The Odoo 17 Sales module offers complete quotation management: it lets you create, customize and follow up every commercial proposal. With it, companies can turn opportunities into clear, professional offers, control the status of each proposal and convert a quotation into a sales order with a single click.

Overview

The Sales module manages the whole sales cycle:

  • Opportunity generation.
  • Quotation creation and follow-up.
  • Sales order management.
  • Automation of part of the sales process.
  • CRM integration.
  • Performance reports.

It integrates with other modules, such as Inventory and Invoicing, to give a complete view of commercial operations.

Orders

Order management in Odoo is centralized:

  • Create, track and manage customer orders.
  • Flexible customization of products, inventory and discounts.

Overview of orders in the Odoo Sales module

Quotations

Quotation management makes commercial follow-up easier:

  • Create, review and adjust quotations.
  • Send them to the customer and track their status.
  • Convert them into sales orders when the customer accepts.

Quotation form

Quotation form in Odoo Sales

When you open the quotation form, you will find several options at the top:

Action buttons of the quotation form

  • Send by Email: generates an email with the quotation attached, addressed to the selected customer. Once sent, the quotation moves to the Quotation Sent status.

Sending the quotation by email

  • Confirm: when you confirm the quotation, it becomes a sales order.
  • Preview: lets you see the quotation as the customer will see it.

Quotation preview

Quotation stages

  • Quotation: initial status when it is created.
  • Quotation Sent: after sending it by email.
  • Sales Order: when the quotation is confirmed.

Step 1: form header

From the form header we can define the general data:

Quotation form header

  • Customer: select or create a customer.
  • Expiration: the quotation's expiry date.
  • Quotation Date: date and time of creation.
  • Payment Terms: term defined in the accounting module.

Step 2: order lines

In the order lines tab we can include the following:

Order lines tab

  • Add a product: define product, description, quantity, unit of measure (UoM), unit price, taxes and discounts.
  • Add a section: text to divide groups of products.
  • Add a note: an inline note within the document.
  • Catalog: multiple selection of products from the product master.
  • Terms and Conditions: text shown on the output report.

Step 3: optional products

In the optional products tab we define additional items:

  • They work like the product lines.
  • They are used to suggest additional products to the customer.

Optional products tab

Step 4: other info

The Other Info tab gathers the rest of the quotation data:

Other Info tab

Sales

  • Salesperson: responsible user.
  • Sales Team: a previously defined team.
  • Company: company name.
  • Online Signature / Online Payment: digital signature and payment options.
  • Customer Reference: free text.
  • Tags: organization and classification of transactions.

Delivery

  • Warehouse: selection of the company's warehouse.
  • Incoterm: international delivery terms.
  • Incoterm Location: place where the Incoterm applies.
  • Shipping Policy: all products together or according to their delivery times.
  • Delivery Date: date promised to the customer.

Invoicing

  • Fiscal Position: applicable taxes.
  • Analytic Account: detailed tracking of costs and revenue.
  • Invoice Journal: accounting record of sales invoices.

Step 5: customer signature

Finally, the customer signature tab records the customer's acceptance of the quotation:

Customer signature tab

  • Signed By: customer's name.
  • Signed On: date of the signature.
  • Signature: digital signature.

👉 Want to see how this workflow applies to construction estimates? Request a BIM 2.0 demo.