- -Drive your sales operations from quotes to invoices with all the information -you need, easily accessible. Keep track of long term contracts, automate invoicing -and notify sales when they have things to do. -
--Create quotations in a matter of seconds. Send quotes by email or get a -professional PDF. Track quotations, and convert them to sales order in one click. -
--Spend the extra time focusing on selling, not recording data. -
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- - Don't lose time looking for customers, products or contracts - related information; they are all conveniently accessible when - creating quotations. -
- Get access to stock availabilities in the different warehouses, - to customer's specific prices, to the history of preceeding - offers for this prospect, etc. -
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- -Assign tags to your prospects, manage -relationships between contacts and store all customer's preferences including -pricing, billing conditions, addresses, payment terms, etc. -
--Navigate through all the documents related to a customer with the powerfull -breadcrumb: quotations, invoices, emails, meetings. -
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- - Whether you invoice based on time and materials, on delivery - orders or fixed price; Odoo supports all possible methods. -
-- Get recurring invoices produced automatically, create advances - in just a few clicks, re-invoices expenses easily, etc. -
--Get rid of wasted paper and record all your contracts in the application. Invoices -are generated automatically based on your contract conditions. Your account -managers get alerts before contracts have to be renewed. -
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- -The chatter feature enables you to communicate faster and more efficiently with -your customer. This takes place directly on a quotation or sale order from -within Odoo or via email. -
--Get all the negotiations and discussions attached to the right document -and relevent managers notified on specific events. -
--By default, sales order are very simple, limited to a small number of features. -Don't be confused by features you don't need. -
--But you can activate options to fit your specific need: multi-warehouses, multi -unit of measures, manage customer specific prices with pricelists, control -margins on quotations, use different addresses for shipping and billing, etc. -
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- -Activate the CRM application to manage your funnel of opportunities, attract -leads, log calls, schedule meetings and launch marketing campaigns. -
-- Opportunities can be converted into quotations in just one click. -
--Define clear targets and commission plans. Get real time statistics on the -performance of individual sales or teams. Motivate your teams with challenges, -rewards and leaderboards. -
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- -Use pricelists to record special conditions for a specific customer or to -define prices for a segment of customers. Define promotions and have them -applied automatically for all your sales teams. -
-- Odoo proved to be an effective tool to sustain our operations - for the bright future. It's stable, robust and easy. -- -
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- - Odoo is a great tool to drive sales. We manage our prospects in different stages - to get a proper overview of our success rate. -- -
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+ + Allow customers to easily review and sign your online quotations from anywhere. +
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+ + Get custom alerts for relevant activities, automatically communicate on the quote via email, have a traceability of the negotiation. +
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+ + Increase sales volume by automatically proposing extra options and accessories, apply closing triggers, discounts, and more. +
++ Send clear and complete quotations to your prospects. Add product descriptions, beautiful images and additional information simply by dragging and dropping building blocks. +
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+ + Design, implement and adjust your pricing strategy to maximize benefits +
++ Use price list rules to compute the right price based on customers conditions. +
++ Convince customers with discounts and coupons. +
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+ + Convert quotation into sales order in a click or let the customer do it with electronic signature. +
++ Invoice customers based on time and materials, easily record contracts and track invoicing phases, renewal and upselling and manage your subscriptions with Odoo's recurring contracts. +
++ Customer portal gives your customers an access to their quotes, sales orders and delivery orders. Save time and use Odoo Sign to easily get signatures on NDAs, contracts or any PDF document. +
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