{"id":10007,"date":"2026-11-08T16:11:04","date_gmt":"2026-11-08T13:11:04","guid":{"rendered":"https:\/\/machinser.com\/?p=10007"},"modified":"2026-11-08T16:22:54","modified_gmt":"2026-11-08T13:22:54","slug":"odoo-quotation-templates-for-sales-teams","status":"publish","type":"post","link":"https:\/\/machinser.com\/ar\/odoo-quotation-templates-for-sales-teams\/","title":{"rendered":"Odoo Quotation Templates for Sales Teams"},"content":{"rendered":"

Sales teams often prepare similar quotations for different customers across various projects. Creating the same order lines and descriptions from scratch every time takes valuable time and can lead to inconsistent proposals. Utilizing Odoo Quotation Templates helps sales teams eliminate repetitive work by preparing a reusable structure once, saving it, and applying it instantly to new opportunities.<\/p>\n

Odoo Sales helps reduce this repetitive work with quotation templates. A team can prepare a reusable structure once, save it, and use it when creating a new quotation. Templates can include products, descriptions, quantities, sections, notes, terms and other settings, depending on the configuration.<\/p>\n

This guide walks through the quotation template screen, explains the difference between the Quotation and Section template types, and shows how the Add a Section option can organise a sales proposal. The screenshots are kept as supplied; their visible details have not been edited.<\/p>\n

Where to find quotation templates<\/h2>\n

Open the Sales application and go to Configuration ->\u00a0Templates. The Templates menu is grouped under Sales Orders in the configuration menu. From this page, users with the required access rights can create and manage reusable templates.<\/p>\n

\"\"
Figure 1. Open Configuration and choose Templates from the Sales Orders section.<\/figcaption><\/figure>\n

\u00a0<\/em><\/p>\n

Create a quotation template<\/h2>\n

From the Templates page, select New. Enter a clear name that helps salespeople identify when the template should be used. In this example, the template is named \u201cStandard Web Design Package\u201d.<\/p>\n

The Type field determines whether the record is a complete quotation template or a section template. The next screenshot shows the available choices.<\/p>\n

\"\"Figure 2. The Type field offers Quotation and Section.<\/em><\/p>\n

Quotation type vs Section type<\/h2>\n

Quotation<\/h4>\n

Choose Quotation when you want to create a reusable quotation structure for a sales opportunity. It can contain several order lines, product descriptions, sections, notes and optional products. A salesperson can select this template when preparing a quotation, then review and adapt the details for the customer.<\/p>\n

Section<\/h4>\n

Choose Section when you want to save a reusable group or heading structure for use inside quotation lines. A section template is not a complete customer quotation by itself. It is intended to be inserted into the order lines of a quotation to organise related items under a heading. In the example workflow, “Optional Products” is saved as a section template.<\/p>\n

In short: a Quotation template provides a broader starting point for a quotation, while a Section template provides a reusable section within the quotation\u2019s line structure. The two types serve different levels of reuse.<\/p>\n

\"\"Figure 3. A new template form with Quotation selected as its type.<\/em><\/p>\n

Understand the quotation template form<\/h2>\n

The template form contains general information at the top and several tabs below it. The exact fields visible can vary with the Odoo version, installed applications, enabled features and user permissions.<\/p>\n

Template name<\/h4>\n

This is the name shown to salespeople when they select a template. Use a clear and practical name that immediatly indicates its purpose.<\/p>\n

Type<\/h4>\n

Select Quotation for a full quotation template or Section for a reusable section template.<\/p>\n

Quote calculator<\/h4>\n

This field is available for quote-calculator workflows where configured. It can be used to connect a calculator that helps determine or configure a quotation. If your database does not use this feature, it may remain empty.<\/p>\n

Share<\/h4>\n

The Share option controls whether the template is shared for broader use rather than being limited to a narrower internal scope. In the example, it is enabled. Review your company\u2019s access and sharing needs before enabling it.<\/p>\n

Sales Team<\/h4>\n

This field can restrict or define which sales team the template is associated with. The example shows \u201cVisible to all\u201d, meaning it is not limited to one named sales team in this form.<\/p>\n

\u0634\u0631\u0643\u0629<\/h4>\n

In a multi-company database, this field identifies the company associated with the template. Select the correct company so that the template is used in the appropriate business context.<\/p>\n

\"\" \u00a0Figure 4. The template form with its general fields and the Lines tab.<\/em><\/p>\n

Add products and descriptions in the Lines tab<\/h2>\n

The Lines tab is where the main quotation structure is prepared. In the example, the template contains three services:<\/p>\n