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CPQ Configure-Price-Quote for Sales — A build-to-order Odoo CPQ engine that turns highly configurable products into accurate, — 1/1उदाहरणात्मक पूर्वावलोकन

A build-to-order Odoo CPQ engine that turns highly configurable products into accurate,

margin-aware quotes through guided selling, dependency-driven configuration rules, and tiered pricing — designed, built, installed, and supported by ECOSIRE.

CPQ Configure-Price-Quote for Sales क्या है?

A build-to-order Odoo CPQ engine that turns highly configurable products into accurate, margin-aware quotes through guided selling, dependency-driven configuration rules, and tiered pricing — designed, built, installed, and supported by ECOSIRE. Built to order by ECOSIRE for Odoo 17, 18, 19 — indicative price from $999.00 USD; request a quote for a scoped proposal.

प्रमुख सुविधाएँ

Guided-selling wizard mounted on the sale order, driven by an ordered question/answer model with conditional step visibility resolved server-side
Product configurator with attribute dependency rules — require, exclude, and auto-select relationships evaluated across selected options
Constraint engine that validates the full configuration and raises ValidationError on invalid combinations before any sale.order.line is created
Tiered and volume pricing tables with quantity breakpoints resolved per product and per product.pricelist
Rule-based automatic discounts and surcharges triggered by the specific options a customer configures
Bundle/kit configuration that explodes into component sale order lines with a rolled-up parent price
Live margin and landed-cost calculation via a compute/@api.depends chain that updates as each option is toggled
Optional, upsell, and cross-sell suggestion blocks surfaced contextually during the configuration flow
Reusable configuration templates saved from a completed build and reloaded onto new quotations
Approval workflow using Odoo activities/automated actions, triggered when discount or margin crosses configurable thresholds
Versioned quote revisions with side-by-side comparison of configured options and totals
Branded multi-section QWeb quote PDF with grouped option breakdown and per-section subtotal blocks
Role-based access via ir.model.access.csv and record rules protecting pricing rules, margin data, and approval thresholds
Full XML-RPC/JSON-RPC API exposure of configuration and pricing models for configurator microsites, PIM, or Microsoft 365 integration

ऑर्डर पर निर्मित, पूरी तरह आपके लिए तैयार

स्वयं सेटअप की ज़रूरत नहीं — ECOSIRE द्वारा निर्मित, इंस्टॉल और समर्थित एक कार्यशील ऐप।

  1. 1

    आप ऑर्डर करते हैं

    एक बार के निर्माण मूल्य से शुरू करें। किकऑफ़ पर हम आपके साथ मिलकर दायरा तय करते हैं।

  2. 2

    हम बनाते और इंस्टॉल करते हैं

    ECOSIRE इसे आपके Odoo पर बनाता, कॉन्फ़िगर और इंस्टॉल करता है।

  3. 3

    लाइव + समर्थन

    आप लगभग एक कार्य सप्ताह में लाइव हो जाते हैं, गो-लाइव के बाद दो सप्ताह के समर्थन के साथ। हमारे द्वारा दिए गए कोड की खामियाँ निःशुल्क ठीक की जाती हैं।

तकनीकी विनिर्देश

Odoo संगतता
Odoo 17, Odoo 18, Odoo 19
संस्करण
Enterprise और Community
लाइसेंस
लाइसेंस की पुष्टि आवश्यक है
Python आवश्यकता
Python 3.10+
डेटाबेस
PostgreSQL 12+

इस उत्पाद के बारे में

B2B manufacturers and industrial-equipment sellers rarely sell a "product" — they sell a configuration. A single quotation can involve dozens of interdependent options, incompatible combinations, quantity breakpoints, and margin floors that a sales rep is expected to hold in their head. In stock Odoo, sale_management gives you a clean quotation and the native product variant/attribute mechanism handles simple option grids, but it runs out of road the moment you need real selling logic: it cannot enforce that "Option A requires Option B and excludes Option C", it cannot block an invalid combination before the line is created, it has no rule-based surcharge/discount engine tied to what was configured, no live margin guardrail, and no guided question-and-answer flow that walks a rep (or a customer) to a correct, complete quote. Teams paper over this with spreadsheets, tribal knowledge, and re-quotes — which is exactly where pricing errors and slow turnaround come from.

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 one working week from confirmed scope, delivered on a staging environment for UAT before go-live, with installable source, documentation, and a support window. Pricing starts from $999 (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.

What you get

  • Installable Odoo module source code for your commissioned version (17.0 / 18.0 / 19.0 as scoped), packaged with its own __manifest__.py
  • Installation and configuration on your staging environment, including pricelists, dependency rules, and approval thresholds
  • Technical documentation — data model, rule/constraint definitions, security matrix, and API endpoints
  • End-user guide plus a live training session for sales and sales-ops staff
  • UAT on a staging instance with a documented rollback plan before production go-live
  • Post-go-live support window for defect fixes and configuration adjustments
  • Private git repository handover with full commit history and tagged release
  • Sample configuration templates and pricing tables seeded from your product data as a starting point

Who this is for

B2B Manufacturer Sales Team

Sells make-to-order or configurable machinery and equipment where every quote is a unique build. Needs the wizard and constraint engine to prevent impossible configurations and to produce accurate quotes fast, without escalating each one to engineering.

Industrial-Equipment Distributor

Resells complex equipment with option packages, accessories, and volume-based pricing across multiple pricelists. Needs tiered pricing, cross-sell blocks, and bundle explosion so reps quote the full package correctly the first time.

