QuoteRevise for Odoo
Quotation Versioning & Client Confirmation Tracking
QuoteRevise for Odoo App works as an added quotation revision layer on top of Odoo's existing Sales app, bringing every version, comparison, and client confirmation into one auditable trail instead of a single overwritten quote.
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100%
Quotation history
preserved
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1-click
Version comparison
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Instant
Restore any prior
version
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The Problem Odoo Doesn't Solve Out of the Box |
Odoo's standard Sales module is excellent at capturing and editing quotations, but it doesn't natively keep a record of what a quotation looked like before it was changed. Every price revision, every removed line, every renegotiated term simply overwrites what came before. Getting that history back today means digging through email threads, chatter logs, or asking the salesperson to remember — or rebuilding it from memory when a client disputes what they actually agreed to.
By the time that memory is reconstructed, the client has already moved on, and the negotiation trail that could have settled the dispute in seconds is gone for good.
Quick summary
If you've ever asked "what did we quote them originally?", "which version did they actually approve?", or "why does this deal keep bouncing back and forth?" — this module puts the answer on a single screen, timestamped and ready to prove.
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Want to know more about QuoteRevise for Odoo before you decide?Watch the quick demo video. |
Watch Demo |
Want to know more about QuoteRevise for Odoo before you decide?
Watch the quick demo video.
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Key Features |
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One-Click Revision CreationA single "Create Revision" button automatically archives a permanent snapshot of the current state, while keeping your original quotation open as the new working draft — ensuring Portal and CRM links never break. |
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Secure Snapshot ArchivingHistorical snapshots are safely archived using Odoo's native cancel state — protecting past versions from active lists and accidental edits. |
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Restore Any Prior VersionClient asks to "go back to what you had in V2"? Restore any previous quotation version back to the active state in one click, while auto-creating a backup to ensure no data is ever lost. |
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Side-by-Side Version ComparisonClick the "Compare Versions" button to compare any two quotations side-by-side — with added, removed, and changed lines clearly colour-coded. You can also print out a fully formatted Excel comparison report! |
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Client Confirmation TrackingFinally know which version the customer confirmed — mark exactly which version the client approved, by whom, on what date, and via which method, with the confirmation document attached for the record. |
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Dedicated Version History & MenuAccess a quotation's complete revision history in one click via a dedicated smart button. Plus, a dedicated "Quotation Versions" menu lists every multi-version deal across your business for easy tracking. |
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Mandatory Revision ReasonEnsure complete transparency by prompting users to enter a specific reason (e.g., "Price negotiation") every time a new version is created. Build a valuable, auditable history. |
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Dynamic Labels & Clean PrintoutsChoose your terminology via Settings (e.g., "Version"). You can also globally toggle whether these revision numbers and labels are shown on customer-facing PDF printouts. |
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How the Dashboard Looks - A Sample View |
A real look at the Quotation Revision Analytics dashboard, captured live inside a running Odoo Sales instance. Average Revisions per Quote, First-Version Win Rate, Total Multi-Version Quotes, and Most Common Reason sit as instant-read KPI cards up top, with Revisions by Salesperson, a Revision Reason Breakdown pie chart, and Deals Won at Version giving managers a full picture at a glance. Below that, a Top 10 Quotations by Version Count table and Product Negotiation Insights show exactly which deals are taking the most rounds — and which products are being added or removed most often mid-negotiation.
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How the Module Works - Step by Step |
See exactly how QuoteRevise for Odoo seamlessly integrates into your existing Odoo Sales quotation workflow, preserving every change while keeping the active quote clean and ready to send.
1. Configure Dynamic Labels & Printouts
Choose your preferred terminology via Settings (e.g., "Version"). Your choice instantly reflects across the backend UI and comparison engine. You also have a dedicated setting to toggle whether these revision tags should be appended to the quotation name on PDF printouts.
2. One-Click Revision
A dedicated "Create Revision" button appears on the standard Odoo quotation form. Clicking it initiates the revision process without leaving the screen.
3. Mandatory Revision Reason
Users are prompted to enter a reason for the new version (e.g., "Price negotiation", "Scope change"). This builds a valuable history for future reference and analytics.
4. Access History & Quick Actions
A dedicated smart button tracks exactly how many revisions exist and links directly to the full history. Quick action buttons let you create revisions, compare versions, or log client confirmation without hunting through menus.
5. Compare Header Details
Clicking the "Compare Versions" button lets you go beyond just product lines to compare header-level changes side-by-side. Instantly spot differences in Payment Terms, Validity Dates, Pricelists, and Delivery details between any two drafts.
6. Compare Products & Financials
Easily compare the products and totals of any two versions. The system clearly highlights removed, added, and modified lines, letting sales managers instantly see the exact financial impact of changes. You can also generate a cleanly formatted Excel export of this comparison to print or share offline.
7. Record Client Confirmation
Track exactly which version the client agreed to. Log the confirmation method, the contact person, confirmation date, and attach any proof (like an email or signed document) to maintain a rock-solid audit trail.
8. Restore Versions & Global Menu
Client asks to "go back to what you had in V2"? Restore any previous quotation version back to the active state in one click, while auto-creating a backup. Plus, a dedicated "Quotation Versions" menu lists every multi-version deal across your business for easy tracking.
Need Any Help ?
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QuoteRevise for Odoo Is Additive — It Never Disrupts Your Sales Workflow |
QuoteRevise for Odoo does not replace or modify Odoo's standard quotation or sales order flow. Every standard button, every existing field, and every approval workflow on your active quotations remains untouched. As a quotation versioning plugin, it simply adds a version control layer on top. Sales team members who don't need versioning on a particular quote never have to touch it. Those who do need it get it with one click.
