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Automatic Quotation Follow-Up via Email.

I've been contemplating setting up an automated follow-up email system for quotations. My idea is that clients would automatically receive an email x days after the initial quotation is sent. Ideally, I'd like the follow-up email to maintain the same style as the original quotation email rather than appearing as a marketing email. Thus, it should include the same button for accessing the quotation at the top. Additionally, it would be ideal if the sent follow-up email could be tracked within the conversation thread associated with the quotation. 

Schedule:

  • Day 00: Quotation sent
  • Day 03: "Who are We?"
  • Day 10: "Do you have any questions?"
  • Day 20: "Can we assist you further?"
  • Day 31: Your quotation has been canceled.
    • Action: Cancel Quotation.

If the quotation is approved in the meantime, of course, this automatic email follow-up needs to stop. If they respond, I may want them to transition to a different email cycle.

Any suggestions?

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Best Answer

This can be accomplished by creating a custom module. You can find an Odoo developer to help you develop the solution. Alternatively, you can reach out to me at ranjithap12@gmail.com for any Odoo development needs.

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Author

Hi Ranjith,

Thank you for your reply, but i would prefer do solve this without custom work. any way this could be completed with "Marketing Automation"?

Best Answer

Create a module that allow you to config that of course

probably we will need cron here sir

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Why the up vote ?

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