Sale Order Approval Check Lists

The tool to make sure a sale order is ready for the next stage

13.0 12.0 11.0

€ 48 € 43

The price is valid till April, 15 (according to the promo campaign Limited Time Offers Spring). Find all promos on this page

The tool does not require extra dependencies beside standard Odoo apps


To make a sale, each company undertakes a specific sequence of actions which usually involves various user roles and various requirements to be fulfilled. Control of that process is both complex and extremely important. If a salesperson misses a step, a promising deal might evolve to a drastic failure. This tool is to make sure that a sale order is always ready to the next stage and all intermediary results are approved. The app let you prepare a check list per each state, force users to confirm all points, and control approval by responsible managers.

Check lists per sales team and order state

Checklists are defined for each sales team what let you reflect various work flows depending on applied sales typology. Sale managers by themselves specify what and on which order state should be done and approved. A set is unlimited, might reflect custom stages, and it is as unique as you want.
As a result when a sale order has an assigned team and gets its state updated, a check list would be automatically prepared.

Sale order multi approval flow

In order to move an order to a new state, a sales person needs to enter all confirmation points and get approval for ones he doesn't have a right to enter.
Since the tool let assign user groups for each checklist line, you may force various employees to take part in a sale evolvement. In such a way it is guaranteed that all actions are done and carefully checked.

Approval history

If a user marks a check point as done or as not done, the action is carefully recorded in the history. In such a way you always can investigate who and when makes a sale approval. It guarantees transparency and employees commitment.

Indicative checklist to-do

Not yet done check points are shown right on the tree of quotations and on the list of sale orders. You may distinguish those by colors and always search them by key words.

Super checklist user

In any workflows you may encounter exceptions. Sometimes sales persons would reasonably like to move an order forward although not everything is done. For example, when a customer is super perspective or is a loyal partner.
In such a case you should assign the super check list access level for yourself or for any responsible manager. A user with such rights would be able both to change an order sate without approving check list and confirm any check point disregarding security restrictions.

Sale team checklist settings
Check list per team and order state
Check list is unique per order state and team
Approval points per sale order state
Approval involves various user roles
Check point security access
Quotation state can't be changed until checklist is confirmed
Check list mist be done to move an order further
Odoo scans check list progress for any attempt of state update
Send by email button check list
Check lists to-do on tree views
Quotations tree with check items
Search orders by check point to be done
Search by check lists
Super checklist user has full rights for any check list
Check list super access level
To contact us please register in our support system. Registration form is available by any link below. Registration doesn't take more than 30 seconds. No phone number or credit card are required

The module features and support depend on your Odoo version. Please select required one on the top right of this page.

We guarantee to provide a working plan by your issue within 5 days. The most of issues are solved within 2 business days.

You may like the tools

Sales Trends and Forecast

The tool to calculate sale trends and make prediction for future sales statistically

€ 198
CRM Check List and Approval Process

The tool to make sure required jobs are carefully done on this pipeline stage

€ 28 € 25
CRM Duplicates Real Time Search

The tool for real-time control of customers' and opportunities duplicates

€ 86
Custom Fields for Opportunities

The tool to add new fields for Odoo CRM opportunities without any technical knowledge

€ 38
CRM Daily Reminder

The tool to notify salespersons of topical activities by leads and opportunities

€ 28
Low Sales Report

The tool to control poorly performing products

€ 32 € 28

The tool to build deep and structured knowledge base for internal and external use

€ 228
Google Drive Odoo Integration

The tool to automatically synchronize Odoo attachments with Google Drive files in both ways

€ 394
OwnCloud / NextCloud Odoo Integration

The tool to automatically synchronize Odoo attachments with OwnCloud / NextCloud files in both ways

€ 394