Lead/Pipeline Product To RFQ/PO
Currently, in odoo, you can't create a purchase order/request for quote from lead or opportunity. This module allows creating a purchase order/ request for quotation from CRM (lead/opportunity). You can convert lead/opportunity to RFQ/PO.
Features
- Easy to create a purchase order/request for quote from lead or opportunity.
- You can add direct products in a purchase order from CRM.
- The PO/RFQ smart button will show the top right in the form view.
- You can easily see RFQ/PO related to lead/pipeline and quickly view as well.
Request For Quotation Flow
You can add a product from the 'Product For Purchase' tab. PO/RFQ smart button will show the top right in the form view. Click the 'Purchase Order' button to create a direct purchase order from lead or opportunity.
After press the 'Purchase Order' button it will open wizard select RFQ/PO and choose the scheduled date, here we choose the request for quotation.
Click the PO/RFQ smart button to see created RFQ/PO.
PO/RFQ smart button list view looks like below.
In that form view, you can see the lead where PO/RFQ created directly and also can see product detail.
Purchase Order Flow
You can add a product from the 'Product For Purchase' tab. PO/RFQ smart button will show the top right in the form view. Click the 'Purchase Order' button to create a direct purchase order from lead or opportunity.
After press the 'Purchase Order' button it will open wizard select RFQ/PO and choose the scheduled date, here we choose the purchase order.
Click the PO/RFQ smart button to see created RFQ/PO.
PO/RFQ smart button list view looks like below.
In that form view, you can see the lead where RFQ/PO created directly and also can see product detail.
Version 20.0.1.0.0 | Released on : 15th September 2026
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
- No, this application is not compatible with odoo.com(odoo saas/Odoo Online)
- Yes, to test this module, please contact us at sales@softhealer.com.
- Please contact us at sales@softhealer.com to request customization.
- Yes, we provide free support for 365 days from the date of purchase.
- Yes, you will receive lifetime free updates for the version of the module you purchased.
- Yes, you need to install "Web Domain Field" module for using this module.
- Yes, for version 12 and above, you need to purchase the module separately for each version you intend to use.
- No, exchanges or refunds are not allowed. Please make sure to select the correct version before purchasing.
- You can contact us at support@softhealer.com for language translation support. We use Google Translator tools to provide translations in multiple languages, so the accuracy may vary. We welcome your suggestions to help improve translations.
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