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annie@adminhappy.com.au

Hi

I love the Sales and Quote function. I'm just wondering if it is possible to build out the quote so it includes a bit more eg. Company overview/profile etc, various authorities (we have a lot of authorities that need to be included with our sale/proposal) that need signing, maybe a form with options all? So essentially a Proposal - wondering if the Sales module or any other module is capable of that?

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Cybrosys Techno Solutions Pvt.Ltd
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Hi,

Even though Odoo lacks these features, we can still easily add them using any third-party modules. There are already modules in the Odoo app store that assist with managing proposals for sales. You can easily add the above-mentioned features to your proposal template using these modules.

Hope it helps

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Niyas Raphy (Walnut Software Solutions)
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Hi,

By default it is not available, but you can extend the existing reports in the system to your needs by customizing it. Here if you are enterprise user, you can try customizing the report from user interface using the studio application, and if you are technical person or having a tech team with you, you can customize it as per your need from code.


Thanks

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