This module allows to link the leads/opportunities with the quotations generated by survey_sale_generation and survey_crm_generation.
auto_awesome What this module does
AI-generated from the code · Odoo 19.0When a survey that generates a quotation and a lead is submitted, the lead is automatically linked to that quotation and its expected revenue is updated. Confirming the quotation also marks the linked opportunity as won.
This module connects the leads/opportunities created by surveys with the quotations generated from the same survey answers.
When a customer finishes a survey that is set up to generate both a lead and a quotation, the system automatically links the two together: the opportunity is updated with the quotation's total amount as its expected revenue, and the quotation is attached to the opportunity's list of orders.
Later, when the salesperson confirms that quotation, the linked opportunity is automatically marked as won, so the sales team does not have to update the CRM stage by hand.
It works together with the survey, sales and CRM apps. No new menus or screens are added; the changes happen behind the scenes on the existing quotation and opportunity records. The module also includes demo data that adds a "Tech support" tag to a sample survey configured to generate leads.
Depends on
Models and fields (1)
- sale.order · extends an existing model
Text generated by AI (DeepSeek) from reading the Odoo 19.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 4 confirmed, 5 with no information of 9 versions.
Sources · Odoo 17.0
Confirmed on 2026-11-03 in branch 17.0 of OCA/survey.
terminal Installation and usage
OCA documentation · Odoo 19.0Configuration
Source · Odoo 19.0Configure your surveys as it's described in the instructions for survey_sale_generation and survey_crm_generation
Usage
Source · Odoo 19.0Once the survey is submitted, a lead/opportunity (depending on the default value for the company) will be generated with a link to the generated quotation.
Once the quotations are confirmed, the lead/opportunity will be set as won automatically.
No verified information in OCA: Installation.
Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.