$ 27.34
| Required Apps |
•
Sales (sale_management)
• Invoicing (account) • Discuss (mail) |
| Technical Name |
odoo_sale_estimates
|
| License | OPL-1 |
| Also available in version | 17.0 16.0 |
Introduction
The Sale Estimates to Customer module for Odoo enhances the Sales application by introducing a structured process for creating and managing sales estimates. This feature is particularly beneficial for businesses that require preliminary cost assessments before formal quotations, enabling a more organized and efficient sales workflow.
Key Features
Create and Manage Sales Estimates: Generate detailed sales estimates by selecting products and specifying quantities, allowing for accurate preliminary cost assessments.
Email Estimates to Customers: Send sales estimates directly to customers via email, complete with a professionally formatted PDF attachment, facilitating clear communication.
Convert Estimates to Quotations: Upon customer approval, easily convert estimates into formal sales quotations, streamlining the transition to the next stage in the sales process.
Approval Workflow: Implement an approval process where estimates can be reviewed and approved by designated team members before being sent to customers, ensuring accuracy and consistency.
PDF Report Generation: Automatically generate PDF reports of sales estimates, providing customers with a tangible document for their records.
Integration with Sales and Invoicing Modules: Seamlessly integrate with Odoo's Sales and Invoicing modules, ensuring a cohesive workflow from estimation to invoicing.
Benefits
Enhanced Customer Communication: Provide customers with clear and professional estimates, improving transparency and trust.
Streamlined Sales Process: Simplify the transition from estimates to quotations, reducing administrative workload and potential errors.
Improved Accuracy: Implement an approval workflow to ensure that all estimates are accurate and consistent before being sent to customers.
Professional Documentation: Offer customers well-formatted PDF reports, enhancing the professionalism of your business communications.
Seamless Integration: Benefit from a cohesive workflow that integrates with existing Odoo modules, ensuring efficiency and consistency across business processes.
Compatibility & Technical Details
Required Modules: Sales (sale_management), Invoicing (account), Discuss (mail).
License: Odoo Proprietary License v1.0.
Installation: Simple installation process with no complex configurations required.
Deployment: Compatible with both cloud and on-premise Odoo deployments.
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.