[IMP] sales: update quotations deadline
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Stimulate customers with quotations deadline
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Use quotations deadline to stimulate your customers
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As you send quotations, it is important to set a quotation deadline,
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both to entice your customer into action with the fear of missing out on
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an offer and to protect yourself. You don't want to have to fulfill an
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order at a price that is no longer cost effective for you.
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When sending quotations, it is important to set a deadline to encourage your customers to act.
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Indeed, this will stimulate them because they will be afraid of missing a good deal and it will also
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allow you to protect yourself in case you have to fulfill an order at a price that is no longer
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profitable for you.
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Set a deadline
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==============
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On every quotation or sales order you can add an *Expiration Date*.
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With Odoo Sales, it is possible to instantly add an **Expiration Date** from the quotation or the
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sales order.
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.. image:: media/quotationsdeadline01.png
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:align: center
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.. image:: media/quotation_deadlines_1.png
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:align: center
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:class: img-thumbnail
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:alt: How to configure deadlines on Odoo Sales?
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Use deadline in templates
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=========================
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Use deadline in your quotation templates
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========================================
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You can also set a default deadline in a *Quotation Template*. Each
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time that template is used in a quotation, that deadline is applied. See :doc:`quote_template` for
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more information about quotation templates.
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It is also possible to add a deadline to every quotation template created. Whenever a specific
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quotation template is used in a quote, its associated deadline will be automatically applied. Be
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sure to check out our documentation about :doc:`quote_template` to excel in their use.
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.. image:: media/quotationsdeadline02.png
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:align: center
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.. image:: media/quotation_deadlines_2.png
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:align: center
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:class: img-thumbnail
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:alt: How to use deadline in a quotation template on Odoo Sales?
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On your customer side, they will see this:
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.. tip::
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By clicking on the **Customer Preview** button, you will be able to see when the offer expires.
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For your information, the number of days will be the same as those mentioned in the quotation
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template.
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.. image:: media/quotationsdeadline03.png
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:align: center
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.. image:: media/quotation_deadlines_3.png
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:align: center
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:class: img-thumbnail
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:alt: How customers will see deadlines on Odoo Sales?
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.. seealso::
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- :doc:`quote_template`
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