Odoo 16 Community Book

Quotation Template

Creating a predefined format for sales quotations will be helpful for managing orders of the same pattern. While creating new quotations, you can use these predefined templates to simplify the operations. In order to get this feature in the Odoo Sales module, you can go to the Settings menu and activate the Quotation Template feature.

Along with this, you can activate the Quotation Builder option also, which will help you to design your quotation templates using building blocks. Now, go to the Configuration menu and select the Quotation Template button.

Here, you will be able to see already configured Quotation Templates. Click the Create button to create a new template.

Mention the name of the Quotation Template. The number of days to define the validity of the quotation can be provided in the Quotation Expires After field. If you want to allow the customer to sign the quotation and complete the payment via online, you can activate the corresponding options from the Online Confirmation field. Set a Confirmation Mail to send confirmation to the concerned customer. Mention the name of the company in the Company field. Under the Lines tab, you can specify the default products with Description, Quantity, and UoM.

Under the Optional Products tab, specify the optional products for the quotation.

You can set the default Terms & Conditions for the quotation in the give tab. Once you complete the configuration, you will get the Design Template button to design the quotation template using various building blocks.

Clicking on this button will lead you to the website where you can design your template using suitable building blocks.

You can drag and drop the required building blocks and design the template as per your demands. After creating the Quotation Template, you can use them while creating new quotations.