“Simple, agile and professional sales management”
From quoting to invoicing: all in one place.
What does the Sales module solve?
Our Sales module digitizes and simplifies the entire sales cycle. It allows you to generate attractive quotes, convert them into sales orders with a single click, and automatically manage contracts and invoicing. With modern, integrated tools, your team saves time and sells more.
MAIN BENEFITS
Personalized and professional quotes
Quick conversion to orders and invoices
Personalized and professional quotes
Detailed customer and sales reports
Accessible from any device
Featured Features
- Price list and promotion settings
- Online quote delivery with digital acceptance option
- Automation of recurring contracts and subscriptions Integration with electronic billing and payments
- Tax management according to local regulations
- Track performance with real-time dashboards
Your online quotes, from the quote to the digital signature
Apply templates
Send quotes
Close deals
Buy fast
Sell faster with electronic signature
Thanks to electronic signatures, your clients can view and sign quotes from anywhere.
Communicate quickly and effectively
Receive personalized alerts for relevant activities, communicate via email directly from quotes, and automatically keep complete records of your trades.
Maximize profits
Increase your sales volume by automatically offering additional options and accessories, applying triggers to close sales, discounts, and much more.
Sell more with clean quotes
Present your products and services professionally.
Send clear and comprehensive quotes to your potential customers. Add product descriptions, attractive images, and additional information by dragging and dropping the different modules.
Ordering and classification of contracts
Automate operations and focus on customer relationships and revenue.
From quotes to sales orders
Convert your quotes into sales orders with a single click or let your customers sign with a simple electronic signature.
Contract management
Bill your clients based on time and materials, easily record contracts and track billing phases, maintain renewal and upsell opportunities, and manage your subscriptions with Odoo's recurring contracts.
Let your customers manage themselves
The client portal provides your clients with access to their quotes, sales orders, and delivery orders. Save time and use Odoo Signature to easily sign non-disclosure agreements, contracts, or any PDF document.
Sales Workflow
- Creating an attractive quote for the client
- Digital submission and online acceptance
- Automatic conversion to sales order
- Delivery linked to inventory
- Automatic billing
- Profitability reports and analysis
Integrates with other business management modules
The Sales module works natively with CRM, Inventory, Invoicing, and eCommerce, ensuring a seamless flow of information and a seamless customer experience.
Optimize your sales and spend more time with your customers
Request a demo