First impressions matter in sales, and your quotation is often the first detailed look a prospect gets at your offering. Odoo Quotation Management helps you create professional, branded proposals quickly using templates, product catalogs, and flexible pricing options. Add terms and conditions, optional products, and get electronic signatures – all in a seamless workflow.
What is Odoo Quotation Management?
Odoo Quotation Management is part of the Sales module focused on creating and managing sales proposals. It includes quotation templates, product selection, pricing options, terms and conditions, optional products, and e-signature capability. Quotations can be sent via email, accessed through a customer portal, and converted to sales orders upon acceptance.
Odoo Quotation Management Features
Quotation Templates
Pre-built templates for quick proposal creation.
Product Builder
Add products, variants, and descriptions with images.
Flexible Pricing
Apply discounts, adjust margins, and show savings.
Optional Products
Suggest add-ons and upsells within the quote.
Online Quotation
Share via portal for customer review and acceptance.
E-Signature
Get quotes signed electronically for faster closing.
Need Help Implementing Odoo Quotation Management?
Get a customized quote from our certified Odoo partners.
Benefits of Odoo Quotation Management
Win More Deals
Professional quotes create confidence and accelerate decisions.
Upsell Opportunities
Optional products increase average order value.
Faster Turnaround
Templates and automation reduce quote creation time.
Better Tracking
Know when quotes are viewed and signed.
Odoo Quotation Management Use Cases
Product Sales
Quote complex products with configurations and accessories.
ManufacturingService Proposals
Create detailed service proposals with scope and deliverables.
Professional ServicesProject Quotes
Quote projects with phases, milestones, and payment terms.
ConstructionEquipment Rental
Quote rental equipment with periods and conditions.
RentalOdoo Quotation Management FAQ
Yes, you can add standard terms to templates or customize per quote. Terms appear on the printed/PDF version.
Related Topics
Create Winning Proposals with Odoo
Get expert guidance on implementing Odoo Quotation Management for your business. Our certified partners will help you every step of the way.