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Quote-to-Order Follow-up

Name: Quote-to-Order Follow-up
Price: 39 USD

Automatic nudge cadence for unconverted quotations with expiry handling

Odoo 20.0Odoo 19.0Odoo 18.0

Compatible with Odoo 18.0 · 19.0 · 20.0

OPL-1 license · Odoo 18.0, 19.0 & 20.0

Quote-to-Order Follow-up

Automatic nudge cadence for unconverted quotations with expiry handling

Define a follow-up cadence — day 2, day 7, day 14 — and the system automatically nudges every still-open quotation on schedule, logs each touch, escalates as the validity date approaches and marks quotes expired when their deadline passes. Built straight on native Sales, with no external service.

Key Features

Reusable cadences

Ordered steps, each with a day offset, an action (log note, email the customer, schedule a salesperson activity, or e-sign reminder) and an optional email template.

Daily scheduler

A scheduled job walks every open quotation, finds the steps now due and executes them exactly once — a quote is never nudged twice for the same step.

Validity-aware steps

Anchor steps to the quote’s expiry instead of its sent date, and run an expiry sweep that marks overdue quotations and optionally notifies the owner.

Per-quote status & history

Each quotation shows its follow-up status, next-action date, last touch and a full log of every nudge made.

Stop-on-reply & pause

Cadences can stop automatically when the customer replies, and any quote’s follow-up can be paused and resumed on demand.

Manual run & effectiveness report

A “run follow-up now” wizard handles a hand-picked set of quotes, and a report analyses touches, conversions and failed sends.

Screenshots

Cadences

Followup Log

Followup Effectiveness

Run Followup

Quotations Pending Follo

Why Choose This Module

There is no focused quotation follow-up engine in native Odoo. This delivers idempotent, cadence-driven nudging with expiry handling, a complete touch log and effectiveness reporting — no external service, no lock-in.