TEMPLATE - Odoo Offer For Partners

Implementation proposal for

[CLIENT COMPANY NAME]

Document date - Document version

IMPLEMENTING PROPOSAL

Contacts

[Customer company name]
Customer contact name
Function
Email
Phone

[Implementing Partner name]
Partner contact name
Function
Email
Phone

Odoo S.A.
Account Manager name at Odoo
Function
Mail
Phone
1


Table of content

Contacts 1
Table of content 2
Introduction 3
Odoo presentation 4
History & key figures 4
Product value 4
Positioning 6
References 7
[Partner name] presentation 8

About [Implementing Partner] 8
Our expertise 9
References 9
Project description 10

Presentation 10
Requirements 10
Proposed solution 11
Hosting platform 12
Agreed methodology 16
Planning 18
Pricing 20
Pricing factors 20
Hosting 20
Odoo Enterprise license 21
Implementing services 21
Maintenance, upgrade & support 23
Your pricing 26
Appendices 29
Some Odoo apps presentation 29

2

Introduction

The company customer company has reached out to Implementing partner and Odoo S.A. in its
search for an integrated business software solution.

This proposal contains implementing services offered by Implementing partner and licenses by
Odoo S.A. following customer company’s needs and requirements.

The solution proposed through the software is based on the discussions customer company has had
with I mplementing partner a
nd/or Odoo S.A.

[ As an Odoo implementing partner you can add a text as an introduction that you find useful for the
opening page. Try to keep it a half-page text to keep it easy to read. Things you could mention:
- Focus of the proposal (save time / win efficiency)
- Next step / meeting that you have agreed on to discuss the proposal
- Reference to a document supporting the content (RFP / RFQ / GAP analysis)

NOTA BENE: Throughout the whole document, all velvet italic texts as this one are pieces of advice you
should follow when using the template and have to be deleted when sent to the customer. All black regular
texts are parts that should be kept as it is in this template. All red text should be filled with the appropriate
field.
3

Odoo presentation

History & key figures

Odoo is a leading suite of integrated business management applications and one of the
fastest-growing ERP in the world. This software offers a broad scope of applications integrated into
one single solution with automated processes.

The company was founded in 2005 in Belgium by Fabien Pinckaers, the current CEO. He aimed to
create business software that would cover complex needs without being complicated. The company
has therefore developed an intuitive, fully-featured and integrated solution that can fit all types of
businesses and users.

With an annual growth of 60%, Odoo is one of the most installed all-in-one business solutions. They
register 6 million users over 175 countries and 2000+ databases are created daily. This rapid growth
has enabled Odoo to open 11 offices around the world to support its international expansion: in
Europe (Louvain-La-Neuve, Grand-Rosière, Antwerp, Luxembourg), America (San Francisco, New
York City, Buffalo, Mexico City), Middle East (Dubai) and Asia (Gujurat, Hong Kong). In 2020, Odoo
reached the number of 1100 employees worldwide.

Odoo also owes its success to its Odoo Partners network that gathers 2800+ partners worldwide.
This broad structure ensures there will always be a partner close to each customer, ready to support
its project. Those local experts aim to put their expertise at the clients’ service to help them
implement Odoo in optimal conditions with certified support.

With such a success, it’s easy to understand why Odoo won several significant awards over the
years. Among others, Highest-ranked Belgian company in the Deloitte Technology Fast50 Benelux in
2012, Bossie Award for the Best Open Source Solution (2012, 2013 and 2015), Ernst & Young Most
Promising Company Award (2013), Rising Star and Great User Experience Award from Finances Online in
2017, Most Popular ERP from Capterra (2019) and so on. In 2020, Odoo has even been elected by G2
as the Most Trending ERP ever !

Product value

Integrated software with one app for each need

Odoo is all-in-one software that covers all business needs within almost all industries. The solution is
made of 60+ applications where each app covers a specific business need. Those apps are also fully
integrated with each other. This enables you to have a solution tailored to your unique needs.
4

Working with several independent single-purpose software makes you probably entering data more
than once. Also, you don’t have a comprehensive overview of what's going on. Odoo will automate
repetitive tasks in seconds. Thanks to that, you avoid human errors and can focus on what really
matters. The integration allows information flows and automation between apps, making sure
companies can focus on what matters the most: growing their business.

Here’s a non-exhaustive overview of the different Odoo applications:

.... and many more !

Scalable for any type of business

The power of Odoo also lies in its modularity: it fits small and large companies alike. Apps can be
added to your database whenever you need it. Therefore, the solution can accompany your growth
and your evolving business needs in the long run, without any limitation. The scalability of the ERP
makes it suitable for 1 to 300 000 users. Regardless of the business type or the user's level of
knowledge, it is moreover accessible to everyone thanks to the intuitive and user-friendly interface.

Highly customizable solution

Adapting the Odoo solution to your needs can go even further. For a fully-personalized database
beyond Odoo’s standard features, you can either do development on the source code or download
the Studio app. It is Odoo’s customization tool that enables the creation of tailor-made fields and
apps on the database.
5

In addition to that, Odoo’s framework provides a complete API. Every action that can be performed
in Odoo can be performed through the API and more specifically with standard web services
(XML-RPC).

