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ERP HERITAGE ODOO PARTNER · MELBOURNE

Sales

Quote to cash, on one screen.

Quotations, sales orders, eSignature, contract templates, and customer-specific pricing in a single workflow. The salesperson sees the deal, the back office sees the order, and accounting sees the invoice, all from the same source of truth.

Capabilities

What Odoo Sales actually does.

Out of the box, configurable. The five capabilities most Sales customers lean on.

  1. 01

    Quotations and orders

    Branded quote PDFs, online quote acceptance, automatic conversion to sales order, with audit trail of every change.

  2. 02

    Customer pricing

    Price lists per customer or tier, contract pricing, volume breaks, promotion overlays, all calculated and applied at quote time.

  3. 03

    eSignature

    Native Odoo Sign on the quote PDF, customer signs in their browser, signed copy stored against the customer record.

  4. 04

    Subscription and recurring sales

    Repeat orders, framework agreements, retainers, all priced and invoiced on the schedule the contract specifies.

  5. 05

    Customer portal

    Customer logs in, sees open quotes, signs, orders, invoices, and balances. Self-service that does not undermine your account managers.

Integrations

Where Odoo Sales plugs in.

Off-the-shelf and custom integrations our customers use most. Anything not listed is buildable; we will scope it cleanly.

  • Stripe
  • PayPal
  • Adyen
  • Square
  • DocuSign (alternative to Odoo Sign)
  • Salesforce (migration)
  • NetSuite (migration)

Frequently asked

Questions about Odoo Sales.

Can we quote in multiple currencies for international customers? +

Yes. Customer-currency invoicing with internal-currency reporting, FX rate captured at quote, revaluation at period close.

How does eSignature actually work? +

Customer receives the quote PDF with a signing link. Signs in their browser with mouse or finger. Audit trail captures IP, timestamp, and identity confirmation. Legally enforceable in jurisdictions that recognise electronic signature law (ESIGN, eIDAS, AU ETA).

What about customer-specific approval workflows for large deals? +

Multi-step approval rules tied to deal size, margin, customer credit, or any combination. Approvers notified, reminded, escalated if they sit on it.

Can a customer place orders directly through the portal? +

Yes. Authenticated customer portal with their pricing, their open balance, and a checkout flow that lands as a sales order in your system, awaiting your fulfilment.

Ready to deploy Odoo Sales?

A short note is enough. We answer in person, within one business day.