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Quote to order · Global

Odoo Sales Implementation Services

Odoo Sales implementation sets up the quotation-to-order flow in Odoo so your team sends accurate, branded quotes that customers can sign and pay online. Shyphan, an Official Odoo Partner, configures quotation templates, pricelists, optional products, e-signature, subscriptions and sales teams for international businesses, then connects Sales to Inventory, Accounting and CRM so every confirmed order moves straight into delivery and invoicing.

Prefer to talk? Call +91 95651 53545
Typical timeline3-16 weeks
PricingFixed quote after discovery
Core stackOdoo Sales · Odoo CRM · Odoo Sign
Zoho Premium PartnerOdoo

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At a glance

Odoo Sales Implementation Services: the short answer

What it is
Odoo Sales is the Odoo app that manages quotations, sales orders, pricing, online signature and payment, and hands confirmed orders to delivery and invoicing.
Best suited to
Product and service businesses that quote often, sell in several currencies or price tiers, and want quotes, orders and invoices in one system rather than spreadsheets and email.
Core stack
Odoo Sales, Odoo CRM, Odoo Sign, Odoo Subscriptions, Odoo Accounting, Odoo Inventory
Typical timeline
Three to sixteen weeks depending on apps, localisation, data migration and custom modules; larger rollouts are phased.
What it costs
A fixed quote after a free discovery call. Odoo bills its subscription directly; hosting depends on Odoo Online, Odoo.sh or self-hosting.
Across markets
Tax-ready quotes and invoices; Currencies and pricelists by market; Local payment providers.
Delivered by
Shyphan AI Solutions, Official Odoo Partner, with remote delivery worldwide from seven offices.
Last reviewed
30 September 2026
Two people working on laptops at a desk
Two people working on laptops at a desk
3-16 wks typical time to a first go-live
Quote to order

Odoo Sales Implementation Services: who it is for

Product and service businesses that quote often, sell in several currencies or price tiers, and want quotes, orders and invoices in one system rather than spreadsheets and email. Odoo Sales is the Odoo app that manages quotations, sales orders, pricing, online signature and payment, and hands confirmed orders to delivery and invoicing.

  • Quotation templates and e-signature
  • Pricelists and discount rules
  • Optional products and upsells
  • Subscriptions and recurring billing
What people in this role search for
odoo sales implementationodoo sales module setupodoo quotation templatesodoo pricelist configurationodoo subscriptions setupodoo sales consultant
The stack

What we use to deliver Odoo Sales Implementation Services

The tools we typically use. The final choice is made against your systems, budget and team.

What we deliver

Odoo Sales Implementation Services: what is included

Odoo Sales implementation sets up the quotation-to-order flow in Odoo so your team sends accurate, branded quotes that customers can sign and pay online.

01

Quotation templates and e-signature

We build quotation templates per product line with standard terms, validity periods and optional sections, and switch on online signature and payment so customers can accept a quote from the portal link without printing, scanning or emailing a PDF back to your team.

02

Pricelists and discount rules

We model your pricing in Odoo pricelists: per customer group, per currency, quantity breaks, date-bound promotions and formula-based prices from cost. Sales users see the right price automatically, and discount limits stop reps from quoting below the margin you have agreed.

03

Optional products and upsells

We configure optional products and accessories on the quote so customers can add them in the portal, plus product variants and configurable attributes. This keeps upsell items visible on every quote instead of relying on each rep to remember them.

04

Subscriptions and recurring billing

For recurring revenue we set up subscription plans, billing periods, renewal quotes, upsell and downsell handling, and automatic recurring invoices with saved payment methods, so maintenance contracts and licences renew on schedule without manual reminders.

05

Sales teams and targets

We create sales teams by region or product, assign members and invoicing targets, and build pipeline and sales analysis reports. Managers see orders to invoice, quotes awaiting signature and revenue by team from the same data the reps use daily.

06

Order flow into delivery and invoicing

We connect Sales to Inventory and Accounting: invoicing policy on ordered or delivered quantities, down payments, delivery routes and warehouse selection. A confirmed order creates the delivery and, when due, the invoice, with no retyping between departments.

Real product screens

See it in Odoo

Real screens from the platforms we work with. Yours are configured to your entities, processes and KPIs.

odoo.com
The Odoo CRM pipeline (product screenshot)
Odoo · real product screen

The Odoo CRM pipeline

Opportunities by stage with expected revenue, tags and next activities, in a kanban view.

  • Tax-ready quotes and invoices
  • Currencies and pricelists by market
  • Local payment providers
Screenshot: Odoo S.A. (source). Shown for illustration; your screens are configured to your data.
odoo.com
Pipeline reporting in Odoo CRM (product screenshot)
Odoo · real product screen

Pipeline reporting in Odoo CRM

Expected revenue by stage and month, ready to insert into an Odoo spreadsheet.

  • Quotation templates and e-signature
  • Pricelists and discount rules
  • Optional products and upsells
Screenshot: Odoo S.A. (source). Shown for illustration; your screens are configured to your data.
Across markets

How Odoo Sales Implementation Services changes by market

Tax, e-invoicing, data protection and language rules differ by country. We confirm the current position for each market at scoping.

