Quotation templates are the predefined format of document used while creating a new sales quotation to send to customers as a reply to the request for quotation. You can easily create and customize a new quotation template in the Odoo Sales module.

1. www.cybrosys.com
Quotation Templates
in Odoo 15

2. INTRODUCTION
❖ A quotation template is the pre-defined format of the quotation where you are able to enter
relevant details that can be saved and kept in your system.
❖ Odoo platform gives so much importance to create and manage Quotation templates.
❖ The format of the quotation is very important and the Odoo platform gives you a chance to
pre-define quotation templates in proper quotation format. So it was very easy to access
and use it whenever you needed.
❖ By creating the quotation templates, you can save more time and effort.

3. ❖ First of all, Goto Sales module > Configuration > Settings

4. ❖ For accessing the Quotation templates feature, you should activate the option from the
Settings window of the Odoo Sales module. Go to Sales -> Configuration > Settings >
Enable Quotation Templates.

5. ❖ If you activate the option from settings, the Quotation Template menu is displayed under
the Configuration tab of the Sales module.

6. ❖ The Quotation Template window will depict all your predefined Quotation Templates in a
list format. All the default quotation templates can be selected, viewed, and edited by
clicking on them.
❖ And also you can create a new one by CREATE button

7. ❖ In the creation window, you can include all the necessary details such as
○ Name of the Quotation Template
○ Company details if you are using multiple companies
○ Quotation expires after - Here you can specify the number of days for the validity
date computation of the quotation

8. ❖ By clicking the Add a product option, you can provide the Product, Description, Quantity,
Unit of Measure and other options.
❖ If you want to add a section or need necessary information, you can add it by clicking Add
a section and Add a note options available just near the Add a product section.

9. ❖ Optional Products tab helps you to define Optional products for your core product if any.
This can be done by selecting the Add a line option available.
❖ Confirmation tab gives you the provision for enabling or disabling the Online Signature
and Online Payment options.
❖ Activating Online Signature option allows you to request an online signature to the
customer in order to confirm orders automatically.

10. ❖ Likewise the Online Payment option enables you to request an online payment to the
customer in order to confirm orders automatically.
❖ Under these options, you can also view the Confirmation Mail option and the Administrator
can set default Terms & Conditions in Sales settings. The Terms set here will show up
instead if you select this quotation template.

11. ❖ Now let’s create a sale quotation,Click CREATE button

12. ❖ Select your quotation template from selection field Quotation Template,We can see that
the order line automatically fill up by the product from quotation template.

13. For More
Details
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Odoo 15 Enterprise Edition
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How to make Quotation Templates in Odoo 15

15. Thank You