Are you looking for a simple way to quickly create, send, and confirm quotations? Odoo comes with a special model that is focused only on sales. With it, your work will be easier, communication with customers will be faster and you will have maximum overview of all activity and changes at all times.
Automate sales from A to Z
The Sales module provides a clear, intuitive, and highly automated environment for creating and managing quotations. But it offers more than just an overview of your quotes – you can easily access sales analytics or pricing data, whether for a specific customer or overall. This gives you maximum insight and control at all times.
Main advantages of the Sales module:
Quotation and Order Creation
Create professional quotations in just seconds. Users can easily send quotes to customers directly from the system or convert them into sales orders and invoices.
E-signature and Customer Benefits
Odoo allows you to add your own electronic signature to your offers, which speeds up the entire process of closing a deal. It also brings valuable benefits to your customers — they can quickly respond by confirming or rejecting an offer with a single click. Additionally, customers have access to their quotations, sales orders, and delivery orders at any time.
Process Automation
The Sales environment offers a transparent and automated workflow. On the right side of the interface, you can view customer communication, your own notes or those from colleagues involved in the quotation, and all related activities. Once a quotation is confirmed, automation allows you to easily generate invoices or update inventory levels. This ensures faster, more efficient work with minimal errors.
Integration with Other Modules
Odoo Sales seamlessly integrates with modules such as Inventory, Invoicing, CRM, and Accounting — ensuring a smooth business cycle without duplicate data entry, all on one unified platform.
Analytics and Reports
Gain a detailed overview of sales performance, pricing, or individual sales representatives’ results — all through clear and customizable dashboards.
Templates
Odoo allows you to set custom prices and taxes for each customer. Completed quotations can be inserted into templates that display the entire offer — including catalogs, product previews, or specific terms and conditions.
Creating and sending quotations has never been easier!