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Hi folks,

I am struggling a little bit with implementing a feature Odoo doesn't seem to have, which is: when you send a customer a quotation by email, it sends one particular template/text and it attaches "Quotation" report, with the "Quotation number ....". So far, so good.

When you want to send a proforma by email, it send another text/template, which is also good. But, instead of attaching to the email the "Proforma" report, it attaches the "Proforma" report but under the same name of "Quotation number ....", which is confusing for clients. 

Any idea how to solve this little glitch ?

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Best Answer

Hi,

1. Go to settings-> Technical-> report

2. search sale.order

3. Select proforma


4. Change the print report name based on requirement 


5. Save


Hope it helps,


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