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Odoo CPQ

​What is Odoo CPQ?        Features        Benefits        Challenges        Pricing        Resources 

What is Odoo CPQ?

Odoo CPQ enables sales teams to quickly configure, price and quote (CPQ) products and services with complete accuracy and reliability—directly in Odoo. The ability to automate the generation of sales proposals helps to further enhance and accelerate the sales process. The configure, price and quote software works seamlessly with Odoo ERP, CRM and ecommerce solutions using Odoo pricing, inventory and profitability data and connected workflows that automate the transition from sales to delivery, generating bill of materials (BOM), routings and work orders.

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A single view of your customer across all channels provides access to updated, real-time data into all preferences, transactions, interactions.


Configure products and services, price orders and generate quotes

Odoo CPQ Features

Odoo's configure, price, quote (CPQ) solution is unified natively with Odoo ERP, CRM and ecommerce solutions, providing a front-end sales solution that is specifically designed to help internal and external sales reps quote and sell configurable products and services quickly and easily.

Configurator 

Enable salespeople and customers to select features and options of your products and services and apply customizable business rules to make sure that every configuration is correct, saving money on double and triple checks and reworking orders.

Dynamic Pricing 


Leverage standard pricing data in Odoo as a starting point, and then apply rules-based pricing based on the options selected as the product or service is configured. These dynamic prices are then available on the quote and the order to complete the transaction.​

Quotes 


Transform the quoting process from a manual, time consuming endeavor to a single-click, immediately transactional, ecommerce-like experience. The Live Quotes feature gives salespeople the ability to deliver interactive emails with quotes that end customers can interact with, acknowledging that they want to move the quote to an order and delivering that message to the sales rep in Odoo CRM.

Proposals 

Create accurate and branded proposals. Odoo CPQ Proposal Generator gives sales reps a quick and easy way to provide customers with a proposal they can sign off on. With fully customizable templates, sales can produce polished proposals easily and quickly.

Bill of Materials and Routing 

Reduce manufacturing costs while increasing efficiency on the shop floor. Dynamically create a bill of materials and routings based on built-in business logic in the Odoo CPQ rules engine, delivering BOM and routing instructions specific to the configured product to be produced with the correct materials and the right steps to complete the work order.

Guided Selling 

Help your salespeople and customers find the right products and services for their needs with guided selling. A series of questions and answers that you configure bring clarity to what the customer needs and results in recommended products and services that may be configurable or standard items.

Ecommerce Integration 

Provide a simple, easy way to configure products on your website. Its native ecommerce app is fully integrated with inventory, sales, and accounting. Seamless integrations with platforms like Shopify and Adobe Commerce are also available, enabling centralized management of orders, stock, and customer data.

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" We have presented Odoo CPQ with some of the most complex configurations that are imaginable in products and have not felt any limitations in the toolset. It really can automate what we can design on paper. "

Rick Bauerly 

Founder and CEO, Granite Equity Partners​

Odoo CPQ Benefits

 

Quote and Order Accuracy. Customizable business logic prevents configuration errors, saving time and money on double and triple checks and reworking orders. 

Drive Efficiency. Error-proof your entire quote, order and production cycle by automating processes that were previously manual. 

Accelerate Sales. Shorten the sales cycle with the ability to create quotes and orders for configured products in seconds, not days.


Challenges Odoo CPQ Solves

 

Manual Quoting. Take the time-consuming and inefficient manual quoting process and make it one that can be executed with a single click, ecommerce-like experience. 

Inaccurate Quotes and Orders. By using configurable business rules and logic, eliminate configuration errors and the need to double and triple check orders or rework them. 

Inefficient Sales to Delivery Processes. Automatically generates BOMs, routings and work orders to quickly and accurately produce the products you sold. 

Over Discounting and Margin Loss. Intuitive pricing and discounting configuration capabilities so sales representatives always deliver an accurate price at the highest possible margin.​

How Much Does Odoo CPQ Cost?

Companies of every size, from pre-revenue startups to fast-growing businesses, have made the move to Odoo. Looking for a better way to run your business but wondering about the cost? Users subscribe to Odoo for an annual license fee. Your license is made up of three main components: core platform, optional modules and the number of users. There is also a one-time implementation fee for initial setup. As your business grows, you can easily activate new modules and add users – that’s the beauty of cloud software. Odoo supply chain management solutions are available through various module.

Contact Odoo​​​​ Now

Resources

Data Sheets 

Access specifications, features and benefits of Odoo CPQ capabilities.

Product Demos 

See Odoo CPQ in action.

Customer Stories 

Spark ideas with success stories from Odoo customers.