In Odoo, you can simplify your sales process by using Quotation Templates. The templates streamline repetitive tasks, making it easier and faster to create sales orders.
Quotation templates can be accessed via Configuration > Sales Orders > Quotation Templates. A new template can be created by clicking the “New” button.
Each template can include:
- List of Products/Services: Predefined items typically sold together.
- Quotation Validity: Number of days the quote is valid from its creation date.
- Confirmation Mail: Email template sent upon quote confirmation.
- Company: If the template is company-specific, the company must be set.
- Invoicing Journal: Custom journal for the sales order. If left empty, the default journal will be used.
- Quote Calculator: Links to a Sales Order Spreadsheet Template.
- Online Signature: Option to require a digital signature for confirmation.
- Online Payment: If selected, the quote can only be confirmed online when the requested percentage of the payment is made.
- Recurring Plan: Available if the subscription option is enabled. Extra fields used to specify the recurring plan are Last Forever and End After.
Additional features include the ability to suggest optional products with the existing quote and to define custom terms and conditions.
Lastly, but not least, is the Quote Builder, which is used to enhance the visual presentation of the quote and include additional information. Multiple templates can be specified and combined in the print version of the quote. This option is available only if the PDF Quote Builder feature is enabled in the sales configuration settings.
Once the template is set up, creating a sales order is simple: select the customer and the relevant template, and all details will be automatically populated.