Sale order quotation

An Odoo Sales quotation is the document a business sends to a customer to outline products, services, pricing and terms before a sale is agreed. This section covers how to create, template and confirm quotations in Odoo Sales.

What a quotation covers

A quotation lists the products or services on offer, their quantities and prices, along with payment and delivery terms. Once the customer accepts, the quotation becomes a sales order, which drives delivery and invoicing.

Topics covered in this knowledge base

This section explains how to create quotations, build reusable quotation templates, add optional products to increase order value, collect online signatures or online payments to confirm orders, set quotation deadlines, build branded PDF quotes, and send deliveries and invoices to different addresses.

Frequently asked questions

What happens when a quotation is confirmed?

Once accepted, a quotation turns into a sales order, which can then be delivered and invoiced.

Can customers confirm quotations online?

Yes. Odoo Sales supports online signatures and online payment as ways for customers to confirm an order directly on the quotation.

Need help?

Need help setting up quotations in Odoo Sales? Contact support@thoughtlogik.com or see our Odoo implementation services.