Subscription Templates in Odoo 18

SaaS product managers creating subscriptions manually create scaling bottleneck: sales rep closes Premium plan deal then spends 30 minutes manually configuring subscription with correct monthly pricing, renewal terms, quota limits because no template exists, customer receives generic quotation without branding/terms making product feel cheap, and when pricing changes nobody updates 47 active subscriptions leading to revenue leakage when old customers pay outdated rates.

Odoo 18 Subscription Templates standardize subscription offerings with pre-configured quotation templates storing recurring plan, billing cycle, product lines, optional add-ons, terms and conditions, online signature/payment settings, and auto-renewal rules—enabling sales to create branded subscriptions in 60 seconds while ensuring all customers on current pricing and terms.

Creating Subscription Templates

1. Go to Subscriptions → Configuration → Quotation Templates
2. Click New
3. Configure template fields

Template Configuration

Template Content

Lines Tab

Add default products included in subscription:

1. Click Add a Product
2. Select products (e.g., "Premium License - 10 Users")
3. Set quantities, pricing
4. Products auto-populate when template applied to subscription

Optional Products Tab

Add-ons customers can select before confirming:

• Extra user licenses
• Premium support packages
• Additional storage capacity
• Shows as optional during quotation—customer chooses which to include

Terms & Conditions

Legal terms specific to this subscription tier—auto-inserted into quotations.

Using Templates

1. Create new subscription: Subscriptions → Subscriptions → New
2. Select customer
3. Choose template from Quotation Template dropdown
4. Products, pricing, terms auto-populate
5. Customize if needed, send to customer

Best Practices

Create Template Per Tier: Separate templates for Basic/Premium/Enterprise ensures each tier has correct products, pricing, features. Don't use one template for all tiers.

Version Templates When Pricing Changes: Launching new pricing Q2 2025? Create "Premium Monthly - 2025" template, deprecate old one. Prevents accidentally quoting old rates.

Use Optional Products for Upsells: Base template has core features, optional products show add-ons. Customer sees value of upgrades during purchase flow increasing ACV.

Conclusion

Odoo 18 Subscription Templates standardize subscription creation with pre-configured quotations, recurring plans, product defaults, and terms. Enable sales to create professional subscriptions in seconds while ensuring pricing consistency across customers.