[IMP] crm: create new quotation

closes odoo/documentation#6683

Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Zachary Straub <zst@odoo.com>

content/applications/sales/crm/acquire_leads/send_quotes.rst

@@ -1,34 +1,196 @@
-===============
+==========================
-Send quotations
+Create and send quotations
-===============
+==========================
 
-When you qualify a lead into an opportunity you will most likely need to
+Once a qualified lead has been converted into an opportunity, the next step is to create and deliver
-send them a quotation. You can directly do this in the CRM App with Odoo.
+a quotation. This process can be easily handled through Odoo's *CRM* application.
-
-.. image:: send_quotes/send_quotes01.png
-    :align: center
 
 Create a new quotation
 ======================
 
-By clicking on any opportunity or lead, you will see a *New Quotation*
+To create a new quotation, open the :menuselection:`CRM app`, revealing the :guilabel:`Pipeline`
-button, it will bring you into a new menu where you can manage your
+page on the main *CRM* dashboard.
-quote.
 
-.. image:: send_quotes/send_quotes02.png
+From here, click on any opportunity to open it. Review the existing information and update any
-    :align: center
+fields, if necessary.
 
-You will find all your quotes to that specific opportunity under the
+.. note::
-*Quotations* menu on that page.
+   If a quotation has already been created for this opportunity, it can be found by clicking on the
+   :guilabel:`Quotations` smart button at the top of the top of the form. The number of existing
+   quotations is listed on the smart button, as well.
 
-.. image:: send_quotes/send_quotes03.png
+At the top-left of the form, click the :guilabel:`New Quotation` button.
-    :align: center
 
-Mark them won/lost
+.. image:: send_quotes/send-quotes-new-button.png
-==================
+   :align: center
+   :alt: Qualified lead form with New Quotation button emphasized.
 
-Now you will need to mark your opportunity as won or lost to move the
+.. important::
-process along.
+   The :guilabel:`Customer` field is **not** required on the opportunity form.
 