Open Source ERP with broad community and app store

Odoo is a social ERP with collaborative tools that encourage user participation and ownership. Its
open source code creates a strong involvement from its community and network. Besides the main
60+ Odoo official apps, the app store has then been completed by 26,000+ third-parties applications
developed by Odoo Partners and community to cover niche requirements over the years. This
allows millions of professionals to run and grow their business.

At the front of modern needs

In Odoo’s vision, a company’s potential should be unleashed by empowering its employees with
tools they love. Odoo heavily invests in R&D, enabling it to release new versions every year to make
sure its software constantly meets users’ evolving needs and expectations. Applications are regularly
upgraded and the user experience is improved. Odoo evolves way faster than any other business
solution. Its open-source model has also allowed it to leverage thousands of developers and
business experts to build hundreds of apps in just a few years.

Positioning

It only took a few years for Odoo to stand out on the
business software market. Odoo positions itself as a
solution that can cover large and complex business
scopes with the user-friendliness of single apps.

Traditional ERPs efficiently cover complicated business
needs but struggle to provide a user-friendly interface to
their customers. On the other hand, single apps are
usually very intuitive but fail to cover all business
scopes. Odoo, whose mission is to handle complex
needs without being complicated, developed a unique
product. This software can cover many needs thanks to
its modularity while being totally intuitive and
user-friendly.

6

Another differentiating factor is its pricing. Odoo sets itself apart from the competition of traditional

ERPs thanks to its transparent and very competitive pricing (see the Pricing section at the end of this
document for more details).

References

Large industry leaders, as well as thousands of small and medium enterprises, have trusted the
power of Odoo. Here are some companies running with Odoo:

Various customer success stories are also available online: h
ttps://www.odoo.com/blog/customer-reviews-6

7

[Partner name] presentation

About [Implementing Partner]

[Please introduce your company. You can mention your company history, key figures, the benefits of
working with an Odoo partner or other related info to help better understand your business.

NB: Two following sections are dedicated to your expertise and your references. Those should therefore
only be detailed in those provided sections.

Tips to write a company introduction :

- Your point of contact at the end-user side probably knows who you are.
However, make sure your introduction is easy to read and understand for those who receive your
offer and do not know *yet* who you are. (Senior management for example)
- Give a s hort description of your company’s h
istory
- Provide links to publications (such as your Odoo partner page, success stories publications,
youtube video’s you have recorded etc.)
- Bear in mind you are not selling your company or the project (yet) but simply introducing
yourself and providing an image of your company.
- Use images / visuals to make the details easy to read.
- Limit the explanation to a maximum of 2 pages in total if you are using images and page
breaker. Avoid full-text pages.

It’s important for the customer to understand the advantages of working with a partner. You’ll find
hereafter some arguments you can use to explain the benefits of it:

We are an official Odoo Learning/Ready/Silver/Gold partner. The Odoo Official Partner designation is
dedicated to companies that offer certified quality services validated by Odoo. Working with an Odoo
partner ensures:

● Approved knowledge, successful certification test, direct relationship with Odoo, …
● Best of both worlds from guidance of a local professional and its specialized expertise combined
with the power and efficiency of Odoo;
● Expertise on local markets, specific industries and countries;
● Trustful hand in hand collaboration: personal training on the ERP, knowledge sharing, … ]

8

Our expertise

Introduce your expertise that will highlight your company.
Explain your focus, expertise, the usual approach you take in 1 page.

For instance, your market, country, industry specialties, previous projects and scopes, usual processes,
usual work habits and implementation methodology.

Number of customers, retention rate, growth… All those figures can also be used to support your
experience and expertise.

References

[If possible, please provide your references in half a page.]

9

Project description

Presentation

[The following sections are dedicated to your customer’s project.

Please describe their project and what you understood about it. To do so, you can introduce the customer
as well as their business, why he contacted you (general purpose) or anything else that would be relevant
to understand the big picture of the project.]

Requirements

[Write your customer's requirements here below.

Here are some tools to help you describe these requirements:
- Mention their legacy flow or system and why it was a bottleneck.
- Was it a p
ain point or a n
ew challenge?
- Write a detailed description of those new needs.
- Why do they need that improvement? What do they expect from it?
- Is it a must-have for them? Or is it a nice-to-have?

Please list the requirements one after the other, in a logical order and according to their importance.

For instance:

- Requirement 1
- Description (Pain point, challenge, must-have, legacy flow, …)

- Requirement 2

- Requirement 3

- … ]
10

Proposed solution

[ You can now present in this section the different solutions you plan to use for the customer’s project.

To introduce this part, select one of the two paragraphs below:

If a GAP/ROI analysis was made, select and adapt this one:

The solution proposed is based on the discussions we had together, detailed reports and results
from the GAP analysis. The objectives defined in the GAP report will be set as the priorities of this
project. Any change request made along the way could have a considerable impact on the following
evolution of the project and will therefore be reviewed and evaluated.

If no previous analysis was made, select and adapt this one:

The solution proposed is based on the discussions and demos we had together. The project's focus
has been defined in common agreement. Any change request made along the way could have a
considerable impact on the following evolution of the project. All change requests will therefore be
reviewed and evaluated.

