Sales Quotation Expiry Auto-Action Pro | Odonity
Auto-Cancel, Smart Reminder Emails & Near-Expiry Dashboard
Automatically manage quotation expiry in Odoo. Cancel or archive expired quotations, send reminder emails before expiry, and track all at-risk quotations using a clear dashboard.
Key Features
- Auto-Cancel or Archive Expired Quotations
- 3-Day Reminder Email before expiry
- 1-Day Urgent Reminder Email
- Near-Expiry Dashboard with urgency levels
- Full Chatter Logging of actions
Perfect For
- Sales Teams managing active quotations
- B2B Companies handling quotation workflows
- Sales Managers tracking deal lifecycle
Module Screenshots
Near-Expiry Quotes Dashboard
Quotation Expiry Configuration
3-Day Reminder Email
1-Day Urgent Reminder Email
Chatter Log After Auto Action
Company Settings Configuration
Installation & Usage
- Install like a standard Odoo app
- Configure settings from Sales module
- Set quotation expiry dates
- Automation runs via scheduled actions
Support & Customization
Need assistance or customization?
- Email: [email protected]
- Website: www.odonity.com