Send Quotation Request - Websiteby Probuse Consulting Service Pvt. Ltd. https://www.probuse.com
Sales Management (sale)
• Website Builder (website)
• Invoicing (account)
|License||See License tab|
|Also available in version||v 14.0 v 12.0 v 13.0 v 11.0 v 8.0 v 10.0|
Website Quotation Reminder - Recurring
This module allows to create quotation from website by sending reminder email to customers every month on specific dates (Day can be configured on customer form.). Customer will get link and on click of that link customer will redirect to website (See below screenshot for more details.) and select products (Max 10 order lines can be selected on one order for different products.).
Configuration On Customer Form
This customer form allow user to first set whether company want to send email to customer for quotation. If option to Send Email Quotation is checked then it will allow user to setup which day of the month email should be send to notify user to create quote from website.
Scheduler - Send Email to Customers
Everyday scheduler will run and check for customers who have been setup for reminder and send email accordingly to customer email address.
Customer Request to Create Quote - Email
On selected day of month customer will get the reminder email. This email contains the link of quotation create form on website.
Website Quotation Screen
After clicking on above link from email, customer can select products and quantity. Clicking submit button will create sales quotation in Odoo backend and send notification email to sales manager and Thank you email to customer.
Thank You Email to Customer
Customer will receive email notification and thanks email.
Nofity - Sales Manager
When quotation will create from website by customer that time sales manager will be inform by email.
Odoo Quotation - Backend
Quotation will be created in Odoo backend after customer submit the form from website.
Contact / Support
If you need any help or want more additional features,
you may contact us through e-mail at
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