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Create quotes in just a few clicks or a quotation template you can reuse in just a few clicks.
Sell more: propose extra options, apply closing triggers, discounts and more.
Get custom alerts for relevant activities, and use email gateways to automatically attach email communications to the right order. Communicate easily by designing email templates for onboarding etc.
Use Odoo Sign and allow your customers to review and sign your quotations online.
Use templates to create polished, professional quotes in minutes. Send these quotes by email and let your customer sign online.
Everything you need to know can be found in one place.
Send offers with clear pricing to your customers and let them accept it, reject it or ask for more information.
Communicate with customers directly through the messaging software and see the whole history of the conversation in the quotation.
No more time consuming communications,
no more fax or scans in emails.
Design, implement and adjust your pricing strategy to maximize benefits
Use price list rules to compute the right price based on customers conditions.
Convince customers with discounts and coupons.
Convert quotation into sales order in a click or let the customer do it with electronic signature.
Invoice customers based on time and materials with contracts, easily record contracts and track invoicing phases, renewal and upselling and manage your subscriptions with Odoo's recurring countracts.
Customer portal gives your customers an access to their quotes, sales orders and delivery orders. Save time and use Odoo Sign to easily get signatures on NDAs, contracts or any PDF document.
A fast user interface designed for sales. Get all the information you need where you need it.
Sell on the road with Odoo's mobile user interface, working even if you don't have an internet connection.
Send quotes in just a few clicks, manage your pipeline with drag & drop, etc.
Create quotes in just a few clicks. Use predefined products, pricelists and templates easy your job.
Quotations are optimized to help you sell more: propose extra options, apply closing triggers, discounts, ...
Design clear quotation templates you can reuse in just a few clicks.
Sell faster with electronic signatures. This allow your customers to review and sign your quotations online.
Convert quotation into sales order in a click or let the customer do it with electronic signature.
Invoice customers based on time and materials with contracts. Don't miss any upsell or renewal anymore.
Use Odoo Sign to easily get signatures on NDAs, contracts or any PDF document.
Your customer get an access to their quotes, sales orders and delivery orders to track the status in your portal.
Record contracts and track invoicing phases, renewal and upselling easily.
Manage fixed price contract with invoicing based on milestones. Track invoices, forecasted revenues and profitability.
Manage your subscriptions with Odoo's recurring countracts: billing, renewal alerts, extra options, MRR dashboard, etc.
Follow key quotations and orders in just a click and get alerts based on relevant activities.
Get all your email communications automatically attached to the right order. Negociate on quotations easily.
Create template of emails for specific product to give information to buyers: access material, reminder of the service, etc.
Create configurable products with multiple variants (size, color, etc.) and options.
Apply discounts on every lines and choose if you want to reduce the price or make the discount visible.
Odoo is able to manage services, physical products to delivery, electronic products and consumables.
Use pricelist rules to compute the right price based on customers conditions.
Create names coupons or shared one to boost customer demands.
Use predefined dashboards or build your own with the advanced reporting engine. Share filters with the team.
Get a dashboard about all SaaS KPIs: Churn, MRR, Lifetime Value, CAC Ratio, upgrades / downgrades, etc.
Get statistics based on orders and / or invoices. Group by product, salesperson, team, country, etc.
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