Sales Operations / Revenue Manager

Owns quote quality, discount governance, and margin protection. Needs the live-margin guardrail, threshold-based approval workflow, and versioned revisions to enforce policy and keep deals off the margin floor.

CPQ / Pricing Administrator

Maintains the option catalog, dependency rules, and pricing tables. Needs reusable templates, a clear rule model, and API access so the configuration logic stays maintainable and can feed a configurator microsite or Microsoft 365 tooling.

How CPQ Configure-Price-Quote for Sales Compares

CriterionECOSIRECustom BuildCompetitorOdoo नेटिव
Configuration rules (require/exclude/auto-select)Full dependency + constraint engine, validated server-sidePossible but you design and maintain the rule model yourselfBasic option rules, often rigid and hard to extendAttribute grids only — no cross-option dependency logic
Invalid-combination blockingValidationError before any order line is createdOnly if you build the validation layerPartial; often validated after line creationNone — invalid combinations can be quoted
Tiered / volume pricingQuantity breakpoints per product and per pricelistBuild from scratch on your own schemaPresent but usually single-dimensionPricelist rules only — no option-driven tiers
Live margin & landed costRecomputes as each option is toggled, with approval guardrailsCustom compute logic you specify and maintainRarely includedMargin visible post-hoc, not enforced during configuration
Approval workflow on thresholdsDiscount/margin thresholds route to approvers automaticallyWire up automated actions yourselfSometimes; often not threshold-awareGeneric sales approval only, not margin-driven
Fit to your productsBuilt to your families, rules, and pricing from a scoping callFully bespoke — highest effort and costGeneric; you adapt your process to the appGeneric core; heavy manual setup
Ownership & supportFull source in a private git repo + support windowYou own it but carry all maintenanceVendor-locked; updates on their scheduleCore-maintained; no CPQ-specific support
Quote documentBranded multi-section QWeb PDF with grouped subtotalsDesign and build the report template yourselfStandard template with limited groupingStandard quotation PDF, flat line list

Frequently Asked Questions about CPQ Configure-Price-Quote for Sales

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

No. This is a build-to-order productized service. ECOSIRE designs, builds, installs, and supports a CPQ module tailored to your product families, pricing, and approval rules. There is no instant download — we ship your commissioned version after scoping and development.

How long does delivery take?

Typical delivery is one working week from confirmed scope. After a short scoping call we map your configurable products, dependency rules, pricing tiers, and approval logic, then build and deliver on a staging environment for UAT before go-live. Larger catalogs, deep rule sets, or integrations can extend the timeline, which we confirm in the fixed quote.

How does pricing and scoping work?

Pricing starts from $999 as an indicative, single-company base-scope figure. After the scoping call we assess the number of product families, rule and pricing depth, multi-company/multi-pricelist needs, integrations, and any data migration, and issue a fixed quote. You approve the fixed quote before development begins — no open-ended billing.

Which Odoo versions and editions are supported?

We build for Odoo 17.0, 18.0, and 19.0, on Community or Enterprise. The engine is a clean-room module built on sale_management, product, and account. Some depth in margin and landed-cost reporting depends on your edition and inventory configuration, which we confirm during scoping.

What about support and updates after go-live?

Every engagement includes a post-go-live support window for defect fixes and configuration adjustments. Because you receive the full source in a private git repository, you own the code. We also offer ongoing support and version-upgrade retainers if you want us to maintain and evolve the module over time.

Can it integrate with our website configurator or Microsoft 365 tools?

Yes. All configuration and pricing models are exposed over Odoo's XML-RPC/JSON-RPC API, so a public configurator microsite, a PIM, or Microsoft 365 tooling can drive and read the same rules that power the internal quote. The exact integration surface is scoped and quoted with your requirements.

How does it prevent invalid configurations and margin leakage?

The constraint engine validates the complete selection server-side and blocks invalid combinations with a ValidationError before any order line is written, so a broken quote can't be saved. Margin and landed cost recalculate live as options change, and an approval workflow routes any quote that crosses your discount or margin threshold to the right approver.

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कोटेशन का अनुरोध करें

CPQ Configure-Price-Quote for Sales

A build-to-order Odoo CPQ engine that turns highly configurable products into accurate, margin-aware quotes through guided selling, dependency-driven configuration rules, and tiered pricing — designed, built, installed, and supported by ECOSIRE.

  • Guided-selling wizard mounted on the sale order, driven by an ordered question/answer model with conditional step visibility resolved server-side
  • Product configurator with attribute dependency rules — require, exclude, and auto-select relationships evaluated across selected options
  • Constraint engine that validates the full configuration and raises ValidationError on invalid combinations before any sale.order.line is created
  • Tiered and volume pricing tables with quantity breakpoints resolved per product and per product.pricelist

कोटेशन का अनुरोध करें

हमें CPQ Configure-Price-Quote for Sales के लिए अपनी ज़रूरतें बताएं और हम आपको कीमत, लाइसेंस विकल्प और एक अनुकूलित प्रस्ताव भेजेंगे — आमतौर पर एक कार्यदिवस के भीतर।

अभी कोई भुगतान नहीं। यह हमारी टीम को एक कोटेशन अनुरोध भेजता है — हम कीमत और अगले चरणों के साथ ईमेल द्वारा संपर्क करेंगे।