Detail each solution one after the other by mentioning which requirements are met in each solution (one
solution can meet several requirements). You may first recap the issues mentioned in the previous section
in each solution you provide.

Here are some tips to deliver relevant solutions:

- Keep in mind the final goal to pursue;
- Offer the customer a suitable solution based on their knowledge, the issue they face and their
budget;
- Identify the t ype of customer and adapt to it: Flexible? Able to pay? Familiar approach?
- Challenge customer requirements: replace, don’t replicate!
- Suggest workarounds instead of developments: you should only develop for a good reason. This
decision must always be taken when the cost-benefit ratio is positive. If not possible, educate the
customer about maintenance costs.
- Use common sense: it must be relevant for their business processes (i.e.: Does it make sense to
have a budget of 80 K for a company of 5 employees ?)
- Focus on must-haves. The nice-to-haves can come later and can be taken up as change requests
after they go-live.
- Formulate your arguments to make the customer aware that your solution is the best!

When you write the solution paragraphs, all apps that will be used should be explained as well as the
related f lows into Odoo. You’ll find some examples of app explanations in the Appendices section.
11

Be careful: It must be clearly indicated what is part of Odoo standard features and what are specific
developments you’ll make in each solution.

You can draw inspiration from the following plan:
- Solution 1 (Requirements 1 and 4)
- App(s) (short intro + use for that case)
- Flow with Odoo
- Odoo Standard = X
- Customized development = X

- Solution 2 (Requirements 3, 4 and 5…)
- App(s) (intro + use)
- Flow with Odoo
- Odoo Standard = X
- Customized development = X

- Solution 3…. ]

Hosting platform

[Please keep the right section among the three following choices (Odoo.sh / SaaS / On-Premise).
Don’t forget to mention the specific related hosting price. Here’s a summary to keep in mind about the
hosting price for your customer:

Type SAAS Odoo.Sh On-Premise
Standard Apps V V V
Specific Dev X V V
Community Apps X V V
Cloud V V X
# workers (60€)
# Storage (0.8€)
Pricing FREE Customer
Shared/dedicated (500€)
Staging Env. (15€)

You must also mention that there are added costs: the Odoo Enterprise license, your implementation
services' fees and maintenance costs, if any.]
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[Keep the following section only if the customer will be hosted on Odoo.sh:]

Odoo.sh

Under the condition of acceptance from [ customer name], the database will be hosted on Odoo.sh.

Odoo.sh is a full stack Platform as a Service (PaaS) hosting option available on the cloud and out of
the box. The platform is fully integrated with Github and allows the usage of Certified Odoo Apps as
well as any of the 26.000+ apps available on the Odoo app store, or any custom module. This cloud
platform enables you to make your own developments while Odoo manages the infrastructure.

Odoo.sh comes with unlimited development branches and with a configurable number of staging
branches. Every commit, pull request, merge, or fork is tested and deployed automatically, and you
get detailed and filtered logs in real time, directly in the platform.

We guarantee a minimum of 99.9% uptime for any database hosted on Odoo.sh and will keep 14 full
backups for up to 3 months that you can download yourself at any time. Our data centers are Tier-III
certified or equivalent, with N+1 redundancy for power, network and cooling. Each customer
database is replicated in real-time on redundant storage located in the same data center, so a
failover can quickly happen in case of hardware failure, with no data loss.

Odoo.sh allows its users to have:

- Database replication: 2 servers, for load balancing and failover;
- Staging servers: to test new features with your production data;
13

- Backup servers: daily incremental backups on 3 different servers;
- Automated testing: every commit is deployed and tested instantly;
- SSH access: hell access to dev, staging and production servers;
- DNS & routes: configure custom routes and let us handle DNS;
- Email gateways: unlimited email gateways, auto-configured;
- 24/24 monitoring: Odoo monitors and maintains all your servers for you;
- Top notch hosting: perfectly optimized installation, great hardware;
- Your own runbot: test each feature-branch in a click.

It also gives access to Odoo source code and allows to add third party applications developed by
partners to your database. More features about the Odoo.sh platform are listed on
https://www.odoo.sh/features.

[Keep the following section only if the customer will be hosted on Odoo SaaS]:

Odoo Cloud Platform (SaaS)

Under the condition of acceptance from [customer name], the database will be hosted on Odoo
SaaS.

Odoo SaaS (Software as a Service) is a model for the distribution of software where customers
access the software through the Internet. In Odoo SaaS, a third-party provider hosts applications
and makes them available to customers via the Internet. , It is a cost-free hosting platform
supported and maintained by Odoo, since the hosting is included in the Odoo license fee.

