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Quotation Revision History for Odoo — A build-to-order Odoo module that captures a complete, versioned revision history for e — 1/1Vista previa ilustrativa

A build-to-order Odoo module that captures a complete, versioned revision history for every quotation

— snapshotting each change to lines, pricing, and terms so your team can see exactly what changed, when, and by whom.

ECOSIRE scopes, builds, installs, and supports it for your Odoo 17, 18, or 19 instance.

¿Qué es Quotation Revision History for Odoo?

A build-to-order Odoo module that captures a complete, versioned revision history for every quotation — snapshotting each change to lines, pricing, and terms so your team can see exactly what changed, when, and by whom. ECOSIRE scopes, builds, installs, and supports it for your Odoo 17, 18, or 19 instance. Built to order by ECOSIRE for Odoo 17, 18, 19 — indicative price from $999.00 USD; request a quote for a scoped proposal.

Características clave

New `sale.order.revision` model storing an immutable, numbered snapshot of the full quotation header and line grid at each version
Deep line-level snapshot: product, description, quantity, unit price, discount, taxes, and computed subtotal captured per revision, not just header fields
Sequential `revision_number` per quotation with `create_uid`/`create_date` stamping so every version is attributable to a user and timestamp
`revision_count` computed field (`@api.depends`) plus a smart button on the `sale.order` form opening the version list
Side-by-side comparison view highlighting field-level and line-level deltas — added, removed, quantity, price, and discount changes between any two revisions
Margin-swing indicator on each comparison showing how total, discount, and margin moved across negotiation rounds
Configurable revision triggers — manual 'Create Revision' button, auto-snapshot on quotation send, or on any edit after send — chosen during scoping
Per-revision QWeb PDF report to reprint the exact document as it stood at any round for the customer or the deal file
`ir.model.access.csv` + record rules making revisions read-only for salespeople and manageable by sales managers only
Multi-company record rules isolating each company's revision history under a single database
Chatter (`mail.thread`) integration logging revision creation as structured messages alongside the standard order log
Full XML-RPC / JSON-RPC API exposure of the revision model for downstream BI, reporting, or integration
View inheritance (XML/OWL) that layers cleanly onto the standard quotation form without replacing core sale views
Optional approval gate on cutting or superseding a revision, wired to sales-manager groups where your process requires sign-off

Hecho a medida, listo para ti

Sin configuración por tu cuenta: una app funcional creada, instalada y con soporte de ECOSIRE.

  1. 1

    Haces el pedido

    Empieza con un precio único de desarrollo. Definimos el alcance contigo en el arranque.

  2. 2

    Creamos e instalamos

    ECOSIRE la crea, la configura y la instala en tu Odoo.

  3. 3

    En marcha + soporte

    Sales en vivo en aproximadamente una semana laboral, con dos semanas de soporte tras la puesta en marcha. Los defectos en el código que entregamos se corrigen sin coste.

Especificaciones técnicas

Compatibilidad con Odoo
Odoo 17, Odoo 18, Odoo 19
Ediciones
Enterprise y Community
Licencia
La licencia requiere confirmación
Requisito de Python
Python 3.10+
Base de datos
PostgreSQL 12+

Sobre este producto

Sales teams renegotiate constantly. A customer asks for a discount, a longer payment term, a swapped product, a different quantity — and the salesperson simply edits the quotation in place. Odoo's native sale.order keeps only the latest state of the document; once a line is edited or deleted, the prior figure is gone. The chatter (mail.thread) logs that "a change was made" but not a structured before-and-after of the whole quote. When a deal closes weeks later and finance, the customer, or an auditor asks "what did version 2 actually say?", there is no clean answer. Managers lose the ability to review how a margin eroded across rounds of negotiation, and disputes over "what we agreed" become he-said-she-said.

