|
| 1 | +======================= |
| 2 | +Use quotation templates |
| 3 | +======================= |
| 4 | + |
| 5 | +If you often sell the same products or services, you can save a lot of |
| 6 | +time by creating custom quotation templates. By using a template you can |
| 7 | +send a complete quotation in no time. |
| 8 | + |
| 9 | +Configuration |
| 10 | +============= |
| 11 | + |
| 12 | +For this feature to work, go to :menuselection:`Sales --> Configuration |
| 13 | +--> Settings` and activate *Quotations Templates*. |
| 14 | + |
| 15 | +.. image:: media/quote_template01.png |
| 16 | + :align: center |
| 17 | + |
| 18 | +Create your first template |
| 19 | +========================== |
| 20 | + |
| 21 | +You will find the templates menu under :menuselection:`Sales --> |
| 22 | +Configuration`. |
| 23 | + |
| 24 | +You can then create or edit an existing one. Once named, you will be |
| 25 | +able to select the product(s) and their quantity as well as the |
| 26 | +expiration time for the quotation. |
| 27 | + |
| 28 | +.. image:: media/quote_template02.png |
| 29 | + :align: center |
| 30 | + |
| 31 | +On each template, you can also specify discounts if the option is |
| 32 | +activated in the *Sales* settings. The base price is set in the |
| 33 | +product configuration and can be alterated by customer pricelists. |
| 34 | + |
| 35 | +.. TODO (TO LINK DOC LATER WHEN DONE based on this https://www.odoo.com/documentation/user/11.0/sales/products_prices/prices/pricing.html |
| 36 | +
|
| 37 | +Edit your template |
| 38 | +================== |
| 39 | + |
| 40 | +You can edit the customer interface of the template that they see to |
| 41 | +accept or pay the quotation. This lets you describe your company, |
| 42 | +services and products. When you click on *Edit Template* you will be |
| 43 | +brought to the quotation editor. |
| 44 | + |
| 45 | +.. image:: media/quote_template03.png |
| 46 | + :align: center |
| 47 | + |
| 48 | +.. image:: media/quote_template04.png |
| 49 | + :align: center |
| 50 | + |
| 51 | +This lets you edit the description content thanks to drag & drop of |
| 52 | +building blocks. To describe your products add a content block in the |
| 53 | +zone dedicated to each product. |
| 54 | + |
| 55 | +.. image:: media/quote_template05.png |
| 56 | + :align: center |
| 57 | + |
| 58 | +.. note:: |
| 59 | + The description set for the products will be used in all |
| 60 | + quotations templates containing those products. |
| 61 | + |
| 62 | +Use a quotation template |
| 63 | +======================== |
| 64 | + |
| 65 | +When creating a quotation, you can select a template. |
| 66 | + |
| 67 | +.. image:: media/quote_template06.png |
| 68 | + :align: center |
| 69 | + |
| 70 | +Each product in that template will be added to your quotation. |
| 71 | + |
| 72 | +.. tip:: |
| 73 | + You can select a template to be suggested by default in the |
| 74 | + *Sales* settings. |
| 75 | + |
| 76 | +Confirm the quotation |
| 77 | +===================== |
| 78 | + |
| 79 | +Templates also ease the confirmation process for customers with a |
| 80 | +digital signature or online payment. You can select that in the template |
| 81 | +itself. |
| 82 | + |
| 83 | +.. image:: media/quote_template07.png |
| 84 | + :align: center |
| 85 | + |
| 86 | +Every quotation will now have this setting added to it. |
| 87 | + |
| 88 | +Of course you can still change it and make it specific for each |
| 89 | +quotation. |
| 90 | + |
| 91 | +.. todo seealso |
| 92 | +.. `*https://docs.google.com/document/d/1OkC9MVvuDvzz2b9gZjfzMPzep7qdbOyZZxE0ZZj2K7E/edit* <https://docs.google.com/document/d/1OkC9MVvuDvzz2b9gZjfzMPzep7qdbOyZZxE0ZZj2K7E/edit>`__.. |
| 93 | +.. `*https://docs.google.com/document/d/1LZC5C8dZY2gvP6QHx2w5BlakIxgcHIP6GeEuBBfsRNc/edit* <https://docs.google.com/document/d/1LZC5C8dZY2gvP6QHx2w5BlakIxgcHIP6GeEuBBfsRNc/edit>`__ |
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