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Odoo Sales · Quotation Version Control

QuoteRevise for Odoo

QuoteRevise for Odoo App works as an added quotation revision layer on top of Odoo’s existing Sales app, bringing every version, comparison, and client confirmation into one auditable trail instead of a single overwritten quote.

100%

Quotation History Preserved

1-Click

Version Comparison

Instant

Restore Any Prior Version

Client Confirmation Tracking

Dynamic Labels & Clean Printouts

Dedicated Version History & Menu

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THe Problem

Odoo Lets You Edit a Quotation. It Doesn't Remember What Changed.

Odoo's standard Sales module is excellent at capturing and editing quotations, but it doesn't natively keep a record of what a quotation looked like before it was changed. Every price revision, every removed line, every renegotiated term simply overwrites what came before.

Getting that odoo quotation version history back today means digging through email threads, chatter logs, or asking the salesperson to remember, or rebuilding it from memory when a client disputes what they actually agreed to. By the time that memory is reconstructed, the client has already moved on, and the negotiation trail that could have settled the dispute in seconds is gone for good.

QuoteRevise for Odoo App closes that gap. Every revision to a quotation is captured automatically, the current state is permanently archived as a locked snapshot, while your original quotation remains open as a clean working draft, preserving all your Portal links and CRM tracking. Run a proper odoo quotation comparison between any two versions, see exactly what changed and by how much, and record precisely which version the client confirmed, with proof attached.

Key Features at a Glance

Built for How Quotations Actually Get Negotiated. Every feature below maps to a real moment in the sales cycle, from the first revision to the client's final "yes."

One-Click Revision Creation

A single "Create Revision" button automatically archives a permanent snapshot of the current state, while keeping your original quotation open as the new working draft, Portal and CRM links never break.

Secure Snapshot Archiving

Historical snapshots are safely archived using Odoo's native cancel state, protecting past versions from active lists and accidental edits.

Restore Any Prior Version

Client asks to "go back to what you had in V2"? Restore any previous quotation version to active state in one click, with an automatic backup so no data is ever lost.

Side-by-Side Version Comparison

Click "Compare Versions" to see any two quotations side-by-side, with added, removed, and changed lines colour-coded, plus a fully formatted Excel comparison export.

Client Confirmation Tracking

Finally know which version the customer confirmed, mark exactly which version was approved, by whom, on what date, and via which method, with the confirmation document attached.

Dedicated Version History & Menu

Access a quotation's complete revision history in one click via a smart button, plus a dedicated "Quotation Versions" menu listing every multi-version deal across the business.

Mandatory Revision Reason

Users are prompted for a specific reason (e.g. "Price negotiation") every time a new version is created, building a valuable, auditable quotation revision reason history.

Dynamic Labels & Clean Printouts

Choose your own terminology via Settings (e.g. "Version" or "Revision"), and globally toggle whether these labels appear on customer-facing PDF printouts.

How the Module Works — Step by Step

From First Draft to Confirmed Deal

Here's how QuoteRevise for Odoo integrates into your existing Sales quotation workflow, preserving every change while keeping the active quote clean and ready to send.

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Configure dynamic labels & printouts

Choose your preferred terminology (e.g. “Version”) in Settings, and decide whether revision tags appear on PDF printouts.

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One-click revision

A dedicated “Create Revision” button appears on the standard Odoo quotation form, click it without leaving the screen.

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Mandatory revision reason

Enter a reason for the new version, such as “Price negotiation” or “Scope change,” building history for future analytics.

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Access history & quick actions

A smart button tracks how many revisions exist and links to the full history, with quick actions to compare or confirm.

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Compare header details

Go beyond product lines, compare Payment Terms, Validity Dates, Pricelists, and Delivery details between drafts.

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Compare products & financials

See removed, added, and modified lines highlighted, with the exact financial impact, export a clean Excel comparison.

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Record client confirmation

Log the confirmation method, contact person, and date, and attach any proof, like an email or signed document.

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Restore versions & global menu

Restore any prior version to active status in one click, and browse every multi-version deal from the company-wide menu.

All-in-One Solution

QuoteRevise for Odoo ships as a single app, all four feature categories below come included in one purchase, no add-on modules to buy separately.

Feature CategoryWhat It Includes
Core VersioningVersion management, auto-archive, Create Revision button, History smart button, revision reason tracking, one-click restore
Comparison EngineSide-by-side 2-version comparison, colour-coded diff, inline diff view, Excel export
Confirmation & OutputClient confirmation modal, tracking method and contact, dynamic PDF printout labels, custom terminology
Analytics & DashboardRevision metrics dashboard, average revisions per quote, first-version win rate, top revision reasons breakdown
Additive by Design

QuoteRevise for Odoo Never Disrupts Your Sales Workflow

It does not replace or modify Odoo's standard quotation or sales order flow. Every standard button, field, and approval workflow on your active quotations stays untouched, it simply adds a version control layer on top.

