Odoo 14 book

Sending Quotations by Email

You can set aside all the traditional ways of dispatching sales quotations with Odoo. Odoo 14 assists you to send quotations by email with a click from the ERP software. This also enables real time discussion through email on the quotation.

Send via mail

A user can send the quotation to the customer just by clicking the Send By Email button on the top.

The quotation can be sent to an individual or a company.

On sending the mail to the customer, the status of mail will be changed from Quotation to quotation sent.

Once the Confirm button is clicked the Quotation status will be changed to Sale Order

Confirming the sales order

Online customer approval on quotation

Online quotation speeds up the process as the client can negotiate with the seller and carry out the approval process with a few clicks.

It can also be a boost to the sales process and can reduce the sales cycle.