A configurator
that quotes itself.
A manufacturer of bespoke industrial equipment was losing 1–2 days per quote on engineering input and price-lookups. We built a configurator that produces a complete offer in minutes.
The brief
Every product was custom: 40+ option dimensions, interdependencies, and a price book that lived in three spreadsheets and one engineer’s head. Sales would describe a desired configuration, engineering would translate it, finance would price it, and the quote arrived a week later — often after the prospect had moved on.
What we built
A guided configurator inside Odoo Sales that walks through the option tree, validates feasibility, calculates the price, and generates the quote PDF.
- Decision tree with branching rules — invalid combinations are blocked at selection time, not three steps later.
- Inline pricing as options are picked, including discount tiers and margin floors set per product family.
- Auto-generated BOM and engineering notes so production can start as soon as the order lands.
- PDF quote template that includes a visual summary of the configured product.
- Approval workflow for combinations that fall outside standard margin — sales and management see the exception, fast.
What it changed
Quotes that used to take days now take an afternoon. Sales close more deals because the price arrives while the prospect is still warm.
- −85% time per quote
- +18% quote-to-order rate
- 0 pricing errors in 6 months
Under the hood
Odoo Studio + custom Python module for the rules engine, OWL component for the configurator UI, PDF generation via QWeb templates. Configuration data lives in standard Odoo records so reporting, BI, and integrations stay native.
Got a quoting bottleneck?
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