From pipeline talk to lossless quotation in one click
Add products, quantities, prices and discounts directly on the CRM opportunity, preview the exact quotation before you commit, and transfer it to Sales without losing a single number.
The problem
Standard Odoo CRM tracks only a single expected-revenue figure on an opportunity, so the specific products a deal is actually about live nowhere but a rep's notes. When the deal is ready to quote, every product, quantity, price and discount has to be re-typed into a sales order by hand — a slow, error-prone hand-off where line items get dropped, quantities get mistyped and negotiated discounts get lost.
The solution
CRM Opportunity Products adds a full product line editor to the opportunity form, complete with inline variant picking, bulk add from reusable templates, and live on-hand availability. Preview the exact quotation before committing, then transfer every line — product, quantity, price, discount and tax — to a sales order in one click, with nothing re-priced and nothing lost.
Everything a proposal-driven sales team needs
Every capability below is implemented in the module.
Products Tab on the Opportunity
An editable product line list lives directly on the opportunity form, with drag-and-drop reordering, taxes, subtotals and running totals — no separate document required before the deal is ready to quote.
Inline Variant Picker
Pick the exact product variant straight from the line, with autocomplete search — no separate configurator dialog and no interruption to the flow of adding products.
Bulk Add & Reusable Templates
Add many products in a single action, or apply a saved template set for a common deal type and populate the whole line-up in one click instead of looping through dialogs one product at a time.
Live Availability at Point of Add
Each line shows on-hand free quantity for stock-tracked products as you add it, so reps never shortlist something that cannot actually be delivered.
Line-Level Pricing Control
Quantity, unit price, discount and taxes are all editable per line while the deal is still being negotiated, so the agreed numbers are captured before a quotation ever exists.
Real-Time Quotation Preview
Open a live preview of exactly what the resulting quotation will contain — lines, taxes and totals — before committing to the transfer.
One-Click, Lossless Transfer
Transfer the full product line-up to a new quotation in a single click. Product, quantity, unit price, discount and taxes carry over verbatim — nothing is re-priced or re-typed.
Automatic Forwarding
When a quotation is created from the opportunity through Odoo's native flow, the product lines already on the opportunity are forwarded automatically — no separate transfer step required.
Product Analysis Reporting
A dedicated report breaks pipeline product demand down by product, category, sales rep, team and stage, with list, pivot and graph views plus a printable PDF product proposal.
How it works
Add Products
Pick products inline or use the bulk-add wizard with a saved template set to build the line-up on the opportunity.
Refine the Deal
Adjust quantity, price, discount and taxes per line while checking live on-hand availability and running totals.
Preview the Quotation
Open a real-time preview to confirm exactly what the quotation will contain before committing.
Transfer in One Click
Send the full line-up to a new sales order, or let it forward automatically when the quotation is created — with every number preserved.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
Yes. Stock is a required dependency because on-hand availability is shown directly on each product line as you add it — a core part of the workflow, not an optional extra.
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.
CRM Opportunity Products
A full product line-up on the opportunity itself — variant picker, reusable templates, line-level pricing, live availability and a real-time quotation preview — transferred to a sales order without re-typing a single figure.
Buy on Odoo App Store