SALES MANAGEMENT

Boost Sales with Instant, Professional Quotations

Quickly create clear, professional, and interactive quotations using a powerful quotation builder fully integrated with Accounting, Inventory, Manufacturing, and more.

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CRM

Accounting

Inventory

E-commerce

CONTRACT & ORDER MANAGEMENT

Sales Orders

Easily convert quotations into sales orders, support online ordering, electronic signatures, order edits, and flexible delivery—saving time and improving efficiency.

Invoicing from Sales Orders

Generate invoices based on quantities, time, or materials. Manage payment terms and track invoices effectively.

Customer Portal

Allow customers to view quotations, track and edit orders online, confirm via electronic signature, or complete online payments.

Order-Based Routes

Integrate delivery routes and special fulfillment methods such as dropshipping or make-to-order directly from sales order lines.

Subscriptions

Track and manage subscriptions—from invoicing and renewals to upselling—with Odoo Subscriptions, including renewal alerts and recurring revenue (MRR) tracking.

Electronic Signatures

Use Odoo eSign to easily sign NDAs, contracts, or any PDF documents.

EFFICIENT SALES OPERATIONS

Fast, intuitive user interface designed specifically for sales teams
Sell on the go using Odoo’s mobile interface
Send quotations and convert them into orders or invoices with just a few clicks from a single screen, while managing the entire sales cycle with integrated CRM
Receive alerts before sending quotations for specific customers or products

PROFESSIONAL QUOTATIONS

Create visually appealing quotations in seconds using predefined products, price lists, and templates

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

Accelerate sales with electronic signatures, allowing customers to review and sign quotations online

Increase revenue by suggesting optional products, alternatives, discounts, and enabling upselling directly on quotations

Add product variants to sales orders using grids or matrices that display all possible attribute combinations (e.g. size, color)

PRODUCT & PRICING CONTROL

Product Variants

Customize products with multiple attributes such as size and color.

Product Types
Manage stockable products, services, consumables, delivery charges, and digital products.

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Shipping Costs

Automatically calculate shipping fees based on weight, volume, quantity, and destination.

Discounts

Apply discounts and choose to display or hide them on quotations.

Shipping Carriers

Automatically calculate shipping fees, print labels, and track shipments; integrate with carriers such as UPS, DHL, FedEx, and more.

Coupons & Promotions

Create custom promo codes that customers can apply at checkout.

Loyalty Programs

Design loyalty schemes that allow customers to earn and redeem points on future orders.

Units of Measure

Sell products using multiple units and manage unit conversions.

Gift Cards & E-Wallets

Sell and redeem gift cards; enable e-wallet payments.

Price Lists

Define pricing rules based on customer conditions, order quantities, or customer segments.

VISUAL REPORTING & ANALYTICS

Track KPIs on dashboards, including invoices, revenue, churn rate, MRR, CAC, and contract changes
Get an overview of sales activities, next actions, and team productivity
Analyze sales orders and invoices grouped by product type, salesperson, country, or department