Community
Enterprise
Odoo.sh

Quotation Expiry Date Reminder

Automated Email Notifications are Sent to Customers to Remind them of the Impending Expiration Date of Their Quotation.

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Overview

This module will assist in sending an email to a customer whose quotation has recently expired. and follow-up mail to the late quotation customer.

Configuration

No additional configuration required

Features

Community, Enterprise & Odoo.sh Support

Available in Odoo 14.0 Community Enterprise and Odoo.sh.

Expiry Date is Calculated Automatically Based on the User's Expected Days.

We Ccan set expected days and mail template in General Settings

Sending Emails Every Day

Option for sending an email to a customer whose quotation has recently expired. and follow-up mail to the late quotation customer.

Screenshots

Set Expiry Days and Email Template in General settings

We have the option to set a global expiration date that applies to all customers. Additionally, we can customize mail template for the mail.

Follow-up Email Sending

Automatically checks irresponsible quotations and sends mail every day.

Set Expiry Days in Customer Form View

We can set quotation expiry days in Order -> customer -> sale&purchase.

Expiry mail sending

Expiry emails are sent every day based on whose quotation will expire soon.

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