Clear your quotation backlog, safely in bulk

A guided wizard that previews, validates, and cancels selected sales quotations in one action — from the Action menu you already use, on both list and kanban views.

The problem

Sales teams that run high-volume or seasonal quotation cycles accumulate large backlogs of stale, expired, or duplicate drafts. Standard Odoo only cancels one quotation at a time — open the record, click Cancel, go back, repeat — turning a routine cleanup into hours of repetitive clicking that pollutes reporting and clutters every list and kanban view.

The solution

Select any number of quotations, launch Bulk Cancel Quotations from the Action menu, and review a live preview of exactly which records will be cancelled and which will be safely skipped — before anything happens. Add an optional cancellation reason, confirm once, and read a clear summary of what was done.

Capabilities

Everything you need for a safe batch cancel

Every capability below is implemented in the module.

01

Bulk cancel from the Action menu

Select several quotations and launch the wizard directly from the standard Action dropdown — no developer mode, no server action wiring, works out of the box.

02

Works from list and kanban

The exact same guided wizard is available from both the list/tree and kanban selections, so you never have to leave your preferred view.

03

Pre-cancellation preview

See the exact reference, customer, total and status of every selected quotation before you confirm — no blind "Are you sure?" prompts.

04

Automatic eligibility checks

Only quotations and orders in a cancellable state are acted on; already cancelled records are automatically excluded and clearly labelled.

05

Confirmed-order protection

Locked orders and confirmed orders that are already fully invoiced are automatically skipped, protecting fulfilled orders from accidental cancellation.

06

Cancellation reason capture

Record an optional free-text reason for the batch; it is posted straight to each cancelled order's chatter for a lasting audit trail.

07

Post-run result summary

After the batch runs, see exactly how many quotations were cancelled and how many were skipped, plus the reason for every skip.

Workflow

How it works

1

Select quotations

Check the records you want to clean up from the Quotations list or kanban view.

2

Launch the wizard

Open Action > Bulk Cancel Quotations to start the guided flow.

3

Review the preview

Check exactly which records will be cancelled or skipped, and add an optional reason.

4

Confirm and review results

Confirm once and read a summary of what was cancelled and what was skipped, and why.

Questions

Frequently asked

No sales fog. If your question isn't here, email us and we'll answer it the same way.

Yes. The Bulk Cancel Quotations action is bound to both the list/tree and kanban views of Sales Orders, so you can select records and launch the wizard from whichever view you prefer.

Get the app

Buy it on the Odoo App Store

Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.

Bulk Cancel Quotations

Cancel stale quotations in bulk from the Action menu in list or kanban views — with a pre-cancellation preview, eligibility checks, confirmed-order protection and a reason captured for every run.

Buy on Odoo App Store