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.
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.
Create Professional Quotations
Create a polished quote in seconds. Use predefined products, price lists, and templates to help your salespeople work more efficiently.
Quotations are optimized to help your company sell more by proposing extra options, additional products, applying closing triggers, discounts, etc.
Design custom quotation templates in just a few clicks and reuse them to save time.
Sell faster with electronic signatures, allowing your customers to review and sign your quotations online.
Manage Orders & Contracts
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.
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.
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.
Use Odoo eSign to easily get signatures on NDAs, contracts, or any PDF document.
Provide customers with access to an online portal to view their quotes, sales orders, and track the status of delivery orders in real-time.
Follow key quotations and orders in just a click and get alerts based on relevant activities.
Create email templates for specific products to provide relevant information to buyers such as instructions, service reminders, etc.
See all of your email communications automatically attached to the associated customer order, allowing you to trace back on discussions and negotiate more efficiently.
Automatically mirror sales and purchase orders in a multi-companies setup.
Maintain Products & Prices
Create and configure products with multiple attributes or variants such as size, color, finish, etc.
Use pricelist rules to compute the correct price based on customer conditions. Easily add one or more pricelists to individual products depending on each customer’s segment, especially helpful for differentiating vendors. Automatically use the applicable pricelist based on conditions such as quantity ordered and/or time the product was ordered.
Apply discounts on any quotation line item and if the discount is visible or hidden.
Create a custom coupon code for a pricelist and allow your customers to activate their discount at purchase.
Manage any type of product including services, stockable products, delivery charges, electronic products, or consumables.
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.
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.