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Quotation Validity in
Odoo 17
Enterprise
Introduction
Enterprise
‘Quotation validity ’ typically refers to the period of time during which
a price quote or estimate provided by a seller or service provider is
considered valid or binding
Enterprise
● This ensures the business will always be profitable and
that customers will receive their orders promptly.
● To set the quotation validity inside the sales module, go
to the “Settings” window of the “Configuration” menu.
● You can set the validity period inside the “Default
Quotation Validity” field inside the “Quotations &
Orders.”
Enterprise
Enterprise
● Let’s create a new quotation
● Complete your quotation by filling in the essential form
data and tab sections
● The expiration field specifies the validity of the quotation
Enterprise
Enterprise
● We can also specify an expiration date for any specified
quote template on the Odoo 17 platform.
● The relevant expiration date will be automatically
applied to the quotation if you use any quotation
templates for your quotes.
Enterprise
For More Info.
Check our company website for related
blogs and Odoo book.
Check our YouTube channel for
functional and technical videos in Odoo.
Enterprise
www.cybrosys.com

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How to set the Quotation Validity Inside the Odoo 17 sales

  • 2. Introduction Enterprise ‘Quotation validity ’ typically refers to the period of time during which a price quote or estimate provided by a seller or service provider is considered valid or binding
  • 3. Enterprise ● This ensures the business will always be profitable and that customers will receive their orders promptly. ● To set the quotation validity inside the sales module, go to the “Settings” window of the “Configuration” menu. ● You can set the validity period inside the “Default Quotation Validity” field inside the “Quotations & Orders.”
  • 5. Enterprise ● Let’s create a new quotation ● Complete your quotation by filling in the essential form data and tab sections ● The expiration field specifies the validity of the quotation
  • 7. Enterprise ● We can also specify an expiration date for any specified quote template on the Odoo 17 platform. ● The relevant expiration date will be automatically applied to the quotation if you use any quotation templates for your quotes.
  • 9. For More Info. Check our company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com