Key Takeaways
- Professional quotations with digital signatures and online payment reduce sales cycle time by 30-50%
- Flexible pricelists support quantity discounts, customer-specific pricing, and time-limited promotions
- Confirmed sales orders automatically trigger delivery and manufacturing workflows
- Subscription management tracks MRR, churn, and customer lifetime value
- Sales team dashboards provide real-time visibility into pipeline, targets, and conversion rates
Quotation Creation and Online Portal
Odoo quotations combine product lines, optional items, terms, and professional formatting into documents that customers can review, modify, and sign online. Quotation templates pre-configure common proposals with standard product bundles, terms, and layouts, reducing preparation time for repetitive quotes.
- Drag-and-drop product line ordering with sections and subtotals
- Optional products that customers can add during online review
- Digital signature capture for legally binding acceptance
- Online payment integration for upfront or deposit collection
- Automatic expiration dates with follow-up reminders
- PDF download and email sharing with tracking
Create templates for your top 5 sales scenarios. Include pre-configured products, optional upsells, and standard terms. Templates reduce quotation preparation from 30 minutes to under 5 minutes.
Pricing and Pricelist Configuration
Odoo pricelists enable sophisticated pricing strategies without custom development. Stack multiple pricing rules to handle volume discounts, customer tier pricing, promotional periods, and currency-specific rates. Each pricelist can use fixed prices, percentage discounts, or formula-based calculations.
| Pricing Rule | Example | Priority |
|---|---|---|
| Customer-specific | Acme Corp gets 15% off | Highest |
| Volume discount | 100+ units: 10% off | High |
| Promotional | Summer sale: 20% off | Medium |
| Category discount | All accessories: 5% off | Low |
| Base price | Standard retail price | Default |
Pricelists cascade by priority. A customer with a specific pricelist gets their negotiated rate; if no customer-specific rule exists, volume discounts apply; if no volume threshold is met, the base price is used. This cascade handles complex pricing without maintenance overhead.
Order-to-Delivery Integration
Confirmed sales orders automatically trigger downstream operations. For stocked products, delivery orders are created in the warehouse. For manufactured products, manufacturing orders are generated. For services, project tasks are created. This automation eliminates manual handoffs between departments.
| Product Type | Trigger | Result |
|---|---|---|
| Stockable | Order confirmation | Delivery order created |
| Manufactured | Order confirmation | Manufacturing order created |
| Service (timesheet) | Order confirmation | Project task created |
| Dropship | Order confirmation | Purchase order to vendor |
| Kit | Order confirmation | Components picked individually |
Choose between invoicing on order (pre-payment), on delivery (post-shipment), or on milestones (project-based). Different products within the same order can use different invoicing policies.
Subscription and Recurring Revenue Management
The subscription functionality within Odoo Sales handles recurring revenue products with monthly, quarterly, or annual billing cycles. Track MRR (Monthly Recurring Revenue), churn rate, and customer lifetime value directly within the sales interface. Subscription renewals, upgrades, and downgrades are managed through a dedicated workflow.
- Automatic recurring invoice generation on billing dates
- Customer self-service portal for plan changes and payment updates
- MRR tracking with growth, churn, and expansion metrics
- Dunning management for failed payment retry and notifications
- Subscription analytics: average revenue per account, churn analysis
Combine subscription products with one-time purchases in the same sales order. This handles common scenarios like setup fees plus monthly service, or hardware purchase plus ongoing maintenance contracts.
Sales Teams, Targets, and Reporting
Organize sales representatives into teams with defined targets, territories, and commission structures. Each team has its own pipeline view, allowing managers to track performance by team while individual reps focus on their assigned opportunities.
- Team and individual sales targets with progress tracking
- Quotation-to-order conversion rate by rep, team, and product
- Average deal size and sales cycle duration analytics
- Commission calculation based on invoiced or paid amounts
- Leaderboards and performance comparisons across teams
Connect Sales with CRM for complete pipeline visibility. Leads convert to opportunities, opportunities generate quotations, and quotations become orders. The full journey from first contact to revenue is tracked in one system.
Frequently Asked Questions
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