Odoo Enterprise Customization – RFQ Automation & Document Templates
Budget: $30 – $250 USD
We are looking for an experienced Odoo developer to customize our Odoo Enterprise Edition system. The objective is to streamline our RFQ process and standardize all commercial documents according to our company template.
Scope of Work
1. RFQ Creation from Opportunities
Enable creation of Request for Quotation (RFQ) directly from CRM Opportunities
Extract product details, quantities, and specifications from opportunity or related records
Generate RFQ in:
Email body (tabular format) OR
PDF attachment (professional layout)
Allow sending RFQs to multiple suppliers directly from Odoo
Ensure clean, professional formatting suitable for industrial B2B communication
2. Document Customization (QWeb / PDF Reports)
Customize and align the following documents with our existing company template (design will be provided):
-Request for Quotation (RFQ)
-Quotation (Sales)
-Purchase Order (PO)
-Order Confirmation
-Invoice
-Packing List / Delivery Note
Requirements for Documents:
Professional layout matching our template (logo, header, footer, tables)
Proper tabular structure for items:
Description
Part Number
Quantity
Price
Include company details, bank details, terms & conditions
Export as print-ready PDF
Maintain consistency across all documents
Technical Expectations
Strong experience with Odoo Enterprise
Expertise in:
QWeb reports
Python (server-side customization)
XML views and workflows
Experience with CRM → Sales → Purchase flow customization
Ability to deliver clean, maintainable code
Deliverables
Fully functional RFQ generation from Opportunities
Customized document templates (6 documents)
Proper testing and deployment support
Basic documentation of changes
Nice to Have
Experience in industrial trading or B2B workflows
Prior work on quotation automation
Timeline
Expected completion: 1–3 weeks
Additional Notes
We will provide:
Sample document templates
Example RFQs
Developer should be available for discussion and revisions
If you have relevant experience, please share:
Previous Odoo projects
Sample QWeb reports (if available)
Estimated timeline and cost
Scope of Work
1. RFQ Creation from Opportunities
Enable creation of Request for Quotation (RFQ) directly from CRM Opportunities
Extract product details, quantities, and specifications from opportunity or related records
Generate RFQ in:
Email body (tabular format) OR
PDF attachment (professional layout)
Allow sending RFQs to multiple suppliers directly from Odoo
Ensure clean, professional formatting suitable for industrial B2B communication
2. Document Customization (QWeb / PDF Reports)
Customize and align the following documents with our existing company template (design will be provided):
-Request for Quotation (RFQ)
-Quotation (Sales)
-Purchase Order (PO)
-Order Confirmation
-Invoice
-Packing List / Delivery Note
Requirements for Documents:
Professional layout matching our template (logo, header, footer, tables)
Proper tabular structure for items:
Description
Part Number
Quantity
Price
Include company details, bank details, terms & conditions
Export as print-ready PDF
Maintain consistency across all documents
Technical Expectations
Strong experience with Odoo Enterprise
Expertise in:
QWeb reports
Python (server-side customization)
XML views and workflows
Experience with CRM → Sales → Purchase flow customization
Ability to deliver clean, maintainable code
Deliverables
Fully functional RFQ generation from Opportunities
Customized document templates (6 documents)
Proper testing and deployment support
Basic documentation of changes
Nice to Have
Experience in industrial trading or B2B workflows
Prior work on quotation automation
Timeline
Expected completion: 1–3 weeks
Additional Notes
We will provide:
Sample document templates
Example RFQs
Developer should be available for discussion and revisions
If you have relevant experience, please share:
Previous Odoo projects
Sample QWeb reports (if available)
Estimated timeline and cost
Related categories:
PHP
XML
Python
Sales
Software Architecture
CRM
ERP
Software Development
Odoo
Database Management