This platforms allows you to:

- Access your online solution from anywhere;
- Manage the database yourself through the Odoo portal;
- Have a 99,9% uptime guarantee of your solution;
- Use Odoo Enterprise apps (with additional features);
- Get support & bug fixing 24 hours a day, 5 days a week;
- Enjoy yearly upgrades with new functionalities and major improvements,
- Enjoy minor updates in-between major versions (ex. v14.1) containing minor improvements;
- Do customizations through the Odoo studio app;
14

- The use of 3rd party applications from the Odoo store and custom developments are not
available on the SaaS platform;
- Enjoy many other services from Odoo, more information is available on
https://www.odoo.com/cloud-sla.
[Keep the following section only if the customer will be hosted on a specific hosting platform:]

On-Premise
Odoo On-Premise is an on-site hosting service that gives you total control on the IT infrastructure.
Odoo will be hosted on the partner’s / on your own server. All updates, added modules,
developments, implementation and maintenance will be managed by the partner’s / your own IT
department and not by Odoo.

[to be filled by the partner]
The solution will be hosted on a server of choice, this may either be on the premise of the partner, the
client or externally rented servers (ex. Google / Amazon) .
It is advised to mention where the servers are, the type of access the client has and any additional
conditions, services, or SLA’s that come with this hosting type (think of back-ups, maintenance etc.)
(Don’t forget to mention the pricing related to that specific hosting.)
15

Agreed methodology

[In this section, you’ll detail the methodology and main guidelines you’ll follow to implement your
customer’s project. It can involve as many aspects as you want as long as it is relevant to help the
customer understand your implementation approach. There are several aspects you can take into
account: the implementation approach, definition of the roles of actors, phases, the good habits to take
and so on.]

Implementation approach

[The customer needs to understand how you’ll approach the project.
First, try to explain what the different goals are and with which implementation methodology you’ll
reach them.

Ideally, you should have a phased approach. You’ll be able to detail the project phases in the next section
“Planning”. This allows you to agree on the first milestones to focus on and to let the customer work with
Odoo while expanding the applications.

Example:
“The implementation methodology we support is a phased approach.
In various phases, we implement Odoo in the different departments of your organization. This way we
avoid a big bang approach.”

You can also agree with the customer on common activities you’ll do together and write them down here.
For instance: frequent feedback, agile communication, scheduled training sessions, weekly update
meetings or any other activity relevant to mention.

We describe below the different profiles we advise you to collaborate with for a successful
implementation.]

Roles and responsibilities

[It is important to define from the start of the project w
ho will do what and from which side.

As a partner, you can mention the services that you guarantee to bring.
As customers, they need to know what is expected from their side.

Here are some of the different roles that can be defined for both sides (You first need to agree on those
roles with the customer and then write down here who will do what).

16

Project leader:
- Ask questions about the business scope.
- Manages the implementation and the customer’s expectations.
- Organises the steering committees, tracks inefficiencies and offers solutions, reports on the project
status.

SPOC (The Single Point of Contact):
- The single contact person for each party, whose role is to align and report internally.

Expert:
- Functional experts that assist in the gap analysis and can challenge the customer’s business
processes.
or
- Key users that assist in the definition of business processes.

Trainer:
- Provide functional (and sometimes technical) training to the customer.

Odoo Account Manager:
- Main point of contact from Odoo’s side, representing the editor;
- Key contact point between the editor, the partner and the customer;
- Ensures the project runs smoothly and successfully;
- Available for future needs, such as upsells and management of the contract.

[Any other section]

[Don’t hesitate to add any other section as long as it is relevant to better understand the project, your
vision of it and how the project should evolve. e.g. a chart about good habits?].

17

Planning

Main stages of the project

[These are the usual phases of a project. Don’t hesitate to complete, add or delete phases, based on
your customer needs.

Use a Gantt chart to detail the processes related to each flow and to show the exact length of each step
of the implementation timeline.

If any gap analysis was / has to be conducted, put it in the right sequence in the following scheme and
detail it just after the scheme. In any case, you must give realistic expectations, estimations, and
conditions. Please remember that a gap analysis is indispensable upstream from the project when working
on a fixed-price basis. ]

Managing a project usually involves the following phases:

Implementation phase

Feel free to use, modify, and adapt the following text to your customer’s project:

“The implementation is a very important phase to run a successful project. Odoo modularity allows a
phased approach, app by app. Implementing in several coherent phases, with regular production releases
and an evolving takeover of Odoo by the end users, has demonstrated its effectiveness over time. This
approach also helps to identify gaps and apply corrective actions early in the implementation.

Once you’ll start the implementation, you’ll go through the following processes:
18

For the implementation scheme mentioned above, expected phases should then be:

1. Sales flow:
- APPS: CRM, Sales, Invoicing

- Contains:
Data import (products & contacts)
Configuration of the apps
Training of the sales team
Testing, feedback & fine tuning

2. Inventory / Warehouse
Etc..”

This agile approach suggests intermediary go-live steps between the phases, during which the customer
practices constant testing / feedback.

Don’t hesitate to adapt the previous schemes to the current project so the customer has a concret view
of how the implementation will take place.

You also need to explain to your customer the implementation approach y ou’ll take for its project:

- Here above is a sprint approach: it means you implement separate flows one after another. Once
a flow is on production, you start implementing the next one needed.

