Odoo 14 Community Edition

Creating Sales Quotations

After converting the lead to an opportunity, now you have to create quotations from the lead window. The image of the window is depicted below.

Odoo 14 CRM Module

Here in this window, you can view all the information about the opportunity that we previously defined. Using this window you can create a new quotation by selecting the New Quotation menu available on the top left corner of the window. You also have the provision to mark the opportunity as won or lost on selecting the respective menu. You can also view the different statuses such as New, Qualified, Preposition, and Won. Now the window is in a New state. On selecting the New Quotation menu you will be showcased with a quotation creation window where you can create a new sales quotation.

Odoo 14 CRM Module

Here you can provide all the required details of the customer such as customer name, invoicing, and delivery address along with the quotation templates and payment terms. The expiration date can be allocated by clicking on the calendar pop-up.

Now you can mention the product on which the lead generation was completed and it can be made under the Order lines Tab. You can also have the provision to add a section and a note along with the product allocation. Moreover, the optional product allocation can be made under the Optional Product tab. Additionally, under the Additional Information tab, the sales, invoicing and delivery details can be allocated.

Odoo 14 CRM Module

providing all the required information, you can click on the save button to save the details. Now the quotation can be sent via email to the customer by clicking on the Send by Email button available in the top left corner of the window. Now you are directed to the window as shown below where the email can be created by default with the email template that you can use to create your own unique designs.

Odoo 14 CRM Module

By sending the email the status will change from quotation to quotation send as shown below image.

Odoo 14 CRM Module

Now you can create a sales order by confirming the quotation.

So far we were discussing how to create sales quotations on the platform and now let us discuss how to generate leads from websites.

location

Calicut

Cybrosys Technologies Pvt. Ltd.
Neospace, Kinfra Techno Park
Kakkancherry, Calicut
Kerala, India - 673635

location

Kochi

Cybrosys Technologies Pvt. Ltd.
1st Floor, Thapasya Building,
Infopark, Kakkanad,
Kochi, India - 682030.

location

Bangalore

Cybrosys Techno Solutions
The Estate, 8th Floor,
Dickenson Road,
Bangalore, India - 560042

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