Odoo

What is Odoo?

Odoo is an open-source suite of business apps covering CRM, sales, invoicing, inventory, projects and more. Small and mid-sized companies, many of them in industry, distribution and services, run their whole operation on it, with the CRM and the sales app sharing one database with the rest of the business.

That shared database is Odoo's strength. The opportunity, the product catalog, the prices and the stock all live in one place. The written side of the sale does not. Odoo can print a quote, but the proposal, the technical memo and the answers to a customer's tender are still written in Word, from scratch, by someone copying numbers across.

Build the proposal from the same data Odoo runs the business on

Cobl reads leads and opportunities, customers and contacts, products and quotations in Odoo. That context sits inside a deal workspace next to the proposal, the technical memo, the questionnaire response and the deck for the deal.

Products and prices matter most. When the proposal describes what the customer is buying, it draws on the product records and the quotation already in Odoo, so the written offer and the commercial offer describe the same thing. When the quotation changes after a negotiation, the next version of the proposal starts from the updated lines rather than from an outdated copy.

What Odoo and Cobl look like on a live deal

An industrial equipment supplier receives a tender from a regional utility. The opportunity is in Odoo, with a quotation for the equipment and the installation service. The sales engineer opens a deal workspace in Cobl, which reads the opportunity, the customer, the quotation lines and the product descriptions. The bid evaluation comes first, then the technical memo and the questionnaire response, built on the actual products quoted.

Technical data sheets and certifications come from the Shared Drive. The BPU is edited inside Cobl next to the rest of the submission, and the prices match the Odoo quotation because they start from it. Exports come out as editable Word and PowerPoint, and nothing is submitted without review.

Key features of the Cobl Odoo integration

Opportunities and customers as context

Cobl reads leads, opportunities, customers and contacts in Odoo. The document starts from what the CRM already records about the buyer and the deal, not from a template with blanks.

Products and quotations behind the offer

Product records and quotation lines inform what the proposal and the technical memo describe. The written offer and the price the customer receives come from the same source, so they cannot drift apart.

Full tender responses for one opportunity

Bid evaluation, go/no-go, questionnaire response, technical memo, deck and proposal sit on the same deal. For companies that answer public and private tenders, the response runs in one place instead of across a shared folder.

Works with your files and inbox

Odoo context combines with technical documents in Google Drive or SharePoint and tender correspondence in Outlook, so the response reflects the offer, the product documentation and what the buyer asked for.

Frequently asked questions

Does Cobl integrate with Odoo?

Yes. Cobl connects to Odoo so opportunities, customers, products and quotations can feed proposals, technical memos and RFP responses. The data the business runs on becomes the context for every document in the deal workspace.

What Odoo data does Cobl access?

Leads, opportunities, customers, contacts, products and quotations, read through the access the connected account holds. Odoo access rights still apply, so Cobl sees what that user can see.

Does Cobl replace Odoo quotations?

No. Odoo handles the quotation, the order and the invoice. Cobl writes the documents around the quotation: the proposal, the technical memo and the tender response. The quote stays the commercial reference, and the documents Cobl writes stay consistent with it.

Does it work with Odoo Community and Odoo Enterprise?

The integration works through the Odoo API and the modules your instance runs. If CRM and Sales are installed, Cobl can read the records they hold, whichever edition you use.

Can we review before anything is sent?

Yes. Cobl produces drafts. Precise changes go through the inline editor and approval stays with your team. More on data handling sits on the security page.