Odoo 14 Community book

Sending Sales Quotations and Sales Orders

Now we can come back to the sales quotation window where we have provided information on each field including customer name, products, quotation templates, pricelist, payment terms, optional products, shipping, coupons, and promotion. Now the coming step is to send the quotation to the customer.

First, you should save the quotation by selecting the save button. After saving the details your window will look like the image depicted below.


Here in this window, you can find the Customer Preview button on the top right corner. By selecting this icon you can see the website view of the quotation. The customer can also view his quotation from the website. It will be more helpful for them to quickly confirm the quotation through digital signing.


The Sign & Pay button can be used for confirming the quotation


On selecting the Sign & Pay button you will be depicted with a pop-up window for validating the order. The image of the window is depicted below.


You can provide the full name along with the sign. You have the provision to draw or load the signature from your file.

By selecting the Feedback button, the customer can communicate with the company for seeking or clarifying any modification in the quotation.


Now it is also possible for the customer to reject the quotation if he/she is not satisfied with the quotation. It can be done by selecting the Reject button. Upon selecting the reject option you will be depicted with a rejection window as shown below where you can provide the reason for rejecting the quotation as your feedback.


As we are clear on how to send Sales quotation and Sales orders on the platform now, let us discuss the Online signature option available.



Cybrosys Technologies Pvt. Ltd.
Neospace, Kinfra Techno Park
Kakkancherry, Calicut
Kerala, India - 673635



Cybrosys Technologies Pvt. Ltd.
1st Floor, Thapasya Building,
Infopark, Kakkanad,
Kochi, India - 682030.



Cybrosys Techno Solutions
The Estate, 8th Floor,
Dickenson Road,
Bangalore, India - 560042

Send Us A Message