Sales
Using Quotation Deadlines
It is an inevitable process to set a deadline along with the quotation. This movement will lead your customers to take immediate sales action. The importance of setting a deadline or due date when sending a quotation is inescapable because it will help to make the customers aware of the sales deal.
Set a deadline or due date
You can include a deadline for each quotation or sale order.
Use deadline in templates
You are also able to set a default deadline for each quotation template. when you use the template in a quotation, the associated deadline will be automatically applied.
The customers can view the quotation expiration details as shown below.
Edit or Design quotation template
Odoo provides you the possibility to add details of your company, product, services by editing the templates. You can design your templates in your way. That means you can easily design your template or can easily edit your template with the help of the quotation builder.
For designing your quotation templates, first, you need to activate the option “quotation builder” from settings.
Sales -> configuration -> settings ->quotation builder.
After enabling the feature Quotation Builder, it is needed to go to the Quotation template menu under configuration and select the quotation template.
When you click on the Design Template button, you will leap into a new window like below
If you click on the EDIT button on the top right corner of the window, you will be guided to the next window Quotation Builder.
Here on this page, you can see the template header, product one, product two, etc. You can edit or can design the content of your template using different building blocks provided by Odoo by a simple drag and drop operation.
This advanced feature, Quotation Builder, helps you to minimize your valuable time and effort and also will professionally organize your quotations.
Use a quotation template
If you are creating a quotation, you can make use of these created quotation templates
The confirmation process can be done within the templates through a digital signature or an online payment.