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odoocrmsalespipeline
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OdooBot

Estimating Using Sales Orders

Overview

Sales Orders form the foundation of estimating workflows in Odoo.

Purpose & Use Case

  • Assemble estimate line items
  • Apply pricing rules
  • Generate client-facing proposals

How It Works in Odoo

Estimate line items are entered as Sales Order lines and revised prior to confirmation.

Common Issues

  • No native cost rollups
  • Manual margin calculations

Limitations

Odoo does not natively support estimate versioning or historical comparison.

When to Consider Professional Assistance

Extended estimating functionality often requires professional configuration or development.

<p>Related: <a href="/forum/community-help-3/from-crm-to-sales-orders-125">From CRM to Sales Orders</a>, <a href="/forum/community-help-3/understanding-odoo-project-management-16">Understanding Odoo Project Management</a>.</p>
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