[IMP] quote_template: changes Quotation Builder to PDF Quote Builder

task-3249142

closes odoo/documentation#5863

Related: odoo/upgrade#5168
Related: odoo/odoo#133773
Signed-off-by: Victor Feyens (vfe) <vfe@odoo.com>
This commit is contained in:
Demesmaeker 2023-09-15 12:13:15 +02:00
parent 51a1623f69
commit 85abcb2624
2 changed files with 2 additions and 35 deletions

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@ -29,15 +29,10 @@ reveals the :guilabel:`Quotation Templates` page, from which templates can be cr
edited.
.. tip::
Consider activating the :guilabel:`Quotation Builder` option in the :guilabel:`Settings`, as
Consider activating the :guilabel:`PDF Quote Builder` option in the :guilabel:`Settings`, as
well, which is located in the right column beside the :guilabel:`Quotation Templates` option.
This feature aides in the design and customization of quotation templates.
This feature enables the creation of beautiful quotations using various PDF.
**Note:** enabling this feature also automatically installs the Odoo *Website* application.
.. image:: quote_template/quotations-builder-setting.png
: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.
@ -87,34 +82,6 @@ informing them that their order has been confirmed.
:align: center
:alt: Allow customers to sign electronically or to pay online on Odoo Sales.
Design quotation templates
==========================
.. note::
The following section on designing quotation templates only applies to databases that have the
*Quotation Builder* feature enabled, which is accessible by following the :ref:`configuration
steps above <sales/send_quotations/templates>`.
In the upper-left corner of the quotation template form, there's a :guilabel:`Design Template`
button. When clicked, Odoo reveals a preview of the quotation template, as it will appear on the
front-end of the website, with a :guilabel:`Template Header` specifying that this content will
appear on all quotations using this specific template.
To edit the content, look, and overall design of the quotation template, click the :guilabel:`Edit`
button in the upper-right corner. Doing so reveals a variety of design elements and feature-filled
building blocks.
.. image:: quote_template/design-quotation-edit.png
:align: center
:alt: Design quotation template on Odoo Sales.
Drag and drop any desired building blocks onto the blank quotation template, and proceed to further
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
=======================

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