In Short
Sale Order Approval Check Lists is an Odoo 19 Sales app. The tool to make sure a sale order is ready for the next stage. Sale checklists. Sale approval. Multi quotation confirmation.
Guarantee that a sale order is truly ready for its next state. Build a checklist per sales state and team — a salesperson cannot confirm, send, or cancel an order until every point is checked and approved by an authorized role.
Perfect for
Sales operations
Every quotation is validated before it is confirmed or sent — no missing step turns a deal into a problem.
Regulated sign-off
Require approvals by role for discounts, terms, or credit before an order can move forward.
Multi-team sales
Give each sales team its own checklist per state to match different workflows.
Ready to evaluate?
Start with a free demo request or purchase in the Odoo Apps Store.
Free personalized demo. No phone number or credit card required. Free life-time updates and expert support within the major Odoo version.
Why teams choose it
Key benefits before you dive into the details
Per state and team
Build a checklist for each sales state and each sales team — an unlimited set that matches your own workflow.
Blocks the state change
A quotation cannot be confirmed, sent, or cancelled until every required point is entered and approved.
Approval by role
Assign security groups per checkpoint — only authorized users can confirm, enabling multi-level and double approval.
To-do on the list
Not-yet-done checkpoints appear right on the quotations list — color-coded and searchable by keyword.
History & recovery
Every confirm/reset is logged; done points are restored automatically if a state changes back — unless marked 'not saved'.
Super user role
A 'Checklist Super User' can confirm any point and move any quotation forward — ideal for managers and exceptions.
Ready to evaluate?
Start with a free demo request or purchase in the Odoo Apps Store.
Free personalized demo. No phone number or credit card required. Free life-time updates and expert support within the major Odoo version.
Where checklists kick in
Odoo scans the checklist on every state change
Ensured approval workflow
- Checkpoints depend on the order's team and state, so each stage has its own set
- Odoo scans the checklist the moment a user tries to change the state
- If a point is missing or unapproved, the quotation cannot move forward
- An empty checklist is always treated as passed
Typical scenarios
- Confirming an order ('Quotation' or 'Quotation Sent' → 'Sale Order')
- Printing or sending a draft ('Quotation' → 'Quotation Sent')
- Cancelling an order (any state → 'Cancelled')
- Re-setting a cancelled order ('Cancelled' → 'Quotation')
Ready to evaluate?
Start with a free demo request or purchase in the Odoo Apps Store.
Free personalized demo. No phone number or credit card required. Free life-time updates and expert support within the major Odoo version.
Design checklists per state and team
Reflect the way each team sells, standard or custom states
Per sales state
Define exactly what must be done and approved before an order changes state.
- Any number of checkpoints per state
- Standard or custom sale states supported
- States without a checklist always pass
Per sales team
Reflect different workflows for different teams from one configuration screen.
- A distinct set of points per sales team
- Order and prioritize points by sequence
- Managers decide what and in which order
Ready to evaluate?
Start with a free demo request or purchase in the Odoo Apps Store.
Free personalized demo. No phone number or credit card required. Free life-time updates and expert support within the major Odoo version.
Odoo demonstration databases (live previews)
For this app, we might provide a free personalized demo database.
You do not need a phone number or credit card to contact us. You should only pass a short email sign-up, which does not take more than 30 seconds.
By your request, we will prepare an individual live preview database, where you can apply any tests and check assumptions for about two weeks.
Bug reporting
If you encounter bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes within 60 days of purchase and are intensely interested in improving our tools even after this period.
You do not need a phone number or credit card to contact us. You should only pass a short email sign-up, which does not take more than 30 seconds.
Please include as many details as possible in your request: screenshots, Odoo server logs, a full description of how to reproduce your problem, and so on. Usually, it takes a few business days to prepare a working plan for an issue (if a bug is confirmed) or provide you with guidelines on what should be done (otherwise).
Public features requests and module ideas (free development)
We are strongly motivated to improve our tools and would be grateful for any feedback. If your requirements are of public use and might be efficiently implemented, the team will include those in our to-do list.
Such a to-do list is processed regularly and does not assume extra fees. Although we cannot promise deadlines and final design, it might be a good way to get desired features without investments and risks.
You do not need a phone number or credit card to contact us. You should only pass a short email sign-up, which does not take more than 30 seconds.
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