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Jessica Halpin

Our company uses estimates, not quotations for legal reasons (we are a service-based business). I have been able to change the display on our PDF forms to read "Estimate" rather than 'Quotation", but we still need to change this on the customer portal view. Could someone help explain how to do this? I will attach a file showing each place I need the Customer view highlighted in red to say "Estimate" instead of "Quotation".


Thank you


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Cybrosys Techno Solutions Pvt.Ltd
Best Answer

Hi,

Try the below template to change the title in customer portal view.

<template id="sale_order_portal_content_inherit" inherit_id="your_module_name.sale_order_portal_content">
           <xpath expr="//h2/t" position="replace">
                <t t-if="sale_order.type_name == 'Quotation'">
Estimate - <em t-out="sale_order.name"/>
                  </t>
                  <t t-else="">
                        <t t-out="sale_order.type_name"/> -
                   </t>
<em t-out="sale_order.name"/>
              </xpath>
</template>


Hope it helps

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Jessica Halpin
Author Best Answer

Thank you, 

I managed to make it work with your advice.

I still need to change the breadcrumb at the top left of the page. Any advice on how to do so?

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