documentation/content/applications/sales/crm/acquire_leads/send_quotes.rst
Antoine Vandevenne (anv) 250bc3ab21 [MOV] content/*: move resource files into their related page's directory
Since odoo/documentation#903, the guideline for the location of new
resource (images, downloadable files, RST includes...) files is to place
those inside the directory of the RST page that references them.

For example, if `doc1.rst` has a reference to `image.png` and to
`download.zip`, the file structure should look like this:

├── parent_doc/
│     └── doc1/
│     │     └── image.png
│     │     └── download.zip
│     └── doc1.rst
│     └── doc2.rst
├── parent_doc.rst

Before this commit, most of the resource files were still located inside
'media' directories holding all the resource files referenced by RST
pages located at the same level as these directories. In the example
above, a single 'media' directory would hold all the resource files
referenced by both `doc1.rst` and `doc2.rst`. Doing so prevented us from
figuring out easily which resource file was referenced by which RST page
and, thus, lead to unused resource files piling up in the repository. It
also made it more complicated to define codeowners regex rules because a
team could not simply be assigned to `/some_page.*` but needed to be
assigned to both `/some_page\.rst` and to the location of 'media'.

In order to help new content writers figure out the guideline when
taking examples from other RST pages, this commit retroactively applies
the guideline to existing resource files and 'media' directories. The
left-over resource files that are not referenced by any RST page are
removed.

task-2497965

Part-of: odoo/documentation#2066
2022-05-20 14:48:37 +02:00

35 lines
941 B
ReStructuredText

===============
Send quotations
===============
When you qualify a lead into an opportunity you will most likely need to
send them a quotation. You can directly do this in the CRM App with Odoo.
.. image:: send_quotes/send_quotes01.png
:align: center
Create a new quotation
======================
By clicking on any opportunity or lead, you will see a *New Quotation*
button, it will bring you into a new menu where you can manage your
quote.
.. image:: send_quotes/send_quotes02.png
:align: center
You will find all your quotes to that specific opportunity under the
*Quotations* menu on that page.
.. image:: send_quotes/send_quotes03.png
:align: center
Mark them won/lost
==================
Now you will need to mark your opportunity as won or lost to move the
process along.
If you mark them as won, they will move to your *Won* column in your
Kanban view. If you however mark them as *Lost* they will be archived.