cyfr_quote_watchlist

Quote Follow-up Watchlist

Review quotations that are expiring, expired, or missing a future activity without changing the quote or contacting the customer.

What it does

Scan draft and sent quotations by company, salesperson, sales team and validity date in a bounded worklist.
Distinguish expired, soon-expiring and missing-date quotations from those without a future activity.
Open the native quotation or schedule a standard Odoo follow-up activity when you decide to act.
Respect the viewer’s existing Sales access; use English or Polish screens, guides and demo data.

Odoo 19 quotation watchlist showing expiry reasons, no-future-activity flags and a future activity date

Download installable ZIP View tagged source View verification evidence

Install the downloaded ZIP as a custom add-on in an Odoo 19 deployment that supports third-party modules. Check the SHA-256 value before installing.

Tested on Odoo 19 Community. Scans are temporary snapshots capped at 2,000 quotations and 500 results; refresh after a quote or activity changes. Enterprise compatibility remains unverified.

SHA-256 checksum: 560241161e1baca14fbeda88423d54257d877556e8f7842d62e1213d985cbb11