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How Quotation Template works in Odoo?

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Hi A1 Consultant,


Reply : In Odoo, a quotation template is a feature in the sales module that allows you to create and save customized templates for quotations. This feature can save you time and effort as you can quickly generate quotations using these pre-designed templates. You can also customize the templates based on your requirements.

To use quotation templates in Odoo, you can follow these steps:
Go to the Sales module in Odoo.
Click on the Quotations menu.
Click on the Create button to create a new quotation.
In the Create Quotation window, click on the Load Template button.
Select the quotation template that you want to use from the list of available templates.
The quotation template will load in the Create Quotation window, and you can customize it as per your requirement.


Regards,

Ksolves Team!

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Hi,

The following video and blog will help you to configure quotation templates.

https://www.cybrosys.com/blog/quotation-templates-in-odoo

https://www.youtube.com/watch?v=cX89ASmCLF4

Regards

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