The proposal management module provides a more efficient way to create, store, and manage your proposal creation & submission process with better insight into the sales pipeline and performance. Most sales executives spend hours and hours drafting proposals by curating content & images, outlining the scope, creating timelines, and inputting estimates, etc. — only to do it all over again for the next prospect.


With our module, we eliminate this and allow you to easily create a sales proposal within the Odoo sales module. The modules allow you to set up a default proposal template which you can again customize if needed on a case-to-case basis. With proposal management, you can create multiple pages such as executive summary, introduction, solution description, etc. and you can only choose the pages you need per proposal. Also, all the proposals will remain inside the Odoo sales module for future reference and revisions. With this mode, you no more need to work on external word or excel files to create and submit your proposals.