| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Technical Name |
advancesale |
| Website | https://www.odoo.com/page/crm |
Easy quotation software
Send polished quotation with e-Signature and online payment.
Your quotes online from proposal to eSignature
Quotation templates
Send quotations
Close deals
Get paid faster
Sell faster with electronic signatures
Allow customers to easily review and sign your online quotations from anywhere.
Communicate quickly and efficiently
Get custom alerts for relevant activities, automatically communicate on the quote via email, have a traceability of the negotiation.
Maximize profits by upselling
Increase sales volume by automatically proposing extra options and accessories, apply closing triggers, discounts, and more.
Sell more with clean quotations
Better showcase your products and services.
Send clear and complete quotations to your prospects. Add product descriptions, beautiful images and additional information simply by dragging and dropping building blocks.
Great prices for great revenues
Design, implement and adjust your pricing strategy to maximize benefits
Use price list rules to compute the right price based on customers conditions.
Convince customers with discounts and coupons.
Order & contract sorting
Automate operations and focus on relations and revenues
From quotes to sales orders
Convert quotation into sales order in a click or let the customer do it with electronic signature.
Contracts management
Invoice customers based on time and materials, easily record contracts and track invoicing phases, renewal and upselling and manage your subscriptions with Odoo's recurring contracts.
Let your customers help themselves
Customer portal gives your customers an access to their quotes, sales orders and delivery orders. Save time and use Odoo Sign to easily get signatures on NDAs, contracts or any PDF document.
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