| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 224 |
| Technical Name |
xpt_quotation_followup |
| License | LGPL-3 |
| Website | https://xpedyt.pl |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 224 |
| Technical Name |
xpt_quotation_followup |
| License | LGPL-3 |
| Website | https://xpedyt.pl |
Quotation Follow-up Scheduler
Stop letting confirmed quotations slip through the cracks — automatic reminders keep your sales pipeline moving.
Overview
Every sales team has the same problem: a quotation goes out, the customer never replies, and the salesperson forgets to follow up. Days pass, the opportunity cools, and a potential order quietly disappears from the pipeline.
Quotation Follow-up Scheduler solves this at the source. The moment a quotation is marked as Sent, a follow-up date is scheduled automatically based on a configurable number of days. A daily background cron job then checks for overdue unconfirmed quotations and either creates a to-do activity for the assigned salesperson, sends a reminder email directly to the customer, or both — without any manual effort.
How it works
- Quotation is sent — when a salesperson clicks Send by Email and marks the order as Sent, the follow-up date is set automatically to today plus the configured delay.
- Daily cron runs — every day the scheduler finds all quotations that are still in Sent state, have reached their follow-up date, and have not yet received a reminder.
- Reminder is triggered — depending on settings, the system creates a to-do activity assigned to the salesperson, sends a follow-up email to the customer, or both.
- Flag is set — each quotation is marked as Follow-up Sent to prevent duplicate reminders. The follow-up fields are visible directly on the quotation form.
Follow-up fields on the quotation
A new Follow-up section appears in the Other Info tab of every sale order with three fields:
- Follow-up Scheduled For — the date when the reminder will be triggered. Hidden when follow-up is disabled or no date has been set yet.
- Follow-up Sent — checked once the reminder has been dispatched. Hidden until the reminder is actually sent.
- Disable Follow-up — lets the salesperson opt individual quotations out of the scheduler without changing global settings. Useful for customers who prefer phone contact or already confirmed verbally.
When a quotation is reset to Draft or cancelled, all follow-up fields are cleared automatically so the order is treated as fresh the next time it is sent.
Optional columns in the quotation list
Two optional columns are available in the sales order list view via the column picker (the icon at the far right of the header row):
- Follow-up Date — shown by default; displays the scheduled follow-up date for each quotation at a glance.
- Follow-up Sent — hidden by default; tick it on to see which quotations have already had a reminder dispatched.
Configuration
All settings are found under Settings → Quotation Follow-up.
- Follow-up delay (days) — number of days after sending before a reminder is triggered. Defaults to 7 days if left unconfigured.
- Create activity for salesperson — creates a To-Do activity on the quotation, assigned to the responsible salesperson, with a note referencing the customer name and quotation number.
- Send email to customer — sends a follow-up email directly to the customer using a customisable email template. Only fires when the customer has a valid email address on record.
Both options can be enabled simultaneously. At least one should be active for the scheduler to have any effect.
Follow-up email template
The module ships with a ready-to-use email template that includes:
- The quotation number and a polite call to action.
- A validity date reminder — if the quotation has an expiry date set, the email mentions it automatically.
- The salesperson's name, email address, and phone number in the signature.
The template is fully editable under Settings → Technical → Email → Templates (search for Quotation Follow-up) — adjust the subject line, body, and footer to match your company's tone.
Emails are sent as transactional messages and auto-deleted from the outbox after delivery, keeping the mail queue clean.
Per-quotation opt-out
The Disable Follow-up checkbox on each quotation gives salespersons fine-grained control. When ticked, the scheduler skips that specific order entirely — no activity, no email — regardless of global settings.
This is the recommended approach for VIP customers, ongoing negotiations, or any situation where an automated reminder would be inappropriate. No need to change company-wide settings or create exceptions in code.
Requirements
- Odoo 19
- Module dependency:
sale
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