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Spreadsheet Quotation Calculator

spreadsheet_quotation folder_open OCA/spreadsheet open_in_new
Uncategorised License: AGPL-3

This module allows linking spreadsheet calculators to quotation templates in Odoo. When a sale order is created from a template that has a calculator, a copy of the spreadsheet is automatically assigned to the order with a pre-configured global filter so the ODOO.LIST formulas display only that order's lines.

The spreadsheet calculator is built on top of spreadsheet_oca and uses ODOO.LIST formulas to display sale order line data (product, quantity, unit price, etc.). Users can add custom formulas, calculations, and charts to build complex pricing logic.

A Field Sync side panel lets users map spreadsheet columns to sale order line fields. This column-based approach is more intuitive than cell-by-cell mapping and makes it easy to push calculated values back to the sale order.

auto_awesome What this module does

AI-generated from the code · Odoo 18.0

Link spreadsheet calculators to quotation templates and sale orders. When a quotation is created from a template, a copy of the calculator is attached and filtered to that order, and calculated values can be synced back to the order lines.

This module lets you use a spreadsheet as a pricing calculator for quotations. On a quotation template you can attach a calculator, or create a new one with a wizard where you choose its name and how many rows to show. The generated spreadsheet already contains a list of sale order line columns such as product, quantity, unit price and subtotal, so you can add your own formulas and charts.

When a quotation is created from a template that has a calculator, a copy of the spreadsheet is automatically attached to that quotation and its filter is set to show only that order's lines. A Calculator button appears on the quotation form to open it.

Inside the spreadsheet, a Field Sync side panel lets you map spreadsheet columns to sale order line fields (product, description, quantity, unit price, discount). The Sync to Sale Order button then updates existing lines and adds new rows as new quotation lines. If a product name is not found, you are asked to confirm before it is created. Syncing is blocked for cancelled quotations and confirmed sales orders.

Depends on

spreadsheet_ocasale_management
Models and fields (3)
  • sale.order · extends an existing modelspreadsheet_id (Quotation Calculator), has_spreadsheet
  • sale.order.template · extends an existing modelspreadsheet_id (Quotation Calculator)
  • spreadsheet.quotation.create · new modelname, line_count (Number of lines), sale_order_template_id

Text generated by AI (DeepSeek) from reading the Odoo 18.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 1 confirmed, 8 with no information of 9 versions.

Sources · Odoo 18.0

Confirmed on 2026-11-03 in branch 18.0 of OCA/spreadsheet.

terminal Installation and usage

OCA documentation · Odoo 18.0

Usage

Source · Odoo 18.0

Setting up a quotation calculator

1. Go to **Sales > Configuration > Quotation Templates**.
2. Open or create a quotation template.
3. Click **Create Calculator** next to the "Quotation Calculator" field.
4. A wizard will open; set a name and number of initial rows, then click
   **Create Calculator**.
5. The spreadsheet editor opens with a pre-configured list of
   ``sale.order.line`` fields.
6. Customize the spreadsheet: add formulas, charts, or extra columns as
   needed.
7. Save the spreadsheet.

Using the calculator on a sale order
  • Create a new quotation and select the template that has a calculator.
  • A Calculator smart button appears on the sale order form.
  • Click it to open the spreadsheet filtered to the current order's lines.
  • Edit values in the spreadsheet.
  • Use File > Field Sync to map columns to sale order line fields.
  • Save the spreadsheet from the editor.

Syncing values back to the order

After configuring field sync mappings in the spreadsheet, the mapped
column values can be pushed to the corresponding sale order line fields
when saving the spreadsheet or from the sale order form.

Step-by-step guide
  • Add quotation templates in settings
  • Create a new template & create a calculator
  • Map Sync fields > columns to fields
  • Save template > create a quotation from template and open calculator
  • add new lines to the calculator, save and sync
  • Add new products if any
  • Quotation updated!!!

No verified information in OCA: Installation, Configuration.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.