Hi there,
I need help with the quotation workflow in Odoo. I want to send a quotation to leads, and if they accept it, I want it to be converted to a customer. Can someone guide me on whether this feature is available in Odoo or if it's possible to set it up?
As you can see, the customer field is necessary to fill in, and the quotation should be sent to the lead. If the lead accepts the quotation, I would like to change the lead to a customer.
Thank you for your help.