Creating and Customizing Quotations
To create a quote in Odoo 17:
Go to Sales → Quotations → Create
Fill in the customer's details, select a price list, and start adding products or services to the quote. Odoo auto-fills tax rules, payment terms, and delivery options based on your settings.
Customization Options:
- Choose from multiple quote templates
- Add expiration dates to control offer validity
- Group lines by product type, category, or section
- Include delivery charges, discounts, and notes
Adding Products, Discounts, and Optional Items
When adding products, you can include:
- 📦 Product variants and quantities
- 🏷️ Manual or percentage-based discounts
- ➕ Optional items (upsell suggestions)
Optional products appear as suggestions on the customer portal, helping you increase average order value.
Sending Quotes and Getting Digital Signatures
Odoo allows you to send quotes via email directly from the quotation screen:
- Use predefined templates with customer-specific details
- Include a PDF copy of the quote
- Send a link to the customer portal for digital approval
Customers can:
- 💬 Add comments or ask for changes
- ✍️ Sign the quote electronically
- ✅ Confirm the order instantly
Pro Tip: Enable "Online Payment" options so customers can pay upon confirmation.
Converting to Sales Orders
Once a customer accepts the quote, click "Confirm Sale" to generate a sales order automatically.
This triggers the following:
- 📦 Inventory is reserved
- 📄 An invoice draft is created (if configured)
- 🚚 Delivery is scheduled (if applicable)
You can view the entire order flow from one screen — from quote to delivery and billing.
Tracking Order Status and Delivery
Each sales order in Odoo 17 includes:
- 💼 Order status (Quotation, Confirmed, Cancelled)
- 📦 Delivery status (Not Delivered, Partially Delivered, Done)
- 💰 Invoicing status (To Invoice, Fully Invoiced, Paid)
- 🧾 Links to delivery orders and invoices
Use the timeline to see every activity — approvals, comments, payments, and shipments — at a glance.
Automation and Integration with Other Modules
Odoo Sales integrates seamlessly with:
- Inventory: Auto-reserves stock and tracks deliveries
- Accounting: Generates invoices and records payments
- Subscriptions: For recurring or SaaS billing
- CRM: Links opportunities directly to quotes and orders
Automated workflows reduce manual steps and improve accuracy across departments.
Conclusion
Odoo 17 makes it easy to move from prospect to payment with professional quotes, smart workflows, and real-time sales tracking — all from one dashboard.
Want to create branded, automated sales processes in Odoo 17? Let us set it up for you!
