How to Simplify Product Configuration & Quotation with Odoo CPQ

What is CPQ (Configure, Price, Quote)? 

CPQ stands for Configure, Price, Quote — a powerful solution that helps businesses automate the entire quotation process. 

With CPQ, companies can: 

• Configure customizable products based on customer requirements  
• Automatically calculate accurate pricing  
• Generate quotations instantly using predefined rules  

This is especially useful for industries dealing with complex, customizable products such as manufacturing, automotive, electronics, and EV solutions. 

 Limitations of Standard Odoo for CPQ 

• While Odoo ERP provides product variants and attributes, it has limitations when handling complex configurations: 

 Key Challenges: 

• No structured way to group multiple attributes under a parent category  
• Requires manual creation of BOMs (Bill of Materials) for each variant  
• Components must be added manually every time  
• Managing multiple configurations becomes complex and time-consuming  
• Difficult to handle customer-specific customization  
• High chances of human errors in pricing and configuration  
• Result: Slower sales process, inconsistent quotations, and operational inefficiency. 

Benefit of Using Techvaria’s Custom CPQ Module  

The Techvaria CPQ Module is designed to eliminate all these challenges and provide a seamless product configuration experience. 

Key Benefits: 

• Pre-configured Product Templates  
• Option to mark templates as Required or Optional  
• Ability to group multiple attributes under a parent product  
• No need to create separate BOMs for each variant  
• Automatic component addition based on selection  
• Dynamic pricing calculation in real-time  
• Supports customer-specific configurations  
• One-time configuration, reusable rules  
• No technical expertise required for sales teams  
• Faster quotation and order confirmation  
• Easily handles complex product combinations

How CPQ Works in Odoo 

1. Activate CPQin Odoo 

To enable CPQ functionality: 

• Activate Inventory Tracking
• Select tracking option:
  ➝ By Unique Serial Number or By Lot Number  

Once enabled: 

• A CPQ Configuration option will appear.  
• CPQ configuration tab becomes accessible 

2. CPQ Configuration Tab in Odoo 

After activating, go to CPQ configuration, where you will find three columns: 

1. Product templates 
2. Is it optional? 
3. Quantity 

2.1 Create Product Templates for CPQ product in Odoo 

Here, the product template means the main parent product under which we can define multiple attributes to configure and manufacture the final product. And if you don’t want to manufacture it, you can also buy it. You can add multiple product templates using the “add a line” button. You can open the template using the redirect arrow. 

Refer to the below image where I have created a battery configuration product template with battery capacity, battery type, battery mounting, and charging type attributes and their values. 

2.1.1 Add extra price of variants’ value in Odoo 

You can add an extra price for each variant’s value from the configure button (Attribute–> configure–> extra price). 

2.2 Is the optional column in the CPQ configuration in Odoo? 

“Optional” means a choice. Sometimes we provide certain features or functionality to customers, but they may choose not to include them in their product to save money. In such cases, we remove that option from the quotation and recalculate the price accordingly. You can do the same using our CPQ module. 

2.3 Product Quantity column in CPQ configuration 

You can select the required quantity to manufacture that CPQ product in Odoo. You can also change qty during the quotation creation option. 

3. Createquotation for CPQ product in Odoo 

To create quotation for CPQ product in Odoo, go to 

 Sales module–> Orders–> Quotation–> New 

Now select customer and save it 

 3.1 Configure CPQ button in the quotation in Odoo

To select a CPQ product, use the “Configure CPQ” button available in the Quotation Form view. 

Simply click on the button. As soon as you click it, a pop-up window will open where you can find all the preconfigured CPQ customizable products. 

In this blog we are taking the example of an EV two-wheeler. 

After selecting the main product template, you will notice that all the pre-configured attributes with their main categories/product templates are visible.

Here, you can select all the attributes with quantities required by the customer. When you select the attributes, the price will be calculated automatically. 

3.2 Remove optional products in quotation in Odoo 

You can select/remove optional products. 

3.3 Final Price and Confirm the configuration in Odoo

After selecting all the options, the final price can be shown in total. Now click on the confirm all configurations button to add this configuration under order line in the quotation. 

Confirm the sale order and manufacture the product 

After that, you can confirm the sale order. Once confirmed, a manufacturing order and delivery will be created automatically. 

Open Manufacturing Order from Smart button  

In the above image, you can clearly see that the selected product template is automatically added under the Components tab, and the BOM is created based on the customer’s selection. 

Now manufacture the product and deliver the final product to the customer. 

Key Advantages of CPQ in Odoo 

• Faster sales cycle  
• Accurate and consistent pricing  
• Reduced manual work  
• Automated BOM generation  
• Seamless integration with manufacturing  
• Improved customer satisfaction  
• Scalable for complex product businesses 

 Conclusion 

In Odoo, managing configurable products using standard attributes can become complex, especially when multiple configurations, pricing variations, and BOM creation are required. Manual handling of components and separate BOMs increases effort, time, and chances of mistakes. 

The CPQ (Configure, Price, Quote) custom module simplifies this entire process by allowing pre-configuration of product templates, automatic price calculation, and dynamic BOM generation based on customer selections. It eliminates the need for creating multiple BOMs, reduces manual work, and supports customer-specific configurations efficiently. 

With automated configuration, instant quotation, and automatic manufacturing order creation, CPQ improves accuracy, speeds up the sales process, and handles complex product combinations with ease. Overall, implementing CPQ in Odoo helps businesses streamline configurable product management and significantly enhance operational efficiency. 

Looking to implement CPQ in Odoo for your business? 

Techvaria can help you build a fully customized CPQ solution tailored to your industry. 

Contact us today for a free consultation and transform your sales process with smart automation.