Quotation Management
From Draft to Deal in Record Time
Create, send, and track professional online quotations that empower your customers to sign and pay in just a few clicks.
Odoo Quotation Features
Online Signatures (eSign)
Close deals instantly with legally binding electronic signatures directly on the web quotation.
Interactive Customer Portal
Give clients a professional space to negotiate, track order history, and download PDFs 24/7.
Automated Tracking
Get real-time alerts the moment a customer views, downloads, or signs your quotation.
Instant Online Payments
Speed up your cash flow by allowing customers to pay via credit card or PayPal the moment they approve.
Smart Product Upselling
Boost revenue by automatically suggesting optional products and related accessories during the quoting process.
Professional Quotes in Two Clicks
Drag-and-Drop Builder: Easily add products, descriptions, and sections to your quotes.
Product Catalog Sync: Pull real-time pricing and stock levels directly into your drafts.
Template Library: Use pre-designed templates for different services or product lines.
A Seamless Buying Journey for Your Clients
Online Viewing: Customers receive a secure link to a beautiful, web-based version of your quote.
Interactive Quotes: Allow clients to edit quantities or choose optional add-ons themselves.
Instant Feedback: A built-in chat window allows customers to ask questions directly on the quote.
Close Faster with e-Sign & Online Payments
Electronic Signatures
Get legally binding approvals instantly with integrated Odoo Sign.
Instant Payments
Support for Stripe, PayPal, and more to collect deposits immediately.
Automatic Conversion
Once signed, Odoo instantly turns the quote into a Sales Order.
Boost Your Revenue with Smart Upselling
Optional Products: Automatically suggest related items to increase your average order value.
Pricelist Rules: Apply custom discounts or regional pricing automatically.
Expiration Alerts: Set validity dates to create urgency and automate follow-ups for expiring quotes.
Full Visibility on Every Opportunity
Track when your quotes are opened, viewed, and signed. With Odoo’s high-speed interface, managing a high volume of quotations is snappy and stress-free, ensuring no deal falls through the cracks.
Ready to send quotes that convert?
Move away from static PDFs and embrace the future of interactive sales. Start building your first professional quotation today.