You’ll agree with me that making sales is the bloodline of any company. Without enough clients and making sales, you have no business being in business, right? So as a business owner, you need to know how to sell your products or services.

For that, you need to be able to create quotes quickly and accurately. It will assist you in gaining more clients, which will result in more money in your bank account.

Odoo is an open-source ERP (Enterprise Resource Planning) software that helps companies manage their business processes like sales and purchases, inventory control, accounting, human resources, etc.

Odoo's Sales module gives you the tools to manage your sales team. It lets you create quotes and send them to customers for approval. When a customer approves a quote, the system will automatically update all related information, such as order history and products in stock.

A reasonable quotation makes it easy for customers to buy your products or services. It also enables you to understand what they want and how much they are willing to pay for it. It will help you make better decisions about your business plans in the future.

A sales quotation can be created as a separate document type or as part of another document, such as an order or an invoice, in the Odoo CRM.

You can either utilize an existing template or make your own from scratch. You can also enable the automatic generation of quotes from existing orders.

Here are some tips for creating sales quotations in Odoo:

     Create a sales quotation using the sales module. This will allow you to track customer communication and manage customer relationships.

     Create product catalogs based on customer requirements (specifications and prices) and add products.

     Use custom fields to tailor your quotation to meet specific customer needs, such as delivery date or product color.