QuoteRevise for Odoo Does Not Do This

Does not auto-send versions to customers

Does not visually hide the standard Odoo buttons

Does not delete any existing quotation data

Does not require a new quotation model or migration

Does not expose version history to the portal by default

Does not require Enterprise, works on Community

QuoteRevise for Odoo Does This

Archives previous versions securely

Stores full snapshots of every version

Compares any two versions side by side

Tracks client confirmation with evidence

Analyses revision patterns across the team

Works perfectly on Odoo 19 Community and Enterprise

Who Needs Quotation Version Control in Odoo?

Anywhere a quote gets negotiated more than once. If your sales cycle involves back-and-forth on pricing or scope, this is built for your team.

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Manufacturing & Capital Equipment

Long, technical negotiations with multiple price and scope revisions before a machine or line is finally ordered.

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Wholesale & Distribution

High-volume quoting with frequent price renegotiation on bulk orders and seasonal contracts.

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Construction & Contracting

Multi-round scope and price changes on project quotes, often spanning weeks of client back-and-forth.

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IT & SaaS Services

Proposal cycles with changing seat counts, modules, and terms that need a clear record of what was agreed.

 

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Finance & Legal Teams

Reconcile disputed invoices against the exact quotation version the customer confirmed, with attached proof.

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Professional Service Firms

Scope-of-work quotes that evolve through client review, every draft preserved instead of overwritten.

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Sales Managers & RevOps

Need odoo revops sales analytics quotation visibility into which reps and products cause the most revision cycles.

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Odoo Implementation Partners

Clients who want ledger-style, auditable quotation tracking, ready to deploy with no custom development needed.

Technical Specifications

Compatibility

Dependencies

Dropbox

Discuss (mail)

Dropbox

Invoicing (account)

Why Choose This Module Over Custom Development?

Building proper odoo quotation revision tracking from scratch means writing custom archiving logic so past versions truly can't be edited, designing a comparison engine that correctly diffs order lines and header fields, and building a confirmation workflow that stands up to an actual audit, all without breaking Odoo's native Sales flow, Portal links, or CRM tracking. Done carelessly, it's easy to end up with duplicate sale orders, broken sequences, or a "history" that's just a pile of cancelled records nobody trusts.

At 1,527 lines of production-tested code for $45, it sits on top of standard Odoo Sales without altering core behaviour, upgrades, invoicing, and reporting keep working exactly as they do today, with a proper revision history layered on top.

The module is maintained by Ahex Technologies, a dedicated Odoo Apps publisher known for focused, lightweight modules that do exactly one thing well and are easy to audit or extend.

Stop Losing Track of What You Quoted

Every Revision, Every Comparison, Every Confirmation, Recorded Automatically, right inside Odoo Sales.

Testimonials

What Our Clients Say About Us

Frequently Asked Question

Related to the Sales KPI & Reporting Dashboard

You’re right, Odoo lets you edit a quotation freely, but every edit overwrites what came before, with no record of what changed or why. QuoteRevise for Odoo brings proper odoo quote revision history to the Sales app: it locks each version permanently, so you always have a complete, comparable history of every price and scope change, plus proof of exactly which version the client confirmed.

Sure, drop us an email at support.odoo@ahex.co.in and we’ll help you with installation and setup.

Indeed, our app ensures data security and regulatory compliance. We do not collect any data from your system.

If you need additional features or widgets that aren’t already part of the sales dashboard, you’re welcome to customize the module yourself. We can also help, just drop us an email at support.odoo@ahex.co.in with your requirements.

If any bug or issue arises in the listed features of this sales dashboard, we’re committed to resolving it. Send us the issue details and screenshots at support.odoo@ahex.co.in, and we’ll get it fixed.

Yes. The module works with both Community and Enterprise editions of Odoo 19.0, and with all deployment types: Odoo Online, Odoo.sh, and On-Premise. It depends only on the core Sales module, available in both editions.

No. The sales dashboard automatically filters data based on who is logged in. Sales representatives see only their own quotes, orders, and win rate, while managers and executives see the full, company-wide picture.

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    Looking for a Software Development Solution? Let's Talk

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      Allowed file formats are (jpg, jpeg, png, docx, pdf, txt) less than 10 MB