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Shaun Fabro

We are trying to implement our contract terms into our quotation/sales orders so that a customer can accept a quote and sign in one go.


The main issue I'm facing is our contract terms need to be dynamically filled with some information from the quote. So I'm looking at doing this by customizing QWEB templates.


I'm trying to do this on an Odoo.com db and see if it's possible to do this without needing to do custom module development.


Is it possible to create custom quotation qweb templates directly from the Odoo interface, if so what is the best practice for doing so? Eventually we'll build all this into our own module but it's a pain point we need to address sooner.


Thanks

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Bhavin Patel
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Yes, it is possible to create custom quotation QWEB templates directly from the Odoo interface without needing to do custom module development. Here are the steps you can follow:

Go to the Sales app in Odoo and click on Configuration > Settings.

Scroll down to the Quotations section and enable the "Edit Quotations" option. This will allow you to customize the quotation templates.

Go to the Quotations menu and open a quotation.

Click on the "Print" button in the top right corner and select "Edit Template" from the dropdown menu.

This will open the QWEB editor in the Odoo interface, where you can customize the quotation template using HTML, CSS, and Odoo's templating language.

To dynamically fill in contract terms with information from the quote, you can use Odoo's templating language to access the fields from the quote object. For example, you can use the following syntax to insert the total amount of the quote into the contract terms:

p>The total amount of the quote is: t t-esc="object.amount_total"/> /p​

Once you've made your changes, click on the "Save" button to save the template.

Note that while this approach allows you to customize the quotation templates without custom module development, it does have some limitations. For example, you cannot add new fields or functionality to the quotation view or the underlying model without custom module development. If you need more advanced customization, you will need to create a custom module.

https://www.cybrosys.com/odoo/odoo-books/odoo-book-v15/sales/quotation-templates/

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