Project Name
Transforming the Odoo Quotation System: From Manual Bundling to an Interactive Digital Sales Experience
Our client is an organisation whose sales team was managing a complex quotation workflow involving bespoke product bundles, customer-specific configurations, optional add-ons, and technical specifications that varied by customer requirement. The existing process depended on manual quote construction, static PDF delivery, and a portal login experience that created friction at every stage of the customer decision-making journey.
With no mechanism for customers to interact with their quote, compare options, or self-select add-ons, every upselling opportunity required additional communication cycles that extended the sales cycle and reduced conversion rates. The organisation engaged Ksolves to redesign the quotation workflow end-to-end, from internal configuration to customer checkout, inside Odoo.
Manual bundle creation, static quote delivery, limited self-service upselling, and a generic eCommerce experience made it difficult for customers to evaluate options and make faster purchase decisions.
- Opaque Product Bundling: Creating bespoke quotes with add-ons was manual and error-prone, with no standardised workflow, master configuration layer, or guided structure for consistent bundle creation.
- Approval Friction From Static Quote Delivery: Static PDFs and cumbersome portal logins slowed customer decisions, leaving customers without a direct way to review and act on quotes immediately.
- Inefficient Upselling Through Communication Overhead: Recommending accessories required repeated sales-customer communication, limiting self-service selections and missed upselling opportunities.
- Fragmented eCommerce Interface With No Personalisation: Customers could not easily filter or view products based on their requirements, resulting in a generic shopping experience rather than a curated product selection.
Ksolves, an AI-first Odoo development company, implemented extensive Odoo customisation to streamline the entire quote-to-purchase journey, from internal bundle configuration to a personalised customer eCommerce experience with secure, one-click access.
- Streamlined Multi-Step Internal Quoting Form: A guided multi-step form lets sales teams configure product types and specifications, reducing manual errors and standardising complex quote creation.
- Centralised Add-On Management: Sales agents select optional items from a master configuration list, choosing which add-ons are included by default and which customers can select independently.
- Seamless Customer Access via Secure Auto-Login URL: The system generates unique, secure URLs that give customers instant portal access without passwords, reducing friction between quote delivery and engagement.
- Personalised Product Views: Customers see only the products and options curated specifically for them, creating a focused experience without unnecessary catalogue items.
- Interactive Add-On Selection: Customers can add or remove optional products directly from the product page, with their bundle updated dynamically in real time.
- Side-by-Side Product Comparison: Integrated product comparison lets customers evaluate tailored options and specifications, reducing the need for additional calls or emails.
- Smart Discounting and Streamlined Checkout: Sales-configured discounts are applied automatically, while a simplified checkout enables customers to review and confirm their quote quickly.
Technology Stack
| Category | Technology |
|---|---|
| Platform | Odoo |
| Module | Odoo Sales + Custom Backend Views |
| Module | Odoo eCommerce + Custom Portal |
| Security | Auto-Login Secure URL Generation |
| Feature | Odoo Product Comparison |
From manual bundle creation, static PDF delivery, and communication-heavy upselling to a personalised, interactive portal that takes customers from quote to confirmation in a single self-service journey.
- Faster Sales Cycle – From Quote to Decision: Secure auto-login links and streamlined checkout reduced the time between quote delivery and order confirmation by removing login, document review, and communication friction.
- Increased Order Value Through Self-Service Upselling: Customers can select add-ons directly from their personalised product page, turning upselling into an interactive purchase decision without sales team involvement.
- Operational Efficiency Through Guided Configuration: The multi-step form and centralised add-on list reduced manual errors and standardised complex quote creation across the sales team.
- Improved Customer Experience Through Personalisation: Customers see only the products and specifications relevant to them, creating a focused journey that makes purchasing faster and easier.
Ksolves transformed the client’s quotation process from a manual, communication-heavy workflow into a personalised, self-service buying journey. Guided quote configuration, secure auto-login access, interactive add-ons, product comparison, and streamlined checkout now allow customers to move from quote to purchase in a single session. The result is a faster sales cycle, stronger upselling opportunities, and a more consistent customer experience, while reducing the operational effort required from the sales team.
Is Your Sales Team Still Sending Static PDFs That Customers Have to Log In Somewhere to Act On?
