Business Requirement Deliverable - CRM

Create your sales quotations directly from the Business Requirements deliverables

Technical Name:
business_requirement_deliverable_crm
License:
Author:
Elico Corp
  • Odoo Version

License: AGPL-3

Business Requirement Deliverable CRM

Introduction

This module is part of a set of modules (Business Requirements)

This module adds integration between the CRM and Business Requirement model:

  • Possibility to link a CRM opportunity to a Master project
  • Possibility to create a Sales Quotation based on the BR from a Master Project

Configuration

Button to create the SQ in the opportunity is available for sales user or manager

Usage

  1. Link your master project in the CRM lead
  2. Create one or several BR with deliverable lines in the master project.
  3. Click on the button "Generate Quotation from Business Requirement" in the Opportunity
  4. Select update existing or create new one
  5. A quotation is created/updated based on the deliverable lines from all the BR related to the master project
Try me on Runbot

Known issues / Roadmap

  • Integration with online quotation: add the quotation template in the wizard (currently a workaround is to generate first the quotation, add the template and then regerenate the quotation)

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed feedback.

Credits

Contributors

Maintainer

Odoo Community Association

This module is maintained by the OCA.

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

To contribute to this module, please visit https://odoo-community.org.