Odoo App · CRM & Purchase
CRM to Purchase Quotation
Raise vendor RFQs straight from a CRM lead, with full lead-to-purchase traceability.
Overview
CRM to Purchase Quotation connects opportunity tracking with procurement. During an opportunity discussion, sales teams often need vendor pricing before they can confirm a customer quote — but moving between the CRM and Purchase apps by hand causes delays, duplicate data entry, and lost context.
Built by TechUltra Solutions, the module adds a New Purchase Quotation button to the CRM lead form. Sales staff raise a vendor RFQ in place, pick or create the vendor through a guided wizard, and let the lead's product lines and contact details carry over automatically.
Every RFQ created this way is linked back to its lead. A Purchase Quotations smart button on the lead shows the count and opens the related RFQs, so sales and procurement share one traceable thread from opportunity to vendor quote.
Key features
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Create an RFQ from a CRM lead
A dedicated New Purchase Quotation button on the lead form raises a vendor RFQ without leaving the CRM workflow.
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Vendor selection wizard
A guided wizard lets you link an existing vendor or create a new one before the RFQ is confirmed, keeping vendor assignment accurate.
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Automatic product line transfer
When pre-fill is enabled and the lead's requested products are set, those product lines copy into the RFQ, cutting manual data entry.
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Lead-to-purchase traceability
Every RFQ raised through the module is linked to its originating lead, so the procurement trail is always tied back to the opportunity.
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Purchase Quotations smart button
A smart button on the lead form shows the count of related RFQs and opens them directly, giving a quick view of procurement activity.
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Contact and revenue carry-over
Contact details, the expected-revenue reference, and the delivery date can be carried into the RFQ so the quote starts with the lead's context.
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Administrator configuration
Admins set the default vendor behaviour, toggle RFQ line pre-fill, copy lead information into RFQ notes, and define a default Required By deadline.
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Faster sales-to-procurement handoff
Raising RFQs in place removes app switching between Sales and Procurement, reducing delays and keeping both teams in sync.
Technical details
Specification
- Publisher
- TechUltra Solutions Private Limited
- Technical name
- purchase_quotation_from_crm_advanced
- Odoo versions
- 16.0, 17.0, 18.0, 19.0
- Lines of code
- 400
- License
- Odoo Proprietary License v1.0 (OPL-1)
- Price
- $12 (one-time)
Deployment
- Odoo Online
- Odoo.sh
- On-premise
Odoo dependencies
- CRM
- Purchase
- Contacts
- Calendar
- Invoicing
- Discuss
Support
90 days of bug-fix support, Monday to Friday (10:00–19:00 IST). Raise a ticket at support@techultra.in.
Setup & configuration
From install to first call — here is the path.
- 1
Install the module
In Odoo, open Apps, remove the Apps filter, search for “CRM to Purchase Quotation”, and click Install.
- 2
Set the configuration options
As an administrator, choose the default vendor behaviour, toggle RFQ line pre-fill, decide whether to copy lead information into RFQ notes, and set a default Required By in days.
- 3
Open a CRM lead
Go to the CRM app and open a lead or opportunity that needs vendor pricing.
- 4
Create the purchase quotation
Click the New Purchase Quotation button and complete the vendor selection wizard — link an existing vendor or create a new one.
- 5
Review the pre-filled RFQ
Check the RFQ: contact details, expected-revenue reference, delivery date, and product lines are filled in where configured. Confirm to create it.
- 6
Track related RFQs
Use the Purchase Quotations smart button on the lead to see the count of related RFQs and open them.
Frequently asked questions
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How do I raise a purchase RFQ from a lead?
Open a CRM lead and click the New Purchase Quotation button. A vendor selection wizard guides you through picking or creating a vendor, then the RFQ is created without leaving the CRM.
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Can the RFQ pull products from the lead?
Yes. When the pre-fill option is enabled and the lead has requested products defined, those product lines transfer into the RFQ automatically, reducing manual entry.
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How are leads and RFQs linked?
Every RFQ created through the module is linked to its lead. A Purchase Quotations smart button on the lead shows the count and opens the related RFQs.
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Can I create a new vendor during the process?
Yes. The vendor selection wizard lets you either link an existing vendor or create a new one before the RFQ is confirmed.
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What can administrators configure?
Administrators set the default vendor behaviour, enable or disable RFQ line pre-fill, choose whether to copy lead information into RFQ notes, and define a default Required By deadline in days.
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Does it require the Purchase app?
Yes. The module connects CRM and Purchase, so both apps must be installed. It also builds on Contacts, Calendar, Invoicing, and Discuss.
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Which Odoo versions are supported?
The module supports Odoo 16.0, 17.0, 18.0, and 19.0.
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Is support included?
Yes. The module includes 90 days of bug-fix support, Monday to Friday, 10:00–19:00 IST.
