[IMP] sales: update quote_template for 16

closes odoo/documentation#6804

X-original-commit: 675eaa8068
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>

content/applications/sales/sales/send_quotations/quote_template.rst

@@ -3,9 +3,10 @@ Quotation templates
 ===================
 
 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.
+products or services 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:
 
@@ -13,10 +14,10 @@ Configuration
 =============
 
 Begin by activating the setting in :menuselection:`Sales app --> Configuration --> Settings`, and
-scroll to the :guilabel:`Quotations & Orders` heading.
+scroll to the :guilabel:`Quotations \& Orders` heading.
 
-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
+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.
 
 .. image:: quote_template/quotations-templates-setting.png
@@ -24,18 +25,13 @@ drop-down menu.
    :alt: How to enable quotation templates on Odoo Sales.
 
 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::
-   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 enables the creation of beautiful quotations using various PDF.
+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.
 
 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.
+save all changes made during the session.
 
 Create quotation templates
 ==========================
@@ -44,62 +40,234 @@ Click the :guilabel:`Quotation Templates` link on the :guilabel:`Settings` page,
 :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
+.. image:: quote_template/quotation-templates-page.png
+   :align: center
+   :alt: Quotation templates page in the Odoo Sales application.
+
+To create a new quotation template, click the :guilabel:`New` 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
+.. image:: quote_template/blank-quotation-form.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.
+Start by entering a name for the template in the :guilabel:`Quotation Template` field.
 
-In the :guilabel:`Company` field, designate to which company this quotation template applies, if
-working in a multi-company environment.
+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.
 
-Beneath those fields are three tabs: :guilabel:`Lines`, :guilabel:`Optional Products`,
-:guilabel:`Confirmation`.
+If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` features are activated in the
+:guilabel:`Settings` (:menuselection:`Sales app --> Configuration --> Settings`), those options are
+available in the :guilabel:`Online confirmation` field.
+
+In the :guilabel:`Online confirmation` field, check the box beside :guilabel:`Signature` to request
+an online signature from the customer to confirm an order. Check the box beside :guilabel:`Payment`
+to request an online payment from the customer to confirm an order.
+
+Both options can be enabled simultaneously, in which case the customer must provide **both** a
+signature **and** a payment to confirm an order.
+
+Next, in the :guilabel:`Confirmation Mail` field, click the blank field to reveal a drop-down menu.
+From the drop-down menu, select a pre-configured email template to be sent to customers upon
+confirmation of an order.
+
+.. tip::
+   To create a new email template directly from the :guilabel:`Confirmation Mail` field, start
+   typing the name of the new email template in the field, and select either: :guilabel:`Create` or
+   :guilabel:`Create and edit...` from the drop-down menu that appears.
+
+   Selecting :guilabel:`Create` creates the email template, which can be edited later. Selecting
+   :guilabel:`Create and edit...` creates the email template, and a :guilabel:`Create Confirmation
+   Mail` pop-up window appears, in which the email template can be customized and configured right
+   away.
+
+   .. image:: quote_template/create-confirmation-mail-popup.png
+      :align: center
+      :alt: Create confirmation mail pop-up window from the quotation template form in Odoo Sales.
+
+   When all modifications are complete, click :guilabel:`Save \& Close` to save the email template
+   and return to the quotation form.
+
+If working in a multi-company environment, use the :guilabel:`Company` field to designate to which
+company this quotation template applies.
+
+In the :guilabel:`Recurrence` field, choose from a variety of pre-configured amounts of time (e.g.
+:guilabel:`Monthly`, :guilabel:`Quarterly`) to designate how often this quotation template should
+occur.
+
+.. note::
+   The :guilabel:`Recurrence` field **only** applies to subscription plans. For more information,
+   check out the documentation on :doc:`../../subscriptions/plans`.
+
+Lines tab
+---------
 
 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`.
+:guilabel:`Add a product`, organized by clicking :guilabel:`Add a section` (and dragging/dropping
+section headers), 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
+.. image:: quote_template/lines-tab-quotation-template.png
    :align: center
-   :alt: Allow customers to sign electronically or to pay online on Odoo Sales.
+   :alt: Populated lines tab on a quotation template form in Odoo Sales.
 
