Adds validation and auto-fills company registry from VAT
Give every company its own CRM and Project kanban stages, plus shared global stages
Lock contacts with a secure PIN to prevent unauthorized changes
Separate contact views for customer, vendor, employees, and system contact
Advanced contact validation - phone formatting, duplicate prevention, mandatory fields, name formatting
Adds the possibility to assign a partner to a group
Advanced Multi-level access control for contact of customers and vendors
The Contacts Approval Addon ensures that all partner records (both customers and suppliers) in the system must be approved before they can be used in any business documents or be searchable. After installation, the addon automatically sets all existing partners as "approved," ensuring they do not need to go through the approval process again. Additionally, unapproved partners cannot be included in sales orders, purchase orders, invoices, or any other transactions, and will not appear in system searches. Once a partner is submitted for approval, an activity notification is sent to the designated approver.
Adds notably the map view of contacts
Crm | Sales | Invoice | Estimate | Cost Estimate | Sale Estimate | odoo cost estimation | product cost calculation odoo | sales quotation estimate | crm cost estimation odoo | odoo pricing estimation | sales cost analysis odoo | estimate report odoo | odoo quotation costing | project cost estimation odoo | odoo sales pricing tool | cost breakdown report odoo | odoo product costing module | crm quotation estimation | odoo invoice estimate | sales margin calculation odoo | odoo cost analysis tool | estimate generation odoo | odoo sales forecasting cost | product price estimation odoo | odoo crm sales estimate | cost report generation odoo | odoo business cost planning | estimate email to customer | odoo quotation report email | sales estimate automation odoo | odoo cost management system | pricing calculation odoo | cost estimation workflow odoo | odoo crm pricing analysis | quotation cost breakdown | odoo sales estimate module | product costing and pricing odoo | odoo cost estimation integration | automated estimate report odoo | odoo sales cost tracking
Cost Sheet/CPQ Based Quotation Generation
This odoo apps helps user to easily create new task with deadline and project name directly from lead.
To integrate CRM with your website or any other software to pass the inquiry
Create Credit Note from CRM Pipeline Form
This Module help in attaching docs in crm.
Generate Purchase order(RFQ) from CRM Opportunity
With this module, you can generate sales order lines directly from CRM. Clicking the 'New Quotation' button in CRM opens the corresponding sale order, preloaded with default order lines that were initially saved in CRM.