Partner Qualify Checklist
by mypacksoft https://github.com/mypacksoft/partner_qualify_checklist$ 19.98
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) |
| Lines of code | 73 |
| Technical Name |
partner_qualify_checklist |
| License | LGPL-3 |
| Website | https://github.com/mypacksoft/partner_qualify_checklist |
| Versions | 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) |
| Lines of code | 73 |
| Technical Name |
partner_qualify_checklist |
| License | LGPL-3 |
| Website | https://github.com/mypacksoft/partner_qualify_checklist |
| Versions | 16.0 17.0 18.0 19.0 |
Partner Qualification Checklist
Enforce partner qualification rules your sales team cannot skip
Starts at 19.99 USD
Your sales manager hits Friday's pipeline review and finds six partners already marked Qualified â no VATIN on file, no signed NDA, no record of who approved them. Compliance catches the gap after the deal is already in legal review. That pattern repeats every quarter without a hard gate in your CRM.
Partner Qualification Checklist adds a gated approval layer directly on the Odoo partner form. You define the rules once â required field checks, document confirmations, manual sign-off steps â and the app blocks partner advancement until every condition is met. No workarounds, no exceptions.
A progress badge on every partner record shows your team exactly where each partner stands â for example, 4 of 6 steps complete â without sending a message or opening a ticket. Every completed step is timestamped with the name of the user who signed off, giving your compliance officer a full audit trail inside Odoo with no external tool.
Your first rule takes under five minutes to configure. From that point, no one on your team can mark a partner Qualified until every condition you set is satisfied.
What you get
- Block partner approval until every configured rule is met â no exceptions
- Define required field checks, document confirmations, and manual sign-off steps
- Progress badge on every partner record shows live step count, such as 4 of 6
- Timestamped audit log records who signed off each step and when
- Runs entirely inside Odoo â no external spreadsheet or checklist tool required
- Compatible with Odoo 16, 17, 18, and 19
Compatibility
Odoo 16 · License: LGPL-3 · Category: Sales
Installation
- Copy the
partner_qualify_checklistfolder into your Odoo addons path. - Restart your Odoo server.
- Activate developer mode and click Update Apps List.
- Search for Partner Qualification Checklist and click Install.
Support
Open an issue on the GitHub repository â we triage every report within two business days.
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