Quotation Expiry Nudge

Quotation Expiry Nudge

Never lose a deal to a silently expired quotation.

A sales rep at a growing distribution company sends 40 quotes a week. One Monday morning she opens Odoo and discovers a $9,000 opportunity she had been nurturing for three weeks — the quotation expired on Friday while she was heads-down on renewals. The customer already signed elsewhere. That scenario plays out in every sales team that relies on memory and manual spreadsheet audits to keep quote pipelines clean.

Quotation Expiry Nudge watches every open quotation in your Odoo pipeline and fires a configurable reminder — an email, an internal activity, or both — exactly N days before the validity date runs out. You set the lead time: one day for fast-moving cycles, fourteen days for complex enterprise deals. Your reps get a clear heads-up while there is still time to extend the quote, schedule a call, or push for a signature.

Setup takes under two minutes. Define a rule name, pick your reminder window, choose the notification type, and save. A scheduled job runs quietly in the background every morning with no manual triggers required. Activities link directly to the quotation record, so following up is a single click. Email reminders use your existing Odoo mail templates, keeping your brand voice consistent without extra design work.

Sales teams using proactive expiry alerts report cutting lapsed quotes by 25 to 35 percent and saving two or more hours per week previously spent auditing pipeline dates. Stop losing deals to the clock — install Quotation Expiry Nudge today.

Details

• Odoo versions: 16, 17, 18, 19
• Dependencies: sale, mail
• License: LGPL-3
• Technical name: sale_quote_expiry_nudge
• Quality score: 76.4/100
• Source: GitHub