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Repair Service - Estimation

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Required Apps • Sales (sale_management)
• Contacts (contacts)
• Discuss (mail)
• Invoicing (account)
Community Apps Dependencies sync_helpdesk
Technical Name sync_helpdesk_sale_quote
License OPL-1
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Technical Name sync_helpdesk_sale_quote
License OPL-1

Introduction

This Odoo module bridges support and sales by allowing helpdesk staff to create sales quotations directly from helpdesk tickets. It transfers relevant ticket information to the sales quotation, ensuring continuity in the customer journey and streamlining internal workflows from issue reporting to sales estimation.

Key Features

  • Enable creation of sales quotation directly from helpdesk ticket interface

  • Transfer ticket details automatically into the quotation for accuracy

  • Support creation of multiple sales quotes from a single ticket, skipping duplicates

  • Display sales order or quotation reference within the helpdesk ticket to maintain linkage

Benefits

  • Enhances collaboration between support and sales teams within Odoo

  • Reduces data entry by carrying ticket information directly into quotations

  • Speeds up issue-to-sale conversion through streamlined workflows

  • Improves transparency with linked references between tickets and quotes

Compatibility & Technical Details

  • Technical Name: sync_helpdesk_sale_quote

  • License: Odoo Proprietary License (OPL-1)

  • Required Modules:

    • Sales (sale_management)

    • Contacts (contacts)

    • Discuss (mail)

    • Invoicing (account)

    • Repair Service – Ticket Management extension

  • Installation Steps:

    1. Ensure all dependencies (Sales, Contacts, Discuss, Invoicing, and Ticket Management) are installed in Odoo.

    2. Install this estimation extension module in your Odoo system.

    3. Use the helpdesk ticket form to fill in quote details and create associated sales quotations.

    4. View and manage linked quotes directly from helpdesk tickets for efficient workflows.

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.