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.
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