Online Purchase Workflow
Sell faster with electronic signatures
Allow customers to easily review and sign your online quotations from anywhere.
Communicate quickly and efficiently
Get custom alerts for relevant activities, communicate directly from quotations via email, automatically keep complete records of your negotiations.
Maximize profits by upselling
Increase sales volume by automatically proposing extra options and accessories, apply closing triggers, discounts, and more.
Sell more with clean quotations
Professionally showcase your products and services.
Send clear and complete quotations to your prospects. Add product descriptions, beautiful images, and additional information simply by dragging and dropping building blocks.
Order & contract sorting
Automate operations and focus on customer relationships and revenue
From quotations to sales orders
Convert quotations into sales orders with a single click, or let
the customer sign off on it with a simple electronic signature.
Invoice customers based on time and materials, easily record contracts and track invoicing phases, maintain renewal and upselling opportunities, and manage your subscriptions with Odoo's recurring contracts.
Let your customers help themselves
The customer portal gives your customers access to their quotations, sales orders, and delivery orders. Save time and use Odoo Sign to easily get signatures on NDAs, contracts, or any PDF document.