Free Word download
Odoo Requirements Template
One brief to send every Odoo partner, so their proposals answer the same questions and can be compared line by line.
For: Teams about to ask Odoo partners for proposals.
What's inside
- 11 sections, from company overview to how you will choose
- Tables for systems, processes, integrations, data and compliance
- Guidance on each section that you delete as you go
- The seven things to ask every partner for, including a named lead consultant
- A weighted selection grid you can share with partners
How to use it
Fill it in once with your operations and finance leads, then send the same document to every partner on your shortlist with a five-day deadline.
The reasoning behind every line is on Odoo implementation process.
Questions about this download
-
Is the Odoo Requirements Template free?
Yes. Leave a work email and the Word file downloads straight away; the link is emailed to you as well. Use it with any Odoo partner, including us.
-
What happens to my email address?
You get one email with your download link. A consultant may follow up once to ask how it went. There is no newsletter and no automated sequence, and we never share the address.
-
Who wrote the Odoo Requirements Template?
TechUltra Solutions, an Odoo Gold Partner. Every line comes from our published guidance on Odoo implementation process, so you can read the reasoning behind it before you download.
-
Can I edit it?
Yes. It is a normal Word file with no macros or locked cells. Adapt it to your project.
More free resources
- Odoo Partner Evaluation Scorecard Score up to four Odoo partners on 10 weighted criteria, log red flags, and keep your interview notes side by side. Free Excel
- Odoo Go-Live & Data Migration Checklist About 30 checks across data migration, integrations, testing, cutover, hypercare and the first month-end close. Free PDF
Last reviewed: