Creating quotations repeatedly with the same terms, products, or notes can be time-consuming. Odoo 19 solves this problem using Quotation Templates, which help you generate professional and consistent quotations in just a few clicks.
In this blog, we’ll walk through how to set up and use Quotation Templates in Odoo 19, step by step.
What Is a Quotation Template in Odoo?
A Quotation Template is a predefined format that contains:
Products or services
Validity period
Payment terms
Notes and terms & conditions
Once created, you can apply the template directly to a quotation, saving time and avoiding manual errors.
Step 1: Enable Quotation Templates
Before creating templates, make sure the feature is enabled.
Go to Sales → Configuration → Settings
Scroll to the Quotations & Orders section
Enable Quotation Templates
Click Save
Step 2: Create a New Quotation Template
Navigate to Sales → Configuration → Quotation Templates
Click New
Enter the Template Name (e.g., Standard Service Quotation)
Fill in the following fields:
Quotation Validity (e.g., 7 or 15 days)
Payment Terms
Confirmation Mail (optional)
Step 3: Add Products to the Template
Under the Lines tab:
Click Add a line
Select the product
Set quantity and price
Add multiple products if needed
This is especially useful for:
AMC quotations
Service packages
Fixed-price bundles
Step 4: Add Terms and Conditions
You can add:
Quote Builder
Terms & Conditions
These will automatically appear when the template is applied to a quotation.
Step 5: Use the Template in a Quotation
Go to Sales → Quotations
Click New
Select a Customer
Choose the Quotation Template
Odoo will automatically:
Load products
Apply payment terms
Insert notes and conditions
Why Use Quotation Templates?
Saves time
Reduces human errors
Maintains standard pricing
Improves professionalism
Ideal for sales teams handling repetitive quotations
Conclusion
Quotation Templates in Odoo 19 are a powerful tool to streamline your sales process and improve efficiency. By setting them up correctly, you can generate consistent and professional quotations with minimal effort. Whether you handle services, products, or recurring deals, quotation templates make your workflow faster and more reliable.
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