A quotation that takes a day to prepare is a quotation a competitor sends first.

Odoo Sales: quotations to orders

Odoo Sales creates quotations from templates in minutes, applies the right pricelist and discount, lets customers sign and pay online, and turns confirmed orders into deliveries and invoices automatically.

Discuss your Odoo requirements WhatsApp Dr. Alaa Khoury

By Nour Aldein Tleti. Updated 25 September 2026.

Odoo screenshot: quotation Template model's Form view — Screenshot © Odoo S.A., CC BY-SA 4.0

What does Odoo Sales do?

It manages the path from quotation to invoice: templates, product configurators, pricelists by customer or currency, approvals for discounts, online signature and payment, and automatic creation of delivery orders and invoices when an order is confirmed.

Odoo Sales screenshot: a product catalog accessible via a quotation in the Odoo Sales application — Screenshot © Odoo S.A., CC BY-SA 4.0

What it covers

Quotation templates: Standard offers with optional products and terms.
Pricelists: By customer group, quantity, currency or period.
Online signature and payment: Customers confirm quotations from a link.
Order to delivery: Confirmed orders reserve stock or trigger production.

Odoo Sales screenshot: the Quotations and Orders section on the Odoo Sales app Settings page — Screenshot © Odoo S.A., CC BY-SA 4.0

Quotation to invoice

01Quotation
02Discount approval
03Customer signs
04Order
05Delivery
06Invoice
07Payment

Implementation considerations

Pricing rules: Document pricelists before configuration; they are often in people’s heads.
Approval limits: Decide who can discount and by how much.
WhatsApp sending: Quotations can be shared on WhatsApp through integration.