Turn CRM data into polished PDF reports
Generate designed, presentation-ready PDF reports and XLSX exports for any lead or opportunity — complete with quotations, batch printing, and scheduled delivery to your sales managers.
The problem
Sales teams need to share pipeline data outside Odoo — for meetings, manager reviews, or offline reference — but Odoo's CRM has no built-in way to produce a clean, presentable document. Reps are left copying data by hand, screenshotting views, or exporting raw spreadsheets that strip out formatting and context.
The solution
Print Lead or Opportunity turns any lead or opportunity into a designed PDF report or XLSX export in one click. Filter by date range, stage, salesperson, or team, choose exactly which sections to include, and send reports on a schedule — all from a single configuration tile.
Everything you need to report on your pipeline
Every capability below is implemented in the module.
Designed PDF Reports
A branded, company-styled PDF report for any lead or opportunity, ready to email or present without reformatting.
XLSX Spreadsheet Export
Export leads and opportunities to a formatted Excel spreadsheet whenever the data needs further crunching.
Batch & Multi-Record Printing
Select many leads or opportunities from the list view and produce one combined PDF or XLSX in a single action.
Date-Range & Advanced Filtering
Generate reports across a date range, stage, salesperson, or sales team instead of one record at a time.
Inline Quotations Tab
Associated quotations appear directly on the lead or opportunity form, keeping full deal context in one place.
Customizable Report Sections
Toggle contact details, description, quotations, and activities on or off so each report matches your process.
One-Place Access Control
A single settings toggle grants print/export access to all salespeople — no hunting through user permission screens.
Scheduled Email Delivery
Turn on a recurring schedule so sales managers automatically receive pipeline reports by email — no manual effort.
Role-Based Security
Restrict who can print or export lead data by group, so sensitive pipeline details stay with the right people.
How it works
Open a lead or select records
Click Print Report on a lead or opportunity form, or select multiple records from the CRM list view.
Choose filters & sections
Set a date range, stage, salesperson, or team, and toggle contact, description, quotations, or activities.
Generate PDF or XLSX
Pick the output format and produce a designed PDF report or spreadsheet in one click.
Share or schedule
Download the file to email or present, or turn on scheduled delivery so managers receive it automatically.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
Yes. Select multiple leads or opportunities from the list view and generate one combined PDF or XLSX in a single action, or use the wizard's date-range and filter options to build a report across a whole set of records.
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.
Print Lead or Opportunity
Designed PDF reports and XLSX exports for leads and opportunities, with batch printing, date-range filters and customizable sections — plus scheduled email delivery.
Buy on Odoo App Store