When a customer reaches out asking for prices or a proposal, businesses often respond with a quotation. It’s a simple enough document — a list of what you’re offering and how much it will cost. But behind that simplicity lies an important step in the sales journey, one that can be automated and managed elegantly with Odoo.
In this post, we’ll look at how Odoo’s Sales app helps you create, send, and manage quotations, and how that can translate into smoother workflows and better customer experiences.
What Exactly Is a Sales Quotation?
A sales quotation is a formal offer sent to a customer, listing products, services, and pricing. If the customer accepts it, the quotation becomes a sales order — just one click, no redundant data entry.
In practice, it’s your chance to clearly communicate what you’re selling and at what terms. In Odoo, this process is not only efficient but integrated into a broader ecosystem of apps.
The Sales Pipeline: A Connected Flow
Sales doesn’t happen in isolation. A typical workflow in Odoo looks something like this:
- Quotation: A proposal is created and shared with the customer.
- Sales Order: Automatically generated upon customer acceptance.
- Delivery: Products or services are delivered.
- Invoice: Issued based on the order.
- Payment: Customer settles the bill.
Each stage is tracked, linked, and visible. You know where every deal stands.
Quoting with Odoo
Here’s where things get interesting. Odoo makes creating quotations fast and flexible.
- You can start from scratch, use quotation templates, or generate one from a CRM opportunity.
- Add optional products — think of them as smart upsells.
- Include payment terms, discounts, delivery dates, and more.
- Let customers sign online or pay directly from the quotation.
- Use the PDF quote builder to give your documents a polished, professional look.
You can even include recurring services using Odoo Subscriptions or convert support tickets into quotes — a nice touch for service businesses.
Anatomy of a Good Quotation
Whether you’re selling designer furniture or enterprise consulting, a good quote usually includes:
- A unique quotation number and expiration date.
- Full customer contact info.
- An itemized list of products/services.
- Unit prices, taxes, totals, and currency.
- Clear payment terms and optional promotions.
In Odoo, all of this comes together through a clean UI and smart defaults. You configure once and reuse often.
Why This Matters
Quotations are more than paperwork. They’re a key moment in the customer relationship — your chance to impress, clarify, and convert.
Odoo turns this moment into something you can manage, measure, and improve over time. If your sales team still sends quotes manually or juggles multiple tools, it might be time to rethink the process.
Need Help Implementing Odoo?
If you’re exploring Odoo or want to level up your current setup, I can help. I work with businesses to implement tailored Odoo solutions that actually fit how you work.
Get in touch if you’d like to chat.
