| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Invoicing (account) • Sales (sale_management) • Discuss (mail) |
| Lines of code | 316 |
| Technical Name |
quotation_pre_approval |
| License | LGPL-3 |
| Website | https://www.ebitdasolutions.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Invoicing (account) • Sales (sale_management) • Discuss (mail) |
| Lines of code | 316 |
| Technical Name |
quotation_pre_approval |
| License | LGPL-3 |
| Website | https://www.ebitdasolutions.com |
Quotation Approval
Approval Workflow for Quotations & Deliveries in Odoo
Controlled Quotation Approval, Powered by Odoo.
Quotation Approval Workflow is a native Odoo module that enforces accountant approval before any action buttons become available on quotations and delivery orders. It adds a structured, role-based gate between draft and confirmed orders — giving finance teams full control over what gets processed, without slowing down your sales team.
KEY HIGHLIGHTS
Approval Gate on Quotations
Block all action buttons on sale quotations until an authorised approver explicitly approves them — preventing premature order confirmation.
Delivery Order Approval
Extend the same approval gate to outgoing stock pickings, ensuring no delivery is processed without finance sign-off on the underlying order.
Role-Based Access Control
Only members of the dedicated Quotation Approver security group can approve or reject — keeping approval authority strictly with authorised finance users.
Full Audit Trail
Every state transition — request, approve, reject — is recorded in the chatter with timestamps and user names, providing a complete and tamper-proof approval history.
Configurable Per Company
Enable or disable the entire approval workflow per company from the Settings page — giving multi-company deployments full flexibility without code changes.
Native Odoo Integration
Built as a clean inheritance over sale.order and stock.picking — no overrides, no patches. Fully compatible with Sale Management, Accounting, and Inventory modules.
Module Installation — Odoo Apps Marketplace
The Accountant Approval module is available directly in the Odoo Apps marketplace. A single click on Activate installs the complete approval workflow with no additional setup. The module is listed under the Sales category and becomes operational the moment it is activated on your database.
Quotation Blocked — Waiting for Accountant Approval
When the approval workflow is active, any attempt to confirm a quotation without prior accountant sign-off triggers an Invalid Operation error: "Quotation must be approved by an Accountant before it can be confirmed." A golden warning banner — Waiting for Accountant Approval — also appears on the form, making the pending state immediately visible to all users.
Role Assignment — Granting Accountant Approver Access
Approval authority is managed through Odoo's native user permissions screen. Administrators assign the Accountant Approver role to any user under Settings → Users → Other → Accountant Approval. Only users carrying this role will see the Approve and Refuse Approval buttons on quotations — all other users remain restricted.
Quotation Approved — Action Buttons Unlocked
Once an accountant approves the quotation, a green Accountant Approved banner confirms the sign-off and all action buttons — Confirm, Refuse Approval, Reset Approval — become available. An Accountant Approval tab is also added to the quotation form, recording the full approval trail for audit purposes.
Sales Order Confirmed — Approved & Ready for Delivery
After the quotation is approved and confirmed, it progresses to a full Sales Order with the green Accountant Approved status retained on the form. The Delivery smart button becomes available, allowing the warehouse team to proceed with fulfilment — giving finance teams confidence that every delivery dispatched has a properly approved order behind it.
Approval Gate on Sale Quotations
Approval Gate on Outgoing Delivery Orders
Four-State Approval Workflow (To Request → Requested → Approved / Rejected)
Dedicated Quotation Approver Security Group
Chatter Logging for Every Approval Action
Requested By & Approved / Rejected By User Fields
Company-Level Toggle (Enable / Disable Workflow)
Action Buttons Blocked Until Approval is Granted
Approval Status Field with Full Tracking
Native Inheritance — No Core Overrides
Compatible with Sale Management, Accounting & Inventory
Multi-Company Support
Release 17.0.1.0.0
Latest Release- Approval workflow gate on sale quotations (To Request → Requested → Approved / Rejected)
- Approval workflow gate on outgoing stock pickings (delivery orders)
- Dedicated Quotation Approver security group with approve/reject access
- Company-level toggle to enable or disable the approval workflow from Settings
- Chatter logging for all approval state transitions with user and timestamp
- Requested By and Approved/Rejected By user tracking fields on both models
- Action buttons locked on quotations and deliveries until approval is granted
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