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Upsell on Subscription / Contract / Recurring

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Required Apps • Invoicing (account)
• Discuss (mail)
• Sales (sale_management)
Community Apps Dependencies contract_recurring_invoice_analytic
Technical Name subscription_contract_upsell
License OPL-1
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Technical Name subscription_contract_upsell
License OPL-1

1. Introduction

The Subscription Upsell module enables your sales team to perform upsell actions on customer subscriptions and contracts within Odoo 17. Whether updating quantities, adding new subscription lines, or generating guided upsell quotations—it enhances flexibility and boosts renewal and upsell potential. This module is designed for the Community Edition.

2. Key Features

  • Update Existing Contract Lines
    Automatically increases quantities if the upsell product matches an existing contract line.

  • Add New Contract Lines
    Generates new subscription or contract lines when upsell products don’t match existing ones.

  • Generate Sales Quotation for Upsell
    Create a quotation from the upsell, and once confirmed, it is applied to update contract lines.

  • Upsell History Tab
    View a detailed upsell history directly on the contract form.

  • Sales Order Linking
    Track the originating sales orders from the upsell process.

3. Benefits

  • Streamlined Upsell Process: Sales reps can upsell directly without leaving contract interfaces.

  • Improved Customer Retention: Enhances contract flexibility and responsiveness.

  • Transparent Tracking: Every upsell is traceable via contract history.

  • Flexible Execution: Upsell via direct update, new lines, or full quotation workflows.

4. Compatibility

  • Odoo Version: Compatible with Odoo 17.0 (also supports versions 11–18).

  • Edition: For Community Edition only.

  • Dependencies:

    • Invoicing (account)

    • Discuss/Mail (mail)

    • Sales (sale_management)

    • Also requires Sales Contract / Subscription and Recurring Invoice modules.

5. Installation & Licensing

  1. Install required modules (account, mail, sale_management, sales contract/subscription).

  2. In your Odoo backend: Apps → Update Apps List, search subscription_contract_upsell, install.

  • License: Odoo Proprietary License v1.0 (OPL-1). Use only with a valid purchase. Redistribution or public reuse is prohibited.

Odoo Proprietary License v1.0
This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.