Odoo Sales Module: Complete Guide to Quotation & Order Management
Odoo Sales streamlines the entire quote-to-cash cycle, from creating professional quotations with drag-and-drop product catalogs to converting confirmed orders into invoices and delivery orders automatically. The module supports advanced pricing through customer-specific pricelists, volume discounts, and promotional campaigns that apply rules without manual calculation. Sales teams gain pipeline visibility through customizable Kanban boards and performance dashboards that track revenue, conversion rates, and average deal size. Built-in eSignature support lets customers approve quotations online, reducing approval cycles from days to minutes.
Key Features
Everything included in the Odoo Sales Module: Complete Guide to Quotation & Order Management module.
Professional Quotation Builder
Create branded quotation PDFs with product images, descriptions, optional items, and terms using drag-and-drop editing. Customers can review and sign quotations online.
Pricelist Management
Configure customer-specific, currency-specific, or time-limited pricelists with percentage or fixed discounts that apply automatically when creating quotations.
eSignature Integration
Send quotations via email with embedded eSignature links, allowing customers to approve orders from any device and triggering automatic order confirmation.
Upselling & Cross-Selling
Add optional products and accessory suggestions to quotations, enabling sales reps to increase average order value with minimal effort.
Sales Teams & Territories
Organize reps into teams with territory assignments, shared pipeline views, and team-level targets that roll up into company-wide sales dashboards.
Subscription Selling
Sell recurring products and services with automatic renewal quotations, integrating with the Subscriptions module for ongoing billing and management.
Margin Analysis
View expected margins on every quotation line in real time, with warnings when discounts push margins below defined thresholds.
Sales Analytics
Track revenue by product, team, customer, and time period. Monitor quotation-to-order conversion rates, average selling price, and sales cycle duration.
Who It's For
Sales teams that need branded, professional quotations with online approval
Businesses managing complex pricing with customer-specific discounts and promotions
Sales managers tracking team performance, pipeline health, and revenue forecasts
Companies selling both one-time products and recurring subscriptions
Organizations seeking to eliminate manual order entry and reduce approval delays
How It Works
A sales rep creates a quotation by selecting products from the catalog and applying the customer pricelist. The quotation is sent to the customer via email with an eSignature link. Once the customer approves, the quotation converts to a sales order, triggering delivery preparation in the warehouse and an invoice draft in accounting.
Integrates With
Pricing
Odoo Sales is included in the Standard plan at $31.10 per user per month. The Custom plan at $46.80 per user per month adds features such as eSignature, margin analysis, and advanced pricelist rules.
Frequently Asked Questions
Can customers sign quotations online?
Yes. Odoo includes built-in eSignature functionality that sends customers a secure link to review and approve quotations from any browser or mobile device. Once signed, the quotation automatically converts to a confirmed sales order.
How do pricelists work in Odoo Sales?
Pricelists define pricing rules such as percentage discounts, fixed amounts, or formula-based calculations. You can assign pricelists by customer, currency, or date range, and Odoo applies the correct price automatically when a quotation is created for that customer.
Does Odoo Sales integrate with CRM?
Odoo Sales and CRM share a seamless pipeline. Opportunities in CRM can be converted to quotations with a single click, and all quotation and order history is visible on the CRM contact record for full sales cycle visibility.
Can I manage sales teams and quotas?
You can create multiple sales teams, assign members and leaders, set revenue targets, and track performance against those targets in real time through team dashboards and leaderboard views.
How does invoicing work after a sale?
Once a sales order is confirmed, you can generate an invoice immediately for prepaid orders, on delivery for shipped goods, or on milestones for project-based work. Invoices flow directly to Odoo Accounting for reconciliation and payment tracking.
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