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.
Mobile
Use Odoo's mobile interface to sell on the road.
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.
Sales warning
Get warnings before sending quotations to specific customers or for specific products.
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.
Quotation Template
Design custom quotation templates in just a few clicks and reuse them to save time.
Pro-forma
Send Pro-forma invoices to your customers.
Upselling
Quotations are optimized to help your company sell more by proposing extra options, additional products, applying closing triggers, discounts, etc.
Electronic Signature
Sell faster with electronic signatures, allowing your customers to review and sign your quotations online.
Variants Grid Entry
Add product variants to your sales orders with a grid, or matrix, displaying all the possible combinations of a product's attributes (e.g. sizes, colors).
Manage Orders & Contracts
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.
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.
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.
Order-Specific Routes
Apply special routes from order lines: dropshipping, replenish on order, etc.
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.
Incoterms®
Configure Odoo Sales to automatically display Incoterms directly on the invoice.
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.
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.
On-Boarding Emails
Create email templates for specific products to provide relevant information to buyers such as instructions, service reminders, etc.
Inter-Companies Rules
Automatically mirror sales and purchase orders in a multi-companies setup.
Maintain Products & Prices
Product Variants
Create and configure products with multiple attributes or variants such as size, color, finish, etc.
Discounts
Apply discounts on any quotation line item and choose if the discount should be visible or hidden.
Product Types
Manage any type of product including services, stockable products, delivery charges, electronic products, or consumables.
Third-Party Shipper
Compute shipping costs automatically, print shipping labels and track your shipment. Works with UPS, DHL, FedEx, USPS, Bpost, Easypost.
Shipping Cost
Compute shipping costs based on multiple variables (weight, volume quantity, margin, delivery address, etc)
Coupons
Create a custom coupon code for a pricelist and allow your customers to activate their discount at purchase.
Product Configurator
Configure and sell your products by easily selecting your variants attributes with exlusion and optional products.
Units of Measure
Sell product in multiple units of measure and let Odoo manages the conversion.
Pricelists
Compute the correct price based on customer conditions. Add pricelists to individual products depending on each customer's segment. Automatically use the applicable pricelist based on order conditions such as quantity and/or time.
Intuitive Reporting
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.
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.