Sales

Odoo Sales: quote-to-cash software

Community + Enterprise

From quotations to invoices

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Odoo Ready Partner
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Calgary, in-house team
Odoo Sales logo
What it does

What Odoo Sales does

Odoo Sales is the app that takes a deal from a written quote to a confirmed order to an invoice, without retyping anything in between. A rep builds a quote, sends it by email, the customer opens it in their browser, signs it, pays a deposit if you ask for one, and the same document flips into a confirmed sales order on its own. From there, the delivery side gets a heads-up to ship, and the finance side gets a heads-up to invoice.

It handles physical products, services, deposits, recurring lines, upsells, and discounts on the same document. One backbone for the whole sell-to-cash chain. You can test Odoo Sales free on the Odoo trial; pricing kicks in only if you install more than one Odoo app.

For Odoo's own product overview, see Odoo's product listing.

How it works

The day-to-day flow

A rep starts a new quote, picks a customer (or types a new one in), and adds lines. Each line can be a product from your catalog, a service, an optional upsell, a section header, or a note. Pricelists apply the right price for that customer automatically: tiered by quantity, customer-specific, time-bound for a promo, or rounded to whole dollars. Per-line discounts apply as a percentage. The quote PDF is a clean, branded document, not a spreadsheet print.

The rep clicks Send by Email. The customer gets a link to their own copy of the quote in the customer portal. There they can review every line, accept optional upsells with a checkbox, sign in their browser with a typed or drawn signature, and pay a deposit or the full amount through whichever payment provider you have wired in. The moment they sign (and pay, if you require it), the quote auto-confirms into a sales order. The rep gets a notification. Nothing has to be re-keyed on the inside.

The confirmed order then fans out. If the order has physical products and you run Inventory, a delivery is created and queued for your warehouse team. If it's a service, a project or task can be spun up. When goods ship or hours are logged, the order knows what to invoice and what is still pending, so you can bill in one shot at the end or invoice partial deliveries as they go out the door.

Calibre configures Odoo Sales for Alberta businesses: step by step, in writing.

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In this module

What's inside Odoo Sales

Quotation Templates
Save a starter quote for a common deal shape (a setup package, an annual renewal, a standard install) with its lines, optional upsells, terms, expiry date, and signature or deposit rules already filled in. A rep picks the template and the quote is 80 percent built before they touch a line.
Online Signature on the Quote
The customer opens the quote in their own portal and signs it in the browser with a typed or drawn signature. The signed copy is saved with the order, and the quote flips to a confirmed sales order on its own. No PDF round-trip, no scanned printout.
Online Deposit and Full Payment
Require a deposit (as a percentage of the order total) or full payment before the quote can auto-confirm. The customer pays through whichever payment provider you have wired in, the receipt is attached to the order, and the deposit is held against the eventual invoice.
Optional Upsell Sections
Group upsell lines under an optional section on the quote. The customer can accept or reject the whole section in the portal, and accepted sections fold into the order with the total recalculated before they sign. The rep does not have to chase a yes or no by email.
Pricelists With Rules
Pricelists let you set tiered prices by quantity, customer-specific pricing, time-bound promo pricing, or a formula off the list price. A customer assigned to a pricelist always sees their pricing on the quote without the rep doing math by hand or remembering the deal.
Partial Delivery and Partial Invoicing
Ship part of an order today and the rest next week, and the order tracks both. Invoicing can match the same pattern: bill the delivered quantities now, leave the back-ordered quantities open, and invoice them when they ship. The order stays open until everything is delivered and billed.
Drop-Ship From the Order
Set the Dropship route on a line and the supplier ships straight to your customer when the order is confirmed. Odoo creates the purchase order to the supplier on its own and ties it back to the sales order, so you can see at a glance which of your sales are being filled from your warehouse and which are going direct from a vendor. (Requires the Drop Shipping add-on installed alongside Inventory and Purchase.)
One-Time and Recurring on the Same Quote
A quote can carry a one-time charge and a recurring monthly or annual charge on the same document, like a $5,000 setup plus $400 a month. Paired with Odoo Subscriptions (Enterprise), confirming that quote creates a real subscription that bills on its own schedule from then on, while the one-time setup invoices normally on the original sales order.
Branded Quote and Order PDFs
The quote and order PDFs print with your logo, colours, and footer, and support section headers, subtotals, and page breaks inside the line list. A multi-page quote with three sections and a subtotal under each reads like a real proposal, not a flat product list.
Sales Forecast and Analysis Reports
Built-in reports break sales down by salesperson, customer, product, country, or quotation template, with filters for date range and confirmation status. The forecast view rolls open quotes and confirmed orders into expected revenue for the next few weeks, so the manager is not building it in a spreadsheet.
Built for

Is Odoo Sales right for your team?

