Hi! We use Odoo Online (v18).
We want to use the Quote Builder to create beautiful quotes. To achieve this, we would like to customize the PDF to be in landscape rather than portrait format.
We couldn't easily change the paper format of the default sale.report_saleorder report, so we created a new report with a landscape paper format, copy/pasting most of the content of the quote (code below).
The new report works fine, but we don't know how to replace the PDF template that is used when generating a full PDF with the Quote Builder.
So: How do we replace the default PDF template used with the Quote Builder?
Here's the full code of the new report:
<t t-name="sale.report_saleorder_document">
<t t-call="web.external_layout">
<t t-set="doc" t-value="doc.with_context(lang=doc.partner_id.lang)"/>
<t t-set="forced_vat" t-value="doc.fiscal_position_id.foreign_vat"/> <!-- So that it appears in the footer of the report instead of the company VAT if it's set -->
<t t-set="address">
<div t-field="doc.partner_id" t-options="{"widget": "contact", "fields": ["address", "name"], "no_marker": True}"/>
<p t-if="doc.partner_id.vat">
<t t-if="doc.company_id.account_fiscal_country_id.vat_label" t-out="doc.company_id.account_fiscal_country_id.vat_label"/>
<t t-else="">N° TVA</t>: <span t-field="doc.partner_id.vat"/>
</p>
</t>
<t t-if="doc.partner_shipping_id == doc.partner_invoice_id and doc.partner_invoice_id != doc.partner_id or doc.partner_shipping_id != doc.partner_invoice_id">
<t t-set="information_block">
<strong>
<t t-if="doc.partner_shipping_id == doc.partner_invoice_id">
Adresse de facturation et d'expédition
</t>
<t t-else="">
Adresse de facturation
</t>
</strong>
<div t-field="doc.partner_invoice_id" t-options="{"widget": "contact", "fields": ["address", "name", "phone"], "no_marker": True, "phone_icons": True}"/>
<t t-if="doc.partner_shipping_id != doc.partner_invoice_id">
<strong>Adresse de livraison</strong>
<div t-field="doc.partner_shipping_id" t-options="{"widget": "contact", "fields": ["address", "name", "phone"], "no_marker": True, "phone_icons": True}"/>
</t>
</t>
</t>
<div class="page">
<div class="oe_structure"/>
<t t-set="is_proforma" t-value="env.context.get('proforma', False) or is_pro_forma"/>
<t t-set="layout_document_title">
<span t-if="is_proforma">Facture pro forma # </span>
<span t-elif="doc.state in ['draft','sent']">Devis # </span>
<span t-else="">Commande # </span>
<span t-field="doc.name">SO0000</span>
</t>
<div class="row mb-4" id="informations">
<div t-if="doc.client_order_ref" class="col" name="informations_reference">
<strong>Votre Référence</strong>
<div t-field="doc.client_order_ref">SO0000</div>
</div>
<div t-if="doc.date_order" class="col" name="informations_date">
<strong t-if="is_proforma">Issued Date</strong>
<strong t-elif="doc.state in ['draft', 'sent']">Date du devis</strong>
<strong t-else="">Date de la commande</strong>
<div t-field="doc.date_order" t-options="{"widget": "date"}">31-12-2023</div>
</div>
<div t-if="doc.validity_date and doc.state in ['draft', 'sent']" class="col" name="expiration_date">
<strong>Echéance</strong>
<div t-field="doc.validity_date">31-12-2023</div>
</div>
<div t-if="doc.user_id.name" class="col">
<strong>Vendeur</strong>
<div t-field="doc.user_id">Mitchell Admin</div>
</div>
</div>
<!-- Is there a discount on at least one line? -->
<t t-set="lines_to_report" t-value="doc._get_order_lines_to_report()"/>
<t t-set="display_discount" t-value="any(l.discount for l in lines_to_report)"/>
<div class="oe_structure"/>
<table class="o_has_total_table table o_main_table table-borderless">
<!-- In case we want to repeat the header, remove "display: table-row-group" -->
<thead style="display: table-row-group">
<tr>
<th name="th_description" class="text-start">Description</th>
<th name="th_quantity" class="text-end text-nowrap">Quantité</th>
<th name="th_priceunit" class="text-end text-nowrap">Prix unitaire</th>
<th name="th_discount" t-if="display_discount" class="text-end">
<span>Rem.%</span>
</th>
<th name="th_taxes" class="text-end">Taxes</th>
