Overview

Features

Sales

Send polished quotations with eSignature and online payment.

Sales

Many ERP solutions have this module. This is often the starting point for a business. Sales orders are entered and this triggers movement down the rest of the pipeline. A sold product will be shipped or service will be delivered to a customer. Tools will be needed to invoice customers as this is a core business functionality and as a result a standard core ERP functionality as well. Customer relationship management and marketing tools are included frequently as this formerly stand-alone tool is integrated into ERP systems. Look for your ERP to also offer POS capabilities.

Order & contract sorting

Automate operations and focus on customer relationships and revenue

From quotations to sales orders
Convert quotations into sales orders with a single click, or let the customer sign off on it with a simple electronic signature.

Contract management
Invoice customers based on time and materials, easily record contracts and track invoicing phases, maintain renewal and upselling opportunities, and manage your subscriptions with Odoo’s recurring contracts.

Let your customers help themselves
The customer portal gives your customers access to their quotations, sales orders, and delivery orders. Save time and use Odoo Sign to easily get signatures on NDAs, contracts, or any PDF document.

Sell faster with electronic signatures

Allow customers to easily review and sign your online quotations from anywhere.

Communicate quickly and efficiently

Get custom alerts for relevant activities, communicate directly from quotations via email, automatically keep complete records of your negotiations.

Maximize profits by upselling

Increase sales volume by automatically proposing extra options and accessories, apply closing triggers, discounts, and more.

Your quotations online from quote to eSignature

Apply Templates

Send Quotations

Close Deals

Get Paid Faster

Sell more with clean quotations

Professionally showcase your products and services.

Send clear and complete quotations to your prospects. Add product descriptions, beautiful images, and additional information simply by dragging and dropping building blocks.

Great prices lead to a great return

Design, implement, and adjust
your pricing strategy to maximize revenue. 

your pricing strategy to maximize revenue. Use pricelist rules to compute the right pricebased on customer conditions

Convince customers to buy more 
with discounts and coupons.

Fully integrated with other Odoo Apps

CRM

Keep track of all interactions with your opportunities and customers and improve your sales cycle.

esignaature

Send, sign and approve documents online. Upload your PDF and drag & drop fields easily.

Website Builder

Create beautiful online quotations in a few clicks by dragging and dropping pre-made, fully customizable building blocks.

Accounting

Create invoices automatically based on sales orders, delivery orders, or contracts. View all of your customer account information from one location.

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