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I need a custom module that will carry out the following steps automatically.
1. When a new opportunity is manually created in the CRM Module in Odoo.
2. Odoo will automatically create a google sheet in a specific folder in google drive named after the opportunity, this sheet will be of a specific template provided by me.
3. A direct link to edit this sheet will be available in the Odoo opportunity.
4. A notification email will be sent to all estimation team, to start manually entering data into the newly created google sheet.
5. This google sheet consists of multiple tabs, one of which is called summary.
Once a specific cell in that summary tab is marked as "Ready", Odoo will collect specific data from that sheet and present it in the CRM module.
6. Odoo will then send an email notification to the administrator to review and approve and choose a specific profit margin.
7. Once the admin has approved, Odoo will then populate specific cells in google sheets with the percentage chosen by the admin.
8. Odoo will then Collect other specific data from the google sheet, and use this data to auto generate a Quotation and a separate BOQ. These PDF files will then be available in the sales module, to send to the client by email, or to download. The sales module should give an option to send either file separately, or both together.
9. If any revision to the quote is required in future, Odoo should then create a copy of the first sheet in google drive, and and a new link to the new revision, and amend the name to REV-01, REV02 and so on.
10. The REV sheets will then undergo the same procedure as before, while also amending the Quotations with the revision number.
11. All the Quotes and revisions for each opportunity should be grouped together under the same opportunity in the CRM module.
This integration, should be provided in the form of a module, so any API data required could be entered by me directly, the link the the master folder, the link to the google sheet template and all data will be possible for me to enter and edit in the future.
This module should be flawlessly working with Odoo Version 11 community edition.
19 freelancers are bidding on average $651 for this job
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