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by adding multiple products, adjusting quantities, and applying product-specific discounts.
Odoo Sale Estimate to Customer
The Sales Estimate to Customer app for Odoo simplifies the process of creating, sending, and managing sales estimates. It allows users to generate detailed estimates with adjustable quantities and discounts, and send them via email with PDF attachments. The app streamlines communication, approval, and conversion from estimates to actual sales orders. It also offers various viewing options like Kanban and charts for efficient tracking and management of sales estimates.
- Easy configuration and user-friendly interface
- Multi-version and multi-store compatible
- Detailed documentation included
- Lifetime updates for regular improvements
- Secure and reliable implementation
- Fast support from Weblytic Labs
Product Overview
The Sales Estimate to Customer app for Odoo simplifies the process of creating, sending, and managing sales estimates. It allows users to generate detailed estimates with adjustable quantities and discounts, and send them via email with PDF attachments. The app streamlines communication, approval, and conversion from estimates to actual sales orders. It also offers various viewing options like Kan
Simplifies creating, managing, and tracking sales estimates to boost efficiency.
Enables clear and professional estimate sharing, strengthening client relationships.
Allows easy modifications to quantities, discounts, and details for tailored proposals.
Streamlines approval workflows for faster validation and order conversion.
Maintains detailed records of all estimates for easy retrieval and analysis.
Provides visual charts and reports for better insights into sales performance and forecasts.
Key Features
emailed to the customer with a detailed PDF.
company user can confirm it, and the admin can approve it.
to reflect any updates and resent to the customer via email for approval.
can effortlessly generate a sales quotation, followed by a sales order, from the sales estimate.
estimate numbers and their corresponding quotation numbers, and sales order numbers.
graphical interfaces like Kanban, pie charts, and bar charts.
Why Choose This Module?
Without This Module
- Missing this capability in your current workflow
- Higher checkout abandonment
With Weblytic Labs
- Simplifies creating, managing, and tracking sales estimates to boost efficiency.
- Enables clear and professional estimate sharing, strengthening client relationships.
- Allows easy modifications to quantities, discounts, and details for tailored proposals.
- Streamlines approval workflows for faster validation and order conversion.
- Maintains detailed records of all estimates for easy retrieval and analysis.
Perfect For
Odoo merchants & ERP teams
Merchants adopting AI tools
Stores focused on customer engagement
Multi-store operators
Teams that want faster setup
Merchants who need ongoing updates
Screenshots
Installation in 4 Easy Steps
Upload Module
Upload and install the module ZIP from your back office Modules page.
Configure Settings
Open the module configuration and enter the required credentials or options.
Enable on Store
Enable the feature for your shop / front office and save.
Go Live
Test the workflow, then start using Odoo Sale Estimate to Customer on your store.
Technical Specifications
Compatible
Multi-platform
Multi-store
Yes
Multi-language
Yes
Documentation
Included
Updates
Lifetime
Support
Included with license
Reference
WBL-ODOO-83
FAQ
Is this compatible with my platform version?
Listed compatibility: Multi-platform. Check the product page for the exact supported versions.
Is documentation included?
Yes. Setup guidance and documentation are included with your license.
Do I get updates after purchase?
Yes. Lifetime free updates are included for this product.
Can I get support if I need help?
Yes. Support is available for the period included with your license.
Can I try a demo first?
Use the Live Demo / Request Demo button on this page when a demo is available.
