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Odoo Sale Estimate to Customer click 'Estimates' to proceed. Sales estimates are displayed in the list view. Select a customer, choose a sales team, select products, adjust quantity, and apply discounts based on preference. Upon clicking 'Send by Email,' a popup shows; click the send button to dispatch the email. Display the 'Estimate Sent' status post-email, then click the settings icon to save the PDF via 'Print Estimate Order'. The sales estimate is available for viewing as a PDF. After confirming, the sales estimate changes to confirmed status; then click the approve button. Click the approve button to set the sales estimate to approved status, then select 'Create a Quotation’. Link the sales quotation reference to the created sales estimate, then click 'Quotation'. Quotation successfully created based on the estimate. Navigate to the Other Info tab and view the source document in the Tracking section. After validating the order, indicate the 'Done' status. View sales estimates in Kanban format. Bar chart view of sales estimates. Line chart view of sales estimates. Graphical representation of sales estimates in a pie chart. Sales estimates are presented in a calendar view. Overview of sales estimates in activity. Send an email for details and check the attachment for additional estimate information.
Odoo Sale Estimate to Customer
click 'Estimates' to proceed.
Sales estimates are displayed in the list view.
Select a customer, choose a sales team, select products, adjust quantity, and apply discounts based on preference.
Upon clicking 'Send by Email,' a popup shows; click the send button to dispatch the email.
Display the 'Estimate Sent' status post-email, then click the settings icon to save the PDF via 'Print Estimate Order'.
The sales estimate is available for viewing as a PDF.
After confirming, the sales estimate changes to confirmed status; then click the approve button.
Click the approve button to set the sales estimate to approved status, then select 'Create a Quotation’.
Link the sales quotation reference to the created sales estimate, then click 'Quotation'.
Quotation successfully created based on the estimate.
Navigate to the Other Info tab and view the source document in the Tracking section.
After validating the order, indicate the 'Done' status.
View sales estimates in Kanban format.
Bar chart view of sales estimates.
Line chart view of sales estimates.
Graphical representation of sales estimates in a pie chart.
Sales estimates are presented in a calendar view.
Overview of sales estimates in activity.
Send an email for details and check the attachment for additional estimate information.

Odoo Sale Estimate to Customer

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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.

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  • The Sales Estimate app for Odoo streamlines creating, sending, and managing sales estimates for your customers.
  • This app allows admins and company users to generate detailed sales estimates, adjust product quantities, apply discounts, and send estimates via email with PDF attachments.
  • It simplifies communication and approval processes, enabling seamless transitions from estimates to sales quotations and orders. 
  • Additionally, the app provides versatile viewing options such as Kanban, pie charts, and bar charts for efficient tracking.
  • Admin can create comprehensive sales estimates by adding multiple products, adjusting quantities, and applying product-specific discounts. 
  • Once a sales estimate is prepared, it can be emailed to the customer with a detailed PDF.
  • After the customer reviews an estimate, the company user can confirm it, and the admin can approve it. 
  • If necessary, estimates can be reset to default to reflect any updates and resent to the customer via email for approval.
  • Once customer approval is obtained, the admin can effortlessly generate a sales quotation, followed by a sales order, from the sales estimate.
  • The app maintains accurate records of sales estimate numbers and their corresponding quotation numbers, and sales order numbers.
  • Admin can view estimates through various graphical interfaces like Kanban, pie charts, and bar charts.
  • 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.
  • Go to Sales -> Orders -> Estimates, and click on 'Estimates' to continue.
  • Generate new estimates.
  • Choose a customer, select the sales team, select products, modify the quantity, and apply discounts per your preference.
  • Click 'Send by Email' to email the document, then use the settings icon to print the estimated order as a PDF.
  • Confirm the estimate, then approve it and create a quotation.
What is the Sales Estimate to Customer feature?This feature helps streamline creating, sending, and managing sales estimates in Odoo. It allows users to generate detailed proposals, adjust product quantities and discounts, and email estimates with attached PDFs. It simplifies the workflow from estimate to sales order and provides visual tracking options like charts and Kanban views, ensuring better sales management and customer communication.
How can admins create sales estimates?Admins can add multiple products, adjust quantities, and apply discounts to generate comprehensive estimates tailored to customer needs.
Can estimates be sent via email?Yes, once a sales estimate is prepared, it can be emailed directly to the customer with a detailed PDF attachment for easy sharing.
What is the approval process?Customers review the estimate, and then it can be confirmed and approved by staff. If needed, estimates can be reset and resent for approval.
How does it transition to orders?After customer approval, the admin can convert the estimate into a sales quotation and then finalize the sales order seamlessly.
What tracking features are available?The system maintains records of all estimates, quotations, and orders, with viewing options including Kanban, pie, and bar charts for quick analysis.
What kind of support do you offer after module purchase?We provide technical support to resolve installation, configuration, and functionality-related issues. Support details are outlined in our support policy. We also customize our Odoo App to meet your business needs.
Do your Odoo extensions support multi-language functionality?Yes, our modules are designed to be multi-language compatible. Follow the provided guidelines to configure language settings within Odoo.
What versions of Odoo are compatible with your extensions?Our extensions are regularly updated to support the latest stable Odoo versions. For compatibility details, refer to the product description page.

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Ruby Powell
Simplifies processes while maximizing benefits

Reviewed on Jun 24, 2025

Offers the perfect balance of power and simplicity. Ensures ease of use with advanced functions.
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Mia Robinson
Transforms workflow with innovative tools

Reviewed on Jun 24, 2025

An essential upgrade for better workflow. Refines processes to improve performance.
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Zoe Rogers
Delivers consistent results and efficiency

Reviewed on Jun 11, 2025

Provides valuable solutions for everyday use. Ensures precision and smooth execution.
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Zoe Rogers
Delivers consistent results and efficiency

Reviewed on Jun 11, 2025

Provides valuable solutions for everyday use. Ensures precision and smooth execution.
Edit Delete

Streamlined Sales Estimation and Conversion Process

Better Sales Management

Enhanced Customer Communication

Flexible Estimate Adjustment

Streamlined Approval Workflow

Efficient Record Tracking

Advanced Data Visualization

Efficient Creation and Sharing of Sales Estimates

Flexible Estimate Creation

Create tailored sales estimates with multiple products, quantities, and discounts.

PDF Email Delivery

Send detailed sales estimates to customers via email as attachable PDFs.

Approval & Revision

Review, confirm, or reset estimates as needed before final approval.

Fast Conversion

Transform approved estimates into sales quotations and orders with ease.

Precise Record System

Maintain detailed logs of estimate, quotation, and order numbers.

Visual Data Insights

Access estimates through interactive views like Kanban, pie, or bar charts.

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