If a company sells the same products or services regularly, you can save a lot of time by creating quotation templates.
By using a quotation template you can send a complete quotation in no time. Otherwise, you can modify the quotation and send it. In a quotation template, you can add products, sections, and notes. The validity of the quotation will automatically calculate from the quotation create date. Quotation template will help to save a lot of time.
How to Create Quotation Template in Odoo v12
● If you sell same products regularly,you can save time by creating custom templates.
● By using quotation template, you can send quotation in no time and modify the quotation if
Lets see how to create quotation template:
Go to -> Sales Module -> Configuration -> Quotation Template -> Create
Here, Quotation expire in days , products can be added.
Optional products can be added in a quotation template.
Here, One can add Quotation confirmation details.
Now, Go to -> Orders -> Quotations-> Create
When you choose a quotation template, Products in that template will be added in the quotation and
validity date will be set according to the quotation expiry in days.
For More Information, watch the video: How to create quotation
templates in odoo