The quote went out. The follow-up stayed in someone’s head.
Between the enquiry, quote, invoice and shipment, information moves between files and people. Each unclear handover slows a reply or creates another entry of sensitive data. We design a workflow on Odoo Community that shows the deal status, its documents and the next action, shaped around your import and distribution work.
Each quote keeps its documents and next step.
Quotes, pro forma invoices and later documents can stay linked in one record, with numbering and fields suited to your company. We define transitions and approvals before building.
Set stable information once. Check it when it matters.
Origin, Incoterm, currency and bank account all matter. We define each field’s source and review before it appears on a document.
Port, origin, Incoterm
Shipping, origin and Incoterm details are set for each deal, with fields and checks that reduce re-entry.
Two bank accounts, not one
If the bank account differs between pro forma and final invoice, we document the rule and apply it to the right document with human review.
One currency, one account
Bank details can follow the currency and agreed rules, with a check before sending.
One numbering series per company
For multiple entities, numbering, documents and access can be set for each one within the project scope.
See what needs a reply before the silence grows.
We set follow-up signals with your sales team, based on the sales cycle and customer relationship.
Quote unanswered for 7 days
An unanswered quote is visible with its owner and date. Your team chooses the follow-up channel and timing; a personal call stays available.
See the engine in detail →Customer with no order for 90 days
The owner can be alerted when a regular customer stops ordering on their usual pattern, then check the reason before making contact.
Open the Odoo demo →Your data under your control
We work on Odoo Community with no Odoo licence fee per user. The agreement defines hosting, support, access rights and how your data can be exported.
See what each offer includes →Clear documents, with clear responsibility.
The system helps organise information, checks and repeated entry. Your team and the relevant authorities remain responsible for verifying commercial and customs documents.
Which quote needs a reply today?
Choose a real workflow from enquiry to quote and documents. We find the delays and define what is worth building and what it costs.