Quotation builder
Templates, configurators, dynamic pricing.
Quote to cash, without the friction.
Configurable pricing, approval gates, eSignature, fulfilment, and subscription billing — one system. Retire Salesforce CPQ + Zuora + DocuSign + NetSuite.
The real cost of a fragmented sales stack.
The average mid-market B2B stack runs CRM, CPQ, contract management, billing, commissions, and an ERP — each $10-60K/year, with integration work that costs more than the tools and breaks on every major update.
Odoo Sales + Subscriptions + eSignature + Accounting + Commissions + Inventory covers 85-90% of that stack at a fraction of the cost — one database, zero integration overhead. Consolidation typically saves $40-150K/year and frees up 0.5-1 FTE of rev-ops time.
— Capabilities
The full quote-to-cash cycle.
Approvals
Multi-level flows with Slack and email.
Electronic signature
Built-in eSignature, no third-party tool.
Order fulfilment
Inventory, manufacturing, or drop-ship triggers.
Subscriptions
Recurring billing, proration, automatic dunning.
Commissions
Tiered plans, split credit, payout reporting.
CPQ
Pricing rules that match how you really sell.
Discounts by channel, region, volume, customer tier, bundle. We encode your real pricing logic so reps stop negotiating from spreadsheets and approvals run automatically inside defined thresholds.
- Product configurator for bundled and engineered offerings
- Dynamic pricing — volume tiers, customer prices, region taxes
- Approval matrix tied to discount thresholds
- Multi-currency quotes with real-time FX
— Real numbers
Quote-to-cash transformation results.
3 days → 20 min
Quote-to-signature
B2B SaaS — embedded approvals and eSignature.
$62K/yr
Stack consolidation
Distributor retired Salesforce CPQ + DocuSign + Zuora.
+12 pts
Close rate
Services firm, 21% to 33% after faster quote turnaround.
— Honest fit
Is this the right sales stack for you?
Strong fit
- B2B companies with multi-stage sales processes and approvals
- Subscription / recurring revenue businesses
- Organizations with complex pricing (tiered, channel, bundled)
- Companies tired of maintaining CRM + CPQ + billing + ERP integrations
- Mid-market operations with 10-200 sales reps
Poor fit
- Enterprise B2B with dozens of pricing dimensions and deep approval chains
- Companies needing very specialized CPQ (dynamic product configuration in manufacturing)
- Organizations with mature Salesforce CPQ deployments they're happy with
- Teams that want aggressive AI-driven deal-scoring and conversation coaching
— Our methodology
How we deliver Odoo — structured, rehearsed, rollback-tested.
Every Odoo engagement we take on runs through the same seven-phase delivery methodology — structured discovery, parallel configuration and data migration, rehearsed cutovers with tested rollback paths, role-based training, and 4-8 week hypercare. Refined across 50+ implementations including one of our largest engagements to date.
— Questions
Sales management — FAQ.
Can you support complex B2B pricing?
Yes — tiered volume pricing, customer-specific price lists, channel pricing, region-based taxes, bundled product configurators, and currency-specific price lists. We've implemented pricing with hundreds of dimensions without turning it into spaghetti.
Does it work for subscription businesses?
Yes. Odoo Subscriptions covers recurring billing, proration on upgrades and downgrades, add-ons, MRR/ARR reporting, and automatic dunning for failed payments. Integrates with Stripe, Authorize.net, and regional processors for card-on-file. For sophisticated proration edge cases (multi-element arrangements under ASC 606) we sometimes extend with custom logic or integrate Zuora for the revenue recognition layer.
What about field sales and reps on the road?
The Odoo mobile app has full quote entry, customer lookup, product catalog, and pipeline. Reps can configure quotes and capture signatures on site. Works offline with sync on reconnection.
How do commissions work?
Odoo handles tiered commission plans, split credits across reps and overlays, kickers and accelerators, and payout timing. For more sophisticated compensation design (SPIFFs, quota attainment clawbacks, complex team hierarchy) we extend the native module or integrate dedicated tools like Xactly.
Can it handle DocuSign-quality eSignature?
The native Odoo eSignature covers standard signature flows, multiple signers, signature blocks, and legally-enforceable audit trails. For some regulated use cases (real estate, healthcare consents) we integrate DocuSign at the signing step while keeping the quote and contract records in Odoo.
What's the implementation effort?
For a 30-rep B2B sales team with migration from existing tools, 2-3 integrations (payment, shipping, accounting), and standard approval workflows: 10-16 weeks. Complex CPQ configuration or subscription billing add scope.
Quote-to-cash on one stack?
30-min sales-stack call. We map your CPQ, eSign, fulfilment, and billing in Odoo — and quote what consolidation takes.
Book a sales-stack consult