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========================================
How to create/ edit an online quotation?
========================================
==========================================
How to create and edit an online quotation
==========================================
Configuration
=============
Enable Online Quotations
------------------------
To send online quotations, you must first enable online quotations in the Sales app
from **Configuration → Settings**. Doing so will prompt you to install the Website
app if you haven’t already.
.. image:: media/menu-option.png
:align: center
You can view the online version of each quotation you create after enabling this setting
by selecting **Preview** from the top of the quotation.
.. image:: media/quote-preview.png
:align: center
Edit Your Online Quotations
---------------------------
The online quotation page can be edited for each quotation template in the Sales app
via **Configuration → Quotation Templates**. From within any quotation template,
select **Edit Template** to be taken to the corresponding page of your website.
.. image:: media/edit-template.png
:align: center
You can add text, images, and structural elements to the quotation page by dragging
and dropping blocks from the pallet on the left sidebar menu. A table of contents
will be automatically generated based on the content you add.
Advanced descriptions for each product on a quotation are displayed on the online quotation
page. These descriptions are inherited from the product page in your eCommerce Shop, and
can be edited directly on the page through the inline text editor.
.. image:: media/product-page.png
:align: center
You can choose to allow payment immediately after the customer validates the quote by selecting
a payment option on the quotation template.
You can edit the webpage of an individual quotation as you would for any web page by clicking
the **Edit** button. Changes made in this way will only affect the individual quotation.
Using Online Quotations
=======================
To share an online quotation with your customer, copy the URL of the online quotation,
then share it with customer.
.. image:: media/quote-url.png
:align: center
Alternatively, your customer can access their online quotations by logging into your
website through the customer portal. Your customer can accept or reject the quotation,
print it, or negotiate the terms in the chat box. You will also receive a notification
in the chatter within Odoo whenever the customer views the quotation.