Field Sales Proposals with Good/Better/Best Options
Tiered good/better/best proposals with live add-on recompute, financing calculator, rebates, e-signature and tier win-rate analytics
Field Sales Proposals with Good/Better/Best Options Generic quotes present a single flat proposal. In-home / field sales reps (HVAC, roofing, home improvement) close more work with tiered option proposals built on the spot from the price book:
Key Features
Field Quote Job
Field Quote Job. Tracks Job No., Proposal, Selected Tier, Customer, Currency. One-click schedule, start, complete.
Field Quote Price Book Item
Field Quote Price Book Item. Tracks Item, Unit Price, Default APR %, Default Term (months), Company.
Field Quote Proposal
Field Quote Proposal. Tracks Proposal No., Customer, Sales Rep, Proposal Date, Valid Until. One-click send, reset to reset to draft, decline, accept, view job.
Field Quote Proposal Add-on / Upgrade
Field Quote Proposal Add-on / Upgrade. Tracks Tier, Price Book Item, Description, Price, Included.
Field Quote Rebate / Incentive
Field Quote Rebate / Incentive. Tracks Rebate, Amount / Percent, Valid From, Valid To, Company.
Accept Field Quote Proposal
Accept Field Quote Proposal. Tracks Proposal, Chosen Tier, Signed By, Signature. One-click confirm.
Use Cases
Screenshots
Price Book
Proposals
Accept Esign Proposal
All Tiers
Rebates Incentives
Why Choose This Module
Good / Better / Best packages, each priced from a price book item, with optional add-ons and upgrades that recompute the tier total live as they are toggled on or off. Rebates / incentives (fixed amount or percentage, date-limited) applied per tier, net of the tier's add-on subtotal. Financing calculator per tier: term (months), APR and down payment drive a standard amortized monthly payment. E-signature acceptance: capture signer name + signature, lock the chosen tier and convert it into a field job/order. Automatic proposal expiration past the validity date. Win-rate analytics per tier (good/better/best): how often each tier is offered vs. accepted, to steer which package to lead with.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: 35+
- Author: Pokutsoft
- Dependencies: base, mail
- Support: support@pokutsoft.com
- Update date: 2026-07-24