Configuration

You can configure either a new or an existing survey.

1. Go to Surveys and choose an existing one or create it.

2. In the Options tab, Sales group, set Generate Quotations on.

3. You can set your preferred sales team for the generated quotations.

Now you’ll have to configure the products linked to the questions.

For Numerical value questions:

1. In the Answers tab choose the linked product.

2. The resulting quotation will have as many items of that product as the user defines.

For Multiple choice: only one answer:

1. In the Answers tab link a product to every given choice.

2. The resulting quotation will have the product linked to the survey user’s choice.

For Multiple choice: multiple answers allowed:

1. In the Answers tab link a product to every given choice.

2. The resulting quotation will have the products linked to the survey user’s choices.

When the survey is submited an internal message is generated in the resulting quotation with a link to the user answers. Optionally, you can configure some of the questions so their input values are shown in such message. This way it can be easier to track some relevant infos concerning the request. To do so:

1. In the Options tab of the questions go to the Sales section.

2. Set Show in sale order comment on if you want those answers on the internal notification.

Usage

Once the survey is configured, the users can fill them up as usual. The quotations will be generated according to the survey users’ choices.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Maintainers

This module is maintained by the OCA.

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainer:

This module is part of the OCA/survey project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.