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 performances

SaaS 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.



Inventory
Get product availabilities information right into the quotation. Trigger delivery orders and check delivery status from the order.