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PDF Quote Builder & Branded Proposals — Turn Odoo quotations into branded, multi-page PDF proposals with cover pages, dynamic — 1/1イメージプレビュー

Turn Odoo quotations into branded, multi-page PDF proposals with cover pages,

dynamic pricing blocks and e-signature.

PDF Quote Builder & Branded Proposalsとは?

Turn Odoo quotations into branded, multi-page PDF proposals with cover pages, dynamic pricing blocks and e-signature. Built to order by ECOSIRE for Odoo 17, 18, 19 — indicative price from $999.00 USD; request a quote for a scoped proposal.

主な機能

One-click convert any Odoo quotation (sale.order) into a multi-page branded proposal without re-entering data
Designed cover pages with your logo, hero imagery, client name and proposal number rendered via QWeb
Drag-and-drop header, footer, page-number and watermark configuration applied per company (res.company)
Reusable content library of proposal blocks (about-us, case studies, guarantees, terms) stored as records and dropped into any proposal
Dynamic product & pricing blocks generated from sale.order.line with grouped sections, optional/upsell lines and subtotal rollups
Branded proposal templates selectable per document, with per-template styling and section ordering
Online review portal link where the customer reads the proposal and accepts, comments or declines
E-signature capture — integrated with Odoo Sign on Enterprise, or a native signature-block flow on Community
Deposit / down-payment request tied to acceptance, creating the down-payment line back on the quotation
Computed proposal totals, validity dates and expiry banners via @api.depends compute fields
Automated actions (base.automation) for follow-up reminders, manager notifications and stage moves on open/sign
Full activity trail on chatter — sent, viewed, signed and paid events with timestamps
Multi-currency and multi-company aware, honoring the pricelist and tax config already on the quote
Role-based access via ir.model.access.csv + record rules so reps see their own proposals and managers see all
Exposed over XML-RPC / JSON-RPC for CRM, e-sign or document-storage integrations

受注生産、すべておまかせ

自分での設定は不要 — ECOSIRE が構築・インストール・サポートする実働アプリです。

  1. 1

    ご注文

    一回限りの構築料金から始めます。キックオフで一緒に範囲を決めます。

  2. 2

    構築とインストール

    ECOSIRE がお客様の Odoo 上で構築・設定・インストールします。

  3. 3

    本番稼働 + サポート

    約1週間(営業日ベース)で稼働し、本番稼働後2週間のサポートが付きます。納品したコードの不具合は無償で修正します。

技術仕様

Odoo互換性
Odoo 17, Odoo 18, Odoo 19
エディション
Enterprise&Community
ライセンス
ライセンスの確認が必要です
Python要件
Python 3.10+
データベース
PostgreSQL 12+

この製品について

Your Odoo sale.order already holds every line, price and tax you need — but the stock QWeb quotation PDF looks like an invoice, not the premium proposal your prospect expects. PDF Quote Builder & Branded Proposals is a build-to-order Odoo module that ECOSIRE designs, develops, installs and supports for your team, transforming ordinary quotations into cover-to-signature branded documents that win deals.

This is not an off-the-shelf apps.odoo.com download. ECOSIRE builds the module against your exact branding, product catalog and sales process, then deploys it into your Odoo 17, 18 or 19 database (Community or Enterprise) with a typical one working week lead time. You get real, readable source: a proper __manifest__.py, Python models (models.Model with computed fields via @api.depends), secured views, and clean QWeb report templates you can hand to any Odoo developer later.

At the core sits a proposal builder that layers on top of the native Sales app. Sales reps open a quotation and, in one click, assemble a multi-section document — a designed cover page, an executive summary, dynamic product and pricing blocks pulled straight from sale.order.line, optional scope/terms sections, and a signature page. Reusable content lives in a library of blocks (about-us, case studies, guarantees, T&Cs) so no one rewrites boilerplate. Headers, footers, page numbers and watermarks are branded per company via QWeb, and the whole document renders through Odoo's wkhtmltopdf report engine so it prints identically on screen and paper.

The proposal is more than a PDF: the customer receives a portal link where they can review, e-sign online (integrated with Odoo Sign on Enterprise, or a lightweight native signature flow on Community), and trigger a deposit/down-payment request that flows back into the quotation. Every send, open, sign and payment event is logged on the record's chatter and, where you want it, driven by automated actions (base.automation) — so managers see exactly where each proposal sits in the pipeline.

Because ECOSIRE authors it as a normal Odoo module, everything respects the platform: access is controlled through ir.model.access.csv and record rules (reps see their own proposals, managers see all), templates are versioned, and the data is exposed over the standard XML-RPC / JSON-RPC API for any downstream integration. You keep the code, the docs and a support window — no lock-in, no black box.

