Odoo Purchase Quotation from CRM

Odoo Purchase Quotation from CRM adds a dedicated option on the CRM Lead form to create Purchase Orders without leaving the CRM workflow.

• A New Purchase Quotation button is available directly on the CRM Lead form for quick access.
• Users can create Purchase Orders without switching between CRM and Purchase modules.
• Purchase requests can be initiated faster during lead discussions.
• Better coordination between CRM and Purchase teams using standard Odoo workflows.

You can manage customer or vendor selection while creating purchase orders from CRM leads.

• You can select an existing customer or vendor during purchase quotation creation.
• Add a new customer or vendor directly from the purchase process.
• Keeps the correct link between CRM and purchase records.
• Reduces extra steps and keeps data consistent across the system.

The module supports manual product entry while creating a Purchase Quotation from CRM Leads.

• You can add products manually to Purchase Quotation lines.
• Quantities and pricing can be defined based on lead requirements.
• Purchase Quotations can be tailored to specific CRM Lead needs.
• Provides full control over Purchase Quotation line details using standard Odoo products.

Each Purchase Quotation remains linked to its CRM Lead for better tracking.

• Purchase Quotations automatically store a reference to the CRM Lead.
• Users can view all related Purchase Quotations directly from the Lead.
• Improves visibility of procurement against each Lead.
• Helps maintain clear audit and tracking between sales and purchase processes.