Sales
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Quotation Templates
In this video, learn how to create quotation templates with Odoo Sales. 0:00 - Introduction 0:39 - Configuration 1:32 - Quotation Template page 2:01 - Quotation Template form 7:19 - Use Quotation Templates 9:41 - Conclusion **App documentation** - https://www.odoo.com/documentation/17.0/applications/sales/sales.html **See what Odoo can do for you!** - Schedule a demo: https://www.odoo.com/r/jMGc - Start a free trial: https://www.odoo.com/r/43Ey
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1.
How can I access the ‘Quotation Templates’ page in Odoo Sales?
Via the ‘Template Configuration’ link on quotations, or ‘Configuration’ > ‘Quotation Templates’
Via the ‘Quotation Templates’ link on the ‘Settings’ page, or ‘Templates’ > ‘Configuration’
Via the ‘Quotation Templates’ link on the ‘Settings’ page, or ‘Configuration’ > ‘Quotation Templates’
Click the ‘Templates’ button on a sales order
2.
What field on a quotation template form is necessary when dealing with subscription products and/or services?
3.
If I want the customer to confirm their order with a virtual signature, what option should be enabled on the quotation template form?