QuoteRevise for Odoo Does This
QuoteRevise for Odoo Does Not Do This
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Module Details — All-in-One Solution |
| Feature Category | What It Includes | Included? |
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| Core Versioning | Version management, auto-archive, Create Revision button, History Smart Button, revision reason tracking, one-click restore | Included |
| Comparison Engine | Side-by-side 2 version comparison, colour-coded diff, inline diff view, Excel export | Included |
| Confirmation & Output | Client confirmation modal, tracking method and contact, dynamic PDF printout labels, custom terminology (Revision vs Version) | Included |
| Analytics & Dashboard | Revision metrics dashboard, average revisions per quote, first-version win rate, top revision reasons breakdown | Included |
Version management, auto-archive, Create Revision button, History Smart Button, revision reason tracking, one-click restore
Side-by-side 2 version comparison, colour-coded diff, inline diff view, Excel export
Client confirmation modal, tracking method and contact, dynamic PDF printout labels, custom terminology (Revision vs Version)
Revision metrics dashboard, average revisions per quote, first-version win rate, top revision reasons breakdown
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Who Needs Quotation Version Control in Odoo? |
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Manufacturing & Capital EquipmentLong, technical negotiations with multiple price and scope revisions before a machine or line is finally ordered. |
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Wholesale & DistributionHigh-volume quoting with frequent price renegotiation on bulk orders and seasonal contracts. |
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Construction & ContractingMulti-round scope and price changes on project quotes, often spanning weeks of client back-and-forth. |
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IT & SaaS ServicesProposal cycles with changing seat counts, modules, and terms that need a clear record of what was actually agreed. |
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Finance & Legal TeamsReconcile disputed invoices against the exact quotation version the customer confirmed - with attached proof of confirmation. |
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Professional Services FirmsScope-of-work quotes that evolve through client review - every draft preserved instead of overwritten. |
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Sales Managers & RevOpsNeed visibility into which reps and products cause the most revision cycles - and which deals close fastest. |
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Odoo Implementation PartnersClients who want ledger-style, auditable quotation tracking as part of a wider Sales/CRM rollout - ready to deploy, no custom development needed. |
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Technical Specifications |
Module Dependencies
sale_management
Availability
Odoo.sh - On-Premise
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Quick Setup Guide |
Step 1 — Install the Module
- Copy the module folder to your custom addons directory
- Go to Settings and activate Developer Mode
- Go to Apps → Update Apps List
- Search "QuoteRevise for Odoo" and click Install
Step 2 — Start Using Immediately
- No additional configuration required for the core module
- Open any quotation — the Create Revision button appears automatically
- Revise, compare, and track confirmations from day one
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Frequently Asked Questions |
Why should I buy this app? Odoo already lets me edit a quotation.
You're right, Odoo lets you edit a quotation freely — but every edit overwrites what came before, with no record of what changed or why. QuoteRevise for Odoo brings proper Odoo quote revision history to the Sales app: it locks each version permanently, so you always have a complete, comparable history of every price and scope change across multiple quote versions, plus proof of exactly which version the client confirmed.
I've purchased the app, can you help me set it up?
Sure, drop us an email at support.odoo@ahex.co.in and we'll help you with installation and setup of QuoteRevise for Odoo to ensure it matches your workflow perfectly.
Can your app ensure data security, privacy and compliance?
Indeed, our app ensures data security and regulatory compliance. We do not collect any data from your system; all revision histories are stored securely within your own Odoo database.
Need some customization in this app, is it possible?
If you need additional fields, specialized revision reasons, or custom workflow changes that aren't already part of the module, you're welcome to customize it yourself. We can also help — just drop us an email at support.odoo@ahex.co.in with your requirements.
What is the support policy for this module?
If any bug or issue arises in the listed features of QuoteRevise for Odoo, we're committed to resolving it. Send us the issue details and screenshots at support.odoo@ahex.co.in, and our technical team will get it fixed.
I have more questions about this app, how do I contact you?
Just drop us an email at support.odoo@ahex.co.in with your questions regarding QuoteRevise for Odoo, and we'll get back to you as soon as possible.
Is this compatible with both Odoo Community and Enterprise?
Yes. The module works with both Community and Enterprise editions of Odoo 19.0, and with both deployment types: Odoo.sh and On-Premise. It depends only on the core Sales module, available in both editions.
Does every sales rep see the same version data?
No. Version history and revision analytics follow the standard Sales access rights. Sales representatives see only their own quotations and versions, while managers and executives see the full, company-wide picture.
What happens to my existing quotations when I install this?
Nothing is changed or overwritten. Existing quotations remain exactly as they are — QuoteRevise for Odoo simply adds a "Create Revision" option going forward, so versioning only applies from the point you start using it.
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Support & Documentation |
Committed to ensuring you get the most out of QuoteRevise for Odoo. For purchase support, installation assistance, or customisation enquiries, contact us through the channel where you purchased this module.
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Other Modules by Ahex Technologies |
Ahex Technologies
Building smarter Odoo experiences for growing businesses. We deliver production-ready modules, custom integrations, and ERP workflows, engineered for scale.
© Ahex Technologies - Odoo Apps & Solutions
| Availability |
Odoo Online
Odoo.sh
On Premise
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| Odoo Apps Dependencies |
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Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 1527 |
| Technical Name |
quote_revise |
| License | OPL-1 |
| Website | https://www.ahex.co |
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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