Sales

Product 

Manage any type of product including services, stockable products, delivery charges, electronic products, or consumables. Create and configure products with multiple options or variants such as size, color, finish, etc.

Apply discounts on any line item and choose how the price is reduced as well as if the discount is visible or hidden or you can use pricelist rules to compute the right price based on customer conditions. Convince customers to buy more with discounts and coupons.

From quotes to 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.

The module is also integrated with Email server so users can automatically send quotations or sales orders from their account.


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Customer portal

The customer portal gives your customers access to their quotes, sale orders, invoices, delivery orders and support tickets.
They can easily confirm the quotation and their sales orders directly in their account.

Contract management

Invoice customers based on time and materials, easily record contracts and track invoicing phases, maintain renewal and upselling opportunities.

Manage payment terms by customer or by invoice and manage your subscriptions with Odoo's recurring contracts.

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Sell online

Send the quotation and let your customer approve it online.

Your customers can use Odoo's mobile interface to sell on the road. Keep working even without an internet connection and resynch automatically when you reconnect.

Sign online

Sell faster with electronic signatures.

Allow customers to easily review and sign your online quotations from anywhere.  Start with the customer.

Find out what they want and give it to them.

Subscriptions ENTERPRISE

Concentrate on services and relationships while Odoo’s automated features handle your recurring sales and subscriptions. Quickly provide clear contracts and flawless, automated invoices; take care of taxes with no stress; and deal with payments - all done automatically according to your settings.

Your salesperson get automated alerts when contracts have to be renewed. Your customer can change their plans, order upgrades or downgrade / unsubscribe through the customer portal. Boost your business with Odoo accounting app. From quotes to invoices.
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CRM

Keep all the information about leads, customers and their orders in one place. Schedule activities such as calls, meetings, mailing and quotations.

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Invoicing

Easily create invoices based on the quotes you have sent to your customers.  You can send them by email as a PDF attachment or print and send them by email. 

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