diff --git a/sales/quotation/online/creation.rst b/sales/quotation/online/creation.rst index 41cb98cd0..1c1ff9ee9 100644 --- a/sales/quotation/online/creation.rst +++ b/sales/quotation/online/creation.rst @@ -1,3 +1,61 @@ -======================================== -How to create/ edit an online quotation? -======================================== \ No newline at end of file +========================================== +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.