Cancel & Lost Quotation Reasons

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Proposes a list of reasons for canceled quotation and for lost quotations

US$ 0,00 0.0 USD US$ 0,00 hors TVA

US$ 0,00 hors TVA

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    Conditions générales
    Garantie satisfait ou remboursé de 30 jours
    Expédition : 2-3 jours ouvrables

    Cancel & Lost Quotation Reasons

    Proposes a list of reasons for canceled quotation and for lost quotations

    US$ 0,00 0.0 USD US$ 0,00 hors TVA

    US$ 0,00 hors TVA

    Not Available For Sale

      Cette combinaison n'existe pas.

      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.
       


      3

      Lost and canceled quotations will be recorded on the Lost / Cancel quotations menu.