Outgrowing the entry-level tools

SMBs whose data lives in QuickBooks, HubSpot Free, or Excel spreadsheets that were set up when the business was smaller. The team now spends hours building reports by hand and reconciling between tools every month-end.

Switching from per-seat CRMs

Sales teams paying $49 to $175 per user per month on Salesforce, HubSpot, or Pipedrive. The CFO wants the per-seat bill cut without losing the pipeline view.

Operations across multiple tools

Retail, manufacturing, mechanical, or professional services businesses with 10 to 200 employees running on a patchwork of point tools. The team wants one database for the whole company instead of Zapier holding it together.

At a glance Community + Enterprise Cloud, Odoo.sh, or self-host iOS + Android app 15-day free trial CSV migration from current tool Odoo Ready Partner support
Bundle

Apps people often run with Odoo Sales

When a deal is Won in Odoo CRM, the rep clicks New Quotation and Sales drafts a quote prefilled with the customer, the salesperson, the campaign, the source, the team, and the tags from the deal; line items pre-populate only when a quotation template is selected on the quote itself. Confirmed orders queue picks for the warehouse team in Odoo Inventory, with the right delivery date on each transfer. Each confirmed sale drops a draft invoice into Odoo Invoicing at order confirmation or on delivery (per the product's invoice policy); a month-end batch is run by invoicing from a saved filter, not by a built-in cron. A quote built from a subscription template, once confirmed, becomes the recurring subscription itself (Enterprise Subscriptions). The Website storefront pushes online orders into the same Sales board, drawing from the same pricelist and the same inventory, so an in-store rep and an online buyer never argue over what's available.

Odoo CRMTrack leads and close opportunities
Odoo InventoryManage your stock and logistics activities
Odoo InvoicingInvoices & Payments
Odoo SubscriptionsGenerate recurring invoices and manage renewals
Odoo WebsiteEnterprise website builder
Comparison

Odoo Sales vs the alternatives

List-price comparison against the crm tools Calibre most commonly migrates customers off. The deciding factor is usually integration, not the line-item price. Odoo Sales sits on the same database as every other Odoo app you install, so the data flows between modules without separate bridges.

Tool Per month (annual plan) What you get
Odoo Sales CA$35.20/user/mo All Odoo apps included, free 15-day trial
Salesforce Pro Suite US$100/user/mo CRM only
HubSpot Sales Hub Pro US$90/user/mo CRM only
Pipedrive Premium US$59/user/mo CRM only
Zoho CRM Professional US$23/user/mo CRM only

Annual-commitment rate where published; monthly list rate otherwise. Sourced from vendor pricing pages, 2026-05. Plans and regions vary. Full cost calculator on the Odoo overview page.

Pricing

What Odoo Sales costs

One App Free
CA$0
forever
  • One app, unlimited users
  • Multi-company allowed
  • Odoo Online hosting
  • Dependent apps included free
If Odoo Sales is the only Odoo app you install
Most teams pick this
Standard
CA$35.20
/user/month, billed yearly
  • Every Odoo app included
  • Odoo Online hosting
  • Free 15-day trial
  • iOS + Android mobile app
Start free trial →
Charged monthly: CA$44/user. Yearly billing saves 20%.
Custom
CA$55
/user/month, billed yearly
  • Everything in Standard
  • Studio (no-code customizer)
  • Multi-company management
  • Hosting: Online, Odoo.sh, or on-premise
  • External API access
Choose this when you need custom layouts or multi-company management.
Calibre Implementation
Quote
phase-by-phase, in writing
  • Scoping, configuration, training
  • Data migration from your current tool
  • Named engineer through go-live and support
Book the call →
Free 45-minute scoping call. Quote in writing before any code ships.

Pricing source: Odoo's published Standard and Custom plans as of 2026-05. Calibre quotes in CAD; conversion from Odoo's local pricing in your region may vary.

