Quotation Follow-up for Odoo 19 Community documentation

A guide to the follow-up: the rules, how it works, pause and follow up now, the log and the limits.

Documents version 1.0.0Updated Oct 23, 2026

About Quotation Follow-up for Odoo 19 Community Download the PDF(PDF, 1 MB)

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In plain words: Most quotations are not lost: they are forgotten. The customer was busy, the salesperson was busy, and a week later nobody remembers who owes an answer. Quotation Follow-up does the remembering in Odoo Community: a friendly email a few days after the quotation was sent, a call reminder for the salesperson, a last warning before it expires, each one logged on the quotation, with the next follow-up planned and a pause when you do not want any.

A quotation with its follow-ups, the log of everything sent, and the rules.

Tip: Only open quotations are followed up: as soon as the customer confirms or the quotation is cancelled, it stops.

What you get

Feature	What it does
Rules	A number of days after the quotation was sent, or before it expires.
Email	Sends an email to the customer from a template (two ready-made ones, in English and Arabic).
Activity	Schedules a to-do for the salesperson, for example to call the customer.
Minimum amount	A rule can apply only to quotations above an amount.
Once per rule	Each rule follows up a quotation once, and one follow-up per day at most.
Pause	Stop the follow-ups of a quotation for as long as you want.
Follow up now	Send the next follow-up by hand without waiting for its date.
Next follow-up	The date of the next planned follow-up, on the quotation.
The log	Everything that was sent, to whom, by which rule, with the result.
Daily action	A scheduled action runs once a day.
Arabic	Everything is translated and works right to left.

Requirements

Item	Details
Odoo	19.0 (Community or Enterprise)
Apps needed	Sales (`sale`)
License	OPL-1 (Odoo Proprietary License v1.0)

Install

Unzip the package. Inside is taqnix_quotation_followup.zip; unzip it to get the folder taqnix_quotation_followup.
Copy the folder into one of the addons_path folders of your Odoo server and restart Odoo.
Log in as an administrator, activate Developer mode, open Apps and press Update Apps List.
Remove the “Apps” filter, search Quotation Follow-up and press Install.

# or from the command line
./odoo-bin -c odoo.conf -d YOUR_DATABASE -i taqnix_quotation_followup --stop-after-init

The rules

In plain words: Three rules are ready: a friendly reminder by email 3 days after the quotation was sent, a call activity for the salesperson after 7 days, and an about to expire email 3 days before the validity date. Change them in Sales → Configuration → Follow-up rules, or add your own.

Field	Meaning
Trigger and days	Days after the quotation was sent, or days before it expires.
Action	Send an email, schedule an activity for the salesperson, or both.
Email template	The template of the email. Edit the ready-made ones or create your own on the Quotation model.
Activity summary / note	The to-do of the salesperson.
Only above	Quotations under this total are not followed up by the rule.

How it works

In plain words: Every day the scheduled action looks at the quotations that are sent and still open. For each one it finds the next rule that is due and has not been done, and does it: the email goes to the customer and appears in the chatter, the activity lands in the salesperson's list, and a line is added to the log. A quotation gets at most one follow-up a day.

The quotation: the Follow-ups button, the next follow-up, the activity and the emails.

Tip: A customer without an email address is logged as skipped, so that you can fix the contact.

Pause and follow up now

Button	What it does
Pause the follow-ups	No automatic follow-up for this quotation until you untick it.
Follow up now	Does the next follow-up of the quotation immediately.
Follow-ups	Opens the log of the quotation.

The log

In plain words: Sales → Orders → Follow-ups lists everything that was sent: the date, the quotation, the customer, the rule, the amount and the result. Group it by rule or by salesperson to see who follows up.

Who can do what

Who	Can
Sales managers	Create and change the rules.
Salespeople	See the rules and the log, pause a quotation and follow up now.

Arabic and right to left

A quotation with its follow-ups in an Arabic interface.

Limits

Limit	Detail
Replies	The module does not read the customer's reply: confirm or cancel the quotation, or pause its follow-ups.
Sent date	The follow-up counts from the day the quotation was sent from Odoo; for older quotations, from their order date.
Email delivery	The emails use your outgoing mail server like any email sent from Odoo.

For developers

In plain words: Skip this chapter if you only use the module.

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_followup

Troubleshooting

Problem	What to do
Nothing is sent	The quotation must be in the Quotation Sent state, not paused, and its date reached.
Skipped in the log	The customer has no email address, or the quotation has no salesperson.
The email is not what I want	Edit the email template of the rule.
A rule seems not to fire	Each rule follows a quotation up once; check the log of the quotation.

Updating and removing

Replace the folder with the new version, restart Odoo and run -u taqnix_quotation_followup. Your rules, templates and the log are kept.

Support

Installation help and bug fixes are included for 6 months, with lifetime updates. Contact us through the marketplace page where you bought the module or write to support@taqnix.com with your Odoo version and a screenshot.