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Odoo Partner Request for Quotation Template

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.

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Odoo Partner Request for Quotation Template

Request for quotation: Odoo implementation

Issued by: Savanna Plastics Ltd, Nairobi, Kenya Quote deadline: 2026-11-27 Target go live: Within 6 months of contract

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

1. About us

Savanna Plastics Ltd operates in Nairobi, Kenya.

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

Current system: Spreadsheets and a local accounting package

Expected named users: 45

2. Scope

Apps needed: Manufacturing, Inventory, Purchase, Sales, Accounting, Quality, Maintenance

Edition preference: Open to advice Hosting preference: Open to advice

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

3. Localisation and compliance

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

ItemYour response
Proposed approach and phases
Team members and relevant experience
Two references in manufacturing
Fixed or estimated fees by phase
Annual licence and support costs
Data migration approach
Training and documentation
Post go live support terms

5. How we will evaluate

CriterionWeight
Fit with manufacturing requirements30%
Local compliance experience20%
Team and references20%
Total cost over three years20%
Plan and risk management10%

Contact for questions

Project sponsor / Date
Project manager / Date

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.

Get help scoring partner responses

Optional: we can compare responses against your requirements and flag hidden custom work.

Optional. The tool and every export work without this. No spam.

How to use it

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

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.

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

Common mistakes

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.

Frequently Asked Questions

How many partners should I invite?

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?

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?

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?

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.

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