| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 710 |
| Technical Name |
oplify_quotation_agent |
| License | OPL-1 |
| Website | https://www.oplify.be/ |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 710 |
| Technical Name |
oplify_quotation_agent |
| License | OPL-1 |
| Website | https://www.oplify.be/ |
AI-Powered Text Processing Agent for Quotations
Still creating quotations manually?
Sales teams waste hours each week copying product names, customer info, and pricing from emails and PDFs.
Quotation Agent eliminates the hassle by turning messy input into clean, ready-to-send Odoo quotations.
Simplify and automate your sales order creation process with this powerful AI-driven module!
Whether you receive sales orders via email or need to create them manually, this module streamlines the process, saving you time and effort.
Premium Support
This is a premium module that includes full-featured AI-powered quotation processing. Your purchase includes:
Full module access with all features
Technical support
Regular updates and improvements
Leave a 5-star review - It helps other users discover this module
Thank you for choosing Quotation Agent to streamline your sales process!
Watch the Demo
Click the image to open the full video on YouTube
Key Features
AI-Powered Recognition
Automatically identifies products, customers, and shipping info from PDFs and emails.
Drag-and-Drop Simplicity
Drop your PDF and let the system do the rest. No manual steps needed.
Product Match Status
Green: Exact match
Orange: Multiple matches
Red: No match
Fallback Product Logic
Configure default behaviors when no product is found.
Multiple AI Provider Support
Choose between OpenAI's ChatGPT or Google's Gemini. Both models have no direct access to your Odoo database, ensuring full confidentiality and data security.
Customer Price Lists Applied Automatically
Ensures quotes reflect specific pricing for each customer without mismatches.
Quotation Agent for Odoo
This module leverages ChatGPT and Google Gemini AI to automatically convert emails, plain text, and even tables copied from Excel directly into sales order lines. It intelligently extracts order details from unstructured customer communications and creates properly formatted sales orders.
Features
- Automatically process incoming emails to create sales orders
- Extract product information from plain text, email bodies, and PDF attachments
- Intelligent product matching by reference or name
- Support for multiple AI providers (OpenAI GPT, Google Gemini)
- Configurable default customer and product fallbacks
- Debug mode for troubleshooting AI responses
- Custom prompt customization for specific business needs
- Automatic mapping of quantities and order details
Easy Installation
- Download the module and place it in your Odoo addons folder.
- Update the app list: Apps > Update Apps List
- Search for Quotation Agent by Oplify and install it.
Requirements
The module requires the following Python packages:
- openai - For ChatGPT integration
- google-genai - For Google Gemini integration
- pymupdf==1.24.10 - For PDF processing
These are automatically installed via the module's dependencies.
Access Rights
A new role has been created to allow the configuration of the API.
Quotation Agent Admin
- Can configure GPT settings and prompts
- Can manage AI provider credentials
Assign roles via: Settings > Users > Access Rights > Sales
Configuration
AI Provider Setup
Navigate to: Sales > Configuration > Quotation Agent
Configure the following:
OpenAI API Key
- Obtain your API key from OpenAI or Google
- Paste the key in the "API Key" field
AI Model Selection
The following models are available:
- gpt-4o-mini - GPT-4 optimized for performance (recommended)
- gemini-2.0-flash-lite - Google's Gemini model (recommended if you prefer Google Gemini)
- gpt-4.1-nano - GPT-4.1 lightweight version
- gpt-5-nano - Latest fast model
Default Settings
- Default Customer: Fallback customer for orders without explicit customer info
- Default Product: Fallback product for unmatched items
- Company: Apply these settings to a specific company
Debug Mode
Enable to log detailed AI responses and processing steps for troubleshooting.
Custom Instructions
Add custom prompts or business-specific rules for order processing.
Example: "Always use product variants with color red when not specified"
Usage: Email to Order Processing
Automatic Processing
When email replies are received on a sales order:
- The system intercepts the incoming email if "Let GPT handle incoming mails" is enabled
- The AI extracts the following data:
- Product names and references
- Quantities
- Customer contact information
- Delivery addresses
- Invoicing details and VAT numbers
- A new sales order is created with:
- Extracted order lines with matched products
- Correct pricing and taxes
- Customer information (or default customer if not provided)
- All details posted to the order's chatter for review
Manual Processing via Wizard
For emails forwarded as plain text or requiring manual intervention:
- Go to Sales > Orders and create a new quotation
- Click "Generate Order Lines"
- Paste email content, product requests or upload pdf file
- Review and confirm the extracted products before adding
AI Processing Details
The AI agent uses a structured prompt to:
- Interpret Customer Intent - Understands formal orders, casual requests, and ambiguous inputs
- Extract Product Information - Identifies products by name or reference from unstructured text
- Match Quantities - Defaults to quantity 1 if not specified
- Handle PDFs - Extracts data from attached PDF documents
- Validate Data - Ensures all extracted data is valid and complete
Example Inputs
- "I need 5 office chairs and 2 desks"
- Email thread: "Can you quote me on the conference room setup?"
- Pasted Excel table with product codes and quantities
- PDF price list with checkmarks next to desired items
Product Matching Logic
The system attempts to match extracted products in the following order:
- By Reference - Searches using product default_code (SKU)
- By Product Variants - Checks variant codes for matches
- By Name - Falls back to partial name matching if no reference found
- Default Product - Uses configured default if no match found
All matches consider:
- Company-specific products (scope to current company first)
- Active products only
- Products marked as "Can be Sold"
Tips & Best Practices
✓ Always configure a default customer - Ensures orders are created even if customer info is missing
✓ Use clear product references - AI matching is more accurate with SKU codes
✓ Enable debug mode - Review AI responses to refine custom prompts
✓ Test with custom prompts - Add business-specific instructions to improve accuracy
✓ Review generated orders - Always verify AI-created orders before confirmation
Troubleshooting
Orders not being created from emails
- Check that "Let GPT handle incoming mails" is enabled
- Verify API key is valid and has sufficient credits
- Check server logs for error messages
Products not being matched
- Ensure product names or codes in the email match Odoo product data
- Use clear, unambiguous product identifiers
- Add missing products to your product catalog
AI responses seem inaccurate
- Enable Debug Mode to see raw AI output
- Review and refine the Custom Instructions prompt
- Test with different AI models to compare results
Missing customer information
- Configure a Default Customer to avoid blank customer fields
- Ensure customer email/VAT is included in the incoming email
Support
For questions or feedback, contact: boost@oplify.be
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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