62 lines
2.4 KiB
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62 lines
2.4 KiB
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==========================================
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How to create and edit an online quotation
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==========================================
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Configuration
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=============
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Enable Online Quotations
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To send online quotations, you must first enable online quotations in the Sales app
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from **Configuration → Settings**. Doing so will prompt you to install the Website
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app if you haven’t already.
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.. image:: media/menu-option.png
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:align: center
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You can view the online version of each quotation you create after enabling this setting
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by selecting **Preview** from the top of the quotation.
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.. image:: media/quote-preview.png
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:align: center
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Edit Your Online Quotations
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---------------------------
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The online quotation page can be edited for each quotation template in the Sales app
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via **Configuration → Quotation Templates**. From within any quotation template,
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select **Edit Template** to be taken to the corresponding page of your website.
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.. image:: media/edit-template.png
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:align: center
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You can add text, images, and structural elements to the quotation page by dragging
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and dropping blocks from the pallet on the left sidebar menu. A table of contents
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will be automatically generated based on the content you add.
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Advanced descriptions for each product on a quotation are displayed on the online quotation
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page. These descriptions are inherited from the product page in your eCommerce Shop, and
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can be edited directly on the page through the inline text editor.
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.. image:: media/product-page.png
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:align: center
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You can choose to allow payment immediately after the customer validates the quote by selecting
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a payment option on the quotation template.
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You can edit the webpage of an individual quotation as you would for any web page by clicking
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the **Edit** button. Changes made in this way will only affect the individual quotation.
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Using Online Quotations
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=======================
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To share an online quotation with your customer, copy the URL of the online quotation,
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then share it with customer.
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.. image:: media/quote-url.png
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:align: center
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Alternatively, your customer can access their online quotations by logging into your
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website through the customer portal. Your customer can accept or reject the quotation,
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print it, or negotiate the terms in the chat box. You will also receive a notification
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in the chatter within Odoo whenever the customer views the quotation.
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