Version Control for every negotiation

Snapshot every round of a quotation, capture a structured reason for each change, compare any two versions line by line, and restore a prior version in one click — a full audit trail built natively on Odoo Sales.

The problem

Every edit to a quotation overwrites what came before it. When a customer disputes a price, or a manager asks to reconstruct a negotiation, all that is left is scattered chatter and memory — no reliable record of what was offered, when, or why.

The solution

Capture an immutable snapshot of the order every time it changes, with a required reason and the author attached. Compare any two versions line by line, or restore a prior version to the live order in a single click.

Capabilities

Every round of the negotiation, preserved

Every capability below is implemented in the module.

01

One-Click Version Snapshot

Capture the full state of a quotation or sales order — every line, quantity, price, discount, and total — as an immutable version straight from the order form.

02

Stable Version Reference

Each version keeps the order's original reference and adds a clear version marker (S00044 - v3), so the document identity stays recognizable across every round.

03

Required Change Reason

Every version requires a structured reason before it can be created, so the negotiation narrative is captured next to the snapshot instead of buried in chatter.

04

Line-Level Compare

Pick any two versions and see exactly what changed — lines added, removed, or with a different quantity or unit price — in a single comparison view.

05

One-Click Restore

Bring back any prior version as the live order in a single action — when a customer says "go back to what you sent me before," it is one click, not a manual rebuild.

06

User Attribution

Every version records who created it and when, so "who changed this?" has a direct answer instead of a reconstruction from memory.

07

Approval Status per Version

Move a version through Draft, Sent, and Accepted, so the team can see at a glance which version the customer actually approved.

08

Works After Confirmation

Snapshot a version at any order stage, including confirmed sales orders, so mid-negotiation or mid-fulfilment changes are documented, not made silently.

09

Searchable Version History

A dedicated Versions smart button and list view let staff find and open any version across any order, with chatter notifications logged on every capture and restore.

Workflow

How it works

1

Negotiate

Edit the quotation as usual — add lines, adjust prices, change quantities.

2

Create Version

Click Create Version, enter the change reason, and the current state is snapshotted.

3

Compare

Open Compare Versions to see the line-level differences between any two rounds.

4

Restore if Needed

Restore any prior version back to the live order in one click.

Questions

Frequently asked

No sales fog. If your question isn't here, email us and we'll answer it the same way.

No. Creating a version only takes a read-only snapshot of the order as it stands. The live order keeps changing normally until you choose to restore an earlier version.

Get the app

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.

Sale Order Versions

Snapshot, compare, and restore versions of quotations and sales orders with a full audit trail of who changed what, when, and why.

Buy on Odoo App Store