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 database. 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 - colour-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 database. 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 database. 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 database. No phone number or credit card required. Free life-time updates and expert support within the major Odoo version.
Frequently Asked Questions about Sale Order Approval Check Lists Odoo v.19
What are the update policies of your tools?
According to the current Odoo Apps Store policies:
- Every module bought for version 12.0 and prior gives you access to all versions up to 12.0.
- Starting from version 13.0, every module version should be purchased separately.
- Disregarding the version, purchasing a tool grants you a right to all updates and bug fixes within a major version.
Please note that the faOtools team does not control those policies. For all questions, please contact the Odoo Apps Store representatives directly.
How can I install your app on Odoo.sh?
The most straightforward approach is to use the Odoo store's built-in workflow:
1. Open the module's page and click the button Deploy on odoo.sh
2. After that, you will be redirected to the GitHub page. Log in to your account, then click 'Create a new repo' or use an existing one. Please ensure your repository is private. It is not permitted to publish the apps under the OPL-1 license. If necessary, create a new repo for your Odoo.sh project
3. Then, go to odoo.sh and click the Deploy button. In the pop-up window, submit the decision and click 'Continue.' This action will trigger the installation process.
These steps will install the app for your project's production branch. If you want to deploy the apps for other branches or update the module, you should undertake the following actions:
1. Upload the source code for the app from the Odoo store
2. Commit the module to a required GitHub repository. Ensure none of the app folders/files are ignored (i.e., not included in your repo's .gitignore). Repositories are automatically created by odoo.sh and may include some crucial items by default (e.g., /lib). You should upload all module directories, subdirectories, and files without exceptions
3. Deploy a target branch of the odoo.sh project or, if your settings assume that, wait until it is automatically built.
How should I install your app on my own server?
2. Re-start the Odoo server;
3. Turn on developer mode (technical settings);
4. Update the apps' list (the apps' menu);
5. Find the app and push the button 'Activate'/'Install';
6. Follow the guidelines on the app's page if those exist.
I noticed that your app has extra add-ons. May I purchase them afterwards?
Yes, sure. Simultaneously, Odoo automatically adds all dependencies to a cart, so you should exclude previously purchased tools to avoid double payment.
I deployed your app on Odoo.sh and see warning/error in tests
A red/orange warning does not influence the app's features. Regretfully, sometimes our modules do not pass standard automatic tests since the latter assume behaviour that conflicts with our app's goals. For example, we change the price calculation, while the standard Odoo module tests compare the final price to a standard algorithm.
So, first of all, please check the deployed database features. Does everything work correctly?
If you still assume that the warning influences real features, please contact us and forward full installation logs and the full list of deployed modules (including core and third-party ones).
May I buy your app from your company directly?
No, we only distribute the tools through the official Odoo apps store.
I would like to get a discount
Regretfully, we do not have the technical means to provide individual prices.
May I install the app on my Odoo Online (SaaS) database?
No, third-party apps can not be used on Odoo Online. Unfortunately, Odoo SaaS blocks such a possibility.
Your tool has dependencies on other app(s). Should I purchase those?
Yes, our tool requires all modules marked in dependencies to work correctly. The price marked on the app page already includes all necessary dependencies.
What is the price for the module in US Dollars? Why did it change?
The price for our modules is set in euros. The Odoo store converts prices to other currencies according to its internal exchange rate. Thus, the price in US Dollars may change when the exchange rate is updated.
App and website wording in languages other than English is AI-assisted and aligned with official Odoo translations. If you spot a mistake, send a translations-correctness ticket and we will fix it.
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 behaviour, 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.
The tool to flexibly structure Odoo attachments in folders and synchronize directories with cloud clients: Google Drive, OneDrive/SharePoint, Nextcloud/ownCloud, Dropbox, Amazon S3, Box, and NAS. DMS. File Manager. Document management system
The tool to automatically synchronize Odoo attachments with OneDrive files in both ways
The tool to set up KPI targets and control their fulfillment by periods. KPI dashboards. Dashboard designer. KPI charts
198€
The tool to build a deep and structured knowledge base for internal and external use. Knowledge System. KMS. Wiki-like revisions.
398€
The tool for time-based service management from booking appointments to sales and reviews
The tool to automatically synchronize Odoo attachments with Google Drive files in both ways
The tool to add new fields for Odoo CRM opportunities without any technical knowledge
38€
The tool to make sure required jobs are carefully done on each CRM pipeline stage. CRM checklists
38€