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Survey sale generation

survey_sale_generation folder_open OCA/survey open_in_new
Marketing/Survey License: AGPL-3

This module allows to generate quotations from surveys submits.

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

Turn survey answers into sales quotations automatically. Link products to survey questions and answers, and when a respondent submits the survey, Odoo creates a draft quotation with the matching products and quantities.

This module connects surveys with sales. On a survey, you can enable quotation generation and choose a sales team, a quotation template, and whether the quotation is emailed to the customer automatically.

  • On each question, you can link products. For numerical questions (for example "How many hours?"), the number entered becomes the ordered quantity. For single or multiple choice questions, each answer option can be linked to products, so choosing an option adds those products to the quotation.
  • A choice question can take its quantity from another numerical question, so answers can be multiplied (for example, number of members times membership type).
  • Questions can be mapped to fields of the sales order, so the answer is copied into the quotation (for example the customer reference).
  • Selected questions can be shown in the internal note of the quotation, giving the salesperson useful context.
  • When the survey is submitted, a draft quotation is created for the respondent (or the person who created the survey if no customer is known), with the linked products and quantities, and an internal message links back to the survey submission.
  • If configured, the quotation is sent to the customer using a chosen email template.

The quotation form shows a link to the survey submission it came from, and the survey submission form shows the quotation it generated.

Depends on

survey_result_mailsale_management

Required by other modules

survey_crm_sale_generation
Models and fields (5)
  • sale.order · extends an existing modelsurvey_user_input_id
  • survey.survey · extends an existing modelcrm_team_id, generate_quotations, sale_order_template_id, quotation_mail_template_id, send_quotation_to_customer
  • survey.question · extends an existing modelproduct_ids, sale_order_field, generate_quotations, show_in_sale_order_comment, product_uom_qty_question_id, allowed_sale_order_field_ids
  • survey.user_input · extends an existing modelsale_order_id
  • survey.question.answer · extends an existing modelproduct_ids, sale_order_template_id

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: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 4 confirmed, 5 with no information of 9 versions.

terminal Installation and usage

OCA documentation · Odoo 19.0

Configuration

Source · Odoo 19.0

You can configure either a new or an existing survey.

  • Go to Surveys and choose an existing one or create it.
  • In the Options tab, Sales group, set Generate Quotations on.
  • 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:

  • In the Answers tab choose the linked products.
  • The resulting quotation will have as many items of that products as the user defines.

For Multiple choice: only one answer:

  • In the Answers tab link multiple products to every given choice.
  • The resulting quotation will have the products linked to the survey user's choice.

For Multiple choice: multiple answers allowed:

  • In the Answers tab link products to every given choice.
  • The resulting quotation will have the products linked to the survey user's choices.
  • By default a unit of product will be added per answer to the quotation. If you want to set a variable choice, you can link a numeric question that will act as multiplier.

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:

  • In the Options tab of the questions go to the Sales section.
  • Set Show in sale order comment on if you want those answers on the internal notification.

If you want the generated quotation to use a quotation template you can either:

  • Choose it from the general survey options: Sale Order Template.
  • In a single answer question, choose set the quotation depending on the answer.

The answer value will prevail over the general option.

You can also configure the survey to send the quotation to the customer by mail. When doing so, you can choose a mail template or use the default one.

If you want to fill sale fields from the answers:

  • In the Options tab of the questions go to the Sales section.
  • Set Sale the sale field you want to fill with the given answer.

Usage

Source · Odoo 19.0

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

No verified information in OCA: Installation.

info

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.