This is where Odoo core runs out of road. The standard product gives you order-line tracking on a handful of fields and the chatter feed, but no first-class concept of a quotation revision — an immutable, numbered snapshot of the entire document at a point in time that you can reopen, compare, and print. Rebuilding this from Studio or manual chatter notes is brittle and unenforceable. What ECOSIRE builds for you is a dedicated revision engine: a new sale.order.revision model (models.Model) that stores a deep, serialized snapshot of the order header and every order line each time a revision is cut. Snapshots capture partner, pricelist, payment terms, validity date, notes, and the full line grid (product, description, quantity, unit price, discount, taxes, subtotal), stamped with revision_number, create_uid, and create_date. A revision_count computed field (@api.depends) surfaces on the quotation, and a smart button opens the version list.

Technically, revisions are cut through a controlled action rather than silent edits. We add a "Create Revision" button in the quotation form (XML/OWL view inheritance) that freezes the current state into a snapshot before the user begins the next round of changes — or, where you prefer, an automated action / model override that auto-snapshots on defined triggers (e.g. sending the quote, or any change after it was sent). A side-by-side comparison view renders two selected revisions and highlights field-level and line-level deltas — added lines, removed lines, quantity and price changes, discount movements, and the resulting margin swing. Each revision is printable via a dedicated QWeb report so you can hand the customer, or attach to the deal, the exact document as it stood at any round. Everything is reachable over the standard XML-RPC / JSON-RPC API for downstream reporting or integration, and access is governed by ir.model.access.csv plus record rules so revisions are read-only to salespeople and manageable only by sales managers, with multi-company record rules keeping each company's history isolated.

Because this is built to order, we start from your actual negotiation process rather than a generic template. During scoping we confirm which fields must be snapshotted, what triggers a new revision (manual, on-send, or on-confirm), whether revisions should carry approval, how comparisons and reports should look, and which roles can create versus view them. We then build against your target Odoo line — 17.0, 18.0, or 19.0, Community or Enterprise (Enterprise adds tighter Studio/approvals interplay we account for) — deliver on a staging instance for UAT, and only then install on production with a rollback plan. Typical delivery is one working week from confirmed scope. Pricing starts from $999 (indicative, single-company base scope); multi-company revision isolation, approval workflows on revisions, migration of historical quotes into snapshots, and deeper reporting or API integrations increase the quoted scope.

lo que obtienes

  • Installable Odoo module source code for your target version (17.0, 18.0, or 19.0), Community or Enterprise
  • Installation and configuration on your production instance, including groups, access rules, and revision triggers
  • Technical documentation: models, fields, security rules, view inheritance, and QWeb report structure
  • End-user guide plus a live training session for your sales and management users
  • Post-go-live support window for defect fixes and configuration adjustments
  • UAT on a staging instance with a documented rollback plan before production install
  • Git repository handover with full commit history and tagged release
  • Configured comparison view and per-revision PDF report matching your agreed layout

¿Para quién es esto?

Sales Operations Manager

Owns quote quality and margin discipline. Needs a defensible, version-by-version record of how each deal evolved so they can review discounting behavior, coach reps, and settle 'what did we agree' questions without archaeology in the chatter.

Finance & Controller

Reviews closed deals against what was quoted. Wants an immutable, printable snapshot of each revision to reconcile the confirmed order against earlier offers and to satisfy audit and internal-control requirements.

Head of Sales / Commercial Director

Runs a team that renegotiates frequently across multiple companies or regions. Needs revision history isolated per company, role-restricted, and reportable so leadership can spot margin erosion patterns across the pipeline.

Odoo Administrator / IT Lead

Maintains the Odoo instance and must keep customizations upgrade-safe. Wants a cleanly inherited module with proper access rules, API exposure, and a git handover rather than fragile Studio tweaks.

