What Are Quotation Templates?
Quotation templates in Odoo 19 let you create predefined sales quotes with pre-filled products, optional items, terms and conditions, and formatting. Sales teams select a template when creating a quotation instead of adding products manually each time.
Enable Quotation Templates
- Go to Sales → Configuration → Settings
- Under Quotations & Orders, enable Quotation Templates
- Click Save
Create a Template
- Go to Sales → Configuration → Quotation Templates
- Click New
- Fill in:
- Name — e.g., "Standard IT Services Package"
- Quotation Validity — days until expiry (e.g., 30)
- Confirmation Mail — email template sent on confirmation
- Company — for multi-company setups
Add Products (Lines Tab)
Click Add a line and add products with quantities and descriptions:
| Product | Qty | Description |
|---|---|---|
| IT Support Plan | 1 | Monthly IT support and maintenance |
| Server Setup | 1 | Initial server configuration |
| Training Hours | 10 | Staff training sessions |
Add Optional Products
Optional products appear on the customer portal as add-ons the customer can choose to include:
- Go to the Optional Products tab
- Add products like "Premium Support Upgrade", "Additional Training Hours"
- Customers can add these when reviewing the quote online
Terms and Conditions
Add terms in the Terms & Conditions section. These appear at the bottom of every quotation using this template. Use HTML formatting for readability.
Using Templates
When creating a new quotation:
- Go to Sales → Orders → Quotations → New
- Select the customer
- Choose the Quotation Template from the dropdown
- All template lines, optional products, and terms are auto-filled
- Modify quantities, prices, or add/remove lines as needed
- Click Send by Email or Confirm
Online Quotation (Customer Portal)
When you send a quotation, the customer receives a link to the online quote where they can:
- Review all line items
- Add optional products
- Sign electronically (if enabled)
- Pay online (if payment provider is configured)
- Download as PDF
Advanced Settings
Quotation Validity
Set a default validity period in Sales → Settings → Default Quotation Validity. Template validity overrides this default.
Online Signature & Payment
Enable in Sales → Settings:
- Online Signature — customers sign to confirm
- Online Payment — customers pay a deposit or full amount to confirm
Best Practices
- Create templates for your most common offerings (80/20 rule)
- Use optional products for upselling — customers add them 30% more often than when not offered
- Set 30-day validity to create urgency
- Include terms and conditions in templates to avoid manual entry