A quotation in Odoo 17 is created in Sales, sent by email with a link to the customer portal, and becomes a sales order the moment the customer signs it or you confirm it. Confirmation is what triggers everything else: stock is reserved, a delivery is scheduled and the invoice can be drafted, all from the same record.
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!
Questions we get asked
Can customers sign and pay a quotation online?
Yes, and both are settings on the quotation itself: online signature and online payment. The customer opens the portal link, signs in the browser and, where a payment provider is configured, pays a deposit or the full amount. Either action confirms the order automatically, with nobody in the back office touching it.
What is the difference between a quotation and a sales order?
They are one record in different states. It is a quotation while it is draft or sent, and a sales order once confirmed. Only confirmation reserves stock, creates the delivery and makes the order invoiceable, so an unconfirmed quote never touches your inventory figures or your books.
Do quotation templates save time?
Yes. A template holds a standard set of lines, optional upsell products, a validity period and the terms shown on the portal, so a recurring offer becomes one selection rather than several. Lines can still be edited afterwards on the individual quotation, and templates are managed under Sales, Configuration, Quotation Templates.
How does Odoo 17 decide when to invoice?
Each product's invoicing policy decides. Ordered quantities bills what was ordered as soon as the order is confirmed; delivered quantities bills only what has actually shipped. A down payment invoice can be raised at any point, and the order's invoicing status shows whether it is still to invoice, fully invoiced or has nothing to invoice.
Can I stop a quotation being valid forever?
Yes. Give the quotation an expiration date, or a validity period on its template, and Odoo marks it expired once that date passes and shows it as expired on the portal instead of letting the customer accept it. The quote also keeps the pricelist and payment terms it was made with, so an old offer never quietly picks up new prices.