Formulare de ofertă

In Odoo Sales, salespeople have the ability to create reusable quotation templates for common product or service offerings that the business offers. By using these templates, quotations can be tailored and sent to customers at a much faster pace, without having to create new quotations from scratch every time a sales negotiation occurs.

Configurare

Begin by activating the setting in Sales app ‣ Configuration ‣ Settings, and scroll to the Quotations & Orders heading.

În acea secțiune, bifați caseta de lângă opțiunea Șabloane de cotații. Procedând astfel, dezvăluie un câmp nou Șablon implicit, în care un șablon de cotație implicit poate fi ales dintr-un meniu derulant.

Cum să activați șabloanele de cotație pe Odoo Sales.

Also, upon activating the Quotation Template feature, an internal ➡️ Quotation Templates link appears beneath the Default Template field. Clicking that link reveals the Quotation Templates page, from which templates can be created, viewed, and edited.

Sfat

Consider activating the Quotation Builder option in the Settings, as well, which is located in the right column beside the Quotation Templates option. This feature aides in the design and customization of quotation templates.

Note: enabling this feature also automatically installs the Odoo Website application.

How to enable quotation builder on Odoo Sales.

Before leaving the Settings page, don’t forget to click the Save button to activate the feature(s) and save all changes made during the session.

Creați șabloane de cotație

Faceți clic pe linkul Șabloane de cotație de pe pagina Setări sau navigați la Aplicația de vânzări ‣ Configurare ‣ Șabloane de cotație. Ambele opțiuni dezvăluie pagina Șabloane de cotații, unde șabloanele de cotații pot fi create, vizualizate și editate.

To create a new quotation template, click the Create button, located in the upper-left corner. Doing so reveals a blank quotation template form that can be customized in a number of ways.

Creați un nou șablon de cotație pe Odoo Sales.

Start by entering a name for the template in the Quotation Template field. Then, in the Quotation expires after field, designate how many days the quotation template will remain valid for, or leave the field on the default 0 to keep the template valid indefinitely.

In the Company field, designate to which company this quotation template applies, if working in a multi-company environment.

Beneath those fields are three tabs: Lines, Optional Products, Confirmation.

In the Lines tab, products can be added to the quotation template by clicking Add a product, organized by clicking Add a section (and dragging/dropping section headers accordingly), and further explained with discretionary information (such as warranty details, terms, etc.) by clicking Add a note.

In the Optional Products tab, Add a line for each compatible cross-selling product related to the original items in the Lines tab, if applicable. The products added here ideally compliment the original offering as added value for the prospective buyer.

Lastly, in the Confirmation tab, enable options, as needed, to require an Online Signature and/or an Online Payment, which each allow buyers to confirm orders automatically using the web portal view after the required action is taken.

There’s also an option to add a Confirmation Mail to the quotation template, as well - meaning whenever this template is used, and an order is confirmed, an email is sent to the customer informing them that their order has been confirmed.

Allow customers to sign electronically or to pay online on Odoo Sales.

Design quotation templates

Notă

The following section on designing quotation templates only applies to databases that have the Quotation Builder feature enabled, which is accessible by following the configuration steps above.

In the upper-left corner of the quotation template form, there’s a Design Template button. When clicked, Odoo reveals a preview of the quotation template, as it will appear on the front-end of the website, with a Template Header specifying that this content will appear on all quotations using this specific template.

To edit the content, look, and overall design of the quotation template, click the Edit button in the upper-right corner. Doing so reveals a variety of design elements and feature-filled building blocks.

Design quotation template on Odoo Sales.

Drag and drop any desired building blocks onto the blank quotation template, and proceed to further customize the content to fit any business need. When all blocks and customizations are complete, click the Save button to put those configurations into place.

Drag and drop building blocks to create your quotation template on Odoo Sales.

Utilizați șabloane de ofertă

When creating a quotation (Sales app ‣ Create), choose a preconfigured template in the Quotation Template field drop-down menu.

Select a specific template on Odoo Sales.

To view what the customer will see, click the Customer Preview smart button to see how the quotation template will look on the front-end of the website.