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  1. APPS
  2. Sales
  3. Partner Qualify Checklist v 17.0
  4. Sales Conditions FAQ

Partner Qualify Checklist

by mypacksoft https://github.com/mypacksoft/partner_qualify_checklist
Odoo

$ 19.98

v 17.0 Third Party
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Contacts (contacts)
• Discuss (mail)
Lines of code 73
Technical Name partner_qualify_checklist
LicenseLGPL-3
Websitehttps://github.com/mypacksoft/partner_qualify_checklist
Versions 16.0 17.0 18.0 19.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Contacts (contacts)
• Discuss (mail)
Lines of code 73
Technical Name partner_qualify_checklist
LicenseLGPL-3
Websitehttps://github.com/mypacksoft/partner_qualify_checklist
Versions 16.0 17.0 18.0 19.0
Partner Qualification Checklist

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 — 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 — required field checks, document confirmations, manual sign-off steps — 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 — for example, 4 of 6 steps complete — 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 — 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 — no external spreadsheet or checklist tool required Compatible with Odoo 16, 17, 18, and 19
  • Block partner approval until every configured rule is met — 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 — no external spreadsheet or checklist tool required
  • Compatible with Odoo 16, 17, 18, and 19

Compatibility

Odoo 17  ·  License: LGPL-3  ·  Category: Sales

Installation

  1. Copy the partner_qualify_checklist folder into your Odoo addons path.
  2. Restart your Odoo server.
  3. Activate developer mode and click Update Apps List.
  4. Search for Partner Qualification Checklist and click Install.

Support

Open an issue on the GitHub repository — we triage every report within two business days.

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