Skip to Content

100%

included in any Odoo license

1 click

to convert a quote into an order and invoice

0

rewrites between quote and invoice

∞

custom branded PDF templates

Sales in action

Pipeline de ventas

SALES PIPELINE 

Professional quote in minutes

Templates with your brand identity — header, footer, conditions — ready to send to the client without any retouching.

órdenes de venta

SALES ORDERS

From quote to sales order with a single click

When the customer accepts, the quote becomes an order with products, prices, and terms. Nothing needs to be rewritten.

Catálogo Y Precio

CATALOGUE AND PRICES

One single source of truth

Products, price lists, and discounts are centralized. Each salesperson quotes using the same information.

Reportes

REPORTS

The actual state of your sales

Metrics by salesperson, product, and time period. Detect trends and dips before they become problems.

A single flow for your entire trading team

Odoo's Sales module is not just a quote generator. It's the backbone of the sales process — from catalog to order, from order to invoice — all connected to inventory, accounting, and CRM in real time.

 Quotes with brand identity

 Conversion quote → order → invoice without rewriting

 Centralized catalog, prices and discounts

 B2B and B2C sales in the same system

 Native connection to inventory and accounting

 Approvals by discount level or amount

Productos

Everything your business needs, already included...

1

Professional quotes

Templates with brand identity — header, footer, products, conditions — ready to send to the client without retouching.

2

Quote → order → invoice

Once the customer accepts, the quote becomes an order and then an invoice with one click. No product or term re-entering required.

3

Catalog and price lists

Products, variants, and prices are centralized by channel or customer. Each salesperson quotes using the same up-to-date information.

4

Discount approvals

Configure authorization levels by amount or percentage. Anything exceeding the seller's limit is automatically approved.

5

B2B and B2C Sales

The same system manages sales to companies with formal quotations and direct sales to consumers with a simplified flow.

6

Reports and real-time updates

Metrics by salesperson, product, customer, and time period. Detect trends and dips before they become problems.

CUSTOM QUOTES

Documents that are seen

like your brand, not like Odoo

We design custom PDF templates: header with logo, footer with tax information, and attached product data sheets. Each quote is ready to send to the client without any modifications..

 Header and footer with brand identity

 The product's technical PDF is automatically attached

 Terms and conditions by customer type

Ejemplo de Cotización
Mini ecosistema

CRM + MULTI-BRAND

A company,

multiple brands, one single CRM

If you manage multiple brands, we configure Odoo's Multi-Brand module so that each quote comes out with the correct identity — logo, tax information, terms — from the same pipeline.

 Automatic quotes with brand identity

 Consolidated or brand-specific reports

 Separate or shared commercial teams

CRM + WHATSAPP

Conversations where

your client does respond

We connect Sales to Odoo's WhatsApp module. Send quotes, follow up with customers, and close sales on the channel where your customers actually respond—with every conversation recorded in their profile.

 Approved templates ready to send

 Conversations recorded in the customer history

 Automatic allocation by stage or team

Chat

WHO IS IT FOR?

If your sales team lives by emails and paperwork, this is for you.
 

Consultative sales teams

They put together complex quotes with multiple products, options, and customized terms.

 

Companies with large catalogs

They need updated prices, variations, and discounts per channel without losing consistency between sellers.

 

B2B + B2C Operations

They sell to companies with formal quotations and to the end consumer with a simplified flow, all in the same system.

 

Multi-brand companies

They manage several commercial identities and need each quote to come out with the correct brand.

Frequently Asked Questions

The most common questions we get before starting

01 Does the Sales module have an extra cost?

No. It's included with every Odoo license. If you already have Odoo, you don't pay extra to use it—you just need to configure it properly.

02 Can I migrate my current contact database?

No. We design custom PDF templates with your brand identity — header, footer, attached technical specifications — so that quotes are ready to send to the client.

03 Do quotes have to look like Odoo templates?

Yes. We configured Odoo's Multi-brand module so that each quote comes out with the correct identity — from a single sales system.

04 Can I send quotes via WhatsApp?

Yes. We connect Sales to Odoo's WhatsApp module. You send the quote PDF via WhatsApp, and the conversation is automatically recorded in the customer's profile.

05 Do you handle different prices per customer or channel?

Yes. Odoo allows price lists by customer, by channel (wholesale/retail), by season, or by volume — all applied automatically at the time of quoting.

06 Does it connect with inventory and accounting?

Yes, that's Odoo's strength. When you quote, you see real-time stock. When you earn, inventory is reserved. When you invoice, accounting is updated. All native, without third-party integrations.

WE DON'T JUST IMPLEMENT ODOO

We build how your company operates

First we understand, then we propose technology

We don't arrive with a predefined solution. Before writing a single line of configuration, we analyze how your company actually operates—its processes, its bottlenecks, its unique characteristics. The technology comes later.


Friendly, practical and without unnecessary processes

No complicated methodologies that nobody understands. We support each company in a clear and adaptable way — with the right people, at the right time, making decisions together.


Odoo connected, not isolated

We combine ERP implementation with true business integration. We develop connectors, automations, and proprietary solutions so that Odoo is not an island—but the center of a fully connected operation.

Sales connected to your entire operation




Módulo CRM

CRM

An opportunity gained in CRM becomes a sales quote with one click — with client, products and terms already captured.

View module →


Módulo Inventario

Inventory

When you get a quote, you see the actual stock. When you win, the inventory is reserved. When you deliver, the price is automatically deducted. No overselling.

View module →


Módulo Punto de Venta

Point of Sale

For counter sales, the POS shares catalog, prices, and inventory with Sales. A single source of truth.

View module →


Módulo Contabilidad

Accounting

The business cycle closes with the invoice issued from Odoo — with all the customer data already captured.

View module →

OUR ECOSYSTEM

We build our own tools

Tell us how your company operates

A Wayakna advisor will analyze your business process and propose the most suitable solution — without commitments and without unnecessarily complex processes.