[IMP] sales: update content

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@ -2,92 +2,95 @@
Use quotation templates
=======================
If you often sell the same products or services, you can save a lot of
time by creating custom quotation templates. By using a template you can
send a complete quotation in no time.
By creating custom quotation templates, you will save a lot of time. Indeed, with the use of
templates, you will be able to send complete quotations at a fast pace.
Configuration
=============
For this feature to work, go to :menuselection:`Sales --> Configuration
--> Settings` and activate *Quotations Templates*.
To enable this feature, go to :menuselection:`Sales --> Configuration --> Settings` and activate
**Quotation Templates**.
.. image:: media/quote_template01.png
:align: center
.. image:: media/quotations_templates_1.png
:align: center
:class: img-thumbnail
:alt: How to enable quotation templates on Odoo Sales?
For even more convenience, it is also recommended to add the **Quotation Builder** feature which
will help you design your quotation templates very easily. This option will automatically install
the Odoo Website App.
.. image:: media/quotations_templates_2.png
:align: center
:class: img-thumbnail
:alt: How to enable quotation builder on Odoo Sales?
Create your first template
==========================
You will find the templates menu under :menuselection:`Sales -->
Configuration`.
Quotation templates are under :menuselection:`Sales --> Configuration`.
You can then create or edit an existing one. Once named, you will be
able to select the product(s) and their quantity as well as the
expiration time for the quotation.
You can create a new template or edit an existing one. Once named, you will be able to select
products and quantities as well as the expiration time of the quotation.
.. image:: media/quote_template02.png
:align: center
On each template, you can also specify discounts if the option is
activated in the *Sales* settings. The base price is set in the
product configuration and can be changed by customer pricelists.
.. seealso::
- :doc:`../products_prices/prices/pricing`
Edit your template
==================
You can edit the customer interface of the template that they see to
accept or pay the quotation. This lets you describe your company,
services and products. When you click on *Edit Template* you will be
brought to the quotation editor.
.. image:: media/quote_template03.png
:align: center
.. image:: media/quote_template04.png
:align: center
This lets you edit the description content thanks to drag & drop of
building blocks. To describe your products add a content block in the
zone dedicated to each product.
.. image:: media/quote_template05.png
.. image:: media/quotations_templates_3.png
:align: center
:class: img-thumbnail
:alt: Create a new quotation template on Odoo Sales
.. note::
The description set for the products will be used in all
quotations templates containing those products.
On each template, you can also specify discounts if the option is activated in the **Sales**
settings.
Design your template
====================
You will have the possibility to design your template and edit the customer interface in order
to manage what clients will see before accepting and paying the quotation. For example, you will
be able to describe your company, your services and your products. To do so, you can click on
**Edit** and you will be brought to the quotation builder.
.. image:: media/quotations_templates_4.png
:align: center
:class: img-thumbnail
:alt: Design your quotation template on Odoo Sales
You can easily edit the content of your template by dragging & dropping different building blocks
to organize your quotation. For example, you can add a content block to describe your products.
.. image:: media/quotations_templates_5.png
:align: center
:class: img-thumbnail
:alt: Drag & drop building blocks to create your quotation template on Odoo Sales
Use a quotation template
========================
When creating a quotation, you can select a template.
When creating a quotation, you can choose a specific template.
.. image:: media/quote_template06.png
.. image:: media/quotations_templates_6.png
:align: center
Each product in that template will be added to your quotation.
:class: img-thumbnail
:alt: Select a specific template on Odoo Sales
.. tip::
You can select a template to be suggested by default in the
*Sales* settings.
You can select any template of your choice and suggest it as the default template in
the **Sales** settings.
Confirm the quotation
=====================
Templates also ease the confirmation process for customers with a
digital signature or online payment. You can select that in the template
itself.
Templates facilitate the confirmation process by allowing customers to sign electronically or to
pay online. You can activate these two options directly in the quotation template itself.
.. image:: media/quote_template07.png
.. image:: media/quotations_templates_7.png
:align: center
:class: img-thumbnail
:alt: Allow your customers to sign electronically or to pay online on Odoo Sales
Every quotation will now have this setting added to it.
Of course you can still change it and make it specific for each
quotation.
.. note::
Every quotation will now have this setting. Of course you can always change it and make it
specific for each quotation.
.. seealso::
- :doc:`get_signature_to_validate`