• Lead/Pipeline Product To Quotation
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  • About Module


    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


    • 1) Easy to define product information in lead or opportunity.
    • 2) You can add direct products in a quotation from lead using the "New Details Quotation" button.
    • 3) You can see product quantity and price in lead or opportunity/Pipeline.
    • 4) Easy to install and use it, no more configuration required.
    • 5) This module saves your important time.
    • 6) It reduces human efforts.

    Versions


    • v13.0
    • v12.0
    • v11.0
    • v10.0

    Installations


    1) You will receive the link to download the zip file of the module please download it.

    2) Extract the zip file, you will see a folder named ‘sh_crm_products_quote’.

    3) Copy and paste this folder inside your Odoo Addons path / Custom Addons Path.

    4) Now, open the odoo as Developer Mode.

    5) Go to Apps menu and click on ‘Update Modules List’, Press Update Button.

    6) In the search bar, search ‘sh_crm_products_quote’.

    7) Click on ‘Install’ to install it.

    Workflow


    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.

    Support

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