Quotation Version

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    STORY BEHIND THE 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