Efficient Selling

Modern User Interface

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

Mobile Capabilities

Use Odoo's mobile interface to sell on the road.

Reduced Data Entry

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

Sales Warnings

Get warnings before sending quotations to specific customers or for specific products.

Professional Quotations

Quotation Builder

Create a polished quote in seconds. Use predefined products, price lists, and templates to instantly apply the right prices to quotations.

Quotation Template

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

Pro Forma Invoicing

Send pro forma invoices to your customers.

Upselling

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

Electronic Signature

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

Variant Grid Entry

Add product variants to your sales orders using a grid, or matrix, displaying all the possible combinations of a product's attributes (e.g. sizes, colors).

Order and Contract Management

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 based on ordered or delivered quantities, or 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 and sales orders, and to track the status of their deliveries in real-time. Customers can modify their orders and confirm them with an electronic signature or online payment.

Order-Specific Routes

Apply special shipping and restocking routes from order lines, such as “dropship” and “replenish on order.”

Contracts

Track each phase of a contract, including invoicing, renewal, and upselling. Manage recurring revenue contracts with the fully integrated Odoo Subscriptions app, including 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.

Electronic Signature

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

Streamlined Communication

Schedule Activities

Follow key quotations and business opportunities in just a click, and get alerts about relevant activities. Schedule activities directly from business opportunities, and get reminders when the activities need to be performed.

Email Gateways

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

Onboarding Emails

Create email templates for specific products to provide relevant information to buyers upon their purchase, such as instructions and service reminders.

Inter-Company Rules

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

Product and Price Control

Product Variants

Customize products with multiple attributes and variants, such as size, color, and finish.

Discounts

Apply discounts on any quotation line item and choose if the discount should be visible or hidden to the customer.

Product Types

Manage any type of product including storable products, services, consumables, delivery charges, and electronic products.

Third-Party Shipper

Compute shipping costs automatically, print shipping labels, and track your shipments. Odoo integrates with UPS, DHL, FedEx, USPS, Bpost, Easypost, and local postal services.

Shipping Cost

Compute shipping costs based on multiple variables such as weight, volume, quantity, margin, and delivery address.

Coupons and Promotions

Create custom coupons and promotional codes, and allow your customers to activate discounts at purchase.

Loyalty Program

Design a loyalty program for your customers to join and earn points that can be used on future orders.

Gift Cards and eWallet

Allow customers to purchase gift cards for preconfigured custom amounts and use them to purchase items from your shop. Allow customers to use an eWallet to store money on your website for online payments.

Product Configurator

Easily add specific product variants to a quotation or cart using Odoo's product configurator display.

Units of Measure

Sell products in multiple units of measure and let Odoo manage the conversion.

Pricelists

Compute the correct price based on customer conditions, such as region and price tier, or based on order conditions, such as quantity and time. Add pricelists to individual products depending on each customer's segment.

Intuitive Reporting

Trackable KPIs

Easily monitor a KPI dashboard for important information such as total amount invoiced, sales per country/salesperson/sales team, churn, MRR, lifetime value, CAC ratio, and upgrades/downgrades.

Next Activities

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

Order and Invoicing Analysis

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

Integrations

Odoo CRM icon
CRM

Add the Odoo CRM app to expand your functionality with customizable sales pipelines, automated lead creation, AI-powered lead scoring, and much more.

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Odoo Accounting icon
Accounting

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

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Odoo Inventory icon
Inventory

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

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Odoo eCommerce icon
eCommerce

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

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