Sales - Odoo

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Quotation Templates

10 XP

In this video, learn how to create quotation templates with Odoo Sales. 0:00 - Introduction 0:39 - Configuration 1:32 - Quotation Template page 2:01 - Quotation Template form 7:19 - Use Quotation Templates 9:41 - Conclusion **App documentation** - https://www.odoo.com/documentation/17.0/applications/sales/sales.html **See what Odoo can do for you!** - Schedule a demo: https://www.odoo.com/r/jMGc - Start a free trial: https://www.odoo.com/r/43Ey

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1. What does setting the "Quotation Validity" field to 30 days on a template do?

It automatically deletes the quotation from the database after one month. It automatically calculates and sets an expiration date for the quote 30 days after it is created. It gives the customer a 30% discount if they pay within the first month.

2. In the template configuration, what is the result of ticking both "Online Signature" and "Online Payment" (set at 50%)?

The customer can confirm the order just by sending an email. The customer must pay the full amount before they are allowed to sign. The customer must provide a signature and pay at least half of the total to confirm the quotation.

3. How do quotation templates save time for the sales team when creating a new quote?

By automatically populating order lines, products, and terms and conditions with a single click. By automatically calling the customer to remind them about the quote. By translating the entire document into the customer's native language.

Sales - Odoo

Quotation Templates

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