# Odoo Partner Request for Quotation Template

> Source: https://netray.co/tools/odoo-partner-request-for-quotation-template
> Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems.
> Section: Free Tools

## Short answer

A fill-in brief for asking Odoo implementation partners for a quote, covering company profile, modules, users, data, integrations and evaluation criteria.

## Category

erp-migration

## Erp

Odoo

## Region

Africa

## Audience

- Operations director
- Finance manager
- Procurement

## Tool

**Kind:** template

**Output:** document

**Fields:**

#### Company name

**Key:** company

**Type:** text

**Default:** Savanna Plastics Ltd

#### Country and city

**Key:** country

**Type:** text

**Default:** Nairobi, Kenya

#### What you make

**Key:** business

**Type:** textarea

**Default:** Injection moulded plastic components and finished household goods, make to stock and make to order

#### Expected named users

**Key:** users

**Type:** number

**Default:** 45

#### Edition preference

**Key:** edition

**Type:** select

**Options:**

- Community
- Enterprise
- Open to advice

**Default:** Open to advice

#### Hosting preference

**Key:** hosting

**Type:** select

**Options:**

- Odoo Online
- Odoo.sh
- Partner hosted
- Our own server
- Open to advice

**Default:** Open to advice

#### Apps needed

**Key:** apps

**Type:** textarea

**Default:** Manufacturing, Inventory, Purchase, Sales, Accounting, Quality, Maintenance

#### Current system

**Key:** legacy

**Type:** text

**Default:** Spreadsheets and a local accounting package

#### Quote deadline

**Key:** deadline

**Type:** date

**Default:** 2026-11-27

#### Target go live

**Key:** golive

**Type:** text

**Default:** Within 6 months of contract

**Blocks:**

#### Request for quotation: Odoo implementation

**Body:** Issued by: {{company}}, {{country}}
Quote deadline: {{deadline}}
Target go live: {{golive}}

We invite you to propose an implementation of Odoo for our business. Please answer each section below.

#### 1. About us

**Body:** {{company}} operates in {{country}}.

Business: {{business}}

Current system: {{legacy}}

Expected named users: {{users}}

#### 2. Scope

**Body:** Apps needed: {{apps}}

Edition preference: {{edition}}
Hosting preference: {{hosting}}

Please state which requirements are met by standard Odoo, which need configuration and which need custom development.

#### 3. Localisation and compliance

**Body:** Please describe how your solution handles local tax invoicing and statutory reporting for our country, local chart of accounts, multiple currencies and any government e-invoicing requirement, and whether these come from an official localisation or custom work.

#### 4. What we need in your response

**Table:**

**Columns:**

- Item
- Your response

**Rows:**

**0:** Proposed approach and phases

**0:** Team members and relevant experience

**0:** Two references in manufacturing

**0:** Fixed or estimated fees by phase

**0:** Annual licence and support costs

**0:** Data migration approach

**0:** Training and documentation

**0:** Post go live support terms

#### 5. How we will evaluate

**Table:**

**Columns:**

- Criterion
- Weight

**Rows:**

**0:** Fit with manufacturing requirements

**1:** 30%

**0:** Local compliance experience

**1:** 20%

**0:** Team and references

**1:** 20%

**0:** Total cost over three years

**1:** 20%

**0:** Plan and risk management

**1:** 10%

#### Contact for questions

**Signatures:**

- Project sponsor
- Project manager

**Notes:** Adjust the evaluation weights to your priorities. Ask for named references you can call. This is a starting point, not legal advice, and a quote is not a contract.

## Content

**Intro:** Good proposals come from good briefs. This template turns what you know about your plant into a structured request that Odoo partners can answer fairly, so you can compare quotes on the same basis.

**Sections:**

#### How to use it

**Body:** Fill in your company profile, products, user count, apps, hosting preference and deadline. Export the brief and send it to three or four partners. Ask them to answer the table in section 4 in the same order, which makes comparison simple. Give a real deadline and one point of contact, and share the same answers to questions with every bidder.

#### What to ask for

**Body:** Ask each partner to separate standard configuration from custom development, because custom code carries upgrade and support cost every year. Ask about the localisation they use for your country, since statutory invoicing and tax reporting differ widely across African markets. Ask for annual costs, not only the implementation fee, and for manufacturing references you can phone.

**Bullets:**

- Standard versus custom work, itemised
- Local tax and invoicing approach
- Total cost over three years
- Named team and manufacturing references

#### Common mistakes

**Body:** Sending a one line request produces quotes that cannot be compared. Choosing on lowest implementation fee often hides high custom work and support charges later. Another mistake is not deciding who owns hosting and backups. Be clear on whether data sits with the partner or with you, and how you could move it.

**Cta:** If you would like help scoring the responses or checking a partner's fit for your plant, we can review them with you.

**Faq:**

#### How many partners should I invite?

**Answer:** Three or four is usually enough. Fewer limits comparison, and more makes evaluation slow and the effort for bidders high. Choose partners with manufacturing references in your region.

#### Community or Enterprise edition?

**Answer:** Enterprise includes more apps and official support, and many manufacturing and accounting features sit there. Community can suit simpler needs. Ask partners to price both and explain the functional difference for your requirements.

#### Should I ask for a fixed price?

**Answer:** Ask for fixed fees by phase where scope is clear, and an estimate with a cap where it is not. Either way, insist on itemised assumptions and a change process.

#### How do I check local compliance?

**Answer:** Ask which localisation module they use, whether it is official or custom, and for a customer in your country using it today. Test a sample invoice before signing.

## Search terms

odoo partner rfq template, odoo implementation quote request, odoo manufacturing requirements template, erp request for quotation template, odoo partners africa, odoo mrp requirements, erp vendor brief template

---
Talk to an engineer: https://netray.co/contact?intent=erp_ai | Machine catalog: https://netray.co/agent/catalog.json