In this video, we’ll explore how to use Quotation Templates in Odoo 17. This powerful feature allows sales teams to streamline their workflows and save time when creating quotations for common products or services. By using templates, you can ensure consistency, reduce repetitive tasks, and improve customer response times.
What You’ll Learn: ✨
🔧 Enable and configure Quotation Templates in Odoo
🖊️ Add online signature and payment options for customer convenience
📅 Set validity periods and automate confirmation emails
📑 Customize templates with headers, footers, and optional products
🚀 Create and manage sales orders effortlessly using templates
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