- Another approach could be the big bang one (less valued): it means you start implementing all of
the applications together at the same time. It's only once all of the modules and app flows are
finished that the customer is put on production in one go.
19

Pricing

Pricing factors

There are several costs to take into account when calculating the pricing for your project. Here are
the key elements that will define your final pricing:

[Select the right paragraph according to your customer’s project among the following ones:]

Hosting

[Odoo SH]

The hosting pricing for Odoo.sh starts at 48,16€ / 57,80$ [to be modified by the partner] monthly
and increases following the number of workers and storages, the hosting type and the staging
environment. Please keep in mind that the hosting price does not include the enterprise license, any
development maintenance costs, or the implementing services from the partner.

More information is available on https://www.odoo.sh/pricing

[Odoo SaaS]

Odoo Cloud Platform (SaaS) is a cost-free hosting platform supported and maintained by Odoo.
Hosting is included in the license fee. You’ll only pay for the development maintenance costs if any,
the implementing services from the partner and the Odoo Enterprise license.

More information is available on https://www.odoo.com/pricing
20

[On-Premise]
[Please mention the on-site hosting you’ll provide and the related pricing for the customer]. The on-site
hosting price does not include the development maintenance costs if any, the price for the Odoo
license and the implementing services from the partner.

Odoo Enterprise license

The Odoo Enterprise license’s cost evolves according to two independent variables: the amount of
users and the number of applications selected.

* Those prices are based on the monthly subscription. Pricing is degressive when using yearly or multi-year subscriptions.

You can also complete this previous illustration by adding a pricing example based on your customer’s
pricing and currency.

Example:
100 users + 5 apps = (22€*100) + 56€ = 2256€ monthly for the Odoo Enterprise license.

This license pricing system enables you to grow and evolve with the solution, knowing that the use
of the applications is not linked to the number of users. For example, if you wish to add human
resources modules to your database, you will only pay extra 8€ monthly for the Recruitment or
Leave Management application, as the number of users remains the same.

Implementing services

21

[You can detail here below what is included in your implementation services and which services the
customer can expect from you.

Please also put your hour estimations for that project. Your hour estimations should be supported by the
explanations presented earlier in the document. If the project is complex, consider breaking down the
different profiles or activities by demand. Estimate with a buffer for unexpected delays and in an
easy-to-read manner (day or half- day).

It is up to you on how detailed you want to go. We advise to remain on an hour estimation on Department
basis. Though, if you want to give your clients a detailed estimation, this is an example you could consider:

Department: Sales
App: CRM
- Configure sales teams (10 hours)
- Configure reports (12 hours)
- Training (4 hours)

Department: Warehouse
App: Inventory
- Setting up warehouse locations (5 hours)
- Importing products (15 hours)

App: Purchase
- Setting up vendors (2 hours)
- Setting up tender agreements (5 hours)
- Training: (4 hours)

Department: Manufacturing
App: Manufacturing
- Setting up work centres (3 hours)
- Creating BOMs (15 hours)

You can also mention the additional services you’ll bring to the customer. It means you should explain if
your company provides any additional services that might be optional or included in the package. Explain
them here with the potential costs.

Example:

First line support, provided by implementing partner
- 10 hours of on-call support: 1250 euro prepaid.
22

- Functional support: 65 euro per month

Warn customers that any questions they have will be handled by the support team from the partner,
fitting to their specific use of Odoo.

You should also detail your development fees. You and your customer should keep in mind that
customization through development involves two costs: a one time cost (one shot of doing
customization) that you should mention here in the implementing service section AND a cost of
maintaining this customization in the future.

You must write here the d
evelopments you plan to do and how many lines / working hours it involves.
(The maintenance costs for those developments will be mentioned in the next section “maintenance,
upgrade & support”).

You must also mention the payment method (monthly, yearly, multi-year?) and how you will invoice the
customer (by a fixed price defined in advance or timesheet by hour? By day?).

If you did or plan to do a GAP analysis, it has to be explained and detailed in this section. If you work on a
fixed price basis, the GAP analysis is mandatory.]

Maintenance, upgrade & support

[The maintenance is required for any development made on a database, no matter the hosting type. It
includes the following services:

- Bugfix on custom codes
- Future migrations / upgrades
- Continuous maintenance
- Care free usage of your custom module

The maintenance of customization is the extension of the Enterprise contract services (bug fixing and
upgrades). It acts as a provision for future services that will need to be done when upgrading the
customization to a new version. Custom developments will be maintained by the partner for a recurring
fee per month.

As a partner, you can decide the maintenance pricing you’ll invoice to the customer:

- Use the standard maintenance pricing of 16€/100 lines of code (most advised and used option).
It means: you perform the services of maintenance and upgrades since you will collect the
amount, and Odoo acts as a warranty that the maintenance and upgrades will be done by Odoo
23

if and only if the partner doesn't perform. So Odoo acts like an insurance if you don’t fulfill your
obligations.

Practical:
- price: 16€ /100 lines of codes
- monthly payment
- the customer decides when he wants to activate that and on which customization
- this service can be activated via the subscription or the SO

- You use your own contract for the maintenance, upgrade and support of custom code. But this
means there will be no intervention from Odoo and no support or help guarantee from Odoo’s
side for the customer if you don’t deliver the services. If you choose this option, please write down
here how you’ll proceed about maintenance, support and upgrade and what is included in those
costs. You must also inform the customer there’s no Odoo warranty behind.

