Turn every opportunity into a quote without leaving CRM
Capture product lines, see live stock, and generate a fully-priced quotation from the CRM opportunity in one click — no more re-keying deals into Sales.
The problem
Salespeople have to leave the CRM pipeline, convert the opportunity, and re-enter every product, quantity, and price that was already discussed on the deal. That context switch slows quote turnaround and invites data-entry errors on every deal.
The solution
Add product and service lines straight on the opportunity, see real-time stock next to every line, and generate a fully-priced quotation with one click. Save recurring line sets as templates and give managers product-level visibility across the whole pipeline.
Everything for in-CRM quoting
Every capability below is implemented in the module.
Product Lines on the Opportunity
Add product and service lines directly on the opportunity with quantity, unit price, discount, and taxes — no separate quotation needed to start pricing a deal.
One-Click Quotation Generation
The Generate Quotation button on the opportunity header builds a fully-priced sales order from the captured lines in a single click, keeping the customer, pricelist, and payment terms in sync.
Real-Time Stock Visibility
Every line shows on-hand and available quantity with an in-stock, low-stock, or out-of-stock badge, so fulfilment risk is visible while quoting, not after.
Stock Warning Banner
A dedicated warning banner surfaces on the opportunity whenever any line exceeds available stock, so nothing gets quoted that cannot be fulfilled.
Pricelist and Payment Terms
Assign a pricelist and payment terms on the opportunity and every line prices automatically against it, supporting multi-currency and negotiated terms.
Reusable Line Templates
Save a set of opportunity lines as a named template and load it onto any future opportunity, eliminating repeat data entry for recurring or renewal deals.
Pipeline Kanban Enrichments
Pipeline cards show product-category tags, a quote-status badge, and a stock-warning icon; filter and group the pipeline by product category or quote status, and trigger a quote directly from the card.
Quote Status In Context
A quote-status badge (Draft, Sent, Confirmed, Cancelled) on the opportunity header keeps the salesperson tracking quote progress without switching to the Sales module.
Revenue by Product Reporting
A dedicated Revenue by Product report with pivot, graph, and list views lets managers analyze pipeline value and product performance across CRM opportunities.
How it works
Add Product Lines
Capture products, quantities, and prices directly on the opportunity as the deal takes shape.
Check Stock at a Glance
Review the on-hand and available badge on each line and resolve any stock warning before quoting.
Generate the Quotation
Click Generate Quotation to create a fully-priced sales order from the opportunity lines in one step.
Track and Reuse
Follow the quote status from the pipeline and save frequent line sets as templates for the next deal.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
No. It builds on top of the native sale_crm bridge and adds product lines, stock visibility, and one-click quotation generation — the native Quotations and Orders stat buttons keep working exactly as before.
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.
Quotation From CRM Opportunity (Extended)
A complete in-CRM quoting workspace — product lines, live stock, and one-click quote generation — without leaving the pipeline to convert an opportunity.
Buy on Odoo App Store