How to Create Quotation Templates Sequence in Odoo 18 Sales | Odoo 18 Sales | Odoo 18 Release Date
5Odoo 18 Sales offers a variety of quotation templates that can be used to create different types of sales documents. The following is the typical sequence of quotation templates in Odoo 18 Sales:
Sales Order: This is the most basic type of quotation template for creating simple sales orders.
Quotation: This template creates formal quotations that customers can send before they place an order.
Sales Proposal: This template is used to create more detailed sales proposals that include information about the products or services being offered, pricing, and terms and conditions.
Sales Contract: This template is used for creating legally binding contracts that outline the terms and conditions of a sale.
The Quote Calculator in Odoo is a powerlink1:https://drive.google.com/file/d/1bVh9sh-WeCYbsluut5KGYBcF_ev5iTSO/view?usp=drive_link
link2:https://drive.google.com/file/d/1ImTEw0GpwlmpgguBp0SrcEK5qsaMZrkQ/view?usp=drive_linkful tool that helps you quickly and easily create accurate sales quotations for your customers. It is integrated with the Odoo Sales module and allows you to:
Create new quotations: You can easily create new quotations by selecting the desired products or services, entering the quantity, and applying any relevant discounts or surcharges.
Calculate prices: The Quote Calculator automatically calculates the total price of the quotation, including taxes and any applicable discounts or surcharges.
Add terms and conditions: You can add standard terms and conditions to your quotations, or create custom terms and conditions as needed.
Generate PDF documents: You can generate professional-looking PDF documents of your quotations for easy sharing with customers.
Convert quotations to sales orders: Once a customer approves a quotation, you can easily convert it into a sales order for processing.
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