From opportunity to quotation
Create a quotation from a CRM opportunity when Sales is installed. Train the handoff, customer details and order status as part of the workflow.
Create and send quotations — Odoo 19.0 ↗Connect the work. Prepare your people. Start with a business needs review, scope your implementation and help your team use Odoo with confidence.
Opportunity → quotation → order
Purchase → receive → deliver
Plan → produce → track
Invoice → reconcile → report
Turn your workflows, challenges and priorities into a clearer project scope.
Explore the reviewBring agreed processes into Odoo with clear responsibilities and acceptance criteria.
Explore implementationBuild everyday skills through role-based practice, useful job aids and readiness checks.
Explore user trainingIndustry-specific decisions, records and acceptance tests.
Explore industries ACROSS CANADA13 provinces and territories. 100 community planning guides.
Explore Canada 300 PRACTICAL ANSWERSDirect answers and useful checklists for your next decision.
Find an answerCompare your options, understand the costs and work through the practical questions before choosing your next step.
Build a budget from your own subscription, implementation and operating-cost assumptions.
OPEN THE CALCULATORCompare accounting needs with the work you want to connect across your business.
COMPARE THE OPTIONSPlan the records, opening balances and reconciliations needed for a controlled transition.
READ THE MIGRATION GUIDEMap products, inventory and orders before choosing an integration and its owner.
EXPLORE THE REQUIREMENTSUse a practical scorecard to compare scope, delivery evidence and responsibilities.
USE THE SCORECARDCheck documented coverage and the requirements your payroll owner needs to validate.
REVIEW THE PAYROLL GUIDETax setup, CAD and multi-currency transactions, payroll requirements and hosting choices deserve a place in your plan from day one.
Use the project planner to identify your priorities and prepare the right questions. Get a tailored checklist you can copy or download.
Build my project brief Your checklist, without an email gate.Plan an Odoo implementation with clear phases, named responsibilities, standard-versus-custom decisions, migration rehearsals and measurable launch criteria.
Read the guideSeparate Odoo subscription pricing from implementation costs. Build a Canadian project budget with clear currency, billing, renewal, hosting and scope assumptions.
Read the guidePrepare an Odoo accounting rollout in Canada with a practical checklist for localization, tax scenarios, opening balances, controls, and month-end testing.
Read the guideHelp your people understand the work, practise the exceptions and know where to get help. Scope Odoo training around the roles and workflows your team actually uses.
Explore user adoption training For rollouts, current Odoo teams and new employees.Create a quotation from a CRM opportunity when Sales is installed. Train the handoff, customer details and order status as part of the workflow.
Create and send quotations — Odoo 19.0 ↗Purchase control policies can base a draft bill on received quantities. A partial receipt is a useful training exercise; draft bills still need review.
Control policies — Odoo 19.0 ↗Timesheets supports manual and timer entries against projects and tasks. Confirm employee access, project settings and the billing review process.
Timesheets — Odoo 19.0 ↗Software facts above are based on Odoo 19.0 documentation. The suggested practice approach is ours to scope with you. Your installed applications, permissions and configuration determine what needs to be tested.
Your budget combines the software subscription, implementation work and ongoing operating costs. The amount depends on your workflows, data, connected systems and agreed scope. Confirm current software pricing with Odoo, including currency and renewal terms, and use our cost calculator to organize your own assumptions.
The timeline depends on the first release, data readiness, integrations and the availability of decision-makers. A useful plan sets milestones and acceptance criteria before committing to a launch date. getodoo.ca scopes timing and responsibilities around the work your business needs.
Start with the work you want to improve and test representative workflows, including exceptions. A business needs review can help you define requirements, assess what needs validation and decide whether to proceed to implementation.
We offer Odoo implementation, business needs reviews and user adoption training for businesses across Canada, in English. Your engagement scope, deliverables, responsibilities and commercial terms are agreed before work begins.
Odoo provides a Canadian fiscal localization. Your project still needs configuration and testing of the relevant taxes, invoices, currency, reporting and operational workflows. Have the responsible accounting owner validate the setup for your actual transactions.
Review your business needs and define the next step worth taking.