CPQ Configure-Price-Quote for Sales

ECOSIRE builds a CPQ (Configure-Price-Quote) engine on top of sale_management, product, and account that adds a step-by-step guided-selling wizard directly on the sale order. The configuration flow is driven by a question/answer model (models.Model records with ordered steps and conditional visibility) that surfaces only the relevant next choice. A dependency-rule engine expresses require, exclude, and auto-select relationships between attributes and options, and a constraint engine validates the full selection server-side — invalid combinations raise a ValidationError before any sale.order.line is written, so a broken quote can never leave the building. Pricing is layered: tiered/volume tables with quantity breakpoints resolved per product and per product.pricelist, plus rule-based automatic discounts and surcharges triggered by the configured options. Bundle/kit configurations explode into component sale order lines with a rolled-up price, and a compute/@api.depends chain recalculates margin and landed cost live as each option is toggled, so the rep always sees the real bottom line.

On top of the core engine we wire the workflow your sales operation actually needs: optional, upsell, and cross-sell suggestion blocks surfaced during configuration; reusable configuration templates that save a common build and reload it onto a new quotation; an approval workflow (via Odoo's activity/automated-action framework) that triggers when a discount or margin crosses a configurable threshold and routes the quote to the right approver; versioned quote revisions with side-by-side comparison of options and totals; and a branded, multi-section QWeb quote PDF that groups the configured options with per-section subtotal blocks. Access is governed with ir.model.access.csv plus record rules so pricing rules, margin data, and approval thresholds are only visible to the roles that should see them, and every configuration model is exposed over the standard XML-RPC/JSON-RPC API for integration with a configurator microsite, PIM, or Microsoft 365 tooling. The build targets Odoo 17.0, 18.0, and 19.0, works on Community or Enterprise (margin/landed-cost depth adapts to what your edition and inventory data support), and is packaged as a clean-room module with its own __manifest__.py — no dependency on any third-party store app.

Because this is build-to-order, nothing ships until we scope it with you. We start with a short scoping call, map your product families, option dependencies, pricing tiers, and approval rules, and confirm the exact scope; you then receive a fixed quote. Typical delivery is 2-4 weeks from confirmed scope, delivered on a staging environment for UAT before go-live, with installable source, documentation, and a support window. Pricing starts from $599 (indicative, single-company base scope); the number of configurable product families, the depth of constraint/pricing rules, multi-company or multi-pricelist requirements, Microsoft 365 and external-system integrations, and any historical data migration increase the quoted scope.