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When you go to "Sales | Configuration | Quotation Templates | Create" You can give your new template a name and when you click on "Design Template" you can compose the most beautiful quotation templates using the web builder of odoo. However I would like to add dynamic content into the quotation template to save time.

I was looking for the html code in views but only found "Sales Order Portal Content" which does not contain the html code of the newly created template.

Can somebody point me out? Many Thanks!!

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Best Answer

Hi,

"Sales Order Portal Content" is a general layout for the Quotation template.There are no views in the database corresponding to the quotation templates. 

There is a field ‘website_description’ for the ‘sale.order.template’ model.
Currently it is an invisible field on the form view. You can make it visible using Odoo studio. This field displays the content in the template, not the html code. You can edit the website_description field just like editing from the website portal.

Regards

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Hi!

We are also looking to change the template that is configured on the quotation builder but i can't seem to find the invisible field that you are mentioning.

Do you have an example on how to make this visible on Odoo v16?
We just want to a add dynamic fields on the template that are related to the quotation.

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