How to Convert an Opportunity into a Quotation in Odoo 18 CRM | Odoo 18 New Features | Odoo 18 CRM
1In Odoo 18 CRM, converting a promising opportunity into a formal quotation is a crucial step in the sales process. This guide will walk you through the simple process of converting opportunities into quotations.
Steps Involved:
Identify the Ready Opportunity:
Review your pipeline and identify opportunities that have reached the 'Qualified' or 'Proposal Sent' stage.
Ensure that the opportunity has sufficient details, such as the customer's requirements, budget, and timeline.
Open the Opportunity:
Click on the opportunity to open its detailed view.
Convert to Quotation:
Locate the 'Convert to Quotation' button on the opportunity form.
Click on this button to initiate the conversion process.
Review and Edit Quotation Details:
Odoo will automatically populate the quotation with relevant information from the opportunity, such as the customer details, products or services, and pricing.
Review the quotation details and make any necessary modifications, such as adding or removing products, adjusting quantities, or modifying pricing.
Add any additional terms and conditions or specific requirements to the quotation.
Send the Quotation:
Once you've finalized the quotation, you can send it to the customer via email or print it.
Consider using Odoo's built-in email templates to customize the quotation and add a professional touch.
By following these steps, you can efficiently convert opportunities into quotations and move your sales pipeline forward. This streamlined process helps you close deals faster and improve overall sales efficiency.
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