Efficient Selling
Modern User Interface
All the information you need, where you need it with a fast and intuitive user interface designed for salespeople.
Mobile Capabilities
Use Odoo's mobile interface to sell on the road.
Reduced Data Entry
Send quotes in just a few clicks. Convert quotes to sales orders and invoices from the same screen.
Sales Warnings
Get warnings before sending quotations to specific customers or for specific products.
Professional Quotations
Quotation Builder
Create a polished quote in seconds. Use predefined products, price lists, and templates to instantly apply the right prices to quotations.
Quotation Template
Design custom quotation templates in just a few clicks and reuse them to save time.
Upselling
Quotations are optimized to help your company sell more by proposing additional products and other extra options, applying discounts and closing triggers, and more.
Electronic Signature
Sell faster with electronic signatures, allowing your customers to review and sign their quotations online.
Variant Grid Entry
Add product variants to your sales orders using a grid, or matrix, displaying all the possible combinations of a product's attributes (e.g. sizes, colors).
Order and Contract Management
Sales Orders
Convert quotations into sales orders in one click, or let your customers do it themselves with online quotes and Odoo eSign. Save time with the ability to modify sales orders, sell product kits, and ship partial orders.
Manage Invoicing from Sales Orders
Invoice based on ordered or delivered quantities, or based on time and materials. Manage payment terms by customer or by invoice. Easily track and follow up on invoice aging.
Customer Portal
Provide customers with access to an online portal to view their quotes and sales orders, and to track the status of their deliveries in real-time. Customers can modify their orders and confirm them with an electronic signature or online payment.
Electronic Signature
Use Odoo eSign to easily get signatures on NDAs, contracts, or any PDF document.
Incoterms®
Configure Odoo Sales to automatically display Incoterms directly on the invoice.
Streamlined Communication
Schedule Activities
Follow key quotations and business opportunities in just a click, and get alerts about relevant activities. Schedule activities directly from business opportunities, and get reminders when the activities need to be performed.
Email Gateways
See all of your email communications automatically attached to the associated customer order, allowing you to trace back discussions and negotiate more efficiently.
Onboarding Emails
Create email templates for specific products to provide relevant information to buyers upon their purchase, such as instructions and service reminders.
Product and Price Control
Product Types
Manage any type of product including storable products, services, consumables, delivery charges, and electronic products.
Pricelists
Compute the correct price based on customer conditions, such as region and price tier, or based on order conditions, such as quantity and time. Add pricelists to individual products depending on each customer's segment.
Product Variants
Customize products with multiple attributes and variants, such as size, color, and finish.
Discounts
Apply discounts on any quotation line item and choose if the discount should be visible or hidden to the customer.
Coupons and Promotions
Create custom coupons and promotional codes, and allow your customers to activate discounts at purchase.
Product Configurator
Easily add specific product variants to a quotation or cart using Odoo's product configurator display.
Units of Measure
Sell products in multiple units of measure and let Odoo manage the conversion.
Gift Cards and eWallet
Allow customers to purchase gift cards for preconfigured custom amounts and use them to purchase items from your shop. Allow customers to use an eWallet to store money on your website for online payments.
Loyalty Program
Design a loyalty program for your customers to join and earn points that can be used on future orders.
Intuitive Reporting
Trackable KPIs
Easily monitor a KPI dashboard for important information such as total amount invoiced, sales per country/salesperson/sales team, churn, MRR, lifetime value, CAC ratio, and upgrades/downgrades.
Order and Invoicing Analysis
Choose whether your statistics are based on orders, invoices, or both. Group sales data by categories such as product type, salesperson, country, and sales team.
Next Activities
Get a full overview of all your sales activities, next actions, and performance data.