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Quotation Followup
Automate follow-ups for quotations with configurable reminders. Set a threshold in settings to monitor quotations stuck in Quotation state. Triggers email and mail.activity alerts to ensure timely action and conversion.
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Features
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Features
Configurable Follow-Up Trigger :
Set a custom number of days in settings to monitor sale quotations. Automatically detects sale quotations stuck in Quotation state. Initiates follow-up actions based on defined threshold.
Automated Email Reminders :
Sends timely email alerts for quotations pending too long. Helps sales teams stay proactive and responsive. Reduces the risk of losing potential deals due to delays.
Mail Activity Generation :
Creates mail.activity tasks for overdue quotations. Ensures internal accountability and follow-up tracking. Integrates seamlessly with Odoo’s activity scheduling system.
Easy Settings Integration :
Add and manage follow-up rules directly from Odoo settings. No coding required just configure and activate. Empowers admins to fine-tune quotation workflows.
Screenshot
1) Settings View
Enable the 'Quotation Followup' option and specify the number of days for follow-up reminders.
2) Scheduled Actions view
Here, the user can view the scheduler.
3) Quotation Veiw
Here, the user can view the mail activity linked to the sales quotation.
4) Email View
Here, the user can view the email associated with the quotation.
User Guide
