> 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.
# PDF quote builder
The PDF Quote Builder in Odoo Sales enables businesses to design fully customized quotation PDFs with dynamic content, branding, and structured layouts for a more professional customer experience.
The *PDF Quote Builder* feature in the **Sales** app allows you to generate visually rich and fully customized quotation PDFs. Instead of sending plain pricing details, you can present a polished document that highlights your brand, products, and key information.
With this feature, you can combine headers, product sections, pricing details, and footers into a single structured document. It also supports dynamic fields, enabling automatic insertion of customer-specific or order-specific data.
A well-designed quote not only improves clarity but also enhances the overall customer experience and strengthens your company’s professional image.
**Note**
For best results, edit PDF templates using Adobe tools. Properly defined form fields are required for Odoo to recognize and populate dynamic values.
## **Configuration**
Before using custom PDFs in quotations, the **PDF Quote Builder** feature must be enabled.
To activate it:
- Go to **Sales app ‣ Configuration ‣ Settings**
- Scroll to the **Quotations & Orders** section
- Enable **PDF Quote builder**
- Click **Save**
Once enabled, a **Headers/Footers** option becomes available for managing PDF templates.
## **Add PDF as Header/Footer**
**Important**
Avoid using spaces in PDF form field names. Only use letters, numbers, hyphens (`-`), or underscores (`_`).
You can upload custom PDFs to serve as headers or footers in your quotation documents. Multiple templates can be selected and combined when generating a quote.
To add a PDF:
1. Navigate to **Sales app ‣ Configuration**
2. Open **Headers/Footers**
3. Click **New** or **Upload**
- **Upload**: Quickly add a PDF from your system
- **New**: Create and configure a document manually
After uploading, you can edit the document via the card or the **(⋮)** menu.
### **Document setup**
- The **Name** field is auto-filled after upload and can be edited
- Use **Document Type** to choose:
- **Header**
- **Footer**
- Optionally limit the document to specific **Quotation Templates**
**Note**
You can also attach PDFs directly within:
**Sales app ‣ Configuration ‣ Quotation Templates → Quote Builder tab**
Next to the file upload, you’ll find the **Configure dynamic fields** option.
## **Dynamic text in PDFs**
Dynamic fields allow Odoo to automatically populate values (like customer name, totals, or dates) directly into your PDF.
These fields are created as form inputs inside the PDF template and mapped to Odoo data.
### **Common dynamic fields**
**Header/Footer fields:**
- **name**: Quotation reference
- **partner\_id\_\_name**: Customer name
- **user\_id\_\_name**: Salesperson
- **amount\_untaxed**: Untaxed total
- **amount\_total**: Final total
- **delivery\_date**: Delivery date
- **validity\_date**: Expiry date
- **client\_order\_ref**: Customer reference
**Product-related fields:**
- **description**: Product description
- **quantity**: Quantity
- **uom**: Unit of measure
- **price\_unit**: Unit price
- **discount**: Discount applied
- **product\_sale\_price**: List price
- **taxes**: Applied taxes
- **tax\_excl\_price**: Price before tax
- **tax\_incl\_price**: Price including tax
After uploading a PDF, use **Configure dynamic fields** to map each form field to the correct data source.
- Header/footer templates use the **sale\_order** model
- Product documents use the **sale\_order\_line** model
If no path is defined, the field can be used for manual input when preparing the quote.
### **Example**
Using common placeholders like **name** and **partner\_id\_\_name** ensures automatic population of key details such as quotation number and customer name.
Once your PDF is ready:
- Save it locally
- Upload it via **Headers/Footers**
- It will appear as a selectable template
**Note**
Templates can be reordered using drag-and-drop in Kanban view.
### **Advanced example**
If your PDF includes a field like **invoice\_partner\_country**, you can map it as follows:
- For headers/footers:\
`partner_invoice_id.country_id.name`
- For product documents:\
`order_id.partner_invoice_id.country_id.name`
**Tip**
If a field like **custom\_note** is left without a mapping, it becomes editable during quote creation, allowing personalized content.
## **Add PDF to product**
You can also attach PDFs directly to products. These documents will automatically be included when the product is added to a quotation.
To do this:
- Go to **Sales app ‣ Products ‣ Products**
- Open a product
- Click the **Documents** smart button
### **Upload product documents**
From the Documents page:
- Click **Upload** to add a file
- Or click **New** to create a document entry
Uploaded files can be edited from the document card or menu.
### **PDF configuration options**
- **Type**: File or URL (auto-set to File for PDFs)
- **Visible at**:
- **On quotation**
- **On confirmed order**
- **Inside quote**
#### **Visibility options explained**
- **On quotation**: Available to the customer anytime
- **On confirmed order**: Shared after order confirmation
- **Inside quote**: Embedded directly into the generated PDF
### **Example**
When **Inside quote** is selected, the uploaded PDF appears within the final quotation document.
>
Dynamic field configuration is also available here. Remember, product PDFs use the **sale\_order\_line** model.
### **Publish on website**
Enable **Publish on Website** to display the document on the product page in your online store.
### **Example**
When enabled, the document appears under a **Documents** section on the product page.
>
## **Generate PDF quote**
Within a quotation:
- Go to the **Quote Builder** tab
- Select headers, footers, and additional documents
- Fill in any dynamic or manual fields
Once the quotation is confirmed:
1. Click **Actions**
2. Select **Print → PDF Quote**
The PDF is generated instantly and downloaded. It includes all configured elements such as headers, product documents, and pricing sections.
**Note**
You can download sample templates like `PDF quote builder examples` or a `sample quotation` to explore formatting and layout possibilities.