Quotation deadlines

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Introduction

In the fast-paced world of sales, timing is everything. To streamline the quotation process and create a sense of urgency for customers, Odoo 18 offers built-in features that allow users to set quotation deadlines and expiration dates. These tools not only enhance negotiation efficiency but also protect businesses from outdated pricing.

Why Set Quotation Deadlines?

Setting a deadline on a quotation serves two important purposes:

Encourages Prompt Decision-Making: When customers see a clear expiration date on an offer, they are more likely to respond quickly, reducing the sales cycle.
Protects Profit Margins: Prices in the market can fluctuate. Quotation deadlines ensure that companies aren’t bound to honor outdated prices that may no longer be profitable.

Adding Expiration Dates to Sales Quotations

In Odoo 18 Sales, users can manually set expiration dates on individual sales quotations. This feature is simple to use and highly effective.

Steps to Add an Expiration Date:

Navigate to the Sales
Select an existing quotation or click New to create a new one.
On the quotation form, locate the Expiration
Click the field to open a calendar pop-up.
Choose the desired expiration date by selecting the appropriate month and day.

Once saved, the expiration date will be visible on the quotation form and can be previewed before sending it to the customer.

Setting Expiration Dates on Quotation Templates

To standardize deadlines across multiple sales offers, Odoo 18 allows users to define expiration rules directly within quotation templates.

How to Set Template Expiration:

Go to Sales app ‣ Configuration ‣ Quotation Templates.
Select an existing template or click New to create one.
On the template form, locate the field titled Quotation expires after.
Enter the number of days after which the quotation should expire.

Conclusion

The quotation deadline and expiration features in Odoo 18 Sales offer powerful tools for managing customer expectations and protecting business interests. By strategically using these options, sales teams can accelerate deal closures, minimize risk, and maintain pricing integrity.