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Sales: Explore the new PDF quote builder
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Розташування: Golden Ballroom - 22.08.24, 15:00 - 22.08.24, 15:30 (US/Eastern) (30 хвилин)
Sales: Explore the new PDF quote builder
Maura Casey (mcar)
Account Executive - Direct Sales в Odoo Inc.
Maura Casey (mcar)
Account Executive - Direct Sales в Odoo Inc.

Odoo's PDF Quote Builder is an incredibly useful tool for creating professional, customized quotations with ease. It allows businesses to design visually-appealing PDF quotes directly within Odoo, incorporating company branding, personalized content, and dynamic elements, like product images and pricing.

Users can now choose when (or when not) to include headers, footers, and product templates, based on who is receiving the quote. The drag-and-drop interface makes it simple to arrange sections, add custom fields, and preview the final document before sending.

This tool not only enhances the presentation of sales proposals, but also streamlines the quoting process, reducing errors and saving time for sales teams.

Key Topics:

  1. What is a Quotation Template
  2. New Features of the PDF Builder 
  3. Product Template PDFs