By moving to Odoo 19, many are looking for the old reflex of 'options on the quote'. The logic is evolving:the structuring (sections / subsections) becomes the core of the commercial presentation, and you canmake blocks optionalrather than managing 'separate' options.
In other words: the quote and the order are no longer just a simple list of lines, but astructured document, manageable like a commercial proposal.
1) Sections and subsections: structure like a plan, not like a spreadsheet
Thesectionsallow you to organize your offers into coherent blocks:
Base offer
Project services
Equipment / licenses
Recurring services
Options / variants
Thesubsectionsadd a useful level of granularity when your quote is rich (project, integration, lots, multi-sites), while keeping a simple reading.
To remember
A section should correspond to a readable 'business idea': a package, a phase, a lot, a scope.
A subsection corresponds to the useful internal breakdown without overloading the message.
2) Optional sections: 'next generation' options
Odoo 19 allows you tomark a section (or subsection) as optional.
What it changes
You clearly separatethe baseandthe supplements
You offertiers of service(standard / premium)
You make client decision-making more natural: one option = one identified block
Examples of options that are perfectly suited for optional sections
Enhanced support / on-call
Additional training
Advanced data recovery
Additional framing workshop
Batch of additional equipment
Deployment on an additional site
Practical point
In the context menu, the action "Make non-optional" indicates that a block is currently optional and can become "included" again.
3) Hide prices: preserve your margin while showing value
On a section or subsection, you canhide prices.
When to use it
You want to detail the composition (thus reassure), without opening the discussion "line by line"
You sell a service and do not wish to expose the pricing mechanics
You present a package: the client should remember the result, not the cost detail
Immediate effect
The quote remains educational, but the "microscopic" analysis becomes less natural for the client.
4) Hide the structure: only display a block total
Another possibility:hide the structureof a section.
In this case, you keep the breakdown internally, but the client essentially sees asynthetic block.
When to use it
Your client (CEO, CFO, purchasing) wants a “budget” reading more than a “shopping list” reading
You want to avoid the quote being interpreted as an addition of negotiable hours
You are selling a performance obligation (or a package), not an accumulation of micro-items
Quick comparison: masking prices vs masking structure
| Function | Does the client see the lines? | Does the client see the prices line by line? | Recommended use |
|---|---|---|---|
| Hide the prices | Yes | No | Show the value without exposing the margin |
| Hide the structure | No (or very little) | No | Rendered “packaged” / synthetic direction |
5) Add notes: contextualize in the right place
Notes become a sales tool, not just a legal mention at the end of the document.
You can insert a notewhere it makes sense :
Assumptions (data provided by the client, prerequisites)
Scope limits (excluding migration, excluding SEO, excluding hardware…)
Conditions (deadlines, dependencies, milestones)
Explanation of an option (what it includes and what it changes)
Good principle
A useful note is short, actionable, and placed in the right spot.
A catch-all note at the bottom of the quote is often ignored.
6) Duplicate a block: industrialize your quotes
Duplicating sections/subsections allows for faster and cleaner quote production.
Typical cases
Multi-site deployment: duplicate a “Site” section and adjust quantities/scope
Offer variants: duplicate a “Standard Pack” block into a “Premium Pack”
Reuse structure: take a working skeleton
7) Delete and adjust: a more “document” edition
Sections become manipulable like blocks: you refine, remove, and rearrange more quickly.
This is particularly useful in meetings, when the quote is built throughout the discussion.
Best practices for structuring quotes and orders
A simple, robust, reusable structure
Mandatory base
Project / services(phase by phase if necessary)
Recurring(support, maintenance, subscription)
Options(optional sections)
Out of scope(short notes, placed in the right spots)
Rules for using masking
Mask prices: when you want to remain transparent about the content, but not about the margins
Mask structure: when you sell a result or a batch, and you want a synthetic output
Migration: how to “find” your options in Odoo 19
If your organization used a lot of “old-fashioned” options, the most effective transition is to:
Identify your recurring options (the 10–20 most frequent)
Group them intooptional sectionsthat are coherent (by theme or by service level)
Standardize your quote structure
Test the renderingPDFand the behavior on theclient portalon a sample quote
Validation checklist
The client understands the foundation at a glance
The options are grouped and clear
The PDF rendering is clean (no overload)
The totals and optionality behave as expected
Conclusion
Odoo 19 makes sections a true business lever:you structure, you clarify, you protect your pricing presentation, and you gain efficiency.
The expected result is simple: quotes and ordersthat are more readable, more convincing, andeasier to industrialize.
If you wish, I can also propose a“Auguria type quote template”(service, project, trading) with a structure ready to replicate, including standard optional blocks.