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Hello,

New to Odoo, I have a case where the customer has complex quote documents. He manually  produces them with Powerpoint or Word.

How can I setup the quotes process so that he can move from "quotation" to "quotation sent" without having to click on "send by email" or, at least, without having a generated PDF attached to the email? This seems to happen enven without a selected quote template. 

Thanks in advance!

Damien

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Best Answer

Hey Damien,

You need to make Send by email button invisible or replace existing button and add a custom new button. 

Inherit sale.order class and form view to python and xml respectively.

Python:

    @api.multi
    def action_quotation_sent_without_mail(self):
        return self.write({'state': 'sent'})

XML:

    <xpath expr="//button[@name='action_quotation_send']" position="after">
            <button name="action_quotation_sent_without_mail" string="Quotation Sent" type="object" states="draft" class="btn-primary"/>
    </xpath>

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