Are you tired of creating the same quotation again and again in Odoo Sales?
Do you want a faster, cleaner, and more professional way to send quotations to customers—without starting from scratch every time?
You’re in the right place.
This step-by-step guide will show you how to use quotation templates in Odoo Sales, even if you’re a complete beginner. I’ll walk you through what quotation templates are, why they matter, and how to create and use them properly—using simple explanations and clear steps.
By the end of this guide, you’ll know exactly how to build reusable quotation templates that can save time, reduce mistakes, and make your sales process smoother.
What Is a Quotation in Odoo Sales?
Before we tackle about Quotation templates, let’s understand more what quotation is.
A quotation in Odoo Sales is a formal offer that’s sent to a customer before a sale is confirmed. It usually includes:
The products or services you are offering:
Prices and quantities
Taxes and totals
Payment terms
An expiration date
Optional add-ons or upgrades
In short, a quotation answers the question:
“This is what we’re offering—do you agree?”
Once a customer accepts a quotation you will receive an email, and then Odoo will convert it into a Sales Order, which then triggers invoicing, delivery, or inventory updates.
What Are Quotation Templates in Odoo Sales?
Quotation templates are ready-to-use layouts that lets you predefine:
Products or services
Pricing structure
Optional products
Terms and conditions
Payment and confirmation settings
Instead of manually rebuilding and editing a quotation every time, you simply select a template—and Odoo fills everything in for you.
Quotation templates are especially useful if you:
Sell the same products or services repeatedly
Want consistent pricing and formatting
Need to send quotations quickly
Want fewer manual errors
Think of quotation templates as ready-made quotation blueprints.
Why Quotation Templates Are Important
Using quotation templates in Odoo Sales helps you:
Save time when creating quotations
Maintain consistent pricing and terms
Reduce human errors
Improve your sales workflow
Create professional-looking quotations
Easily upsell using optional products
For beginners, quotation templates also make Odoo easier to use because much of the setup work is already done.
Step 1: Enable Quotation Templates in Odoo Sales
Before creating quotation templates, you need to activate the feature.
Where to find it:
Go to Sales app → Configuration → Settings
Scroll down to the Quotations / Orders section and check the box for Quotation Templates.
Once you enable it, you will see:
A Default Template field
A Quotation Templates link
Click Save to apply the changes.
Step 2: Open the Quotation Templates Page
You can access quotation templates in two ways:
Click the Quotation Templates link under Settings
Or go to Sales app → Configuration → Quotation Templates
This page shows all existing templates and allows you to create, edit, or manage them.
Step 3: Create a New Quotation Template
Click New to create a quotation template.
Important fields explained:
Quotation Template
This is the name of your template. Use something clear and descriptive
(Example: “Website Design Package”)
Quotation Validity
Defines how many days the quotation remains valid
(Set to 0 if it should not expire)
Confirmation Mail
An email will automatically send when a customer confirms the quotation
You can create or edit email templates directly from this field
Step 4: Configure Sales and Payment Options
This section controls how customers confirm quotations.
Important options include:
Company (for multi-company environments)
Invoicing Journal
Online Signature – customer signs digitally
Online Payment – customer pays online
Payment Percentage – request partial payment if needed
These options make confirmation faster and reduce back-and-forth communication.
Step 5: Build the Quotation Content (Lines Tab)
The Lines tab is one of the most important parts of a quotation template.
Here, you define what does the customer is actually buying.
You can add:
Products or services
Sections to organize items
Notes for explanations or special instructions
Each product line includes:
Product name
Quantity
Unit price
Taxes
You can rearrange everything using drag-and-drop.
Step 6: Add Optional Products (Upselling)
The Optional Products tab lets you suggest add-ons products without forcing them into the main quotation.
Optional products appears at the bottom of the quotation and allow customers to choose extras themselves.
Example:
Main product: Laptop
Optional product: Laptop bag or extended warranty
This is a powerful feature for increasing order value.
Step 7: Add Terms & Conditions
The Terms & Conditions tab allows you to define:
Payment rules
Delivery conditions
Warranty policies
Legal notes
These terms automatically appear on quotations created using the quotation template.
Step 8: Use the Quotation Template When Creating a Quotation
When creating a quotation:
Go to Sales app → New
Select a template in the Quotation Template field.
Odoo automatically:
Add products and prices
Insert optional products by adding a section besides Add a product
Apply terms and conditions
This ensures speed and consistency of processing orders and quotations.
Step 9: Preview the Customer View
Click Preview to see how the quotation looks to the customer in the Odoo portal.
This helps you:
Check the formatting
Review content
Confirm optional products
You can always return to edit mode any time.
Key Takeaways for Beginners
Quotation templates save time and reduce errors
Lines, Optional Products, and Terms & Conditions are the most important parts
Online signature and payment simplify confirmation
Templates make Odoo Sales easier and more professional
Start with one simple template and improve it as your sales process grows.
Conclusion
Quotation templates in Odoo Sales are one of the most useful tools for beginners and experienced users alike. They help you work faster, stay consistent, and present professional quotations every time.
Once you understand how quotation templates work, creating quotations becomes effortless—and your entire sales workflow becomes more organized.