User Guide: SmartSales Quotation
Overview
This Odoo app simplifies the sales quoting process by enabling customers to fill in their details, add products dynamically to the quote, and receive an automatic email with an attached quotation report. The app ensures that the correct Pricelist is assigned based on the customer's country selection and creates a customer entry in the Odoo system for future reference. Ideal for businesses that want to streamline the sales quoting and ordering process while offering professional and automated customer interactions.
Hot Features
◆ Customer Details Form
◆ Flexible Product Addition
◆ Automated Customer Record Creation
◆ Quotation Generation
◆ Auto Pricelist Assignment
◆ Email Integration
◆ Multi-Currency Pricing
◆ Quotation Report Attachment
Features
◆ Automatically creates a customer profile in Odoo when a user submits their details.
◆ Users can add any number of products with quantities and specific notes for a personalized quotation.This flexibility enables users to create custom quotations based on individual needs.
◆ Automatically assigns the correct pricelist based on the country of the customer.
◆ Automatically sends an email with the quotation PDF attached, streamlining communication with customers.
◆ Supported in Odoo community and enterprise edition.
Get Quote
- Go to Website >> Get Quick Quote Fill your details
- By click on add button , Users can add multiple products to the quotation with the ability to specify quantities and product-specific notes.
- Click on Submit button user redirect to thank you page.
- After collecting all details, the app generates the customer with all details.
- After collecting all details, the app generates a quotation for the customer with all selected products.
- Go to Technical >> Emails Email is send to the customer when the Quotation is create.
- In the attachment page you can find the attachment.
- Quotation Report
