Lost Opportunity Quotation Control
by Yotta Software Solutions https://yottasoftwaresolutions.com$ 5.77
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are still open are automatically marked as Lost Quotation, making it easy to identify and manage quotations that are no longer active.The module also adds a dedicated Lost Quotations smart button on the Opportunity form, allowing users to quickly view quotations associated with lost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.
In the standard Odoo CRM workflow, users can still create quotations even after an opportunity has been marked as Lost. This can lead to unnecessary quotations, inaccurate sales records, and inconsistencies in the sales process.
The Lost Opportunity Quotation Control module prevents this by automatically blocking quotation creation and confirmation for opportunities marked as Lost. It helps maintain clean CRM data, enforces a structured sales workflow, and ensures that sales teams only generate quotations for active opportunities.
Recover More Sales Opportunities with Smart Quotation Control
Prevent valuable quotations from being lost by automatically managing quotation access for lost opportunities. Improve sales discipline, protect customer relationships, and increase the chances of winning business-all seamlessly integrated with Odoo CRM and Sales.
Prevent Accidental Quotation Creation
Control Lost Opportunities
Automatically restrict quotation creation for opportunities marked as Lost, ensuring sales teams follow the correct business process.
Recover Opportunities Before Selling
Reopen Before Quoting
Require users to restore lost opportunities before creating new quotations, encouraging proper opportunity management and follow-up.
Improve Sales Process Compliance
Enforce CRM Best Practices
Ensure every quotation is linked to an active sales opportunity, keeping your CRM pipeline clean, accurate, and well-organized.
Reduce Duplicate Quotations
Avoid Unnecessary Sales Documents
Prevent duplicate or unnecessary quotations from being created for opportunities that have already been marked as lost.
Better Sales Visibility
Track Every Sales Decision
Maintain complete visibility into why opportunities were lost and when they were reopened before new quotations are generated.
Increase Win Rates
Focus on Qualified Opportunities
Help sales teams concentrate on active and recoverable opportunities instead of creating quotations for inactive leads.
Protect Customer Relationships
Maintain Professional Sales Communication
Avoid sending unexpected quotations to customers after an opportunity has been closed as lost, ensuring a more professional sales process.
Seamless CRM & Sales Integration
Works Natively with Odoo
Integrates directly with Odoo CRM and Sales workflows without modifying your existing quotation or opportunity management process.
Enterprise-Ready Opportunity Management
Smarter Sales Control
Ideal for businesses that want stronger governance over quotations, improved sales discipline, and more reliable CRM data while minimizing manual oversight.
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.
See Opportunity Quotation Control flow before installing
Lost Opportunity Quotation Control prevents users from creating or confirming quotations for CRM opportunities marked as Lost. It ensures a controlled sales process, eliminates invalid quotations, and maintains accurate CRM data.
+ Block Quotations for Lost Opportunities
+ Automatic Opportunity Status Validation
+ Prevent Invalid Sales Process
+ Instant Validation Messages
+ Maintain Accurate CRM Records
+ Seamless Odoo CRM Integration
+ Role-Based Access Control
+ Improve Sales Process Efficiency
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 | OPL-1 |
| Website | https://yottasoftwaresolutions.com |
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