when the order is confirmed or cancelled.
- Per-database configuration under Settings > Sales > Quotations.
- Manual Schedule Follow-Ups button on the quotation form.
- LGPL-3, no external dependencies.
How it works
When a user clicks Send by Email on a quotation, three mail.activity records are scheduled on the order at day +N1, +N2 and +N3 (default 2 / 5 / 10). Activities are tagged with the [SQF] marker in their summary so they can be identified and cleaned up later. When the order is confirmed or cancelled, every [SQF]-marked activity on that order is closed with a corresponding feedback message.
The Schedule Follow-Ups button on the form replaces any existing auto follow-ups, making it idempotent.
Configuration
Open Settings > Sales > Quotations and locate the Auto Follow-Up on Sent Quotations section. Intervals must be positive and strictly increasing. The settings page validates this on save.
Compatibility
- Odoo 19.0 Community and Enterprise.
- Requires at least one mail.activity.type to exist.
License
LGPL-3.
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