CPQ Guided Selling Assistant for Complex Quotes
Turn Odoo into a guided selling engine for complex product configurations: options, rules, templates, dynamic pricing, full audit trail, and team collaboration — no middleware, no rental SaaS.
Contact FlexiGo Download from the Apps Store at the top of this page.
Complex product quoting is broken in standard Odoo
When a product can be configured into dozens or hundreds of variants — options, add-ons, volume tiers, dependent rules — sales reps either quote incorrectly by hand, build fragile external CPQ systems, or hold up the order while a specialist assembles the configuration. Each wrong quote means margin leakage, rush rework, or a delayed order.
Manual quote assembly
Sales reps copy-paste option lists into spreadsheets, then type prices back into Odoo. One missed dependency creates an order that cannot be fulfilled.
External CPQ rental
SaaS connectors cost fifty to three hundred euros per user per month, push data outside your ERP, and require a second reconciliation run after every quote.
No audit trail for pricing
When a customer asks why the total is what it is, there is no record of which option combinations triggered each surcharge or discount.
A native Odoo CPQ engine, no external connectors
The CPQ Guided Selling Assistant runs inside Odoo 19 as a first-class module. You define configuration options grouped by category, organise them with compatibility, dependency and exclusion rules, and save pre-built selection templates so sales reps start every complex quote in seconds rather than hours.
Dynamic pricing rules apply surcharges and discounts calculated from option combinations, quantity tiers, or fixed values — every adjustment is appended to an append-only price audit log that keeps the calculation transparent for finance and for auditors.
Configuration sessions track state across draft, in-progress, completed, locked and expired; collaborations let more than one rep join a session; and an inactivity TTL prevents stale sessions from blocking inventory or pricing.
What the module delivers
Guided option selection
Categorised option lists with technical names, ordering, and company-scoped access. Sales reps work through a step-by-step selection wizard that enforces the business logic as they go.
Validated rule engine
Compatibility, dependency, exclusion and condition rules. The system validates rule expressions before save and detects dependency cycles, so an invalid rule set can never ship to a sales rep.
Dynamic pricing rules
Percentage-based surcharges and discounts, fixed adjustments, and quantity-driven tiers. Rules can be scoped to specific products so complex SKU families each carry their own pricing logic.
Configuration templates
Reusable selection snapshots with usage counting and version history. Apply a template in one click to start standard bundle quotes, then customise from there.
Append-only audit log
Every price calculation writes an immutable record with base price, option-level adjustments, tax, and final price. Editing or deleting audit rows is blocked, and a three-year retention cron keeps the table fast.
Performance monitoring
Timed event logs for rule evaluation, price calculation and wizard load, with daily aggregates computing median, p95 and p99 durations. No pricing values or PII are stored.
See it inside Odoo 19
Who it is for
- Manufacturers and distributors with configurable or build-to-order products that have too many options for a standard variant matrix.
- Sales operations teams who want to enforce quoting consistency without third-party CPQ SaaS subscriptions.
- Finance and procurement managers who need an immutable price audit trail for margin review and internal audit.
- System integrators deploying Odoo 19 Community or Enterprise who need a reusable, on-premise guided selling module.
Compatibility
Odoo 19 Community and Enterprise. Written for the Odoo 19 ORM and web client layout; no third-party Python dependencies beyond the standard library and python-dateutil.
Multi-company aware. Company-global templates carry their own company_id and cannot leak across entities. Localised messages use Odoo 19 translate=True fields so Spanish and German deployments work out of the box when the translation files are loaded.
Pricing decision: FREE (LGPL-3) per tier classification -- brand-building
LGPL-3 core module
The module ships under LGPL-3. You install it, customise it for your product catalogue, and keep the improvements inside your Odoo database. No per-user or per-year fee.
Professional services
Complex catalogs, multi-company rule design, and ERP integration are available as a scoped implementation engagement. Visit comercial@flexigotech.com for a quote.
Rationale in two lines: the module targets a broad Community-user base where paywalls limit adoption; distributing free accelerates ecosystem signalling for the FlexiGo CPQ stack, and professional services revenue compensates through scoped implementation work.
Frequently asked questions
How do I install CPQ Guided Selling Assistant on Odoo 19?
Download the module from the Apps Store, place it under your Odoo addons path, update the app list, and install. The module creates its own menu entries under Sales and does not require external connectors or scheduled jobs to begin.
Does the rule engine prevent invalid configurations from being saved?
Yes. Every rule expression is validated through a sandbox before save, and dependency cycles are detected at write time. An invalid rule set is rejected before a sales rep can trigger it.
Can I scope rules and pricing to specific products?
Compatibility rules, pricing rules and templates all carry a product_ids many-to-many field. Rule sets for one SKU family do not run inside sessions for another product.
Is the price audit log suitable for finance review?
Yes. Every price calculation writes an immutable audit record with base price, option-level adjustments, tax and final total. Rows cannot be edited or deleted outside the regulated three-year retention cron.
What languages are supported?
The module ships with translatable strings (translate=True) and translation files for English, Spanish and German. Load the i18n .po files in Odoo 19 Settings to activate additional languages.
Ready to replace manual quoting with guided selling?
Install the CPQ Guided Selling Assistant for free, configure your product options and rules in Odoo 19, and start producing consistent, auditable complex quotes within the same day.
Talk to the CPQ team| Availability |
Odoo Online
Odoo.sh
On Premise
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| Odoo Apps Dependencies |
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Discuss (mail)
• Invoicing (account) |
| Lines of code | 2575 |
| Technical Name |
flexigo_cpq_guided_selling_assistant_for_complex_quotes |
| License | OPL-1 |
| Website | https://flexigotech.com |
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