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