# Quotation templates

> In Odoo Sales, salespeople have the ability to create reusable quotation templates for common products or services that the business offers.

Fonte: https://docs.kmee.com.br/en/odoo/modules/vendas/modelos-de-cotacao/

In Odoo *Sales*, salespeople have the ability to create reusable quotation templates for common products or services that the business offers.

By using these templates, quotations can be tailored and sent to customers at a much faster pace, without having to create new quotations from scratch every time a sales negotiation occurs.

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## Configuration

Begin by activating the setting in **Sales app -> Configuration -> Settings**, and scroll to the **Quotations & Orders** heading.

In that section, check the box beside the **Quotation Templates** option. Doing so reveals a new **Default Template** field, in which a default quotation template can be chosen from a drop-down menu.

![How to enable quotation templates on Odoo Sales.](https://docs.kmee.com.br/odoo/referencias/img/applications/sales/sales/send_quotations/quote_template/quotations-templates-setting.png)

Also, upon activating the **Quotation Template** feature, an internal **➡️ Quotation Templates** link appears beneath the **Default Template** field.

Clicking that link reveals the **Quotation Templates** page, from which templates can be created, viewed, and edited.

Before leaving the **Settings** page, don't forget to click the **Save** button to save all changes made during the session.

## Create quotation templates

Click the **Quotation Templates** link on the **Settings** page, or navigate to **Sales app -> Configuration -> Quotation Templates**. Both options reveal the **Quotation Templates** page, where quotation templates can be created, viewed, and edited.

![Quotation templates page in the Odoo Sales application.](https://docs.kmee.com.br/odoo/referencias/img/applications/sales/sales/send_quotations/quote_template/quotation-templates-page.png)

To create a new quotation template, click the **New** button, located in the upper-left corner. Doing so reveals a blank quotation template form that can be customized in a number of ways.

![Create a new quotation template on Odoo Sales.](https://docs.kmee.com.br/odoo/referencias/img/applications/sales/sales/send_quotations/quote_template/blank-quotation-form.png)

Start by entering a name for the template in the **Quotation Template** field.

Then, in the **Quotation expires after** field, designate how many days the quotation template will remain valid for, or leave the field on the default `0` to keep the template valid indefinitely.

If the **Online Signature** and/or **Online Payment** features are activated in the **Settings** (**Sales app -> Configuration -> Settings**), those options are available in the **Online confirmation** field.

In the **Online confirmation** field, check the box beside **Signature** to request an online signature from the customer to confirm an order. Check the box beside **Payment** to request an online payment from the customer to confirm an order.

Both options can be enabled simultaneously, in which case the customer must provide **both** a signature **and** a payment to confirm an order.

Next, in the **Confirmation Mail** field, click the blank field to reveal a drop-down menu. From the drop-down menu, select a pre-configured email template to be sent to customers upon confirmation of an order.

Tip

To create a new email template directly from the **Confirmation Mail** field, start typing the name of the new email template in the field, and select either: **Create** or **Create and edit...** from the drop-down menu that appears.

Selecting **Create** creates the email template, which can be edited later. Selecting **Create and edit...** creates the email template, and a **Create Confirmation Mail** pop-up window appears, in which the email template can be customized and configured right away.

![Create confirmation mail pop-up window from the quotation template form in Odoo Sales.](https://docs.kmee.com.br/odoo/referencias/img/applications/sales/sales/send_quotations/quote_template/create-confirmation-mail-popup.png)

When all modifications are complete, click **Save & Close** to save the email template and return to the quotation form.

If working in a multi-company environment, use the **Company** field to designate to which company this quotation template applies.

In the **Recurrence** field, choose from a variety of pre-configured amounts of time (e.g. **Monthly**, **Quarterly**) to designate how often this quotation template should occur.

Note

The **Recurrence** field **only** applies to subscription plans. For more information, check out the documentation on [Subscription plans](https://docs.kmee.com.br/en/odoo/enterprise/modules/assinaturas-e-locacoes/planos-de-assinatura/).

### Lines tab

In the **Lines** tab, products can be added to the quotation template by clicking **Add a product**, organized by clicking **Add a section** (and dragging/dropping section headers), and further explained with discretionary information (such as warranty details, terms, etc.) by clicking **Add a note**.

![Populated lines tab on a quotation template form in Odoo Sales.](https://docs.kmee.com.br/odoo/referencias/img/applications/sales/sales/send_quotations/quote_template/lines-tab-quotation-template.png)

To add a product to a quotation template, click **Add a product** in the **Lines** tab of a quotation template form. Doing so reveals a blank field in the **Product** column.

When clicked, a drop-down menu with existing products in the database appear. Select the desired product from the drop-down menu to add it to the quotation template.

Tip

If the desired product isn't readily visible, type the name of the desired product in the **Product** field, and the option appears in the drop-down menu. Products can also be found by clicking **Search More...** from the drop-down menu.

Note

When a product is added to a quotation template, the default **Quantity** is `1`, but that can be edited at any time.

Then, drag-and-drop the product to the desired position, via the **six squares** icon, located to the left of each line item.

To add a *section*, which serves as a header to organize the lines of a sales order, click **Add a section** in the **Lines** tab. When clicked, a blank field appears, in which the desired name of the section can be typed. When the name has been entered, click away to secure the section name.

