Odoo Sales quotes your customers can sign and pay online
We set up Odoo Sales around your pricing, discount limits and approval rules. Signatures, payments and renewals run from the quote, so a won deal becomes an order finance can invoice without re-keying.
Free, 30 minutes, with a senior consultant. You leave with a recommended first phase or a clear reason to wait.
Your pipeline lives in spreadsheets and inboxes
When the CRM doesn't match how your team sells, reps go back to their own spreadsheets and the forecast stops meaning anything.
A pipeline that doesn't match real deals
CRM stages don't match real deals, so the forecast is guesswork and finance plans against an inflated number.
Rollouts that ignore how you sell
A setup copied from a textbook sales process leaves discount rules, approval thresholds, recurring billing and multi-currency quotes as workarounds, and reps stop using the system.
Revenue lost between tools
Signatures, payments and subscriptions sit in separate tools. Each handoff can drop a renewal or delay an invoice.
What we configure in Odoo Sales
Lead and opportunity management
Capture and qualify leads, then track each opportunity to close.
Sales pipeline
Reps move deals between stages on a visual pipeline, and managers see which ones have stalled.
Quotations management
Build, send and track quotations from the sales record.
Online signatures
Customers sign quotes online, without printing or scanning anything.
Online payments
Customers pay when they accept the quote.
PDF quote builder
Branded quote PDFs built from reusable content blocks.
Forecasting
Revenue forecasts from weighted pipeline data that updates as deals move.
Recurring subscriptions and billing
Renewals and recurring invoices run on schedule without a manual reminder.
Quoting first, billing after
Each release ends with something your team uses in production. Reps quote in Odoo before we connect payments, subscriptions and billing.
- 01
Discovery and pipeline design
We map your stages, discount rules, approval thresholds and currencies into a configuration blueprint.
- 02
Pipeline and quotations live
Pipeline, products, pricing and branded PDF quotes go live, and reps start quoting from Odoo.
- 03
Signatures, payments and orders
Customers sign and pay quotes online. A signed quote becomes a confirmed sales order that finance can invoice.
- 04
Subscriptions and recurring billing
We set up subscription plans, automated invoicing and payment reminders, so renewals no longer get chased by hand.
- 05
Forecasting and integrations, then training and launch stabilization
We connect your finance, email and reporting tools and calibrate forecasts against the win rates your stages produce. Then we train reps and admins, document the configuration and stay with your team through the first weeks of live quoting and billing.
For teams with complex or recurring deals
Multi-line quotes with volume pricing and approval limits go to production and delivery without re-keying.
ManufacturingConnected to payments, signatures and your CRM
Online payment
Customers pay the quote by card and the order confirms itself.
Commerce
Store and marketplace orders arrive as sales orders.
Signatures
Quotes go out for signature and return signed.
CRM
Deals and contacts stay in step with your CRM.
Customer messages
Quote reminders go out by email or WhatsApp.
Reporting
Margin and pipeline by rep sit in Power BI.
A named lead and work you can check
The consultant who scopes it configures it
The senior consultant who maps your pricing and discount rules in discovery configures them in Odoo and stays through launch stabilization. A dedicated project manager backs them up.
Working software at every release
Every release goes into production on real deals, so you judge the system on quotes your team has sent.
Reviewed before it touches your data
A senior consultant checks every test scenario and training note before it is used on your data or with your team. AI writes the first drafts from our discovery sessions.
Written scope and tested changes
Each phase has a written scope, and every change is tested before reps see it.
Ways to start with Odoo Sales
Discovery sprint
We map your sales process, audit current tools and deliver a blueprint with a phased plan and pricing. It takes one to two weeks for a fixed fee, and the fee comes off the pilot if you go ahead.
Pilot
The pipeline and branded quotations for one sales team, live before you commit to the full rollout.
Full rollout
Signatures, payments, subscriptions and forecasting, followed by launch stabilization. Later work gets its own scope and price.
Questions buyers ask
Can customers sign and pay a quote online?
Yes. The quote goes out as a link, the customer signs and pays by card in the same step, and the order confirms.
Can Odoo handle subscriptions?
Yes. Odoo Subscriptions issues recurring invoices, handles renewals and reports recurring revenue.
Can we keep our CRM?
Yes. We sync contacts and deals with Salesforce or HubSpot, or move the pipeline into Odoo CRM if you would rather run one system.
Can you move our open deals from spreadsheets or another CRM?
Yes. We import open deals, contacts, products and price lists, check them with your sales lead, and reps start in Odoo with their live pipeline.