Odoo Sales enables sales teams to sell more thanks to extra options such as using closing triggers, discounts and much more. Users can communicate quickly and easily with their customers, set custom alerts for pertinent activities, and use email to attach notes to the quote. Users also have the power to design email templates for on boarding etc.
Sales teams can design a beautiful, clean and clear quotation without any graphic knowledge. Products descriptions, images and additional information can be included, simply by drag and dropping the building blocks.
The electronic signature allows customers to review and sign quotations online.
Orders and contracts: Convert a quotation into a sales order with Odoo Sales. Users can do it in one click or customers can make the change with electronic signature. Odoo Sales also helps users with contract management, enabling them to invoice their customers based on time and materials. Users can record contracts, track invoicing steps, renew contracts, make the up selling and run the subscriptions with Odoo’s recurring contracts.
A customer portal gives access to the customer's sales orders, quotes and delivery orders.
Odoo Sales is fully integrated with the other Odoo Apps such as: CRM, Website builder and/or Accounting.