[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>
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@ -29,15 +29,10 @@ reveals the :guilabel:`Quotation Templates` page, from which templates can be cr
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edited.
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.. tip::
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Consider activating the :guilabel:`Quotation Builder` option in the :guilabel:`Settings`, as
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Consider activating the :guilabel:`PDF Quote Builder` option in the :guilabel:`Settings`, as
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well, which is located in the right column beside the :guilabel:`Quotation Templates` option.
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This feature aides in the design and customization of quotation templates.
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This feature enables the creation of beautiful quotations using various PDF.
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**Note:** enabling this feature also automatically installs the Odoo *Website* application.
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.. image:: quote_template/quotations-builder-setting.png
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:align: center
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:alt: How to enable quotation builder on Odoo Sales.
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Before leaving the :guilabel:`Settings` page, don't forget to click the :guilabel:`Save` button to
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activate the feature(s) and save all changes made during the session.
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@ -87,34 +82,6 @@ informing them that their order has been confirmed.
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:align: center
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:alt: Allow customers to sign electronically or to pay online on Odoo Sales.
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Design quotation templates
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==========================
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.. note::
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The following section on designing quotation templates only applies to databases that have the
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*Quotation Builder* feature enabled, which is accessible by following the :ref:`configuration
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steps above <sales/send_quotations/templates>`.
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In the upper-left corner of the quotation template form, there's a :guilabel:`Design Template`
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button. When clicked, Odoo reveals a preview of the quotation template, as it will appear on the
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front-end of the website, with a :guilabel:`Template Header` specifying that this content will
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appear on all quotations using this specific template.
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To edit the content, look, and overall design of the quotation template, click the :guilabel:`Edit`
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button in the upper-right corner. Doing so reveals a variety of design elements and feature-filled
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building blocks.
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.. image:: quote_template/design-quotation-edit.png
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:align: center
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:alt: Design quotation template on Odoo Sales.
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Drag and drop any desired building blocks onto the blank quotation template, and proceed to further
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customize the content to fit any business need. When all blocks and customizations are complete,
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click the :guilabel:`Save` button to put those configurations into place.
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.. image:: quote_template/quotations-building-blocks.png
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:align: center
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:alt: Drag and drop building blocks to create your quotation template on Odoo Sales.
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Use quotation templates
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=======================
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