Design quotations in minutes:
Create quotes in just a few clicks or a quotation template you can reuse in just a few clicks.
Maximize profits by upselling:
Sell more: propose extra options, apply closing triggers, discounts and more.
Communicate quickly and efficiently:
Get custom alerts for relevant activities, and use email gateways to automatically attach email communications to the right order. Communicate easily by designing email templates for onboarding etc.
Sell faster with electronic signatures:
Use Odoo Sign and allow your customers to review and sign your quotations online.
Use templates to create polished, professional quotes in minutes. Send these quotes by email and let your customer sign online. Everything you need to know can be found in one place. Send offers with clear pricing to your customers and let them accept it, reject it or ask for more information. Communicate with customers directly through the messaging software and see the whole history of the conversation in the quotation.
From quotes to sales orders:
Convert quotation into sales order in a click or let the customer do it with electronic signature.
Contracts management:
Invoice customers based on time and materials with contracts, easily record contracts and track invoicing phases, renewal and upselling and manage your subscriptions with Odoo's recurring countracts.
Benefit from more independent customers:
Customer portal gives your customers an access to their quotes, sales orders and delivery orders. Save time and use Odoo Sign to easily get signatures on NDAs, contracts or any PDF document.