Sales & Marketing · Odoo Sales
Odoo Sales
Odoo Sales turns CRM opportunities into clean quotes, captures e-signatures, and posts the resulting order to inventory and invoicing in one workflow. Best for B2B teams quoting complex products and B2C teams selling out of a unified catalog.
Book a free 30-min auditWho Odoo Sales is for
- ✓B2B teams quoting configurable products with discount tiers
- ✓Distributors with tiered pricing and customer-specific catalogs
- ✓Subscription businesses needing multi-product packages
- ✓Teams replacing PandaDoc, DocuSign + spreadsheet workflows
Top features
Reusable quote templates
Templates with line-item defaults, terms, and optional add-ons. Reps assemble proposals in minutes, not hours.
Optional products and upsells
Quote lines marked as 'optional' that customers can self-select before signing. Average deal size lift of 8–15% on documented engagements.
E-signature built in
Customers sign quotes directly online — no PandaDoc or DocuSign add-on. Audit log of view, signature, and IP.
Multi-level discount approval
Discount thresholds trigger manager approval automatically. No more discount creep or unrecorded markdowns.
Customer-specific pricelists
Tiered pricing by customer category, volume break, currency, and date range. Quote prices populate correctly the first time.
Quote-to-order conversion
Signed quote becomes a confirmed sales order in one click — reserves stock, schedules delivery, and queues invoice without rekeying.
Margin visibility per line
Reps see margin against each line item as they quote. Configurable to show cost, margin %, or hidden for junior reps.
Subscription and recurring billing
Lines flagged as recurring create subscription contracts on order confirmation. Auto-renewal, dunning, and prorated invoicing handled automatically.
Representative use cases
Complex B2B quote workflow
Rep builds a 40-line quote with optional add-ons and tiered discounts. Customer self-selects extras online, signs, and the order flows through stock allocation and invoicing without manual intervention.
Distributor with customer-specific catalogs
Each customer sees only the SKUs they're approved for, at their negotiated tier price. Pricelist rules update centrally, propagate to every quote.
Subscription-based pricing
Quote includes setup fee + 12-month recurring subscription. On signature, the system bills the setup, creates the recurring contract, and triggers a renewal reminder 30 days before expiry.
Pricing
Odoo license
Odoo Standard tier ($31.10/user/mo) for Sales-only. Custom tier ($46.80/user/mo) if you need CRM, Inventory, Accounting, and Sales together.
Octura implementation
Octura Sales implementation: $7K–$18K depending on quote-template complexity, pricelist setup, and e-signature workflow. Typical timeline 4–7 weeks.
Common integrations
- Stripe, Authorize.Net for deposit payments on signature
- DocuSign, HelloSign (when external signing flow required)
- Salesforce CPQ migrations (we've moved 6 mid-market customers off CPQ)
- Avalara AvaTax for sales tax on quotes
- Mailchimp, ActiveCampaign for nurture sequences
Related Odoo apps
Ready to scope an Odoo Sales deployment?
Book a free 30-minute audit. We'll walk through your current stack, identify the gaps Odoo Sales closes, and propose a fixed-fee implementation timeline.
Book a free 30-min auditOdoo Sales FAQ
01Can Odoo Sales handle CPQ-style product configurators?
Yes. Product attribute combinations create variants automatically (size × color × material). Pricing rules apply per combination. We've migrated mid-market CPQ deployments from Salesforce CPQ to Odoo Sales with full configurator parity.
02Does Odoo Sales include e-signature?
Yes — built in, no add-on cost or per-document fee. Customers sign quotes from the link emailed to them; the signature event is timestamped and audit-logged.
03How does Odoo handle discount approval workflows?
Discount thresholds (set per pricelist or per product category) trigger an approval step. The quote can be saved but not sent until approval clears. Approval can be by manager, by margin %, or by absolute dollar threshold.
04Can Odoo handle recurring revenue / subscriptions?
Yes via Odoo Subscriptions, which works alongside Sales. Subscription lines on a quote create a recurring contract on signature, with automatic renewal, dunning, prorated changes, and integrated billing.