From customer story to invoice in one record
Business Requirement Management captures the customer story, prices it with full transparency, and flows straight into quotations, projects, purchase orders and invoices — replacing a stack of fragmented micro-modules with one coherent app.
The problem
Requirement capture is scattered across spreadsheets, documents and CRM notes, with no structured link between the customer's story, the agreed deliverables, the internal effort required, the price, and the resulting project and invoice. Pricing recalculation bugs and opaque pricelist fallbacks in existing tools leave quotations stale or mispriced, and margin is lost before a single task begins.
The solution
A single Business Requirement record holds the customer story, deliverables and resource lines, with multi-tier pricing that recalculates automatically and shows exactly which price source applied. One click generates a quotation, a project with tasks, and purchase orders for external resources — with cost, margin and earned-value tracking the whole way through to invoicing.
Everything a services firm needs to scope, price and deliver
Every capability below is implemented in the module.
Unified Business Requirement Record
Customer story, scenario, gap analysis and test cases live alongside deliverable and resource lines in a single record with a clear draft-to-done state workflow.
Multi-Tier Transparent Pricing
Prices resolve through an estimation pricelist, then a customer pricelist, then the product price — and the record always shows which tier actually produced the price.
Automatic Price Recalculation
Deliverable and resource prices refresh the instant a line changes or auto-populates from a product template. No manual update button, no stale quotations.
Revenue, Cost & Margin Rollup
Resource cost rolls up to deliverables and the requirement as a whole, computing revenue, cost and gross margin automatically, with multi-currency conversion for reporting.
Earned Value & Variance Alerts
Compare estimated against actual hours, track completion percentage, and raise cost and time variance alerts when configurable thresholds are breached.
Role-Based Cost Confidentiality
Dedicated security groups separate sales-estimate access from cost-control access, so internal cost and margin figures stay restricted from users who only need pricing.
Guided Quotation Generation
Generate or refresh a quotation straight from deliverable lines, choosing a quotation template and selecting sections in the wizard, with deliverables aggregated across multiple requirements.
Guided Project & Task Generation
Pick a named hierarchy preset — flat, per-requirement, per-deliverable or nested — preview the resulting structure, and generate a project with tasks created from resource lines, assignee and duration included.
CRM Conversion & Purchase Order Generation
Convert a CRM opportunity into a Business Requirement with an editable field-mapping preview, and generate purchase orders from resource lines with supplier mapping and a link back to the requirement.
How it works
Capture
Record the customer story, scenario and gap analysis, then add deliverable and resource lines.
Price & Quote
Let multi-tier pricing resolve and recalculate automatically, then generate a quotation from the deliverables.
Plan & Procure
Generate a project with tasks from the resource lines, and purchase orders for any external resources.
Control & Invoice
Track cost, margin and earned value as work proceeds, then invoice directly from the Business Requirement.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
Yes. Every price is recalculated automatically whenever deliverable or resource lines change, are added, or auto-populate from a product template — there is no manual update button to remember.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Business Requirement Management
Capture a customer story as one requirement record that rolls into multi-tier pricing, margin and earned-value tracking — then generates the quotation, project, tasks and purchase orders.
Buy on Odoo App Store