Home └A01 - SBP - Sales Quotation (V-17)
A01 - SBP - Sales Quotation (V-17)

A01 - SBP - Sales Quotation (V-17)

First Impressions Matter: In many cases, the Sales Quotation is the first formal documentation a potential customer will receive from a business. As such, it represents the company's professionalism, attention to detail, and understanding of the client's needs.

In this course, you will find information on how to use Sales Quotations effectively in Odoo.

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Responsible Mustansir Hussain
Last Update 05/29/2024
Completion Time 2 hours 10 minutes
Members 147
Standard Business Process A. Order to Cash
  • Introduction
    • Introduction
  • Process Flows
    • Standard Business Process
  • Best Practice
    • Use an Expiry Date to drive urgency and increase conversion
    • Use Quotation Templates to remove manual work
    • Set all your Customer data on the Contact, such as Pricelist and Payment Terms
  • FAQs
    • What happens to Pricing when a Quotation Template is used?
    • What happens if I change the Quotation Template after creating the Sales Quotation?
    • How do I see what my Customer will see when I send the email?
    • Do I have to send the Sales Quotation before confirming?
    • Do I have to start from a Sales Quotation, why can't I just create a Sales Order?
    • Send us a question...
  • Data
    • Data Guide
  • User Training
    • How to create and send a new sales quotation
    • How to use and create quotation templates
    • How to see the Sales Quotation the way your customer will see it
  • Ask an Expert
    • Ask an Expert