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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`