Quote fast. Quote right. Every time.
A governed library of reusable quotation templates for Sale Orders — preview before you apply, cherry-pick the lines you need, and drop them into a new or already-open order in one click.
The problem
Sales reps rebuild the same renewals, service bundles and reorders line by line, every time. Native Odoo templates only apply once at creation, offer no preview, and give managers no way to enforce a correct, on-brand offer — so pricing typos, missed lines and inconsistent quotes leak into customer-facing documents.
The solution
A categorized, searchable template library that reps preview before applying, cherry-pick line by line, and drop into a new order or an order that is already open. Managers own the library and every application is logged, so the sales team always quotes the correct, governed version of every offer.
Everything a quoting team needs
Every capability below is implemented in the module.
Governed template library
Categorize templates by deal type, tag them for quick filtering, and browse a kanban or list library with team-wide visibility.
Preview before you apply
See every line, quantity, price and discount before it lands on the order — nothing is applied blind.
Cherry-pick or apply all
Deselect the lines you do not need at apply time instead of getting a full pre-filled dump every time.
Apply to new or open orders
Append or replace lines on an already-open quotation — no need to restart the order to correct or layer an offer.
Save any quote as a template
Turn a finished quotation into a reusable template in one click, carrying over lines, prices, discounts and notes.
Bulk-build with a product wizard
Search and multi-select products by category, set a default quantity, and add them to a template in one pass — duplicates are skipped automatically.
Live stock visibility
See on-hand and forecasted quantity on every template line, with a clear low-stock warning before you quote.
Batch apply across orders
Select several quotations from the list view and apply one template to all of them at once.
Versioning, audit & analytics
Save new template versions without losing history, review a full audit trail of every application, and track usage with pivot and graph reporting.
How it works
Build a template
Managers create a template from scratch or bulk-add products with the search wizard, then set a category and tags.
Browse and preview
Reps search the library by category or tag, open a template and preview its lines, prices and stock before committing to anything.
Apply to the order
Cherry-pick lines and apply to a new or already-open quotation, choosing to append or replace — or apply to several orders at once.
Track & govern
Every application is logged for audit and analytics, and managers keep control of the library through role-based access.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
No, it works alongside it. This module adds its own governed template model with per-line custom pricing, discounts, categories, tags, versioning and a preview/cherry-pick apply flow that the native template does not offer.
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 Template for Sale Order
A governed template library you can preview, cherry-pick from and apply to new or already-open sale orders, with live stock visibility, batch apply across orders, versioning and a full audit trail.
Buy on Odoo App StoreMore Odoo sales apps
Sale Advance Payment
Record a customer deposit against a quotation or order before any invoice exists — journaled and posted automatically, reconciled onto the final invoice, with a running balance on the order itself.
Sale Geolocation
Consent-based GPS capture on every sales order with geofenced customer territories, a capture-log timeline and KPI dashboard — on-site verification without a separate fleet-tracking platform.
Sale Order Alternative Products
Configurable substitute mappings with a side-by-side comparison wizard, partial-quantity fill and transparent customer notes — turning an out-of-stock swap into a documented, one-click decision instead of a phone-and-memory hunt.
Sale Order Discount Approval
Multi-tier discount approval routing with SLA escalation, audited overrides, and margin-impact analytics — every discount stops being self-approved.
Sale Order History
Reorder from a customer's purchase history without leaving the quotation — with historical-versus-current price alerts, frequency highlighting and one-click bulk add.
Sale Order Line Section Subtotals
A stored section on every order line that survives product, quantity, and price edits — with live per-section subtotals, one level of sub-sections, reusable templates, and automatic propagation to the invoice and portal.