[IMP] sales: updated RST formatting for quote template doc

closes odoo/documentation#5769

X-original-commit: 0232bdd96e
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>

content/applications/sales/sales/send_quotations/quote_template.rst

@@ -1,93 +1,134 @@
-=======================
-Use quotation templates
-=======================
+===================
+Quotation templates
+===================
 
-By creating custom quotation templates, you will save a lot of time. Indeed, with the use of
-templates, you will be able to send complete quotations at a fast pace.
+In Odoo *Sales*, salespeople have the ability to create reusable quotation templates for common
+product or service offerings that the business offers. By using these templates, quotations can be
+tailored and sent to customers at a much faster pace, without having to create new quotations from
+scratch every time a sales negotiation occurs.
+
+.. _sales/send_quotations/templates:
 
 Configuration
 =============
 
-To enable this feature, go to :menuselection:`Sales --> Configuration --> Settings` and activate
-**Quotation Templates**.
+Begin by activating the setting in :menuselection:`Sales app --> Configuration --> Settings`, and
+scroll to the :guilabel:`Quotations & Orders` heading.
 
-.. image:: quote_template/quotations_templates_1.png
+In that section, check the box beside the :guilabel:`Quotation Templates` option. Doing so reveals
+a new :guilabel:`Default Template` field, in which a default quotation template can be chosen from a
+drop-down menu.
+
+.. image:: quote_template/quotations-templates-setting.png
    :align: center
-   :class: img-thumbnail
-   :alt: How to enable quotation templates on Odoo Sales?
+   :alt: How to enable quotation templates on Odoo Sales.
 
-For even more convenience, it is also recommended to add the **Quotation Builder** feature which
-will help you design your quotation templates very easily. This option will automatically install
-the Odoo Website App.
-
-.. image:: quote_template/quotations_templates_2.png
-   :align: center
-   :class: img-thumbnail
-   :alt: How to enable quotation builder on Odoo Sales?
-
-Create your first template
-==========================
-
-Quotation templates are under :menuselection:`Sales --> Configuration`.
-
-You can create a new template or edit an existing one. Once named, you will be able to select
-products and quantities as well as the expiration time of the quotation.
-
-.. image:: quote_template/quotations_templates_3.png
-   :align: center
-   :class: img-thumbnail
-   :alt: Create a new quotation template on Odoo Sales
-
-Design your template
-====================
-
-You will have the possibility to design your template and edit the customer interface in order
-to manage what clients will see before accepting and paying the quotation. For example, you will
-be able to describe your company, your services and your products. To do so, you can click on
-**Edit** and you will be brought to the quotation builder.
-
-.. image:: quote_template/quotations_templates_4.png
-   :align: center
-   :class: img-thumbnail
-   :alt: Design your quotation template on Odoo Sales
-
-You can easily edit the content of your template by dragging & dropping different building blocks
-to organize your quotation. For example, you can add a content block to describe your products.
-
-.. image:: quote_template/quotations_templates_5.png
-   :align: center
-   :class: img-thumbnail
-   :alt: Drag & drop building blocks to create your quotation template on Odoo Sales
-
-Use a quotation template
-========================
-
-When creating a quotation, you can choose a specific template.
-
-.. image:: quote_template/quotations_templates_6.png
-   :align: center
-   :class: img-thumbnail
-   :alt: Select a specific template on Odoo Sales
+Also, upon activating the :guilabel:`Quotation Template` feature, an internal :guilabel:`➡️
+Quotation Templates` link appears beneath the :guilabel:`Default Template` field. Clicking that link
+reveals the :guilabel:`Quotation Templates` page, from which templates can be created, viewed, and
+edited.
 
 .. tip::
-   You can select any template of your choice and suggest it as the default template in
-   the **Sales** settings.
+   Consider activating the :guilabel:`Quotation Builder` option in the :guilabel:`Settings`, as
+   well, which is located in the right column beside the :guilabel:`Quotation Templates` option.
+   This feature aides in the design and customization of quotation templates.
 
-Confirm the quotation
-=====================
+   **Note:** enabling this feature also automatically installs the Odoo *Website* application.
 
