Cancel & Lost Quotation Reasons
Proposes a list of reasons for canceled quotation and for lost quotations
Cancel & Lost Quotation Reasons
Proposes a list of reasons for canceled quotation and for lost quotations
STORY BEHIND THE FEATURES
ODOO'S FUNCTIONS
Odoo proposes to cancel a quotation without tracking the reasons why.
CLUEDOO'S FUNCTIONS
Cluedoo proposes 1. To make a difference between "cancel" and "lost" and 2. To track the reason behind a cancellation in order to analyze the lost quotations and define some trends and KPIs.MODULE +
To improve, you need to know why you lost previous quotations.
CLUEDOO RECOMMENDATION
Install on 100% of your database, both because it's important to make differences between canceled quotations and lost quotations, and because it's important to track the reason for losing quotations (to improve in the future).
OUR FEATURES AS SOLUTIONS
Cancel Reason
Lost Reason
HOW TO USE THIS MODULE
1
Create a quotation and cancel the quotation. It will show the wizard to provide the cancel reason, as well as any notes you may have.
The cancel reason will be tracked on messaging.
2
Click "Lost" on a quotation. It will show the wizard to provide the lost reason, as well as any notes you may have.
The lost reason will be tracked on messaging.
Lost button will only appear before the order is confirmed.
The lost reason will be tracked on messaging.
Lost button will only appear before the order is confirmed.
3
Lost and canceled quotations will be recorded on the Lost / Cancel quotations menu.
