Hero
Order-line drawing
Snapshot revisions
Rule-driven pricing
Numbers
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Sell & design02 of 15 · Sales engineer, estimator
Draw the opening. The quotation prices itself.
An estimator should not have to describe a window in words. Here they draw it, and the quotation, the parts list and the price all come out of the same drawing.
01Order-line drawing
The drawing lives on the order line
- Draw the unit inside the order — frame, sashes, glazing, grille, sill
- Profile system, colours inside and out, glass build-up and floor level on the line itself
- A quotation PDF that prints the drawing beside the price, paginated so no card splits across a page
- Surveyed, produced, delivered and installed quantities tracked on the same line
02Snapshot revisions
Revisions you can actually show a customer
- R01, R02 — a revision is a true snapshot, not a re-priced copy
- Pricelist, payment terms, fiscal position and every line price pinned at the moment it was sent
- The revision list on the order, so the conversation has a record
03Rule-driven pricing
Price from a rule, not from memory
- Formulas with conditions, versions and an approval step before they go live
- Volume bands, margin floors, customer agreements and rounding
- Each line records the rule that matched and what it computed
- Distribute a negotiated total back across the lines without losing the audit
What this desk watches
The numbers on the wall
Odoo’s Sales reporting — by salesperson, product and customer — plus the Sales and Product spreadsheet dashboards that ship with it.
Quotation turnaround
Win rate by revision count
Average discount against the price rule
What it produces
01A quotation with the drawings on it
02A revision history
03A confirmed order that opens a project
