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Module for Odoo Online · Quote Follow-Up

Your quotes follow themselves up.

Three reminders at 3, 10 and 17 days, sent as emails from the rep's own address; if the customer replies, the reply lands on the quote and the rep is notified.

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Quote S00774 · Traffic paint × 80Sent
  • DAY 0
    Quote sentby Jorge Ochoa
    Done
  • DAY 3
    Reminder 1"Jorge Ochoa: did you get a chance to review the quote?"
    Sent
  • DAY 10
    Reminder 2in the rep's name
    Scheduled
  • DAY 17
    Reminder 3last touch
    Scheduled
✓
The customer replied to reminder 1"We'll review it this week" · logged on the quote · Jorge notified

Sound familiar?

It happens in almost every sales team.

Quotes sent out and never touched again.

The rep "was going to follow up" last week.

Campaign-style reminders that land in spam and pollute your stats.

How it works

Three steps, inside your Odoo.

  1. 01

    Quote sent, no reply

    The module spots it and schedules the follow-up without anyone having to remember.

  2. 02

    Three emails, in the rep's name

    At 3, 10 and 17 days, written as a direct email, not a campaign: it doesn't pollute your marketing stats or land in spam.

  3. 03

    The reply lands on the quote

    If the customer replies, their email shows up on the quote and the rep gets notified.

What changes

From day one.

Three touches, every time

At 3, 10 and 17 days, on every unanswered quote, with nobody having to remember.

They look like they came from the rep

Because they did: they go out in their name, from the quote, not from a campaign.

The reply goes where it belongs

Whatever the customer answers shows up on the quote and notifies the rep.

How many quotes did you send this month, and how many got a second email?The second number is the one that sells.

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What your team sees

No new screens: everything happens where they already work.

  • Sending is throttled: twenty per hour, to protect your email reputation.
  • Each quote gets each reminder exactly once.
  • If the customer asks for time, Reply Analysis pauses the follow-up.
On the quote

Reminder 1 sent in Jorge Ochoa's name · day 3

Customer reply logged · "Thanks, we'll review it this week"

Frequently asked questions

Before you book the demo.

Can I change the days or the wording?

Yes: the timing and the wording of each email are defined with you.

Does it use Odoo's marketing module?

No. It sends through the quote's chatter, like an email from the rep.

What happens if the quote is confirmed?

It stops getting follow-ups.

Other modules

They work together, inside the same Odoo.

01Lead AssignmentDistributes every new lead in your Odoo CRM across your sales team in turns —nobody gets two until everyone got one— and notifies the rep on the spot. 02Inactivity ReassignmentEvery hour, it checks the open opportunities in your CRM. 03Stage ValidationWhen an opportunity moves to a new stage or gets quoted, the module checks the customer record. 05Reply AnalysisDetects whether the customer asks for time or turned the quote down, and acts: pauses the follow-up, or cancels the quote, marks the opportunity lost and sends the exit survey. 06Executive SummaryA daily email with your Odoo's sales, collections, inventory, purchasing, support and attendance figures, compared with the day before. 07Portfolio ProtectionIf a user tries to bulk-delete contacts, opportunities or activities, the module blocks the third attempt of the day and alerts management in a private channel.

See all modules

See it running in your Odoo.

We'll show you with your own catalog and your own team. No commitment.

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