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PDF Quote Builder & Branded Proposals — Turn Odoo quotations into branded, multi-page PDF proposals with cover pages, dynamic — 1/1Örnek önizleme

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

dynamic pricing blocks and e-signature.

PDF Quote Builder & Branded Proposals nedir?

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.

Temel Özellikler

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

Siparişe özel, sizin için baştan sona

Kendiniz kurmanıza gerek yok — ECOSIRE tarafından geliştirilen, kurulan ve desteklenen çalışır bir uygulama.

  1. 1

    Sipariş verirsiniz

    Tek seferlik geliştirme fiyatıyla başlayın. Kapsamı başlangıçta sizinle birlikte belirleriz.

  2. 2

    Geliştirir ve kurarız

    ECOSIRE, Odoo ortamınızda geliştirir, yapılandırır ve kurar.

  3. 3

    Yayına alma + destek

    Yaklaşık bir iş haftasında yayına alırsınız; canlıya geçiş sonrası iki hafta destek dahildir. Teslim ettiğimiz koddaki hatalar ücretsiz düzeltilir.

Teknik Özellikler

Odoo Uyumluluğu
Odoo 17, Odoo 18, Odoo 19
Sürümler
Enterprise ve Community
Lisans
Lisansın doğrulanması gerekiyor
Python Gereksinimi
Python 3.10+
Veritabanı
PostgreSQL 12+

Bu Ürün Hakkında

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.

Ne elde edeceksin

  • 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

Bu kimin için

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 Nasıl Karşılaştırılır

KriterECOSIREÖzel YapıRakipOdoo Yerleşik
Branded multi-page proposals with cover pagesDahilPossible but you design every QWeb template from scratchOften generic templates, limited cover-page controlDahil değil
Built to your exact branding & sales processDahilDahilDahil değilDahil değil
Reusable content library of proposal blocksDahilOnly if you build and model it yourselfKısmi destekDahil değil
Online e-signature + deposit request flowDahilSignificant extra dev effortKısmi destekKısmi destek
Role-based security (ir.model.access.csv + record rules)DahilDepends on developer disciplineKısmi destekDahil
You own maintainable source code (no lock-in)DahilDahilDahil değilDahil
Professional install, docs & team trainingDahilDahil değilDahil değilDahil değil
Post-launch support & version-upgrade pathDahilDepends on in-house teamKısmi destekKısmi destek
Dynamic pricing blocks from sale.order.lineDahilDahilKısmi destekKısmi destek

PDF Quote Builder & Branded Proposals hakkında Sıkça Sorulan Sorular

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.

Teklif isteyin

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

Teklif isteyin

PDF Quote Builder & Branded Proposals ihtiyaçlarınızı bize anlatın; fiyatları, lisans seçeneklerini ve size özel bir teklifi genellikle bir iş günü içinde gönderelim.

Şimdi ödeme yok. Bu, ekibimize bir teklif talebi gönderir — fiyat ve sonraki adımlarla e-posta ile dönüş yapacağız.