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.
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STORY BEHIND THE FEATURES
Odoo has quotation and sales order status but does not propose quotation versioning.
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.
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.
To be installed if the notion of quotation versioning is relevant in your sales order process.
OUR FEATURES AS SOLUTION
Record your revised quotation
HOW TO USE THIS MODULE ?
Create a quotation, send it by email. After sending the quotation, the button Revise Quotation will be shown. Click that button
After clicking Revise Quotation, it records the revised quotation
The revised quotation has additional sequence for version (v1) and the status is archived