Odoo Community Association

Quotation Builder

Beta License: LGPL-3 OCA/sale-reporting Translate me on Weblate Try me on Runboat

Design great quotation templates with building blocks to significantly boost your success rate

Disclaimer

This module is a forwardport from Odoo SA and as such, it is not included in the OCA CLA. That means we do not have a copy of the copyright on it like all other OCA modules.

Table of contents

Use Cases / Context

After this PR (https://github.com/odoo/odoo/pull/133773), Odoo removed the sale_quotation_builder module and added a new one called sale_pdf_quote_builder.

Both features work fine, but there is no direct equivalence between them. For new customers, it’s okay to use the new module to upload PDF documents. However, customers upgrading from older versions may want to keep the old behavior.

This module restores those features.

Usage

To generate a template

  1. Go to Sales > Configuration > Sales Orders > Quotation Templates.
  2. Create or edit a record.
  3. In the form-view header, click the Design Template button to open the website editor.
  4. Build your layout by dragging and dropping block snippets, then save.

To generate a new quotation

  1. Go to Sales > Orders > Quotations.
  2. Create or edit a quotation.
  3. Select the template created in the previous step.
  4. Click the Preview button. You will be redirected to the portal, where you can see the layout.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Odoo SA

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

This module is part of the OCA/sale-reporting project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.