Lead/Pipeline Product To Quotation

by
Odoo

16.02

v 13.0 Third Party 24
Live Preview
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 113
Technical Name sh_crm_products_quote
LicenseSee License tab
Websitehttps://www.softhealer.com
Versions 11.0 10.0 15.0 17.0 16.0 12.0 14.0 13.0
You bought this module and need support? Click here!
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 113
Technical Name sh_crm_products_quote
LicenseSee License tab
Websitehttps://www.softhealer.com
Versions 11.0 10.0 15.0 17.0 16.0 12.0 14.0 13.0
Lead/Pipeline Product To Quotation

Currently, in odoo, you can't give information about products inside lead or opportunity. This module will help to get the related product of lead or opportunity/Pipeline you can easily create a new quotation of the related products.

Features


Easy to define product information in lead or opportunity.

You can add direct products in a quotation from lead using the "New Details Quotation" button.

You can see product quantity and price in lead or opportunity/Pipeline.

Easy to install and use it, no more configuration required.

This module saves your important time.

It reduces human efforts.

Version


v13.0.2 (12th August 2021)
  • New Proper Product Description Added In Order Line
v13.0.1 (4th February 2020)
  • Initial Release

v 13.0.2

You can add proper product description in order line.


v 13.0.1

In lead, you can see product list that converted to quotation, it also shows product details like product, description, ordered quantity, unit of measure, unit price.


After that in opportunity or pipeline, you can see product details that converted to quotation, Here we provide the "New Details Quotation" button, that used to automatically add lead or opportunity product detail in the quotation or sales order.


It shows an error if the customer field is empty.


Select customers and press"New Details Quotation" to make direct quotation or sale order, here you can see created quotations at the right side it shows 0(Zero).


After one wizard opens, edit details of the product and click the "save" button.


You can see generated quotations using the "Quotation" button. now it shows 1(one).


You can see the generated quotation with product details.


You May Also Like!


Help & Support

You will get free support and assistance in case of any issues


Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.
There are no ratings yet!
pre-sale question
by
rommel@mansmith.net
on 4/24/22, 3:52 AM

please send demo db before purchasing

Re: pre-sale question
by
Softhealer Technologies
on 4/25/22, 1:58 AM Author

Hello,

kindly please contact our support team by email : support@softhealer.com

Thank you