+To add a product to a quotation template, click :guilabel:`Add a product` in the :guilabel:`Lines`
+tab of a quotation template form. Doing so reveals a blank field in the :guilabel:`Product` column.
+
+When clicked, a drop-down menu with existing products in the database appear. Select the desired
+product from the drop-down menu to add it to the quotation template.
+
+.. tip::
+   If the desired product isn't readily visible, type the name of the desired product in the
+   :guilabel:`Product` field, and the option appears in the drop-down menu. Products can also be
+   found by clicking :guilabel:`Search More...` from the drop-down menu.
+
+.. note::
+   When a product is added to a quotation template, the default :guilabel:`Quantity` is `1`, but
+   that can be edited at any time.
+
+Then, drag-and-drop the product to the desired position, via the :guilabel:`six squares` icon,
+located to the left of each line item.
+
+To add a *section*, which serves as a header to organize the lines of a sales order, click
+:guilabel:`Add a section` in the :guilabel:`Lines` tab. When clicked, a blank field appears, in
+which the desired name of the section can be typed. When the name has been entered, click away to
+secure the section name.
+
+Then, drag-and-drop the section name to the desired position, via the :guilabel:`six squares` icon,
+located to the left of each line item.
+
+To add a note, which would appear as a piece of text for the customer on the quotation, click
+:guilabel:`Add a note` in the :guilabel:`Lines` tab. When clicked, a blank field appears, in which
+the desired note can be typed. When the note has been entered, click away to secure the note.
+
+Then, drag-and-drop the note to the desired position, via the :guilabel:`six squares` icon.
+
+To delete any line item from the :guilabel:`Lines` tab (product, section, and/or note), click the
+:guilabel:`🗑️ (trash can)` icon on the far-right side of the line.
+
+Optional Products tab
+---------------------
+
+The use of *optional products* is a marketing strategy that involves the cross-selling of products
+along with a core product. The aim is to offer useful and related products to customers, which may
+result in an increased sale.
+
+For instance, if a customer wants to buy a car, they have the choice to order massaging seats, as
+well, or ignore the offer and simply buy the car. Presenting the choice to purchase optional
+products enhances the customer experience.
+
+Optional products appear as a section on the bottom of sales orders and eCommerce pages. Customers
+can immediately add them to their online sales orders themselves, if desired.
+
+.. image:: quote_template/optional-products-on-sales-order.png
+   :align: center
+   :alt: Optional products appearing on a typical sales order with Odoo Sales.
+
+In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each cross-selling product
+related to the original items in the :guilabel:`Lines` tab, if applicable. The products added here
+ideally complement the original offering as added value for the prospective buyer.
+
+.. image:: quote_template/optional-products-tab-quotation-template.png
+   :align: center
+   :alt: Populated optional products tab on a quotation template in Odoo Sales.
+
+Clicking :guilabel:`Add a line` reveals a blank field in the :guilabel:`Product` column.
+
+When clicked, a drop-down menu with products from the database appear. Select the desired product
+from the drop-down menu to add it as an optional product to the quotation template.
+
+To delete any line item from the :guilabel:`Optional Products` tab, click the :guilabel:`🗑️ (trash
+can)` icon.
+
+.. note::
+   Optional products are **not** required to create a quotation template.
+
+Terms \& Conditions tab
+-----------------------
+
+The :guilabel:`Terms \& Conditions` tab provides the opportunity to add terms and conditions to the
+quotation template. To add terms and conditions, simply type (or copy/paste) the desired terms and
+conditions in this tab.
+
+.. image:: quote_template/terms-and-conditions-tab.png
+   :align: center
+   :alt: Terms and conditions tab in a quotation template form in Odoo Sales.
+
+.. seealso::
+   :doc:`../../../finance/accounting/customer_invoices/terms_conditions`
+
+.. note::
+   Terms and conditions are **not** required to create a quotation template.
+
+Design quotation templates
+==========================
+
+In the upper-left corner of the quotation template form, there's a :guilabel:`Design Template`
+button.
+
+.. image:: quote_template/design-template-button.png
+   :align: center
+   :alt: Design template button in the upper-left corner of quotation template form.
+
+When clicked, Odoo reveals a preview of the quotation template, through the Odoo *Website*
+application, as it will appear on the front-end of the website to the customer.
+
+.. note::
+   This feature is **only** available if the *Website* application is installed.
+
+Odoo uses numerous blue placeholder blocks to signify where certain elements appear, and what they
+contain (e.g. :guilabel:`Template Header`, :guilabel:`Product`).
+
+To edit the content, appearance, and overall design of the quotation template via the *Website*
+application, click the :guilabel:`Edit` button in the upper-right corner.
+
+.. image:: quote_template/design-template-edit-button.png
+   :align: center
+   :alt: Design template edit button in the upper-right corner of quotation template design.
+
+When :guilabel:`Edit` is clicked, Odoo reveals a sidebar filled with a variety of design elements
+and feature-rich building blocks. These building blocks can be dragged-and-dropped anywhere on the
+quotation template design.
+
+.. image:: quote_template/design-quotation-building-blocks.png
+   :align: center
+   :alt: Design quotation template building blocks sidebar in Odoo Website.
+
+After a block has been dropped in the desired position, it can be customized and configured to fit
+any unique need, look, or style.
+
+.. tip::
+   Quotation template design uses the same methodology and functionality with design building blocks
+   as a typical web page design with Odoo *Website*. Be sure to check out the
+   :doc:`../../../websites/website` documentation to learn more.
+
+When all blocks and customizations are complete, click the :guilabel:`Save` button to put those
+configurations into place.
+
+There is also a blue banner at the top of the quotation template design with a link to quickly
+return :guilabel:`Back to edit mode`. When clicked, Odoo returns to the quotation template form in
+the back-end of the *Sales* application.
 
 Use quotation templates
 =======================
 
-When creating a quotation (:menuselection:`Sales app --> Create`), choose a preconfigured template
-in the :guilabel:`Quotation Template` field drop-down menu.
+When creating a quotation (:menuselection:`Sales app --> New`), choose a pre-configured template in
+the :guilabel:`Quotation Template` field.
 
-.. image:: quote_template/quotations-templates-field.png
+.. image:: quote_template/quotation-templates-field.png
    :align: center
-   :alt: Select a specific template on Odoo Sales.
+   :alt: Quotation templates field on a standard quotation form in 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.
+To view what the customer will see, click the :guilabel:`Preview` button at the top of the page to
+see how the quotation template appears on the front-end of the website through Odoo's customer
+portal.
 
-.. tip::
-   Go to :menuselection:`Sales --> Configuration --> Settings` to select a :guilabel:`Default
-   Template`.
+.. image:: quote_template/quotations-templates-preview.png
+   :align: center
+   :alt: Customer preview of a quotation template in Odoo Sales.
 
 .. seealso::
-   - :doc:`/applications/sales/sales/send_quotations/get_signature_to_validate`
-   - :doc:`/applications/sales/sales/send_quotations/get_paid_to_validate`
+   - :doc:`get_signature_to_validate`
+   - :doc:`get_paid_to_validate`