98 lines
3.3 KiB
ReStructuredText
98 lines
3.3 KiB
ReStructuredText
=======================
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Use quotation templates
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=======================
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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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To enable this feature, go to :menuselection:`Sales --> Configuration --> Settings` and activate
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**Quotation Templates**.
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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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Quotation templates are under :menuselection:`Sales --> Configuration`.
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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/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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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 choose a specific template.
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.. image:: media/quotations_templates_6.png
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:align: center
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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 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 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/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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.. 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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- :doc:`get_paid_to_validate`
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