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Auto Cancel Quotation
The Auto Cancel Quotation module is designed for businesses that generate numerous sales quotations daily. Often, many of these quotations remain untouched and never convert into sales orders, cluttering your system. This app introduces a smart automation feature that cancels quotations still in the "Quotation" stage after a user-defined number of days.
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Features
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Features
Automatic Quotation Cancellation :
Set a time limit (in days) for how long a quotation can remain in the quotation stage before being auto-cancelled.
Configurable Settings
Set cancellation rules directly from the Sales settings menu. No coding required-just plug and play.
Revert Canceled Quotations :
Admins can restore canceled quotations back to draft. Offers flexibility in managing sales decisions.
Screenshot
1) Settings View
Enable 'Quotation Cancelled After'. Once this option is ticked, a new field will appear. Enter the number of days after which quotations should be automatically cancelled.
Navigation : Sales › Configuration › Settings
2) Sceduled Actions View
The system runs at its scheduled time and automatically cancels quotations that meet the configured criteria.
3) Sale Order View
Quotation automatic cancel
User Guide
