Quotation / Sale Excel Report
Easily create, track, and manage revisions of quotations and sale orders in Odoo. View full revision history and maintain complete sales version control. Sale Revision | Quotation Revision | Sale Order Revision | Quotation Version Control | Sale Importable | Sales Versioning | Import Sale Module | Odoo Sales Revision | Sales History Tracking | odoo quotation version control | odoo sale order versioning | odoo quotation revision history | odoo sales document revision | odoo track quotation changes | odoo sales order history | odoo quotation update management | odoo sales version tracking | odoo manage multiple quotations | odoo sales document control | odoo quotation duplicate revision | odoo sales workflow versioning | odoo quotation comparison tool | odoo sales revision automation | odoo quotation change log | odoo sales order revision module | odoo quotation editing history | odoo sales record tracking | odoo version control sales odoo | odoo quotation revision management | odoo sales lifecycle tracking
Filter addresses that can be selected in a Sales Quotation
This app leverages ChatGPT to convert emails, plain text and even tables copied from Excel directly into sales order lines.
Implement approval on quotation
This module transform your sales order process with our Dynamic Multi-Level Approvals. Customize approval hierarchies, track progress in real-time, fortify security effortlessly and elevate overall efficiency.
Append Approval level to quotation workflow: draft->approved->confirmed. The User should be added to the group: Approve quotation, in order to approve the quotation
Quotation Cancel Reason
Auto-remind customers about sent quotations on a schedule, stops on confirm or customer reply.
This module allow your customers to create quotation from website my account/portal page.
Send alerts when quotations are about to expire.
Automatically send email reminders before quotation expiry
This module will add a record to Quotation Expiry Reminder
Automatic follow-up reminder emails for open quotations in Odoo. Configurable rules + email templates + daily cron — chase your quotes and win more deals.
Automate follow-ups for quotations with configurable reminders. Set a threshold in settings to monitor quotations stuck in Quotation state. Triggers email and mail.activity alerts to ensure timely action and conversion. quotation followup odoo, automate quotation reminders odoo, odoo sales followup tool, quotation stuck alert odoo, odoo quotation email reminder, followup activity for quotation odoo, odoo quotation conversion booster, quotation state monitor odoo, odoo sales automation, quotation followup scheduler odoo, odoo mail activity for quotation, odoo sales pipeline reminder, quotation delay alert odoo, odoo quotation tracking, quotation followup configuration odoo, auto followup quotation odoo, odoo crm quotation reminder, quotation followup app odoo, sales quotation workflow. This module create the followup activity for the salesperson when customer open quotation from portal and customer signd the quotation from portal, sale reminder, quotation reminder. . .
Quotation Grouping by Category (XLSX)
Import UBL XML quotation files
Add customizable HTML preamble to quotation PDFs
Allow B2B customers to print/download a quotation from the cart page before checkout