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

closes odoo/documentation#5799

X-original-commit: e689c98a05
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>

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

@@ -2,69 +2,137 @@
 Quotation templates
 ===================
 
-Using quotation templates speeds up the creation of sales orders by filling in most quotation fields
+In Odoo *Sales*, salespeople have the ability to create reusable quotation templates for common
-automatically.
+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
 =============
 
-Go to :menuselection:`Sales --> Configuration --> Settings` and enable :guilabel:`Quotation
+Begin by activating the setting in :menuselection:`Sales app --> Configuration --> Settings`, and
-Templates`.
+scroll to the :guilabel:`Quotations & Orders` heading.
 
-Create a template
+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.
 
-Go to :menuselection:`Sales --> Configuration --> Quotations Templates` and click :guilabel:`New`.
+.. image:: quote_template/quotations-templates-setting.png
+   :align: center
+   :alt: How to enable quotation templates on Odoo Sales.
 
-.. note::
+Also, upon activating the :guilabel:`Quotation Template` feature, an internal :guilabel:`➡️
-   Apart from the name, all template fields are optional.
+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
-After having named the template, choose default values for the following fields:
+edited.
-
-- :guilabel:`Quotation expires after`: choose the number of days for which the quotation is valid.
-- :guilabel:`Online confirmation`: after sending the quotation by email, it is possible to ask the
-  customer to confirm it online on their customer portal:
-
-  - by providing a :guilabel:`Signature`,
-  - by making a :guilabel:`Payment`,
-  - or both.
-
-- :guilabel:`Confirmation Mail`: select an email template to automatically send an email to the
-  customer upon confirming the quotation.
-
-On the :guilabel:`Lines` tab, add the default products and their quantity. Add :doc:`optional
-products <optional_products>` in the :guilabel:`Optional Products` tab.
-
-Finally, add any specific sales terms and conditions on the :guilabel:`Terms & Conditions` tab.
 
 .. tip::
-   If the terms and conditions are standard across all quotations, :doc:`set them globally in the
+   Consider activating the :guilabel:`Quotation Builder` option in the :guilabel:`Settings`, as
-   Accounting/Invoicing settings
+   well, which is located in the right column beside the :guilabel:`Quotation Templates` option.
-   </applications/finance/accounting/customer_invoices/terms_conditions>` instead.
+   This feature aides in the design and customization of quotation templates.
 
-Design a template
+   **Note:** enabling this feature also automatically installs the Odoo *Website* application.
-=================
 
-Customize the appearance of quotations on the customer portal by going to :menuselection:`Sales -->
+.. image:: quote_template/quotations-builder-setting.png
-Configuration --> Settings` and enabling the :guilabel:`Quotation Builder` feature.
+   :align: center
+   :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::
-   If necessary, Odoo automatically activates the :doc:`Website </applications/websites/website>`
+   The following section on designing quotation templates only applies to databases that have the
-   app when enabling this feature.
+   *Quotation Builder* feature enabled, which is accessible by following the :ref:`configuration
+   steps above <sales/send_quotations/templates>`.
 
-Select a template by going to :menuselection:`Sales --> Configuration --> Quotations Templates` and
+In the upper-left corner of the quotation template form, there's a :guilabel:`Design Template`
-clicking on a template. Then click the :guilabel:`Design Template` button. On the website builder,
+button. When clicked, Odoo reveals a preview of the quotation template, as it will appear on the
-click :guilabel:`Edit`. Drag and drop the building blocks, edit the content, and :guilabel:`Save`.
+front-end of the website, with a :guilabel:`Template Header` specifying that this content will
+appear on all quotations using this specific template.
 
-.. image:: quote_template/quotation-builder.png
+To edit the content, look, and overall design of the quotation template, click the :guilabel:`Edit`
-   :alt: Using the quotation builder
+button in the upper-right corner. Doing so reveals a variety of design elements and feature-filled
+building blocks.
 
-Use a template
+.. image:: quote_template/design-quotation-edit.png
-==============
+   :align: center
+   :alt: Design quotation template on Odoo Sales.
 
-When creating a quotation, choose a template under the :guilabel:`Quotation Template` field. All the
+Drag and drop any desired building blocks onto the blank quotation template, and proceed to further
-fields are then filled accordingly. Manually edit any pre-filled field if needed.
+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.
 
 .. tip::
    Go to :menuselection:`Sales --> Configuration --> Settings` to select a :guilabel:`Default
    Template`.
+
+.. seealso::
+   - :doc:`/applications/sales/sales/send_quotations/get_signature_to_validate`
+   - :doc:`/applications/sales/sales/send_quotations/get_paid_to_validate`