diff --git a/content/applications/sales/sales/send_quotations/quote_template.rst b/content/applications/sales/sales/send_quotations/quote_template.rst index ee1caf15c..3df7b57a5 100644 --- a/content/applications/sales/sales/send_quotations/quote_template.rst +++ b/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 `. + +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` + - 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