Odoo Sales handles the full workflow from quotation to invoice. Create quotations, send for eSignature, convert to orders, and trigger delivery and invoicing. Integrates with CRM, Inventory, and Accounting.
Key Features
- Quotation templates with optional products
- eSignature for online quotation acceptance
- Pricelists — customer-specific and quantity-based
- Subscription management for recurring billing
- Customer portal for order tracking
Setup
- Install Sales
- Create quotation templates
- Configure pricelists
- Set up online payment
- Configure delivery methods
Best Practices
- Quotation templates for consistency
- eSignature for faster deal closure
- Optional products for upselling
- Integrate with CRM for full pipeline
- See subscriptions guide
Frequently Asked Questions
Free?
Core Sales is free in Community. Enterprise adds quotation builder and eSignature.
Custom quotation PDFs?
Yes. Customize with branding and terms. Studio (Enterprise) for no-code editing.
Subscriptions?
Create recurring products. Odoo auto-generates invoices at the subscription interval.