A valuable ally for demanding sales reps
At a time when customers expect quotations that are fast, detailed and transparent, Odoo's quotation calculator stands out as a strategic tool. It lets you generate commercial proposals that are automated, consistent and adjustable, while being fully integrated into the Odoo ecosystem (sales, CRM, inventory, invoicing, analytics...).
A simple promise: transform the way you sell, without ever sacrificing accuracy or flexibility.
How does it work?
Once your products, services, prices, costs and business rules are properly set up, the calculator takes over. It automates pricing based on the data entered or selected, respecting your target margins, your logistics constraints or your custom calculation rules.
It all relies on templates configurable with Odoo Spreadsheet, in which you can:
- Define calculation rules (volume, weight, units, labor, assembly...)
- Add formulas to calculate shipping or subcontracting costs
- Integrate your internal price scales, margin rates, fixed and variable costs
- Automatically get a complete, accurate quotation, ready to send
A quotation, then everything else...
The calculator does not stop at generating the quotation. It naturally leads into the next steps of the sales cycle:
- Built-in electronic signature
- Automatic sales order creation
- Customer invoice creation
- Margin and profitability tracking
- Analytics by line, by deal or by project
Every quotation thus becomes the starting point of a smooth process, tracked and measurable down to the last accounting line.
Simple or complex? Your choice
The calculator adapts to every context, from the simplest to the most industry-specific:
| Use case | What you can automate |
|---|---|
| Trading | Products, quantities, discounts, delivery |
| Construction / Job sites | Quantity takeoffs, materials, margins per work package |
| Services | Time spent, fixed fees, options |
| Logistics | Volume-based cost, vehicle selection |
| Manufacturing | Production costs, assembly, subcontracting |
How do you configure it in Odoo?
- Enable quotation templates in the settings.
- Create your spreadsheet templates with your business formulas.
- Link them to your quotations via a dedicated field.
- Use the smart button that appears in each quotation to fill in the spreadsheet and inject the results into the sales order.
It is simple, modular, and 100% customizable.
Why adopt it?
- Less time spent creating a complex quotation
- Reliable calculations (no more copy-paste errors)
- Immediate visibility of margins per offer
- Real-time changes possible if the project changes
- Full integration with Odoo modules
Auguria supports you
At Auguria, we help you model your business scenarios, turn your Excel sheets into dynamic templates integrated into Odoo, and make every quotation a performance lever.
Our consultants will talk numbers with you... but also flow, strategy and profitability.