The sales system operates from the beginning till the closure of the sales pipeline. Every process is handled and every piece of information is recorded, from professional quotation creation to order fulfillment and customer payment.
Preview: Odoo Sales quotation builder, product catalog selection, and customer portal signoff in action.
With the help of our quotation builder, you can create high-quality custom quotations in no time. To assist your salespeople to perform more effectively, use established products, pricing lists, and templates.
We provide e-signature capabilities so your customers can effortlessly review and sign quotes online in seconds.
You can now sell your products and services more effectively using a modern, mobile user interface that gives your sales reps all the customer information they need on the road.
Send quotations in just a few clicks, convert won deals to sales orders, and automatically trigger invoices from the same platform with automated inventory alerts.
Save time by modifying sales orders, selling product kits, and shipping partial deliveries with ease. Track invoice aging and payment follow-ups without spreadsheet headaches.
Help your customers with a secure self-service portal to track quotation history, sales order progress, and real-time delivery status. Manage contract lifecycles from initial onboarding through renewals, recurring subscriptions, and upselling.
Create and manage product catalogs and variations based on attributes like size, color, and material. Configure flexible pricelists tailored to specific customer groups, order volumes, or seasonal promotions.
Automatically calculate shipping costs, print shipping labels, and connect with major logistics carriers including UPS, FedEx, DHL, and USPS. Applicable pricelists and quantity discounts are computed and applied automatically during checkout.
Create quotations and sales orders directly from CRM leads and qualified opportunities with one click, preserving complete deal history.
Generate customer invoices directly from approved sales orders or delivery orders, syncing accounts receivable with Odoo Accounting automatically.
Check real-time stock availability during quotation drafting, automatically reserve inventory upon order confirmation, and generate warehouse pickings.
Sell your products online through Odoo eCommerce and process web orders through standard sales fulfillment workflows.
Unify brick-and-mortar retail checkout with central customer accounts, inventory, and cross-channel sales reporting.
Automatically trigger project tasks and milestones upon confirming service orders, billing client hours accurately based on timesheet entries.
To keep sales price lists synchronized across complex supplier catalogs and fluctuating material costs, O2B developed an automated bidirectional connector between Odoo Sales and Google Sheets for a US distributor. When pricing analysts update margin formulas or bulk discount tiers in Google Sheets, Odoo instantly recalibrates customer pricelists and volume brackets in real time—eliminating manual re-keying and preventing sales reps from quoting outdated rates.
Learn more about connecting your commercial teams in our guide on how Odoo integration improves sales and marketing efforts, or explore our Odoo Revenue Management Hub.
O2B Technologies offers a wide range of Products to meet business software needs in every sphere of an organization.
From custom quotation templates and e-signature workflows to automated multi-currency price lists, our Austin-based Odoo specialists configure streamlined sales pipelines tailored to your revenue goals. For standard software license plans, view official Odoo pricing.
Talk to O2B's TeamFind answers to common questions about Odoo Sales
Yes. Odoo Sales includes native e-signature support. When you email a quotation, customers can open the link in a branded online portal, review product options, and electronically sign to confirm the order instantly.
Yes. Odoo supports international transactions in multiple currencies with automated exchange rate updates. You can quote and invoice international customers in their local currency while recording financial entries in your company's base currency.
Yes. Odoo allows you to create flexible pricelists based on customer segments, seasonal promotions, volume tiers, or specific contract agreements. Applicable prices and quantity discounts are computed and applied automatically during quotation drafting.
Yes. As soon as a quotation is confirmed into a sales order, Odoo automatically checks warehouse stock, reserves items, generates delivery orders in Inventory, and prepares draft customer invoices in Accounting upon shipment.