If you choose the first option, the most appreciated one, you can use the following template text to be
adapted:]

After the implementation and once in production, your employees will use Odoo on a daily basis
and will work autonomously. However, issues and questions may arise.

Implementation partner provides a first line support to its client (SPECIFY IF PAID OR NOT). As we are
aware of your specific usage and demand, our support will be able to give clear answers to your
requirements.

Odoo S.A. also provides support on the standard Odoo apps. A bug, question about the usage or
similar can be sent to www.odoo.com/help. You can contact our support team by email, live chat,
and phone for emergencies. Odoo provides support in English, Spanish, French and Dutch.

The implementing partner will be responsible for providing support on customizations, custom
developments and third-party modules.

Similarly, any bug1 that will occur will be fixed at no extra cost, as it’s also part of your maintenance
contract. Bug fixing on certified apps will be the responsibility of Odoo. Bug fixing on custom
modules will be the responsibility of the implementing partner.
1
From “Odoo Enterprise Subscription Agreement”, Section 2, is considered as a Bug any failure of the software that results in
a complete stop, error traceback or security breach, and is not directly caused by a defective installation or configuration.
Non-compliance with specifications or requirements will be considered as Bugs at the discretion of Odoo SA (typically, when
the Software does not produce the results or performance it was designed to produce, or when a country-specific feature
does not meet legal accounting requirements anymore).

24

Odoo releases one new major version upgrade per year. The migration of the certified apps to a
more recent version is included with your Odoo Enterprise license. You’ll benefit from all of the
newest features at no extra cost. Custom modules will be migrated by the partner, as part of the
partner support fee.
25

Your pricing

[You need to explain your detailed pricing in this section. Put as many details as possible, use a list or table
to show the final pricing. The customer must receive a clear estimation of the amount he’ll have to pay and
what is included in it.

To be shown and detailed in your final table pricing:
- Odoo Enterprise License,
- Hosting fee,
- Implementing services,
- Development costs,
- Maintenance costs,
- Optional services, ...

You can use and complete the following table to show your customer its potential pricing.
Don’t forget to mention annual subscriptions require p
repaid payments: the whole amount has to be
paid in one lump sum prior to the project.

Odoo Enterprise license Monthly Yearly
50 initial users
CRM
Sales
Invoicing
Accounting
Inventory
Purchase
Manufacturing
Website
eCommerce
Studio
Maintenance, support and

upgrade of custom
developments
(20% of the development
cost/year)
Total
26

Multi-year subscription will give further additional discounts compared to the yearly price based
on the following ranking (always in prepaid payments):

2y subscription = -5%, 3y subscription = -10%, 4y subscription = - 12,5%, 5y subscription = - 15%

You can also include a screenshot of the pricing page instead of the table if you prefer. Links to official
Odoo online quotations or the PDF version are preferred. Make sure this part is discussed with Odoo
directly to get an overall project estimation and that it fits to the license expectations of the client.

Implementing services Days Day rate Pricing
Business Analyst 20 1000 20000
Project Manager 20 1250 25000
Developper 5 1250 6250
Training 5 1000 5000
Total 56250

Your hour estimations should be supported by the explanations provided earlier in the document. If the
project is complex, consider breaking down the different profiles / activities by demand. Estimate with a
buffer for unexpected delays in an easy-to-read manner (day or half- day).

It is up to you on how detailed you want to go. We advise to remain on an hour estimation on Department
basis. Though if you want to give your clients a detailed estimation, this is an example you could consider:

Department: S
ales
App: CRM
- Configure sales teams (10 hours)
- Configure reports (12 hours)
- ...

You can also add a table summarizing the additional services fees if any, as previously mentioned:

First line support, provided by implementing partner
- 10 hours of on- call support: 1250 euro prepaid.
- Functional support: 65 euro per month
27

You should add another table to mention your hosting price.

You must also add another table for the development costs. Keep in mind that development involves two
different prices that should be in the table: the one-time cost to produce the development plus the
maintenance cost for that development. The maintenance is calculated on the number oflines of codes to
be developed and defined in the “Implementing services” section.

For example, if you choose the Odoo standard maintenance pricing, 16 € per 100 lines of code per month
are charged once the development is used in production. Based on all custom developments from the
section “Implementing services”, the customer will then pay:

16 * XXXX = 212 euro per month.

Total cost of ownership (alternatively)

As you know your client’s needs and business, you may consider to add a TCO calculation.
ERPs are a long-term investment, helping your clients to make the right decision by providing assistance in
this calculation.

Besides this, there can be many different variations that you should make transparent for your client.

Example:

TCO in 3 years TCO in 5 years
License Odoo* 16,514.- p/y 49,.542.- 82,570.-
Implementation fee 56,250.- 56,250,- 56,250.-
Maintenance fee 212 p/m 7,632.- 12,720.-
Support services 1,250.- + 65 p/m 3,590.- 5,150.-
Total 117,014.- 156,690.-

* Remind your customers that Odoo provides discounts on long-term contracts

Use this calculator during your discussion with the client to your advantage: What is the gain of using
Odoo after it is implemented?