得られるもの

  • Complete, installable Odoo module (source code) targeting your Odoo 17, 18 or 19 database — Community or Enterprise
  • Custom __manifest__.py, Python models with computed fields, secured views (XML/OWL) and branded QWeb report templates
  • Your branding applied end-to-end: cover pages, headers/footers, fonts, colors and watermarks configured to your identity
  • Seeded reusable content library and 2-3 ready-to-use proposal templates matched to your sales cases
  • Security layer configured — ir.model.access.csv access rights plus record rules for rep vs. manager visibility
  • Deployment into your staging then production database, with post-install verification
  • Admin & end-user documentation plus a live training session for your sales team
  • Defined post-launch support & bug-fix window with a named ECOSIRE point of contact

これは誰のためのものですか

B2B Sales Team Lead

Runs a pipeline in Odoo Sales and is tired of exporting quotes to design tools. Wants reps to send premium, on-brand proposals in minutes and to see who has opened and signed each one.

Agency / Professional Services Founder

Sells scoped engagements where the proposal itself is part of the pitch. Needs cover pages, case-study blocks, clear scope sections and an e-signature + deposit flow to close faster and get paid sooner.

Odoo Administrator / Ops Manager

Owns the Odoo instance and cares about clean, maintainable code. Wants a proper module with security rules and API access, not a fragile studio hack, and a documented handover so the team isn't locked in.

PDF Quote Builder & Branded Proposals の比較方法

基準エコシエールカスタムビルド競合他社Odoo 標準機能
Branded multi-page proposals with cover pages付属Possible but you design every QWeb template from scratchOften generic templates, limited cover-page control含まれていない
Built to your exact branding & sales process付属付属含まれていない含まれていない
Reusable content library of proposal blocks付属Only if you build and model it yourself部分的なサポート含まれていない
Online e-signature + deposit request flow付属Significant extra dev effort部分的なサポート部分的なサポート
Role-based security (ir.model.access.csv + record rules)付属Depends on developer discipline部分的なサポート付属
You own maintainable source code (no lock-in)付属付属含まれていない付属
Professional install, docs & team training付属含まれていない含まれていない含まれていない
Post-launch support & version-upgrade path付属Depends on in-house team部分的なサポート部分的なサポート
Dynamic pricing blocks from sale.order.line付属付属部分的なサポート部分的なサポート

PDF Quote Builder & Branded Proposals に関するよくある質問

Is this an instant download from the Odoo App Store?

No. This is a build-to-order module. After purchase, ECOSIRE designs and develops it against your branding, product catalog and sales process, then installs it into your database. Typical lead time is one working week depending on the number of proposal templates and integrations. You are never buying a generic zip to self-install.

How long does delivery take and what does the process look like?

Most builds ship in one working week. We start with a short discovery to capture your branding and proposal structure, build on staging, review a draft proposal with you, then deploy to production with verification and training. Larger scopes (many templates, deep integrations, custom signature flows) may run longer and we confirm the timeline up front.

What support and updates do I get after go-live?

Delivery includes a defined post-launch support and bug-fix window with a named ECOSIRE contact. During that window we fix defects and help your team. Because you own the source code and a documented module, any Odoo developer can maintain it afterward, and we offer ongoing support or version-upgrade retainers (for example when you move from Odoo 18 to 19) as an option.

Does it work on Odoo Community or only Enterprise?

Both. The module runs on Odoo 17, 18 and 19, Community or Enterprise. On Enterprise we integrate with Odoo Sign for e-signature; on Community we build a native signature-block flow so you still get online acceptance. We confirm your edition and version before building.

Will this break when I upgrade Odoo, and do I keep the code?

You keep the full source — a proper module with __manifest__.py, models, views and QWeb templates, not an unmaintainable Studio customization. Standard Odoo modules need review at major version upgrades; because it is written to platform conventions, that migration is straightforward, and ECOSIRE can perform it under a support agreement.

Can it pull my existing products, pricelists and taxes automatically?

Yes. The proposal is generated directly from the native sale.order and its sale.order.line records, so it respects the pricelist, taxes, discounts and multi-currency settings already on the quotation. Nothing is re-keyed, and totals are computed via @api.depends fields so they always match the underlying quote.

見積もりを依頼

PDF Quote Builder & Branded Proposals

Turn Odoo quotations into branded, multi-page PDF proposals with cover pages, dynamic pricing blocks and e-signature.

  • One-click convert any Odoo quotation (sale.order) into a multi-page branded proposal without re-entering data
  • Designed cover pages with your logo, hero imagery, client name and proposal number rendered via QWeb
  • Drag-and-drop header, footer, page-number and watermark configuration applied per company (res.company)
  • Reusable content library of proposal blocks (about-us, case studies, guarantees, terms) stored as records and dropped into any proposal

見積もりを依頼

PDF Quote Builder & Branded Proposals のご要望をお知らせください。価格、ライセンスの選択肢、貴社に合わせたご提案を、通常1営業日以内にお送りします。

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