> For the complete documentation index, see [llms.txt](https://docs.rishvi.co.uk/linnworks/llms.txt). > Use it to discover all available pages before exploring further. # Create quotations Learn how to create and manage quotations in Odoo Sales, from initial setup to sending and confirming orders for seamless sales processing. In *Odoo Sales*, quotations are used to present pricing and product details to customers. Once a quotation is approved, it is automatically converted into a *sales order*, which can then be invoiced and processed for payment. ## **Quotation settings** To configure quotation-related options, go to:\ **Sales app ‣ Configuration ‣ Settings**, then scroll to the **Quotations & Orders** section. The Quotations and Orders section on the Odoo Sales app Settings page. Available options include: - **Quotation Templates**: Create reusable templates with predefined products and terms. Enabling this adds a **Default Template** option and access to template management. - **Online Signature**: Allow customers to confirm quotations with a digital signature. - **Online Payment**: Enable customers to make advance payments (full or partial). A **Prepayment (%)** field becomes available when activated. - **Default Quotation Validity**: Define how long quotations remain valid (in days). - **Default Recurrence**: Set a default billing cycle for recurring products. - **Sale Warnings**: Display alerts when certain customers or products are used. - **PDF Quote Builder**: Customize the design of quotation documents. - **Lock Confirmed Sales**: Prevent edits after a quotation is confirmed. - **Pro-Forma Invoice**: Allow sending pro-forma invoices to customers. Enable the required options and click **Save** to apply changes. ## **Quotations dashboard** When opening the **Sales app**, the *Quotations* dashboard is displayed by default. It initially shows records filtered by **My Quotations**, meaning only quotations assigned to the current user are visible. The Quotations dashboard present in the Odoo Sales application. **Note** To view all quotations, remove the **My Quotations** filter from the search bar. You can switch between multiple views such as: - List - Kanban - Calendar - Pivot - Graph - Activity Click any quotation to open and edit its details. ## **Create quotation** To create a new quotation: 1. Open the **Sales app** 2. Click **New** (available in list or Kanban view) This opens a blank quotation form. A typical quotation form in the Odoo Sales application. Start by filling in the required details: - **Customer** (mandatory) - **Invoice Address** and **Delivery Address** (auto filled if customer exists) If applicable: - Add a **Referrer**, which enables a **Commission Plan** field - Select a **Quotation Template** - Choose a **Recurring Plan** (for subscriptions) - Apply a **Pricelist** - Set **Payment Terms** The **Expiration Date** is automatically calculated based on system settings or the selected template. ### **Order Lines tab** Use this tab to add products to the quotation. You can: - Click **Add a product** and select items manually - Use **Catalog** to browse products visually A product catalog accessible via a quotation in the Odoo Sales application. Additional options: - **Add a section** to group products - **Add a note** for specific product lines - Apply **Discounts**, **Coupons**, **Promotions**, or **Shipping** ### **Optional Products tab** This tab allows you to suggest additional products that complement the main purchase, helping increase order value. Example: Offering accessories alongside a primary product. ### **Other Info tab** This tab contains advanced configuration options grouped into four sections. #### **Sales section** The Sales section of the Other Info tab of a quotation form in Odoo Sales. - **Salesperson**: Assigned automatically but can be changed - **Sales Team**: Linked to the selected salesperson - **Company**: Visible in multi-company environments - **Online Signature / Payment**: Available if enabled in settings - **Customer Reference**: Custom identifier - **Tags**: Useful for organization and filtering #### **Delivery section** The Delivery section of the Other Info tab of a quotation form in Odoo Sales. - **Shipping Weight**: Calculated automatically - **Incoterm** and **Location**: Used for international trade - **Shipping Policy**: - *As soon as possible* - *When all products are ready* - **Delivery Date**: Manually selectable if needed #### **Invoicing section** The Invoicing section of the Other Info tab of a quotation form in Odoo Sales. - **Fiscal Position**: Adjust taxes based on customer location - **Analytic Account**: Track financial data for reporting #### **Tracking section** The Tracking section of the Other Info tab of a quotation form in Odoo Sales. - **Source Document**: Reference origin - **Opportunity**: Link to CRM record - **Campaign / Medium / Source**: Marketing tracking fields ### **Notes tab** Use this section to add internal comments or important details related to the quotation or customer. ## **Sending and confirming quotations** Once the quotation is ready, use the action buttons at the top: - **Send by Email**: Opens a pre-filled email with the quotation attached as a PDF - **Send PRO-FORMA Invoice**: Available if enabled; sends a pro-forma version - **Confirm**: Converts the quotation into a **Sales Order** - **Preview**: Displays the customer-facing version - **Cancel**: Cancels the quotation **Note** If **Lock Confirmed Sales** is enabled, confirmed orders cannot be edited. After confirmation, the quotation becomes a sales order and is ready for invoicing and payment processing.