Partner Qualification Checklist

Partner Qualification Checklist

Enforce partner qualification rules your sales team cannot skip

Your sales manager hits Friday's pipeline review and finds six partners already marked Qualified — no VATIN on file, no signed NDA, no record of who approved them. Compliance catches the gap after the deal is already in legal review. That pattern repeats every quarter without a hard gate in your CRM.

Partner Qualification Checklist adds a gated approval layer directly on the Odoo partner form. You define the rules once — required field checks, document confirmations, manual sign-off steps — and the app blocks partner advancement until every condition is met. No workarounds, no exceptions.

A progress badge on every partner record shows your team exactly where each partner stands — for example, 4 of 6 steps complete — without sending a message or opening a ticket. Every completed step is timestamped with the name of the user who signed off, giving your compliance officer a full audit trail inside Odoo with no external tool.

Your first rule takes under five minutes to configure. From that point, no one on your team can mark a partner Qualified until every condition you set is satisfied.

Details

• Odoo versions: 16, 17, 18, 19
• Dependencies: base, contacts
• License: LGPL-3
• Technical name: partner_qualify_checklist
• Quality score: 90.7/100
• Odoo App Store: view listing
• Source: GitHub