One Pipeline For Estimates, Revenue and Events
Enhancing CRM Pipeline unifies sales and job-cost estimating, transparent expected-revenue automation, forecast reporting and event registration inside the opportunities your team already works every day.
The problem
Reps type expected revenue by hand while a real quotation or job estimate lives on a separate screen, so the two numbers drift the moment anything changes. Estimates carry no visible status inside the pipeline, forecasts become guesswork, and event-driven deals fall through the cracks between disconnected apps.
The solution
Enhancing CRM Pipeline makes the opportunity the single source of truth: create sales or job-cost estimates in one click, let expected revenue sync automatically from real quotations with a transparent explanation of the rule applied, and register contacts to events — all without leaving the deal you are already working.
Everything a pipeline review needs
Every capability below is implemented in the module.
Sales & Job-Cost Estimates
Launch a Sales Estimate or a Job Cost Estimate directly from any opportunity, pre-linked to the lead and ready for cost lines in a single click.
Labor, Materials & Overhead Rollup
Add cost-breakdown lines by type and watch labor, materials, overhead and the grand total recalculate live on every estimate.
Built-In Approval Workflow
Estimates move through Draft, To Approve, Approved, Rejected and Converted with a manager-only approval gate, so nothing reaches a customer unchecked.
Template Library & Bulk Generation
Apply a reusable estimate template by job or deal type with one click, or generate estimates for a whole list of opportunities at once from the pipeline list view.
One-Click Convert to Quotation
Turn an approved estimate straight into a sale order, with every cost line carried across as a quotation line — no re-typing.
Estimate Status on the Pipeline Card
Draft, Pending, Approved and Converted badges appear directly on the opportunity Kanban card, so estimate status is visible without opening a second screen.
Transparent, Configurable Revenue
Expected revenue auto-syncs from linked quotations and shows exactly which quotations, which rule — raw total or probability-weighted — and when it last updated.
Revenue Forecast Reporting
A dedicated forecast report breaks down expected and weighted revenue by salesperson, sales team, stage and expected close month, with a calendar view for replanning close dates.
Event Registration & Follow-Up
Register an opportunity's contact to an event in one dialog, with fields pre-filled from the lead and an automatic follow-up activity scheduled after registration.
How it works
Work the Opportunity
Open any opportunity in the CRM pipeline — estimates, revenue and events are all one click away from the deal itself.
Estimate the Cost
Create a Sales or Job Cost estimate, apply a template or add labor/materials/overhead lines, and submit it for approval.
Convert & Sync
An approved estimate converts to a quotation instantly, and expected revenue on the opportunity updates automatically as quotations change.
Forecast & Follow Up
Review the pipeline in the revenue forecast report by rep, team or month, and register contacts to events with follow-up activities scheduled automatically.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
Both live on the same estimate document and cost-breakdown structure. Sales Estimate is intended for standard quoting, while Job Cost Estimate is meant for project- or trades-based deals that need a labor/materials/overhead rollup before quoting — pick whichever type fits the deal when you create it.
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.
Enhancing CRM Pipeline
Sales and job-cost estimates, expected revenue synced automatically from real quotations, forecast reporting and event registration — all inside the opportunity, with estimate status on the pipeline card.
Buy on Odoo App Store