Questions

Common questions about Odoo Sales

Is Odoo Sales free?
You can test Odoo Sales free on the Odoo 15-day trial. Beyond the trial, Odoo's one-app-free rule means free for unlimited users, forever: if Sales is the only Odoo app you install, you pay nothing for the software no matter how many reps you have. The free version covers quotes, sales orders, pricelists, online signature on the quote, online payment, partial delivery and invoicing, and the standard sales reports. The moment you add a second app, like Invoicing or Inventory, you move to the paid Standard or Custom plan, which is around CA$35.20 per user per month billed annually for the full suite.
What's the difference between Odoo Sales in Community and Enterprise?
The core quote-to-cash flow is the same in both. Quotes, online signing, online payment, pricelists, partial delivery, partial invoicing, upsells, and drop-shipping all work in the free Community edition. Enterprise adds the polish layer. The Sign app gives you legal e-signature with audit logs on the quote (not just a typed name in a box). Reporting gets the dashboards, pivot, and graph views with deeper drill-down. Electronic invoicing for Mexico ships in Enterprise; e-invoicing for Italy and EU PEPPOL is Community. The polished mobile app and Studio (the no-code customizer for quote layouts) are Enterprise as well.
Can we move our existing customers, products, and pricelists into Odoo Sales?
Yes. Odoo accepts CSV and Excel imports for customers, products, pricelists and their rules, payment terms, taxes, and any quotes you have open in your current system. The work isn't the upload, it's mapping your existing customer codes, product SKUs, and pricelist tiers to Odoo's structure cleanly. Calibre handles that mapping during the rollout, and keeps your old quoting tool live as a read-only reference for the first month so a rep can always check what was sent before the cutover.
Does Odoo Sales connect with my CRM and inventory?
Yes, both, out of the box. When you mark a deal Won in Odoo CRM, a Create Quotation button is right on the deal card. One click builds a quote with the customer, contact, and recurring or one-time amounts already filled in. On the back end, confirming a sales order with physical products on it queues a delivery in Odoo Inventory for your warehouse team to pick and ship, without anyone re-entering the order. Sales also wires straight into eCommerce, so a web order is a sales order, and into Subscriptions for recurring revenue.
Can my reps create quotes from the mobile app?
Yes, on iOS and Android. The mobile app covers the full quote builder, customer lookup, adding lines from the catalog, applying a pricelist, sending the quote by email for signature, and getting a push notification when the customer signs. A rep coming out of a meeting can build and send a quote from the parking lot before driving back to the office. The polished mobile app is part of the Enterprise tier; Community users get the responsive web version, which works on a phone but isn't as smooth.
Can the customer sign and pay on the quote without a back-and-forth with the rep?
Yes, and that's the whole point of the online quote flow. The rep clicks Send by Email and the customer gets a link to their own copy in the customer portal. There they can read the line items, tick any optional upsells, sign in the browser with a typed or drawn signature, and pay a deposit or the full amount through your payment provider. The quote auto-confirms into a sales order the moment the signature and the required payment land. The rep gets a notification and the delivery and invoicing flow kicks off on its own.
Can different customers see different prices on the same product?
Yes, through pricelists. A pricelist is a set of rules tied to a customer or a customer tag, and it can change a price by a percent off the list price, set a flat price, tier the price by quantity, run for a fixed window (a promo from May to July, for example), or use a formula. When a rep picks the customer on a new quote, the right pricelist applies on its own, and every line shows that customer's price without the rep doing math by hand. Wholesale customers, retail customers, and a one-off promotional list can all run in parallel without stepping on each other.

Working with Calibre

How long does a Calibre implementation typically take?
Single-module rollouts on an existing Odoo setup run 2-6 weeks depending on data migration scope. Greenfield Odoo with a multi-module rollout runs 4-16 weeks. Calibre commits to a written, phase-by-phase timeline after the free scoping call before any code is written.
How much does a Calibre implementation cost?
Cost depends on module scope, user count, custom work, and migration complexity. Calibre's posture is a written fixed-phase quote after the scoping call rather than an hourly engagement, so the cost is committed in writing before the first commit.
What happens to our data if we ever want to leave Odoo?
Everything exports. CSV, XML, or a full PostgreSQL database dump, yours on day one. Migrating off Odoo has been done before and it's not a one-way door.
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Talk to Calibre about Odoo Sales.

Written, phase-by-phase quote before any code is written. Odoo Ready Partner, Calgary. In-house team, no offshore handoffs.

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What you get

  • Free 45-minute scoping call with an Odoo-certified engineer
  • Module-by-module fit/gap assessment
  • Written, phase-by-phase quote
  • Named engineer for implementation and support
  • Data-export commitment in writing