You may even consider making such calculations if your initial qualification was correct, as you may know
how the client’ bottlenecks translate into numbers (time lost, customs lost, etc.).
28

Appendices

1. Some Odoo apps presentation

Odoo has developed 60+ main apps that are supported and regularly upgraded. Besides this, the app
store of Odoo contains third party applications to answer to additional needs. Hereunder, we go deeper in
the standard apps that can address your situation.

Some examples of how to present certains apps are shown below. Make sure you select the apps that are
important to the project and put those first with in-depth explanations. Supporting apps may get an
honorable mention or short explanation, but the point is to keep this relevant and understandable to the
end-client.

Example:
- [must have] Time Registration : With Odoo Timesheet, Project and Invoicing apps, we can
automate the time registration and invoicing processes.
- [must have] Inventory inefficiencies during manufacturing : Odoo Manufacturing and
Inventory apps work seamlessly and in real-time with each other. Every used product is directly
updated in the inventory management app. With the Purchase application, we then automate the
preparation of purchase orders.

CRM
The real customer centric CRM

Odoo CRM will help you to easily manage your opportunities in a structured manner. You can have a
multi sales team and multi salesperson pipeline management. A pipeline is made of opportunities
that evolve through configurable stages.

These opportunities can be manually created or imported but, if you prefer, you can automatically
generate them from an email address or from a contact form posted on your website.
29

In order to increase your sales team's productivity and to focus on what matters, each salesperson
will have a personalized dashboard that will help her/him to focus on what matters and to close
more deals.

You can easily schedule activities on your opportunities, which will help you get more things done
and be more organized. The activity management is a transversal feature of Odoo and can be
activated on any other model that requires follow-ups (quotation, invoices,...). At any time, you can
get an overview of all the activities you have to do from the activities button in the top menu.

30

Sales
Easy quotation software

You can create and send polished quotations in a few clicks. You can also use pre-set templates to
work more efficiently and email or print your quotations directly from Odoo. You can even ask your
customer to sign electronically and pay online with our Online Quotations, in conjunction with an
integrated payment acquirer.

Quotations are optimized to help your company sell more by proposing extra options, additional
products, applying closing triggers, discounts, etc. Once the quotation is confirmed, it becomes a
sales order that will allow you to automate your operations and your account receivable based on
your preset configuration.he other departments are notified in real time!

Invoicing
Online invoicing made easy

You can easily create invoices from confirmed sales orders: automatically, in batch, or one by one.
Sales and billing are integrated in terms of invoicing policy (upon confirmation, upon delivery) and
payment terms.

Once your customer has received the invoice, payment can be made online. Odoo Invoicing will
eliminate the hassle of sending reminders for late or outstanding payments. Automated follow-ups
are simple to configure and help to streamline billing, making payments quick and easy.
Similarly, you can also manage vendor bills and print checks to pay your suppliers on time.

The app interface connects directly with the accounting platform and your accounting entries will be
posted in real-time in the appropriate journals and accounts.

Accounting & Finance
Flexible, user-friendly accounting software

Odoo will automatically generate all the accounting entries from your vendor bills, customer
invoices, asset depreciations, deferred revenues, stock moves, etc. There is no need for manual
entries.

31

Thanks to the online synchronization, your bank statements can be automatically synced and
imported in Odoo. All you need to do is to validate the reconciliation between the accounting entry
and the statement lines, and this can be accomplished in real-time.

For each company, you will find all the legal statements and all the reports you need: balance sheets,
profit and loss, aged receivable and payable, tax reports, etc. and each Odoo financial report is
dynamic: you can apply filters, comment on transactions via annotations, choose the report period
(month/quarter/year) and compare with other periods, side by side. You can also create custom
reports and dashboards with dynamic calculations.

The Accounting app allows you to work in a multi-currency and multi-company environment. You
can get all your subsidiaries integrated in the same system inter-company transfers and
consolidated reports.

Inventory & Purchase
Maximize your warehouse efficiency

The Inventory and Purchase apps give you a clear overview of stock moves: incoming product
receipts, outbound deliveries, internal transfers and dropshipping. All of these moves are fully
integrated with the Sales, Purchase and Manufacturing apps.

Physical products are controlled from here and allow you to control all of the relevant information
that pertains to your items, including the type (storable or consumable,...), whether it’s sellable or
manufactured, the inventory route, invoicing policy, preferred vendors, categories, SKUs or item
numbers, etc.
32

Odoo has also a powerful barcode interface: it allows you to use barcode scanners for every
inventory operation: inventories, incoming shipments, packing orders, etc. Scan the goods and
confirm the reception or sending of those only through the scanner (no keyboard needed).
You can also use the barcode interface to speed-up your inventory valuation.

With our purchasing module, you can choose to either send a request for quote to one prospect or
to multiple through purchase tenders.

Once you have settled upon a price agreement with your supplier, the purchase order is
synchronized with your stock by generating a receipt, and your accounting by allowing you to create
a vendor bill based on either the ordered or the actual delivered quantity.

Manufacturing, PLM, Maintenance & Quality
MRP Reinvented

Odoo manufacturing will bring your production operations to the next level of efficiency: full
traceability, BOM versioning, routing and work order management, quality control, real-time
communication, production planning, costing analysis, etc.

