Quotations wizard generator

by
Odoo

51.86

v 9.0 v 10.0 v 11.0 v 12.0 Third Party
Required Apps Project (project)
Sales Management (sale)
Invoicing (account)
Technical Name sale_quotation_wizard_dt
Websitehttp://www.darbtech.net
Also available in version v 12.0 v 11.0 v 10.0
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Required Apps Project (project)
Sales Management (sale)
Invoicing (account)
Technical Name sale_quotation_wizard_dt
Websitehttp://www.darbtech.net
Also available in version v 12.0 v 11.0 v 10.0

Generate your quotations with a wizard

Standardize your quotes and avoid errors or missing items

Generate a project when confirming sale

Configure the assistant

  • Project type
  • Subtasks
  • Profiles
  • Link Subtasks per Profile
  • Start creating your quotation with the wizard

  • Fill in customer name
  • Fill in the date of the quote
  • Choose the type of project
  • Let the wizard (guide / lead / manage) you to the creation of your quotation

  • Complete and update quantities
  • Generate a project when confirming sale

  • Confirm project creation
  • Your team can now work on generated tasks

  • Let's deliver!
  • For any assistance request, please drop up as mail: support [at] darbtech.net

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