Book a meeting

Create and send quotations

Estimated reading: 3 minutes 308 views

Once a lead has become an opportunity in Odoo CRM, the next step is sending a quotation. This guide covers creating, customising and sending a quotation directly from an opportunity.

How to create a quotation from an opportunity

  1. Go to CRM and open an opportunity from the pipeline.
  2. Click New Quotation at the top-left.

How to link or create a customer

If no customer is linked to the opportunity, a pop-up appears with the choice to create a new customer, link an existing one, or leave the quotation unlinked.

Quotation details to review

Check the Recurring Plan if this is a subscription, the Pricelist and Payment Terms, and the Referrer if someone referred the customer. The Expiration Date fills in automatically based on the default validity setting, changed under Sales > Configuration > Settings > Quotations & Orders > Default Quotation Validity.

How to add products

  1. Add each product, update the Quantity, and adjust pricing if needed. Click the trash icon to remove a line.
  1. Use Add a section to group products, or the Catalog button for quicker, bulk selection. Click Back to Quotation once finished in the catalog.

How to preview and send the quotation

  1. Click Preview to see it as the customer will in the customer portal, or Return to edit mode to make changes.
  2. Click Send by Email. Review or edit the pre-filled message and template, then click Send.

The email and PDF are logged automatically in the chatter.

How to mark an opportunity as won or lost

Open the opportunity from CRM > My Pipeline. Click Won for a green confirmation banner, or click Lost and choose or create a Lost Reason.

Tips

  • Use the Catalog view for faster product selection on larger quotes.
  • Group products into sections for a clearer, more readable quotation.

Frequently asked questions

What if the opportunity has no linked customer?

A pop-up on New Quotation lets you create a new customer, link an existing one, or leave the quotation unlinked.

How is a quotation sent to a customer?

Click Send by Email, review the pre-filled message and attached PDF, then click Send. The email and PDF are logged automatically in the chatter.

Do I need Odoo Sales installed to send quotations from CRM?

Yes, the Sales app must be installed for the New Quotation button to appear on an opportunity.

Need help?

Need help sending quotations from Odoo CRM? Contact support@thoughtlogik.com or see our Odoo implementation services.

Create and send quotations - PreviousHow to Enrich Contacts with Partner Autocomplete in Odoo CRMNext - Create and send quotationsLead Enrichment in Odoo CRM

Recently Viewed articles

Leave a Reply

Your email address will not be published. Required fields are marked *

Learn how we helped 100 top brands gain success

Subscribe

×
Cancel