From 85abcb2624fcb70cdd13a10d04d1f1bbbf276a58 Mon Sep 17 00:00:00 2001 From: Demesmaeker Date: Fri, 15 Sep 2023 12:13:15 +0200 Subject: [PATCH] [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) --- .../sales/send_quotations/quote_template.rst | 37 +----------------- .../quotations-builder-setting.png | Bin 4797 -> 0 bytes 2 files changed, 2 insertions(+), 35 deletions(-) delete mode 100644 content/applications/sales/sales/send_quotations/quote_template/quotations-builder-setting.png diff --git a/content/applications/sales/sales/send_quotations/quote_template.rst b/content/applications/sales/sales/send_quotations/quote_template.rst index c96a667b3..850edb620 100644 --- a/content/applications/sales/sales/send_quotations/quote_template.rst +++ b/content/applications/sales/sales/send_quotations/quote_template.rst @@ -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 `. - -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. 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