The need
In standard Odoo, picking a quotation template replaces every line already on the quotation. If your offer combines a service, hardware and a maintenance contract, you pick one template and retype the lines of the others. It takes time and items get forgotten.
What the module does
On the quotation, a checkbox is added and ticked by default. While it is ticked, each new template you select adds its lines after the existing ones. Untick it and Odoo replaces the lines again as standard. The box can no longer be changed once the order is confirmed.
What you gain
Lines added, never wiped
Each template you pick completes the quotation after the existing lines. You build the offer block by block.
Options kept at the end
The optional sections of every template are grouped at the bottom of the quotation. A regular line never becomes optional by accident.
On from the first quotation
The box is ticked on every new quotation: no extra click to combine templates.
Back to standard in one click
Untick the box on a quotation and the next template you pick replaces the lines as in Odoo.
How it works
Enable quotation templates
In Settings > Sales, tick Quotation Templates if it is not done yet.
Pick a first template
Create a quotation, set the customer, then select a template: its lines fill the quotation.
Add the next templates
Select another template in the same field: its lines are added after the first ones.
Adjust and send
Change quantities and prices if needed, then send the quotation as usual.
Screenshots
Frequently asked questions
No, it appears twice. The module adds lines without grouping them, so adjust the quantity yourself if needed.
Terms, validity and the signature or payment options are those of the last template picked, as in Odoo.
On an unsaved quotation, Odoo reloads the template lines in the customer's language: they are replaced, not added a second time.
No. As in standard Odoo, the template and the box can no longer be edited once the order is confirmed or cancelled.
No. The module runs on Community and Enterprise once quotation templates are enabled.
The box disappears and picking a template replaces the lines again. Quotations already built stay as they are.
Scope
The module acts when you pick a template on a quotation. The rest of the sales cycle follows Odoo's standard behaviour.
Technical sheet
- Technical name
- auguria_sale_order_template
- Odoo versions
- 15.0, 16.0, 17.0, 18.0, 19.0, 20.0
- Application
- Sales
- Dependencies
- sale_management
- Licence
- LGPL-3
- Published by
- ANOR
Disclaimer — This module is provided "as is", without warranty of any kind. ANOR Group shall not be held liable for any direct or indirect damages resulting from its use, its installation or its modification by a third party, nor from its use outside the scope of a contractual ANOR service.