You can use the work center control panel on a tablet to give detailed instructions with worksheets,
perform quality checks, scan products, track time and even link your manufacturing processes with
connected devices through the IoT box.
33

Managing engineering changes and product life cycles is all about communication. Odoo PLM
harnesses the power of an enterprise social network to help you communicate more efficiently
across multiple departments. Everyone follows the processes that pertain to them, revision
approvals are simple, and discussions on documents are centralized and in real-time.

Subscription
Recurring billing & subscriber management the easy way

Easily invoice your customers on a recurring basis (monthly, yearly,...), get paid automatically and
maximize your revenue. As an account manager, you can easily keep track of your customers, of
their recurring subscription and never miss an upsell or cross-sell opportunity.

34

Your customer can log in to a user-friendly portal and view all their data and contract options at a
glance.
The Subscription app will also help to get all the key metrics for a business with recurring revenue:
monthly recurring revenue, lifetime value, logo and revenue churn, cohort analysis, etc.

Website & eCommerce
Easy, beautiful and fully integrated

Our incredible Website builder allows you to build your dream website in a few clicks:
Choose a theme, drag and drop our building blocks and publish your first pages instantly.

It’s so intuitive that you can do it even if you have no website design experience.. You can frequently
post more content as it’s so easy to use. The CMS is also mobile responsive. You can then add extra
features as you grow: jobs opening, e-commerce, support tickets, events, company blog, contact
form, livechat, newsletter, customer portal etc. Of course, everything will be integrated with the
Odoo back-end.

Dedicated customer portals help keep customer data organized with order tracking and claims,
allowing customers to download and pay invoices, track delivery orders as well as view pending
shipments from a single location.

Events
Organize, publish, promote and sell

Manage event registration and online ticket sales. Choose whether you would like to publish a free
event or have your attendees purchase tickets through the event page. Pick the payment method,
with online credit card processing or customer invoicing.
Define special conditions such as early-bird ticket prices, member perks and benefits (based on your
subscription), or multiple ticket tiers. Everything you need to boost your event attendance and
manage your guest lists all from one place.

Automatically display the agenda for your event with a clean and polished design directly on your
website. Allow your visitors to easily search and browse through your published event schedule
and quickly filter by date, location, tags, and speakers.

You can also add a presenter proposal form to your event page to allow visitors to submit talks
35

and speaker nominations. Organize the validation process of every event or presentation and
schedule them in minutes

Studio
Customize your software across every app

Odoo Studio is an extremely powerful tool that lets you easily customize your apps in various ways.
You can quickly create new fields: simple text fields, checkboxes, embedded HTML, date, integers,
drop-down menus, and more. You can also add an existing field to any model and build new
connections. PDF reports can also be personalized in a couple of clicks.

Odoo Studio also enables you to be able to create very specific automated actions: execute an action
based on some set condition in a very user-friendly configuration without requiring any coding or
developer knowledge.

You can even create a whole new app on the main dashboard from scratch using Studio, either
based on features in pre-existing Odoo apps, or create an entirely original design.
36

TEMPLATE - Odoo Offer For Partners

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Implementation proposal for

[Partner name] presentation 8

Project description 10

.... and many more !

Another differentiating factor is its pricing. Odoo sets itself apart from the competition of traditional

[Partner name] presentation

- Staging servers:​ to test new features with your production data;

- Backup servers:​ daily incremental backups on 3 different servers;

- Automated testing:​ every commit is deployed and tested instantly;

- SSH access:​ ​hell access to dev, staging and production servers;

- Email gateways:​ ​unlimited email gateways, auto-configured;

- Top notch hosting: ​perfectly optimized installation, great hardware;

- Your own runbot​:​ test each feature-branch in a click.

- Manage the database yourself through the Odoo portal;

- Have a 99,9% uptime guarantee of your solution;

- Use Odoo Enterprise apps (with additional features);

- Get support & bug fixing 24 hours a day, 5 days a week;

- Enjoy yearly upgrades with new functionalities and major improvements,

- Do customizations through the Odoo studio app;

available on the SaaS platform;

- Functional support: 65 euro per month

Odoo Enterprise license Monthly Yearly

Maintenance, support and

Business Analyst 20 1000 20000

Project Manager 20 1250 25000

Developper 5 1250 6250

Training 5 1000 5000

You should add another table to mention your ​hosting​ price.

License Odoo* 16,514.- p/y 49,.542.- 82,570.-

Implementation fee 56,250.- 56,250,- 56,250.-

Maintenance fee 212 p/m 7,632.- 12,720.-

Support services 1,250.- + 65 p/m 3,590.- 5,150.-

Total 117,014.- 156,690.-

You might also like

- Staging servers: to test new features with your production data;

- Backup servers: daily incremental backups on 3 different servers;

- Automated testing: every commit is deployed and tested instantly;

- SSH access: hell access to dev, staging and production servers;

- Email gateways: unlimited email gateways, auto-configured;

- Top notch hosting: perfectly optimized installation, great hardware;

- Your own runbot: test each feature-branch in a click.

You should add another table to mention your hosting price.