-If you mark them as won, they will move to your *Won* column in your
+   However, customer information must be added or linked before a quotation can be sent. If the
-Kanban view. If you however mark them as *Lost* they will be archived.
+   :guilabel:`Customer` field is left blank on the opportunity, clicking the :guilabel:`New
+   Quotation` button opens a pop-up window with the following options:
+
+   - :guilabel:`Create a new customer`: creates a new customer record, using any available
+     information provided on the opportunity form.
+   - :guilabel:`Link to an existing customer`: opens a drop-down field with existing customer names.
+     Select a name to link this new quotation to an existing customer record.
+   - :guilabel:`Do not link to a customer`: the quotation will **not** be linked to a customer, and
+     no changes are made to the customer information.
+
+Once this button is clicked, a new quotation form appears. Confirm the information in the top half
+of the form, and update any missing or incorrect fields:
+
+- :guilabel:`Customer`: the company or contact for whom this quotation was created.
+- :guilabel:`Referrer`: if this customer was referred by another customer or contact, select it from
+  the drop-down menu in this field.
+- :guilabel:`Invoice Address`: physical address where the invoice should be sent.
+- :guilabel:`Delivery Address`: physical address where any products should be delivered.
+- :guilabel:`Quotation Template`: if applicable, select a pre-configured :doc:`quotation template
+  </applications/sales/sales/send_quotations/quote_template>` from this field.
+- :guilabel:`Expiration`: date when this quotation is no longer valid.
+- :guilabel:`Quotation Date`: creation date of draft/sent orders, confirmation date of confirmed
+  orders. Note that this field is only visible if :doc:`Developer mode (debug mode)
+  </applications/general/developer_mode>` is active.
+- :guilabel:`Recurring Plan`: if this quotation is for a recurring product or subscription, select
+  the recurring plan configuration to be used.
+- :guilabel:`Pricelist`: select a pricelist to be applied to this order.
+- :guilabel:`Payment Terms`: select any applicable payment terms for this quotation.
+
+.. image:: send_quotes/send-quotes-new-quotation.png
+   :align: center
+   :alt: Qualified lead form with New Quotation button emphasized.
+
+.. tip::
+   The :guilabel:`Expiration` field automatically populates based on the creation date of the
+   quotation, and the default validity time frame.
+
+   To update the default validity time frame, navigate to :menuselection:`Sales app -->
+   Configuration --> Settings --> Quotations & Orders` and update the :guilabel:`Default Quotation
+   Validity` field. To disable automatic expiration, enter `0` in this field.
+
+   When the desired changes are complete, click :guilabel:`Save`.
+
+   When using a quotation template, the expiration date is based off of the :guilabel:`Quotation
+   Validity` field on the template. To alter the validity date computation on a template, go to
+   :menuselection:`Sales app --> Configuration --> Sales Orders --> Quotation Templates`.
+
+   Then, click on a template to open it, and update the number in the :guilabel:`Quotation Validity`
+   field.
+
+Order lines
+-----------
+
+After updating the customer, payment, and deadline information on the new quotation, the
+:guilabel:`Order Lines` tab can be updated with the appropriate product information.
+
+To do that, click :guilabel:`Add a product` in the :guilabel:`Order Lines` tab.
+
+Next, type the name of an item into the :guilabel:`Product` field to search through the product
+catalog. Then, select a product from the drop-down menu, or create a new one by selecting
+:guilabel:`Create` or :guilabel:`Create and Edit`.
+
+After selecting a product, update the :guilabel:`Quantity`, if necessary. Confirm the information in
+the remaining fields.
+
+To remove a line from the quotation, click the :guilabel:`🗑️ (trash can)` icon.
+
+Repeat the steps above until the quotation is complete.
+
+Preview and send quotation
+==========================
+
+To see a preview of the quotation as the customer will see it, click the :guilabel:`Preview` button.
+Doing so opens a preview in the :guilabel:`Customer Portal`.
+
+After reviewing the customer preview, click :guilabel:`Return to edit mode` to return to the
+quotation form in the backend.
+
+When the quotation is ready to deliver to the customer, click the :guilabel:`Send by Email` button.
+
+Doing so opens a pop-up window with a pre-configured email message. Information from the quotation,
+including the contact information, total cost, and quotation title are be imported from the
+quotation.
+
+A PDF of the quotation is added as an attachment to the email.
+
+.. note::
+   A pre-loaded template is used to create the email message. To alter the template, click the
+   internal link to the right of the :guilabel:`Load template` field, located at the bottom of the
+   email pop-up window.
+
+   To select a new template, select an option from the :guilabel:`Load template` drop-down menu.
+
+Proceed to make any necessary changes to the email, then click :guilabel:`Send`. A copy of the
+message is added to the *Chatter* of the of the record.
+
+After a quotation is sent, the originating opportunity's :guilabel:`Quotations` smart button updates
+with a new count. This quotation, and all other quotations can be accessed through this smart
+button at the top of the opportunity in the *CRM* app.
+
+Any quotations attached to the opportunity that are confirmed, and have therefore been converted to
+sales orders, will be deducted from the number listed on the :guilabel:`Quotations` smart button.
+Instead, the value of the sales order will appear in the :guilabel:`Orders` smart button located in
+the same control panel.
+
+.. seealso::
+   - `Quotation templates </applications/sales/sales/send_quotations/quote_template/>`_
+   - `Optional products </applications/sales/sales/send_quotations/optional_products/>`_
+   - `Quotation deadlines </applications/sales/sales/send_quotations/deadline/>`_
+
+Mark an opportunity won or lost
+===============================
+
+In order to keep the pipeline up to date and accurate, opportunities need to be identified as *won*
+or *lost* once a customer has responded to a quotation.
+
+To mark an opportunity as *won* or *lost*, return to the opportunity using the breadcrumbs at the
+top-left of the quotation form. Or navigate to :menuselection:`CRM app --> Sales --> My Pipeline`
+and click on the correct opportunity to open it.
+
+At the top-left of the form, click on either the :guilabel:`Won` or :guilabel:`Lost` button.
+
+If the opportunity is marked *won*, a green :guilabel:`Won` banner is added to the record, and it is
+moved to the :guilabel:`Won` stage.
+
+Marking an opportunity as *lost*, via the :guilabel:`Lost` button opens a :guilabel:`Mark Lost`
+pop-up window, where a :guilabel:`Lost Reason` can be entered.
+
+From the :guilabel:`Lost Reason` drop-down field, choose an existing lost reason. If no applicable
+reason is available, create a new one by entering it into the :guilabel:`Lost Reason` field, and
+clicking :guilabel:`Create`.
+
+.. tip::
+   It's best practice to try and use pre-configured :guilabel:`Lost Reason` values as much as
+   possible or to limit the creation of new values only to sales team leads. Using consistent values
+   for this parameter will make pipeline analysis easier and more accurate when filtering for the
+   :guilabel:`Lost Reason` parameter.
+
+   To set up new values for this field, navigate to :menuselection:`CRM --> Configuration --> Lost
+   Reasons`, and click both :guilabel:`New`and :guilabel:`Save` for each new entry added to the
+   list.
+
+Additional notes and comments can be added in the :guilabel:`Closing Note` field.
+
+When all the desired information has been entered in the :guilabel:`Mark Lost` pop-up window, click
+:guilabel:`Mark as Lost`.
+
+Upon clicking :guilabel:`Mark as Lost`, the pop-up window disappears, and Odoo returns to the
+opportunity form, where a new red :guilabel:`Lost` banner is now present in the upper-right corner
+of the opportunity.
+
+Once an opportunity is marked as *lost*, it is no longer considered active, and it is removed from
+the pipeline.
+
+In order to view a *lost* opportunity from the pipeline, click the :guilabel:`down arrow icon` to
+the right of the search bar, and select either :guilabel:`Lost` or :guilabel:`Archived` from the
+drop-down menu that appears.
+
+.. important::
+   While opportunities that have been marked as *lost* are considered *Archived*, be advised that,
+   in order for an opportunity to be included as *lost* in reporting, it **must** be specifically
+   marked as *lost*, not *Archived*.
+
+.. seealso::
+   - `Manage lost opportunities </applications/sales/crm/pipeline/lost_opportunities>`_