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.
Key Challenges
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.
01
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.02
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.03
Inefficient Upselling Through Communication Overhead: Recommending accessories required repeated sales-customer communication, limiting self-service selections and missed upselling opportunities.04
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.Our Solution
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.
- 01 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.
- 02 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.
- 03 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.
- 04 Personalised Product Views: Customers see only the products and options curated specifically for them, creating a focused experience without unnecessary catalogue items.
- 05 Interactive Add-On Selection: Customers can add or remove optional products directly from the product page, with their bundle updated dynamically in real time.
- 06 Side-by-Side Product Comparison: Integrated product comparison lets customers evaluate tailored options and specifications, reducing the need for additional calls or emails.
- 07 Smart Discounting and Streamlined Checkout: Sales-configured discounts are applied automatically, while a simplified checkout enables customers to review and confirm their quote quickly.
Solution Architecture
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.
Conclusion
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.