<th name="th_subtotal" class="text-end">
<span>Montant</span>
</th>
</tr>
</thead>
<tbody class="sale_tbody">
<t t-set="current_subtotal" t-value="0"/>
<t t-foreach="lines_to_report" t-as="line">
<t t-set="current_subtotal" t-value="current_subtotal + line.price_subtotal"/>
<tr t-att-class="'fw-bold o_line_section' if ( line.display_type == 'line_section' or line.product_type == 'combo' ) else 'fst-italic o_line_note' if line.display_type == 'line_note' else ''">
<t t-if="not line.display_type and line.product_type != 'combo'">
<td name="td_name"><span t-field="line.name">Burger au bacon</span></td>
<td name="td_quantity" class="text-end text-nowrap">
<span t-field="line.product_uom_qty">3</span>
<span t-field="line.product_uom">unités</span>
<span t-if="line.product_packaging_id">
(<span t-field="line.product_packaging_qty" t-options="{"widget": "integer"}"/> <span t-field="line.product_packaging_id"/>)
</span>
</td>
<td name="td_priceunit" class="text-end text-nowrap">
<span t-field="line.price_unit">3</span>
</td>
<td t-if="display_discount" class="text-end">
<span t-field="line.discount">-</span>
</td>
<t t-set="taxes" t-value="', '.join([(tax.invoice_label or tax.name) for tax in line.tax_id])"/>
<td name="td_taxes" t-attf-class="text-end {{ 'text-nowrap' if len(taxes) < 10 else '' }}">
<span t-out="taxes">Taxe 15%</span>
</td>
<td t-if="not line.is_downpayment" name="td_subtotal" class="text-end o_price_total">
<span t-field="line.price_subtotal">27.00</span>
</td>
</t>
<t t-elif="line.display_type == 'line_section' or line.product_type == 'combo'">
<td name="td_section_line" colspan="99">
<span t-field="line.name">Un titre de section</span>
</td>
<t t-set="current_section" t-value="line"/>
<t t-set="current_subtotal" t-value="0"/>
</t>
<t t-elif="line.display_type == 'line_note'">
<td name="td_note_line" colspan="99">
<span t-field="line.name">Note dont le contenu s'applique généralement à la section ou au produit ci-dessus.</span>
</td>
</t>
</tr>
<t t-if="current_section and ( line_last or lines_to_report[line_index+1].display_type == 'line_section' or lines_to_report[line_index+1].product_type == 'combo' or ( line.combo_item_id and not lines_to_report[line_index+1].combo_item_id ) ) and not line.is_downpayment">
<t t-set="current_section" t-value="None"/>
<tr class="is-subtotal text-end">
<td name="td_section_subtotal" colspan="99">
<strong class="mr16">Sous-total</strong>
<span t-out="current_subtotal" t-options="{"widget": "monetary", "display_currency": doc.currency_id}">31.05</span>
</td>
</tr>
</t>
</t>
</tbody>
</table>
<div class="clearfix" name="so_total_summary">
<div id="total" class="row mt-n3" name="total">
<div t-attf-class="#{'col-6' if report_type != 'html' else 'col-sm-7 col-md-6'} ms-auto">
<table class="o_total_table table table-borderless">
<!-- Tax totals -->
<t t-call="sale.document_tax_totals">
<t t-set="tax_totals" t-value="doc.tax_totals"/>
<t t-set="currency" t-value="doc.currency_id"/>
</t>
</table>
</div>
</div>
</div>
<div class="oe_structure"/>
<div t-if="not doc.signature" class="oe_structure"/>
<div t-else="" class="mt-4 ml64 mr4" name="signature">
<div class="offset-8">
<strong>Signature</strong>
</div>
<div class="offset-8">
<img t-att-src="image_data_uri(doc.signature)" style="max-height: 4cm; max-width: 8cm;"/>
</div>
<div class="offset-8 text-center">
<span t-field="doc.signed_by">Oscar Morgan</span>
</div>
</div>
<div>
<span t-field="doc.note" t-attf-style="#{'text-align:justify;text-justify:inter-word;' if doc.company_id.terms_type != 'html' else ''}" name="order_note"/>
<p t-if="not is_html_empty(doc.payment_term_id.note)">
<span t-field="doc.payment_term_id.note">Le paiement doit également être transmis avec amour</span>
</p>
<div class="oe_structure"/>
<p t-if="doc.fiscal_position_id and not is_html_empty(doc.fiscal_position_id.sudo().note)" id="fiscal_position_remark">
<strong>Remarque sur le régime fiscal :</strong>
<span t-field="doc.fiscal_position_id.sudo().note">Pas d'autres exigences pour ce paiement</span>
</p>
</div>
<div class="oe_structure"/>
</div>
</t>
</t>
