
Sales Quotation from CRM Opportunity Extended: what to validate before go-live
Create Sales Quote and Sales Quote Lines from Opportunity in Odoo
This app allows your Sales team
This app allows your Sales team / CRM Team to add products / Items on CRM Opportunity and create sales quotes using it.
It allows the sales team to
It allows the sales team to enter product lines on opportunity and while creating quotes it will create quotation lines based on it.
During entering product lines on Products
During entering product lines on Products for Quotation tab we are also showing Qty on hand so that Sales team can have ideas about stock level.
Button to Create Quotation on Opportunity
Button to Create Quotation on Opportunity Form View.
After creating the quotation system will
After creating the quotation system will show Reference Sale order and Sale Order Line on Opportunity product lines.
Conclusion
Sales Quotation from CRM Opportunity Extended is built for teams that want Odoo workflows they can validate on probuseappdemo.com before production rollout.
Start with one realistic scenario, then expand training once stakeholders see the same data in backend and on mobile or portal where applicable.
Before go-live, test Sales Quotation from CRM Opportunity Extended with one realistic document flow on probuseappdemo.com so sales, operations, and finance see the same data.
Sales Quotation from CRM Opportunity Extended is designed so day-to-day work and management reporting stay on one Odoo database instead of scattered spreadsheets.
Get in Touch Today
WhatsApp: +91 960 111 9434 | +91 787 454 3092
Email: contact@probuse.com
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