Hello Hilal,

To configure Odoo 17 to send quotes directly to customers via email, follow these steps:

Step 1: Set Up Outgoing Mail Server (SMTP)

1. Go to Settings:
   • From the Odoo dashboard, navigate to Settings.
2. Activate Developer Mode:
   • Scroll to the bottom and click on Activate Developer Mode. This is important to access the technical features.
3. Configure Outgoing Mail Server:
   • In the Settings menu, search for Outgoing Mail Servers.
   • Click on Create to configure the SMTP settings.
   SMTP Configuration Settings:
   • Description: Name your mail server (e.g., "Gmail SMTP" or "Company SMTP").
   • SMTP Server: Enter the SMTP server address (for example, Gmail uses smtp.gmail.com).
   • SMTP Port: Usually, it's 465 for SSL or 587 for TLS.
   • Connection Security: Choose SSL/TLS.
   • Username: Enter the email address from which you’ll send emails.
   • Password: Enter the email password or app-specific password if required (for security reasons).
   • Test: Click on Test Connection to ensure your configuration works correctly.
   Example for Gmail:
   • SMTP Server: smtp.gmail.com
   • Port: 587 (for TLS) or 465 (for SSL)
   • Username: your-email@gmail.com
   • Password: your Gmail password or app-specific password
4. Save the Settings:
   • After successful testing, save the outgoing mail server settings.

Step 2: Set Up Email Templates for Quotes

1. Go to Settings:
   • In the Settings menu, search for Email Templates.
2. Find or Create an Email Template for Quotes:
   • Look for an existing template named "Quotation Template" or "Sales Order: Send by Email".
   • If it exists, you can modify it as needed, or click on Create to make a new one.
   In the email template, you can define:
   • Subject: e.g., Quotation - ${object.name}
   • Body: Add dynamic content like the customer's name and the details of the quote.
   • Make sure to include a link to the quote PDF or attach the PDF.
3. Ensure the Template is Linked to Quotes:
   • Set the Model to sale.order so that it links to quotations and sales orders.

Step 3: Manually or Automatically Send Quotes

Manual Sending:

1. Create a Quotation:
   • Go to Sales > Quotations and create a new quotation.
2. Send by Email:
   • Once the quote is ready, click on Send by Email.
   • The email template you set up should automatically be selected, and you can review and send the email.

Automatic Sending:

If you want quotes to be sent automatically when a sales order is confirmed, you can use Automation Rules:

1. Create an Automated Action:
   • Go to Settings > Technical > Automated Actions.
   • Click on Create.
   • Set the Trigger to On Creation & Update.
   • Set the Model to sale.order.
   • Define the condition for sending the email (e.g., when the order is confirmed).
   • Choose Action To Do as Send Email, and link the email template you created earlier.

Additional Settings to ensure Email Delivery:

1. Test Email Sending:
   • Ensure that emails are being sent correctly by creating a test quote and using the Send by Email button.
2. Check Email Queue:
   • Go to Settings > Technical > Email > Emails to monitor email delivery statuses.
   • If an email fails, it will show an error here, allowing you to troubleshoot issues.

let me know if it helps :)