Tax-ready quotes and invoices

Quotes must carry the right tax: 15% VAT with ZATCA-compliant Arabic invoices in Saudi Arabia, 5% VAT in the UAE, GST in India, 20% VAT in the UK and varying EU rates. We set fiscal positions per market and confirm current rules at scoping.

Currencies and pricelists by market

International sellers usually need a pricelist per currency or region, with exchange rates updated automatically. We configure multi-currency quoting and, for groups, multi-company rules so each entity sells in its own currency and books revenue correctly.

Local payment providers

Online quote payment depends on providers that work in your market. We connect the payment providers Odoo supports for your regions and, where e-invoicing applies, such as FATOORA Phase 2 in Saudi Arabia or IRN in India, link invoices to the localisation.

How it works

How we deliver Odoo Sales Implementation Services

Phases, indicative timing and what is delivered in each. Scope is fixed and quoted before we start.

1Week 1

Discovery and pricing

We map how you quote today, your price lists, discount approvals, currencies and the documents customers expect to receive.

2Weeks 2-3

Configuration

We set up products, pricelists, quotation templates, taxes, sales teams and the invoicing policy in a staging database.

3Weeks 3-4

Integration and data

We import customers, products and open quotes, and connect Sales to Inventory, Accounting, CRM and payment providers.

4Week 5

Testing and training

Your team runs real quotes end to end, from template to signature to invoice, and we fix what they find.

5Week 6 onward

Go-live and support

We switch over, watch the first orders and invoices closely, and hand over documentation and a support channel.

When Odoo Sales Implementation Services is the wrong answer

Odoo Sales is not a full configure-price-quote engine for highly engineered products with thousands of rule-based combinations, and it is not a replacement for a dedicated CPQ tool in that case. If your quotes need complex engineering rules, we would scope a custom configurator module or recommend keeping a specialist CPQ tool linked to Odoo.

How we handle it: We implement Zoho, Odoo and Dynamics 365 and build AI and custom software, so our written recommendation can point you to a simpler option, or to doing nothing yet.

The Shyphan team at the Zoho booth, Zoholics Dubai 2026Shyphan consultants at Zoholics Dubai 2026
Who you will work with

One team, seven offices, delivery worldwide

We deliver Odoo projects from our headquarters in Noida, India, and offices in Ras Al Khaimah, Riyadh, Beirut, Istanbul, Lagos and London, with remote delivery worldwide and on-site workshops when a project needs them. Pictured: our team at Zoholics Dubai 2026.

PremiumZoho Partner tier
Top PartnerZoho MEA, Q3 2026
7 officesHQ in Noida, India
WorldwideRemote delivery
FAQ

Odoo Sales Implementation Services: questions we get asked

What does an Odoo Sales implementation include?
An Odoo Sales implementation covers products and variants, pricelists, quotation templates, taxes, sales teams, e-signature and online payment, subscriptions if needed, data import, integration with Inventory and Accounting, testing and user training. We scope it after a free discovery call and give a fixed quote.
Can customers sign and pay Odoo quotations online?
Yes. Odoo sends a portal link with each quotation where the customer can review optional products, sign online and pay a deposit or the full amount through a connected payment provider. The signed order is confirmed automatically and your team is notified.
Does Odoo Sales handle multiple currencies and price lists?
Yes. Pricelists can be set per currency, customer group or region, with quantity breaks and date-limited promotions. Exchange rates can update automatically, and in a multi-company setup each entity can quote in its own currency while group reports consolidate the figures.
Can Odoo manage subscriptions and recurring invoices?
Yes. The Subscriptions features let you define recurring plans, billing periods, renewals and upsells, and generate recurring invoices charged to saved payment methods. It suits maintenance contracts, software licences and service retainers. We confirm which Odoo edition and apps you need at scoping.
How long does Odoo Sales implementation take?
A focused Odoo Sales rollout for one company usually takes four to six weeks, including testing and training. Multi-company setups, subscriptions, complex pricing or e-invoicing integrations add time. We give a timeline with the fixed quote after discovery.
Should we choose Odoo Sales or Zoho CRM for quoting?
If you want quotes to flow straight into stock, delivery and accounting in one database, Odoo Sales is usually the better fit. If your priority is a sales-led CRM with deep pipeline automation and you already use Zoho apps, Zoho CRM may suit better. We recommend by fit after discovery.
Why choose Shyphan?
We are a Zoho Premium Partner, an Official Odoo Partner and an independent Dynamics 365 consultancy that also builds AI and custom software, so we recommend by fit rather than by what we resell. We are headquartered in Noida, India, with seven offices and remote delivery worldwide.
Two people working on laptops at a desk
Get started

Talk to a consultant about Odoo Sales Implementation Services

A free 30-minute call, then a written recommendation and a fixed quote, including the honest option that this is not the right fit.

Vikas Saroj, Co-Founder and COO at Shyphan AI Solutions

Written and reviewed by Vikas Saroj, Co-Founder, COO & Growth at Shyphan AI Solutions, who owns delivery across India, the Gulf and the UK. Last reviewed on 29 September 2026. Meet the team · LinkedIn