Follow up unanswered quotations automatically in Odoo Community: friendly emails, call reminders for the salesperson, expiry warnings, all logged on the quotation.
No reviews yet0 salesby TAQNIXUpdated Oct 23, 2026
Quotation Follow-up does the remembering in Odoo Community.
Everything that was sent: the date, the customer, the rule, the amount and the result; customers without an email are flagged.
31 automated tests: the due dates, the rules, one follow-up per day, pause, minimum amount, skipped cases, the manual follow-up and the access rights.
Illustrated guide in English and Arabic and an Arabic translation of the module, with the email templates.
Odoo 19.0 Community with Sales.
The files in the archive you can download after you buy.
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Install and use it in a few lines.
rule = env['taqnix.followup.rule'].create({'name': 'Second reminder', 'trigger': 'after_sent', 'days': 5, 'action': 'both',
'template_id': template.id, 'activity_summary': 'Call about the quotation', 'min_amount': 1000})
env['taqnix.followup.rule']._cron_followup() # what the daily scheduled action does
order.taqnix_followup_ids, order.taqnix_next_followupSetup, settings and troubleshooting, written by the author.
Every release, newest first.
A daily scheduled action looks at the quotations that were sent and are still open. A rule is due a number of days after the quotation was sent, or a number of days before it expires.
It sends an email to the customer from a template, schedules an activity for the salesperson, or both, and logs it on the quotation.
No. Each rule follows a quotation up once, and a quotation gets at most one follow-up a day.
Yes. Tick Pause the follow-ups on the quotation.
Yes. The Follow up now button does the next one immediately.
The follow-up is logged as skipped so that you can fix the contact.
Yes. Set Only above on the rule.
Yes. The templates, the interface and the documentation are in Arabic as well as English.
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Customer returns in Odoo Community: an RMA from the sales order, the return receipt, stock back or to scrap, then a credit note or a replacement, with an authorisation slip.
Fill a quotation, sales order or purchase order from an Excel or CSV file: products by reference, barcode or name, every row checked first, with a template.
Change the sales price or cost of many products at once: percentage, amount, fixed price or margin, rounding and .99 endings, an editable preview, a history and one-click undo.
Quotation Follow-up for Odoo 19 Community – Automatic Reminders and Activities
$49.00