Then, drag-and-drop the section name to the desired position, via the **six squares** icon, located to the left of each line item.

To add a note, which would appear as a piece of text for the customer on the quotation, click **Add a note** in the **Lines** tab. When clicked, a blank field appears, in which the desired note can be typed. When the note has been entered, click away to secure the note.

Then, drag-and-drop the note to the desired position, via the **six squares** icon.

To delete any line item from the **Lines** tab (product, section, and/or note), click the **🗑️ (trash can)** icon on the far-right side of the line.

### Optional Products tab

The use of *optional products* is a marketing strategy that involves the cross-selling of products along with a core product. The aim is to offer useful and related products to customers, which may result in an increased sale.

For instance, if a customer wants to buy a car, they have the choice to order massaging seats, as well, or ignore the offer and simply buy the car. Presenting the choice to purchase optional products enhances the customer experience.

Optional products appear as a section on the bottom of sales orders and eCommerce pages. Customers can immediately add them to their online sales orders themselves, if desired.

![Optional products appearing on a typical sales order with Odoo Sales.](https://docs.kmee.com.br/odoo/referencias/img/applications/sales/sales/send_quotations/quote_template/optional-products-on-sales-order.png)

In the **Optional Products** tab, **Add a line** for each cross-selling product related to the original items in the **Lines** tab, if applicable. The products added here ideally complement the original offering as added value for the prospective buyer.

![Populated optional products tab on a quotation template in Odoo Sales.](https://docs.kmee.com.br/odoo/referencias/img/applications/sales/sales/send_quotations/quote_template/optional-products-tab-quotation-template.png)

Clicking **Add a line** reveals a blank field in the **Product** column.

When clicked, a drop-down menu with products from the database appear. Select the desired product from the drop-down menu to add it as an optional product to the quotation template.

To delete any line item from the **Optional Products** tab, click the **🗑️ (trash can)** icon.

Note

Optional products are **not** required to create a quotation template.

### Terms & Conditions tab

The **Terms & Conditions** tab provides the opportunity to add terms and conditions to the quotation template. To add terms and conditions, simply type (or copy/paste) the desired terms and conditions in this tab.

![Terms and conditions tab in a quotation template form in Odoo Sales.](https://docs.kmee.com.br/odoo/referencias/img/applications/sales/sales/send_quotations/quote_template/terms-and-conditions-tab.png)

See also

[Default terms and conditions (T\&C)](https://docs.kmee.com.br/en/odoo/enterprise/modules/financeiro/termos-e-condicoes-padrao-t-c/)

Note

Terms and conditions are **not** required to create a quotation template.

## Design quotation templates

In the upper-left corner of the quotation template form, there's a **Design Template** button.

![Design template button in the upper-left corner of quotation template form.](https://docs.kmee.com.br/odoo/referencias/img/applications/sales/sales/send_quotations/quote_template/design-template-button.png)

When clicked, Odoo reveals a preview of the quotation template, through the Odoo *Website* application, as it will appear on the front-end of the website to the customer.

Note

This feature is **only** available if the *Website* application is installed.

Odoo uses numerous blue placeholder blocks to signify where certain elements appear, and what they contain (e.g. **Template Header**, **Product**).

To edit the content, appearance, and overall design of the quotation template via the *Website* application, click the **Edit** button in the upper-right corner.

![Design template edit button in the upper-right corner of quotation template design.](https://docs.kmee.com.br/odoo/referencias/img/applications/sales/sales/send_quotations/quote_template/design-template-edit-button.png)

When **Edit** is clicked, Odoo reveals a sidebar filled with a variety of design elements and feature-rich building blocks. These building blocks can be dragged-and-dropped anywhere on the quotation template design.

![Design quotation template building blocks sidebar in Odoo Website.](https://docs.kmee.com.br/odoo/referencias/img/applications/sales/sales/send_quotations/quote_template/design-quotation-building-blocks.png)

After a block has been dropped in the desired position, it can be customized and configured to fit any unique need, look, or style.

Tip

Quotation template design uses the same methodology and functionality with design building blocks as a typical web page design with Odoo *Website*. Be sure to check out the Website documentation to learn more.

When all blocks and customizations are complete, click the **Save** button to put those configurations into place.

There is also a blue banner at the top of the quotation template design with a link to quickly return **Back to edit mode**. When clicked, Odoo returns to the quotation template form in the back-end of the *Sales* application.

## Use quotation templates

When creating a quotation (**Sales app -> New**), choose a pre-configured template in the **Quotation Template** field.

![Quotation templates field on a standard quotation form in Odoo Sales.](https://docs.kmee.com.br/odoo/referencias/img/applications/sales/sales/send_quotations/quote_template/quotation-templates-field.png)

To view what the customer will see, click the **Preview** button at the top of the page to see how the quotation template appears on the front-end of the website through Odoo's customer portal.

![Customer preview of a quotation template in Odoo Sales.](https://docs.kmee.com.br/odoo/referencias/img/applications/sales/sales/send_quotations/quote_template/quotations-templates-preview.png)

See also

- [Online signatures for order confirmations](https://docs.kmee.com.br/en/odoo/enterprise/modules/vendas/assinaturas-online-para-confirmacoes-de-pedidos/)
- [Online payment order confirmation](https://docs.kmee.com.br/en/odoo/enterprise/modules/vendas/confirmacao-do-pedido-de-pagamento-on-line/)