Become an Odoo expert!

S2, #21 - Odoo 17 Quotation Builder features, our newest Portcities members, and my two cents on SAP’s migration deadline

Introduction

Welcome to season 2 of Odoo Trailblazer!

Do you remember Blackberry or Nokia? They were “the kings” in their time, but they became irrelevant because they refused to adapt to the latest technology.??

Digital transformation is the new cool for everyone, not just the techies or the newbies. This year, every team in every business needs to get on board with the latest tech trends to make their customers happy and their work easier.

Our promises? We’ll make you an Odoo expert. So subscribe for exclusive pro tips, expert insights, and the latest news about Odoo!

Agenda

1. Odoo news

2. Odoo tips of the week or case study

3. Portcities news

4. People’s views on SAP’s compulsory migration by Dec-2027

Odoo news: Odoo quotation builder

Nobody picks up creating quotations as a hobby. Why? Because it’s not fun!

The process is also hard and time-consuming. And most of the time, the result is just ... meh. But no more!

In case you missed it in last year’s Odoo experience, Odoo released a new quotation builder in Odoo 17. It allows you to build beautiful quotations in a few seconds easily.?

And can you imagine the perks of having a standardized offer? You can scale up easier because your sales team won’t spend their entire day making quotations. They can be more productive and focus on what matters most: following up on more leads.

What is this new “Quotation Builder” in a nutshell?

Imagine a sales manager at an Event Organizing company that offers customized services and equipment for all sorts of parties. They noticed that many customers asked for a quick quotation for last-minute events and conferences.?

In the past, missing a deadline in submitting a quotation costs them missing on sales. Therefore, they changed their quoting tactics to fit the trend by using Odoo Quotation Builder to make quotations in seconds.

What is this new “Quotation Builder” in a nutshell?

Imagine a sales manager at an Event Organizing company that offers customized services and equipment for all sorts of parties. They noticed that many customers asked for a quick quotation for last-minute events and conferences.?

In the past, missing a deadline in submitting a quotation costs them missing on sales. Therefore, they changed their quoting tactics to fit the trend by using Odoo Quotation Builder to make quotations in seconds.?

What makes the Quotation Builder special??

Feature summary:

• You can create and edit quotation templates and even add products, prices, discounts, taxes, and notes to them
• Drag and drop elements to design the layout of your quotation?
• Change the template’s text, font, color, size, and alignment to fit your company profile.?
• Use dynamic text values to auto-fill the quotation with information from the Odoo database
• Upload your custom header and footer pages to give your company background and visions or include popular products for a chance to upsell and cross-sell.?
• Save, preview, print, and send the quotation to the customer by email from Odoo.

Step-by-step to start using the Quote Builder:

1. Go to your Odoo Sales module
2. Enable the PDF Quote Builder option in the Sales settings
3. Create a new quotation and fill in the customer, product, and price details
4. Click on the “Edit PDF” button to open the PDF Quote Builder interface
5. Drag and drop elements from the design panel to edit the quote layout
6. Edit the elements by changing the text, font, color, size, alignment, etc
7. Save the changes and preview the quote as a PDF file
8. Voila! Send the quote to the customer by email or print.

Odoo tips of the week: How can Odoo quotation-builder grow my sales?

In general, you can use Odoo Quotation to solve one or a few of those problems in most businesses:

• Spend less time to prepare quotations
• Make beautiful quotes to stand out from competitors
• Standardize your sales process to ease operations and make your business more scalable
• Streamline your sales process by avoiding double input between CRM, operations, and finance systems.

Before you implement a new software, you should be sure that you know the root cause of your problems and have a good idea of how ERP can solve them. Keep in mind that some businesses may already have an ERP system or may not benefit from adding advanced features.

Implementing new software is also an opportunity to challenge the status quo, so ask yourself:?

• Will this new software help you standardize your offer and sales process??
• Will you be able to sell more if your salespeople could prepare and send a quotation in 5 minutes instead of 1 hour??
• Will you persuade your potential customer to purchase by having the software add more visuals to your quotations?

The main point I want to convey is that implementing business software is not just about automating your business process - it is also about reimagining how you do business.

Portcities news: Welcoming new family members!

In the past 30 days, we are delighted to welcome some new members who have joined us in the past month! Please give them a warm hello and get to know them better

Pierre-Louis Le Goff is our newest Delivery Team member who will be working in Portcities Australia.

Léopold Draguez Tripels de Hault, or Léo for short, will assist the Delivery Team at Portcities Indonesia.

Louis Dinh Van C??ng is now working as a Delivery Team member for Portcities Vietnam.

We are thrilled to see how Odoo is gaining trust and popularity across the globe. We want to keep expanding our reach and impact in every region. That’s why we are looking for talented and passionate salespeople in Mexico, France, Slovakia, Singapore, Indonesia, Vietnam, and Japan.?

If you are interested in joining our amazing team, please don’t hesitate to get in touch with us!

People’s views on SAP’s compulsory migration by Dec-2027

Last but not least…

Thank you so much for your time!

If you like the concept of the newsletter:

1. Please give some feedback so the newsletter can be improved. Put your comments on Substack or LinkedIn
2. Subscribe & Like!
3. Share this link on LinkedIn and with your friends! It helps the newsletter reach more people who might be interested in Odoo pricing and how to grow their business with Odoo. Plus, it shows your support.

If you know someone who wants to implement Odoo, we offer implementation services for SMEs and larger enterprises and corporations.

Looking forward to your continued support and engagement.

Spread the news on Odoo Trailblazer! This post is public, so feel free to share it.

? 2024 Gaspard - Odoo Trailblazer

1902/111 Queen's Road West,, Hong Kong