Sales

Sales

Easy quotation software

Send polished quotations 
with eSignature and online payment.

Sell More Efficiently

Modern User Interface

All the information you need, where you need it with a fast and intuitive user interface designed for salespeople.

Reduce Data Entry

Send quotes in a just a few clicks. Convert quotes to sales orders and invoices from the same screen. Integrates with the CRM app to manage your sales pipeline from qualification to closing.

Mobile

Use Odoo’s mobile interface to sell on the road. Keep working even without an internet connection and resynch automatically when you reconnect.

Create Professional Quotations

Quotation Builder

Create a polished quote in seconds. Use predefined products, price lists, and templates to help your salespeople work more efficiently.

Upselling

Quotations are optimized to help your company sell more by proposing extra options, additional products, applying closing triggers, discounts, etc.

Quotation Template

Design custom quotation templates in just a few clicks and reuse them to save time.

Electronic Signature

Sell faster with electronic signatures, allowing your customers to review and sign your quotations online.

Manage Orders & Contacts

Sales Orders

Convert quotations into sales orders in one click or, let your customers do it themselves with online quotes and Odoo eSign. Save time with the ability to modify sales orders, sell product kits, and ship partial orders.

Contracts

Track each phase of a contract such as invoicing, renewal, and upselling. Fully integrated with Odoo Subscriptions for managing recurring invoices such as memberships or service contracts, contract renewal alerts, and contract options as well as track recurring revenue via the MRR dashboard.

Manage Invoicing from Sales Orders

Invoice on ordered or delivered quantities, based on time and materials. Manage payment terms by customer or by invoice. Easily track and follow up on invoice aging.

Incoterms®

Configure Odoo Sales to automatically display Incoterms directly on the invoice.

Customer Portal

Provide customers with access to an online portal to view their quotes, sales orders, and track the status of delivery orders in real-time.

eSignature

Use Odoo eSign to easily get signatures on NDAs, contracts, or any PDF document.

Streamline Communication

Schedule Activities

Follow key quotations and orders in just a click and get alerts based on relevant activities.

On-Boarding Emails

Create email templates for specific products to provide relevant information to buyers such as instructions, service reminders, etc.

Email Gateways

See all of your email communications automatically attached to the associated customer order, allowing you to trace back on discussions and negotiate more efficiently.

Multi-Companies Rules

Automatically mirror sales and purchase orders in a multi-companies setup.

Main Products & Prices

Product Variants

Create and configure products with multiple attributes or variants such as size, color, finish, etc.

Pricelists

Use pricelist rules to compute the correct price based on customer conditions. Easily add one or more pricelists to individual products depending on each customer’s segment, especially helpful for differentiating vendors. Automatically use the applicable pricelist based on conditions such as quantity ordered and/or time the product was ordered.

Discounts

Apply discounts on any quotation line item and if the discount is visible or hidden.

Product Types

Manage any type of product including services, stockable products, delivery charges, electronic products, or consumables.

Coupons

Create a custom coupon code for a pricelist and allow your customers to activate their discount at purchase.

Intuitive Reporting

Next Activities

Get a full overview of all your sales activities, next actions, and performance data.

Order & Invoicing Analysis

Choose whether your statistics are based on orders, invoices, or both. Group sales by any category such as product type, salesperson, country, and sales team.

Trackable KPIs

Easily monitor a KPI dashboard for important information such total amount invoiced, sales per country/sales person/sales team, churn, MRR, lifetime value, CAC Ratio, upgrades/downgrades, etc.

Integration

CRM

Add the Odoo CRM app and expand your functionality with a features such as customizable sales pipelines, automated lead creation, etc. 

Accounting

Generate invoices automatically based on sales orders, delivery orders, contracts. Easily reference all information needed on any customer statement.

Inventory

Check product availability information directly from the quotation. Trigger delivery orders automatically and check delivery status from the sales order.

  Omni-Channel sales

Odoo is the only software in the world that allows you to integrate all of your sales channels: Online Sales, Inside Sales and In- Store.
 

eCommerce

Create a fully integrated online store and sell your products more efficiently