Online Quotations | Odoo Sales – CBMS Odoo ERP

Online Quotations | Odoo Sales – CBMS Odoo ERP

author
8
0 minutes, 22 seconds Read

In this video, learn how to use online quotations in the sales application. 

Introduction: 00:00 – 01:48
Settings: 01:49 – 02:38
Quotation Templates (Configuration): 02:39 – 05:49
Quotation Templates (Design Templates): 05:50 – 07:50
Using Quotation Templates: 07:51 – 10:55
Conclusion: 10:56 – 11:20

Other lessons related to this video: 
Sales Basics and Your First Quotation

Pricelists – Multiple

Need more information about Odoo apps? 

Discover Odoo, schedule a demo, or start your own Odoo revolution for free (no credit card required), at

#Online #Quotations #Odoo #Sales

Similar Posts

8 Comments

  1. avatar
    @OzDesi says:

    Before quoting the customer, If i need cost from vendor, How can I get one without confirming order. In Odoo terms, how can I map Quotation (SO) and RFQ(PO)

  2. avatar
    @peterzupa4821 says:

    This is absolutely great feature of Odoo and was one of the major reasons, we chose Odoo for our holding company. However, It seems this great feature is missing on Odoo V17, which is very unfortunate. The vastly promoted PDF quote builder o V17 is nice, but certainly does not support great online viewing experience. Please, Odoo, make the online quotation builder as presented in the above video work in V17 and future versions, again.

  3. avatar
    @JEVOLUSA says:

    Thank you, your video was very helpful for customizing quotations. However, is there a way to customize the fields in Online Quotations? For example, if I don't want the Tax field to be displayed, is that possible?

Leave a Reply

Your email address will not be published. Required fields are marked *