-Templates facilitate the confirmation process by allowing customers to sign electronically or to
-pay online. You can activate these two options directly in the quotation template itself.
-
-.. image:: quote_template/quotations_templates_7.png
+.. image:: quote_template/quotations-builder-setting.png
    :align: center
-   :class: img-thumbnail
-   :alt: Allow your customers to sign electronically or to pay online on Odoo Sales
+   :alt: How to enable quotation builder on Odoo Sales.
+
+Before leaving the :guilabel:`Settings` page, don't forget to click the :guilabel:`Save` button to
+activate the feature(s) and save all changes made during the session.
+
+Create quotation templates
+==========================
+
+Click the :guilabel:`Quotation Templates` link on the :guilabel:`Settings` page, or navigate to
+:menuselection:`Sales app --> Configuration --> Quotation Templates`. Both options reveal the
+:guilabel:`Quotation Templates` page, where quotation templates can be created, viewed, and edited.
+
+To create a new quotation template, click the :guilabel:`Create` button, located in the upper-left
+corner. Doing so reveals a blank quotation template form that can be customized in a number of ways.
+
+.. image:: quote_template/blank-quotation-template.png
+   :align: center
+   :alt: Create a new quotation template on Odoo Sales.
+
+Start by entering a name for the template in the :guilabel:`Quotation Template` field. Then, in the
+:guilabel:`Quotation expires after` field, designate how many days the quotation template will
+remain valid for, or leave the field on the default `0` to keep the template valid indefinitely.
+
+In the :guilabel:`Company` field, designate to which company this quotation template applies, if
+working in a multi-company environment.
+
+Beneath those fields are three tabs: :guilabel:`Lines`, :guilabel:`Optional Products`,
+:guilabel:`Confirmation`.
+
+In the :guilabel:`Lines` tab, products can be added to the quotation template by clicking
+:guilabel:`Add a product`, organized by clicking `Add a section` (and dragging/dropping section
+headers accordingly), and further explained with discretionary information (such as warranty
+details, terms, etc.) by clicking :guilabel:`Add a note`.
+
+In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each compatible cross-selling
+product related to the original items in the :guilabel:`Lines` tab, if applicable. The products
+added here ideally compliment the original offering as added value for the prospective buyer.
+
+Lastly, in the :guilabel:`Confirmation` tab, enable options, as needed, to require an
+:guilabel:`Online Signature` and/or an :guilabel:`Online Payment`, which each allow buyers to
+confirm orders automatically using the web portal view after the required action is taken.
+
+There's also an option to add a :guilabel:`Confirmation Mail` to the quotation template, as well -
+meaning whenever this template is used, and an order is confirmed, an email is sent to the customer
+informing them that their order has been confirmed.
+
+.. image:: quote_template/quotations-templates-confirmation-tab.png
+   :align: center
+   :alt: Allow customers to sign electronically or to pay online on Odoo Sales.
+
+Design quotation templates
+==========================
 
 .. note::
-   Every quotation will now have this setting. Of course you can always change it and make it
-   specific for each quotation.
+   The following section on designing quotation templates only applies to databases that have the
+   *Quotation Builder* feature enabled, which is accessible by following the :ref:`configuration
+   steps above <sales/send_quotations/templates>`.
+
+In the upper-left corner of the quotation template form, there's a :guilabel:`Design Template`
+button. When clicked, Odoo reveals a preview of the quotation template, as it will appear on the
+front-end of the website, with a :guilabel:`Template Header` specifying that this content will
+appear on all quotations using this specific template.
+
+To edit the content, look, and overall design of the quotation template, click the :guilabel:`Edit`
+button in the upper-right corner. Doing so reveals a variety of design elements and feature-filled
+building blocks.
+
+.. image:: quote_template/design-quotation-edit.png
+   :align: center
+   :alt: Design quotation template on Odoo Sales.
+
+Drag and drop any desired building blocks onto the blank quotation template, and proceed to further
+customize the content to fit any business need. When all blocks and customizations are complete,
+click the :guilabel:`Save` button to put those configurations into place.
+
+.. image:: quote_template/quotations-building-blocks.png
+   :align: center
+   :alt: Drag and drop building blocks to create your quotation template on Odoo Sales.
+
+Use quotation templates
+=======================
+
+When creating a quotation (:menuselection:`Sales app --> Create`), choose a preconfigured template
+in the :guilabel:`Quotation Template` field drop-down menu.
+
+.. image:: quote_template/quotations-templates-field.png
+   :align: center
+   :alt: Select a specific template on Odoo Sales.
+
+To view what the customer will see, click the :guilabel:`Customer Preview` smart button to see how
+the quotation template will look on the front-end of the website.
 
 .. seealso::
-   - :doc:`get_signature_to_validate`
-   - :doc:`get_paid_to_validate`
+   - :doc:`/applications/sales/sales/send_quotations/get_signature_to_validate`
+   - :doc:`/applications/sales/sales/send_quotations/get_paid_to_validate`