Sales - Odoo

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Online Quotations

10 XP

In this video, learn how to use online quotations in the sales application. Introduction: 00:00 - 01:48 Settings: 01:49 - 02:38 Quotation Templates (Configuration): 02:39 - 05:49 Quotation Templates (Design Templates): 05:50 - 07:50 Using Quotation Templates: 07:51 - 10:55 Conclusion: 10:56 - 11:20 Other lessons related to this video: Sales Basics and Your First Quotation Pricelists - Multiple Need more information about Odoo apps? https://www.odoo.com/documentation/user Discover Odoo, schedule a demo, or start your own Odoo revolution for free (no credit card required), at https://www.odoo.com.

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1. What is the main advantage of using "Optional Products" in an online quotation?

It automatically applies a 50% discount to the entire order. It provides upselling opportunities by allowing customers to add suggested items to their quote with a single click. It hides the main products until the customer agrees to the price of the options.

2. Which application is required to be installed if you want to use the "Quotation Builder" to design custom layouts?

The Website application. The Inventory application. The Accounting application.

3. What happens in the Odoo chatter once a customer electronically signs and pays for a quotation through the portal?

It sends a notification to the customer's bank to verify the funds. It automatically creates a new lead for a different product. It logs the signature as a PDF and updates the status to show that payment is being processed or completed.

Sales - Odoo

Online Quotations

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