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Using quotation templates speeds up the creation of sales orders by filling in most quotation fields automatically.

配置

Go to Sales ‣ Configuration ‣ Settings and enable Quotation Templates.

Create a template

Go to Sales ‣ Configuration ‣ Quotations Templates and click New.

After having named the template, choose default values for the following fields:

• Quotation expires after: choose the number of days for which the quotation is valid.

• Online confirmation: after sending the quotation by email, it is possible to ask the customer to confirm it online on their customer portal:

  • by providing a Signature,

  • by making a Payment,

  • or both.

• Confirmation Mail: select an email template to automatically send an email to the customer upon confirming the quotation.

On the Lines tab, add the default products and their quantity. Add optional products in the Optional Products tab.

Finally, add any specific sales terms and conditions on the Terms & Conditions tab.

Design a template

Customize the appearance of quotations on the customer portal by going to Sales ‣ Configuration ‣ Settings and enabling the Quotation Builder feature.

Select a template by going to Sales ‣ Configuration ‣ Quotations Templates and clicking on a template. Then click the Design Template button. On the website builder, click Edit. Drag and drop the building blocks, edit the content, and Save.

Use a template

When creating a quotation, choose a template under the Quotation Template field. All the fields are then filled accordingly. Manually edit any pre-filled field if needed.