Odoo Sale Estimate to Customer click 'Estimates' to proceed. Sales estimates are displayed in the list view. Select a customer, choose a sales team, select products, adjust quantity, and apply discounts based on preference. Upon clicking 'Send by Email,' a popup shows; click the send button to dispatch the email. Display the 'Estimate Sent' status post-email, then click the settings icon to save the PDF via 'Print Estimate Order'. The sales estimate is available for viewing as a PDF. After confirming, the sales estimate changes to confirmed status; then click the approve button. Click the approve button to set the sales estimate to approved status, then select 'Create a Quotation’. Link the sales quotation reference to the created sales estimate, then click 'Quotation'. Quotation successfully created based on the estimate. Navigate to the Other Info tab and view the source document in the Tracking section. After validating the order, indicate the 'Done' status. View sales estimates in Kanban format. Bar chart view of sales estimates. Line chart view of sales estimates. Graphical representation of sales estimates in a pie chart. Sales estimates are presented in a calendar view. Overview of sales estimates in activity. Send an email for details and check the attachment for additional estimate information.
Odoo Sale Estimate to Customer
click 'Estimates' to proceed.
Sales estimates are displayed in the list view.
Select a customer, choose a sales team, select products, adjust quantity, and apply discounts based on preference.
Upon clicking 'Send by Email,' a popup shows; click the send button to dispatch the email.
Display the 'Estimate Sent' status post-email, then click the settings icon to save the PDF via 'Print Estimate Order'.
The sales estimate is available for viewing as a PDF.
After confirming, the sales estimate changes to confirmed status; then click the approve button.
Click the approve button to set the sales estimate to approved status, then select 'Create a Quotation’.
Link the sales quotation reference to the created sales estimate, then click 'Quotation'.
Quotation successfully created based on the estimate.
Navigate to the Other Info tab and view the source document in the Tracking section.
After validating the order, indicate the 'Done' status.
View sales estimates in Kanban format.
Bar chart view of sales estimates.
Line chart view of sales estimates.
Graphical representation of sales estimates in a pie chart.
Sales estimates are presented in a calendar view.
Overview of sales estimates in activity.
Send an email for details and check the attachment for additional estimate information.

Odoo Sale Estimate to Customer

$35.00
Tax excluded

The Sales Estimate app for Odoo streamlines creating, sending, and managing sales estimates for your customers. This app allows admins and company users to generate detailed sales estimates, adjust product quantities, apply discounts, and send estimates via email with PDF attachments. It simplifies communication and approval processes, enabling seamless transitions from estimates to sales quotations and orders. Additionally, the app provides versatile viewing options such as Kanban, pie charts, and bar charts for efficient tracking.

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Description

Odoo Sale Estimate to Customer

Key Features:

  • Dynamic Sales Estimate Creation:- Admin can create comprehensive sales estimates by adding multiple products, adjusting quantities, and applying product-specific discounts. 
  • Email Communication with PDF Attachments:- Once a sales estimate is prepared, it can be emailed to the customer with a detailed PDF.
  • Estimate Approval Process:- After the customer reviews an estimate, the company user can confirm it and the admin can approve it. If necessary, estimates can be reset to default to reflect any updates, and resent to the customer via email for approval.
  • Seamless Transition to Sales Quotation and Order:- Once customer approval is obtained, the admin can effortlessly generate a sales quotation, followed by a sales order, from the sales estimate.
  • Comprehensive Record-Keeping:- The app maintains accurate records of sales estimate numbers and their corresponding quotation numbers and sales order numbers.
  • Versatile Viewing Options:- Admin can view estimates through various graphical interfaces like Kanban, pie charts, and bar charts.

Benefits:

  • Enhanced sales process management
  • Improved customer communication
  • Flexible estimate adjustment
  • Streamlined approval workflow
  • Efficient record tracking
  • Insightful data visualization

Steps:

  • Go to Sales -> Orders -> Estimates, and Click on 'Estimates' to continue.
  • Generate new estimates.
  • Choose a customer, select the sales team, select products, modify the quantity, and apply discounts per your preference.
  • Click 'Send by Email' to email the document, then use the settings icon to print the estimated order as a PDF.
  • Confirm the estimate, then approve it and create a quotation.

Product Details

WBL-ODOO-084

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