Cómo se compara Quotation Revision History for Odoo

CriterioECOSIREConstrucción personalizadaCompetidorNativo de Odoo
Fit to your negotiation processBuilt from your scoping call — your fields, triggers, and approvalsFully bespoke but you carry all design decisionsFixed feature set; you adapt to its assumptionsNo revision concept; only latest state is kept
Snapshot depthFull header + line grid captured per revisionWhatever you specify and can maintainOften header or limited-line snapshots onlyNone — edited/deleted lines are lost
Version comparisonSide-by-side view with field and line-level deltas + margin swingPossible, at additional build costBasic list or single-version view typicallyNot available
Security & multi-companyRole-based access rules + per-company isolation from day oneMust be designed and tested by youGeneric access; multi-company variesStandard sales access only, no revision layer
Odoo version coverageBuilt for your 17.0 / 18.0 / 19.0, Community or EnterpriseDepends on your developerOnly versions the publisher chose to supportShips with the version you run
Support & handoverPost-go-live support window + full git repo handoverYou own and maintain it entirelyVendor-dependent; source often closedCovered by your Odoo subscription/partner
Delivery modelone working week, UAT on staging + rollback planTimeline and QA depend on your teamInstant install but no fit guaranteeAlready present — but lacks the capability
Total cost of ownershipFrom $999 indicative; fixed quote after scopingHigher — full dev + ongoing maintenanceLow upfront, but customization and lock-in costsIncluded, but the gap remains unsolved

Preguntas frecuentes sobre Quotation Revision History

Is this an existing app I can download and install today?

No. This is a build-to-order module that ECOSIRE scopes, builds, installs, and supports specifically for your Odoo instance and negotiation workflow. There is no instant download — we start from a scoping call and deliver a module tailored to how your team actually revises quotations.

How long does delivery take?

Typical delivery is one working week from confirmed scope. The exact timeline depends on how many fields you snapshot, which revision triggers and approval steps you need, whether historical quotes must be migrated, and your target Odoo version. We confirm dates in the fixed quote after the scoping call.

How does pricing and scoping work?

Pricing starts from $999 as an indicative from-price for a single-company base scope. After a short scoping call we send a fixed quote. Drivers such as multi-company revision isolation, approval workflows, migrating historical quotes into snapshots, and deeper reporting or API integrations increase the quoted scope. You approve the fixed price before we build.

Which Odoo versions and editions do you support?

We build for Odoo 17.0, 18.0, and 19.0, on both Community and Enterprise. The module uses standard view inheritance and the ORM so it layers onto core `sale.order` without replacing it. Enterprise-specific interplay with Studio and approvals is accounted for during scoping.

What about support and future Odoo upgrades?

Every build includes a post-go-live support window for defect fixes and minor configuration changes. Because we hand over the full git repository, you own the code. Migrating the module to a future Odoo major version (e.g. 19 to 20) is a separate scoped engagement we're happy to quote when you upgrade.

Will it slow down or destabilize our existing quotations?

No. Snapshots are written to a separate `sale.order.revision` model and its lines — we don't overwrite or delete core `sale.order` data. Revision creation is a controlled action, and access is governed by `ir.model.access.csv` and record rules. We validate everything on a staging instance during UAT before touching production.

Can we restrict who can create versus view revisions, across multiple companies?

Yes. Security is part of the base build: salespeople typically get read-only access to revisions while sales managers can create and manage them, all enforced via record rules. Multi-company record rules keep each company's revision history isolated within a single database — the depth of that isolation is one of the scope drivers we confirm up front.

Solicitar presupuesto

Quotation Revision History

A build-to-order Odoo module that captures a complete, versioned revision history for every quotation — snapshotting each change to lines, pricing, and terms so your team can see exactly what changed, when, and by whom. ECOSIRE scopes, builds, installs, and supports it for your Odoo 17, 18, or 19 instance.

  • New `sale.order.revision` model storing an immutable, numbered snapshot of the full quotation header and line grid at each version
  • Deep line-level snapshot: product, description, quantity, unit price, discount, taxes, and computed subtotal captured per revision, not just header fields
  • Sequential `revision_number` per quotation with `create_uid`/`create_date` stamping so every version is attributable to a user and timestamp
  • `revision_count` computed field (`@api.depends`) plus a smart button on the `sale.order` form opening the version list

Solicitar presupuesto

Cuéntanos tus necesidades de Quotation Revision History y te enviaremos precios, opciones de licencia y una propuesta a medida, normalmente en un día hábil.

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