Quotation Version
Manage Quotation Version, by recording and archiving old versions and linked all the versions together to easily track the history of a quote from the first quotation to the sales order.
Quotation Version
Manage Quotation Version, by recording and archiving old versions and linked all the versions together to easily track the history of a quote from the first quotation to the sales order.
STORY BEHIND THE FEATURES
Dependencies
Sale Orders Extra Features
ODOO BEHAVIOUR
Odoo has quotation and sales order status but does not propose quotation versioning.
CLUEDOO BEHAVIOUR
Cluedoo propose to manage quotation version in order to track all the versions sent to the customer, keep the history and avoid miscommunication with customer.
MODULE +
Ensure that the confirmed quotation is the good one and not an intermediate version.Give the possibility to come back on an intermediate version without doing double work.
CLUEDOO RECOMMENDATION
To be installed if the notion of quotation versioning is relevant in your sales order process.
OUR FEATURES AS SOLUTION
Revise Quotation
Record your revised quotation
HOW TO USE THIS MODULE ?
1
Create a quotation, send it by email. After sending the quotation, the button Revise Quotation will be shown. Click that button
2
After clicking Revise Quotation, it records the revised quotation
3
The revised quotation has additional sequence for version (v1) and the status is archived
extra info
This module depends to other Cluedoo module, please have a look at:
SALE ADDITIONAL INFO