SALES
Easy quotation software
Send polished quotation with e-Signature and online payment.
Sell Faster
Modern User Interface
A fast user interface designed for sales. Get all the information you need where you need it.Mobile
Sell on the road with Odoo's mobile user interface, working even if you don't have an internet connection.Reduce data entry
Send quotes in just a few clicks, manage your pipeline with drag & drop, etc.Quotations
Quotation Builder
Create quotes in just a few clicks. Use predefined products, pricelists and templates easy your job.Upselling
Quotations are optimized to help you sell more: propose extra options, apply closing triggers, discounts, ...Quotation template
Design clear quotation templates you can reuse in just a few clicks. Fast & easy to design.Electronic Signature
Sell faster with electronic signatures. This allow your customers to review and sign your quotations online.
Orders & Contracts
Sales Orders
Convert quotation into sales order in a click or let the customer do it with electronic signature. Possibility to modify the sales order, remain opened, invoice kits.
Manage invoicing from sales order
Invoicing policy is configured in the product but managed from the sales order. By default, an automatic expiry date is calculated into the invoice. Easily follow the created and confirmed invoices.
Time & Material Contracts
Invoice customers based on time and materials with contracts. Don't miss any upsell or renewal anymore.
Odoo eSign
Use Odoo eSign to easily get signatures on NDAs, contracts or any PDF document.
Customer Portal
Your customer get an access to their quotes, sales orders and delivery orders to track the status in your portal.
Contracts
Record contracts and track invoicing phases, renewal and upselling easily. Contract are split into Odoo Subscriptions for recurring invoicing and Odoo Sales with improved sales orders for other types. ex: Invoice is based on deliver/orders quantities, on prepaid services, time sheets and expenses, project tasks, etc.
Milestones
Manage fixed price contract with invoicing based on milestones. Track invoices, forecast revenues and profitability.
Recurring Contracts
Manage your subscriptions with Odoo's recurring contracts: billing, renewal alerts, extra options, MRR dashboard, etc.
Incoterms®
Incoterms now appear on the invoice.Efficient Communication
Custom Alerts
Follow key quotations and orders in just a click and get alerts based on relevant activities.
Email Gateways
Get all your email communications automatically attached to the right order. Negociate on quotations easily.
On Boarding Emails
Create template of emails for specific product to give information to buyers: access material, reminder of the service, etc.
Multi company rules
Automatically mirror sales orders and purchase orders in multi-company setup.
Products & Prices
Product Variants
Create configurable products with multiple variants (size, color, etc.) and options.
Discounts
Apply discounts on every lines and choose if you want to reduce the price or make the discount visible.
Product Types
Odoo is able to manage services, physical products to delivery, electronic products and consumables.
Price-lists
Use price-list rules to compute the right price based on customers conditions. A single version per price-list. Easily add one or more price-lists to individual product depending of your customer’s segment. Configure it depending on ordered quantities and/or time period. 3 configuration modes for price-lists: None, simple or advanced.
Coupons
Create names coupons or shared one to boost customer demands.
Reporting
Dashboard
Get a full overview on your personal activities, next actions and performancesSaaS KPIs
Get a dashboard about all SaaS KPIs: Churn, MRR, Lifetime Value, CAC Ratio, upgrades / downgrades, etc.Order & Invoicing Analysis
Get statistics based on orders and / or invoices. Group by product, salesperson, team, country, etc.Integrations
CRM
Make Odoo CRM do pretty much anything with the API: connect other software, automate lead creation, etc.
Accounting
Create invoices automatically based on sales order, delivery orders or contracts. Get direct information about customer statement.
Expenses Invoicing
Reinvoice expenses on contracts in batch. Don't miss a single dollar anymore.