Maximize profits by upselling
Sell more: propose extra options, apply closing triggers, discounts and more.
Communicate quickly and efficiently
Get custom alerts for relevant activities, and use email to automatically attach communications to the quote. Communicate easily by designing email templates for onboarding etc.
Sell faster with electronic signatures
Use Odoo Sign and allow your customers to review and sign your quotations online.
Orders and contracts sorted
Automate operations and focus on relations and revenues
From quotes to sales orders
Convert quotation into sales order in a click or let the customer do it with electronic signature.
Invoice customers based on time and materials, easily record contracts and track invoicing phases, renewal and upselling and manage your subscriptions with Odoo's recurring contracts.
Let your customers help themselves
Customer portal gives your customers an access to their quotes, sales orders and delivery orders. Save time and use Odoo Sign to easily get signatures on NDAs, contracts or any PDF document.