diff --git a/content/applications/sales/sales/send_quotations/quote_template.rst b/content/applications/sales/sales/send_quotations/quote_template.rst index 4acbf8663..c96a667b3 100644 --- a/content/applications/sales/sales/send_quotations/quote_template.rst +++ b/content/applications/sales/sales/send_quotations/quote_template.rst @@ -2,69 +2,137 @@ Quotation templates =================== -Using quotation templates speeds up the creation of sales orders by filling in most quotation fields -automatically. +In Odoo *Sales*, salespeople have the ability to create reusable quotation templates for common +product or service offerings that the business offers. By using these templates, quotations can be +tailored and sent to customers at a much faster pace, without having to create new quotations from +scratch every time a sales negotiation occurs. + +.. _sales/send_quotations/templates: Configuration ============= -Go to :menuselection:`Sales --> Configuration --> Settings` and enable :guilabel:`Quotation -Templates`. +Begin by activating the setting in :menuselection:`Sales app --> Configuration --> Settings`, and +scroll to the :guilabel:`Quotations & Orders` heading. -Create a template -================= +In that section, check the box beside the :guilabel:`Quotation Templates` option. Doing so reveals +a new :guilabel:`Default Template` field, in which a default quotation template can be chosen from a +drop-down menu. -Go to :menuselection:`Sales --> Configuration --> Quotations Templates` and click :guilabel:`New`. +.. image:: quote_template/quotations-templates-setting.png + :align: center + :alt: How to enable quotation templates on Odoo Sales. -.. note:: - Apart from the name, all template fields are optional. - -After having named the template, choose default values for the following fields: - -- :guilabel:`Quotation expires after`: choose the number of days for which the quotation is valid. -- :guilabel:`Online confirmation`: after sending the quotation by email, it is possible to ask the - customer to confirm it online on their customer portal: - - - by providing a :guilabel:`Signature`, - - by making a :guilabel:`Payment`, - - or both. - -- :guilabel:`Confirmation Mail`: select an email template to automatically send an email to the - customer upon confirming the quotation. - -On the :guilabel:`Lines` tab, add the default products and their quantity. Add :doc:`optional -products ` in the :guilabel:`Optional Products` tab. - -Finally, add any specific sales terms and conditions on the :guilabel:`Terms & Conditions` tab. +Also, upon activating the :guilabel:`Quotation Template` feature, an internal :guilabel:`➡️ +Quotation Templates` link appears beneath the :guilabel:`Default Template` field. Clicking that link +reveals the :guilabel:`Quotation Templates` page, from which templates can be created, viewed, and +edited. .. tip:: - If the terms and conditions are standard across all quotations, :doc:`set them globally in the - Accounting/Invoicing settings - ` instead. + Consider activating the :guilabel:`Quotation 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. -Design a template -================= + **Note:** enabling this feature also automatically installs the Odoo *Website* application. -Customize the appearance of quotations on the customer portal by going to :menuselection:`Sales --> -Configuration --> Settings` and enabling the :guilabel:`Quotation Builder` feature. +.. 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. + +Create quotation templates +========================== + +Click the :guilabel:`Quotation Templates` link on the :guilabel:`Settings` page, or navigate to +:menuselection:`Sales app --> Configuration --> Quotation Templates`. Both options reveal the +:guilabel:`Quotation Templates` page, where quotation templates can be created, viewed, and edited. + +To create a new quotation template, click the :guilabel:`Create` button, located in the upper-left +corner. Doing so reveals a blank quotation template form that can be customized in a number of ways. + +.. image:: quote_template/blank-quotation-template.png + :align: center + :alt: Create a new quotation template on Odoo Sales. + +Start by entering a name for the template in the :guilabel:`Quotation Template` field. Then, in the +:guilabel:`Quotation expires after` field, designate how many days the quotation template will +remain valid for, or leave the field on the default `0` to keep the template valid indefinitely. + +In the :guilabel:`Company` field, designate to which company this quotation template applies, if +working in a multi-company environment. + +Beneath those fields are three tabs: :guilabel:`Lines`, :guilabel:`Optional Products`, +:guilabel:`Confirmation`. + +In the :guilabel:`Lines` tab, products can be added to the quotation template by clicking +:guilabel:`Add a product`, organized by clicking `Add a section` (and dragging/dropping section +headers accordingly), and further explained with discretionary information (such as warranty +details, terms, etc.) by clicking :guilabel:`Add a note`. + +In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each compatible cross-selling +product related to the original items in the :guilabel:`Lines` tab, if applicable. The products +added here ideally compliment the original offering as added value for the prospective buyer. + +Lastly, in the :guilabel:`Confirmation` tab, enable options, as needed, to require an +:guilabel:`Online Signature` and/or an :guilabel:`Online Payment`, which each allow buyers to +confirm orders automatically using the web portal view after the required action is taken. + +There's also an option to add a :guilabel:`Confirmation Mail` to the quotation template, as well - +meaning whenever this template is used, and an order is confirmed, an email is sent to the customer +informing them that their order has been confirmed. + +.. image:: quote_template/quotations-templates-confirmation-tab.png + :align: center + :alt: Allow customers to sign electronically or to pay online on Odoo Sales. + +Design quotation templates +========================== .. note:: - If necessary, Odoo automatically activates the :doc:`Website ` - app when enabling this feature. + 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 `. -Select a template by going to :menuselection:`Sales --> Configuration --> Quotations Templates` and -clicking on a template. Then click the :guilabel:`Design Template` button. On the website builder, -click :guilabel:`Edit`. Drag and drop the building blocks, edit the content, and :guilabel:`Save`. +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. -.. image:: quote_template/quotation-builder.png - :alt: Using the quotation builder +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. -Use a template -============== +.. image:: quote_template/design-quotation-edit.png + :align: center + :alt: Design quotation template on Odoo Sales. -When creating a quotation, choose a template under the :guilabel:`Quotation Template` field. All the -fields are then filled accordingly. Manually edit any pre-filled field if needed. +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 +======================= + +When creating a quotation (:menuselection:`Sales app --> Create`), choose a preconfigured template +in the :guilabel:`Quotation Template` field drop-down menu. + +.. image:: quote_template/quotations-templates-field.png + :align: center + :alt: Select a specific template on Odoo Sales. + +To view what the customer will see, click the :guilabel:`Customer Preview` smart button to see how +the quotation template will look on the front-end of the website. .. tip:: Go to :menuselection:`Sales --> Configuration --> Settings` to select a :guilabel:`Default Template`. + +.. seealso:: + - :doc:`/applications/sales/sales/send_quotations/get_signature_to_validate` + - :doc:`/applications/sales/sales/send_quotations/get_paid_to_validate` diff --git a/content/applications/sales/sales/send_quotations/quote_template/blank-quotation-template.png b/content/applications/sales/sales/send_quotations/quote_template/blank-quotation-template.png new file mode 100644 index 000000000..af3457c98 Binary files /dev/null and b/content/applications/sales/sales/send_quotations/quote_template/blank-quotation-template.png differ diff --git a/content/applications/sales/sales/send_quotations/quote_template/design-quotation-edit.png b/content/applications/sales/sales/send_quotations/quote_template/design-quotation-edit.png new file mode 100644 index 000000000..babfec245 Binary files /dev/null and b/content/applications/sales/sales/send_quotations/quote_template/design-quotation-edit.png differ diff --git a/content/applications/sales/sales/send_quotations/quote_template/quotation-builder.png b/content/applications/sales/sales/send_quotations/quote_template/quotation-builder.png deleted file mode 100644 index 633684fbb..000000000 Binary files a/content/applications/sales/sales/send_quotations/quote_template/quotation-builder.png and /dev/null differ diff --git a/content/applications/sales/sales/send_quotations/quote_template/quotations-builder-setting.png b/content/applications/sales/sales/send_quotations/quote_template/quotations-builder-setting.png new file mode 100644 index 000000000..8fdfd5de9 Binary files /dev/null and b/content/applications/sales/sales/send_quotations/quote_template/quotations-builder-setting.png differ diff --git a/content/applications/sales/sales/send_quotations/quote_template/quotations-building-blocks.png b/content/applications/sales/sales/send_quotations/quote_template/quotations-building-blocks.png new file mode 100644 index 000000000..979c01f37 Binary files /dev/null and b/content/applications/sales/sales/send_quotations/quote_template/quotations-building-blocks.png differ diff --git a/content/applications/sales/sales/send_quotations/quote_template/quotations-templates-confirmation-tab.png b/content/applications/sales/sales/send_quotations/quote_template/quotations-templates-confirmation-tab.png new file mode 100644 index 000000000..0f05211a3 Binary files /dev/null and b/content/applications/sales/sales/send_quotations/quote_template/quotations-templates-confirmation-tab.png differ diff --git a/content/applications/sales/sales/send_quotations/quote_template/quotations-templates-field.png b/content/applications/sales/sales/send_quotations/quote_template/quotations-templates-field.png new file mode 100644 index 000000000..433be48a9 Binary files /dev/null and b/content/applications/sales/sales/send_quotations/quote_template/quotations-templates-field.png differ diff --git a/content/applications/sales/sales/send_quotations/quote_template/quotations-templates-setting.png b/content/applications/sales/sales/send_quotations/quote_template/quotations-templates-setting.png new file mode 100644 index 000000000..cb3bb5090 Binary files /dev/null and b/content/applications/sales/sales/send_quotations/quote_template/quotations-templates-setting.png differ