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 186
Standard Business Process A. Order to Cash
  • Introduction (S4761)
    • Introduction (S4754)
  • Process Flows (S4762)
    • Standard Business Process (S4765)
  • Best Practice (S4783)
    • Use an Expiry Date to drive urgency and increase conversion (S4755)
    • Use Quotation Templates to remove manual work (S4776)
    • Set all your Customer data on the Contact, such as Pricelist and Payment Terms (S4777)
  • FAQs (S4784)
    • What happens to Pricing when a Quotation Template is used? (S4756)
    • What happens if I change the Quotation Template after creating the Sales Quotation? (S4778)
    • How do I see what my Customer will see when I send the email? (S4779)
    • Do I have to send the Sales Quotation before confirming? (S4780)
    • Do I have to start from a Sales Quotation, why can't I just create a Sales Order? (S4781)
    • Send us a question... (S4782)
  • Data (S4785)
    • Data Guide (S4757)
  • User Training (S4763)
    • How to create and send a new sales quotation (S4759)
    • How to use and create quotation templates (S4758)
    • How to see the Sales Quotation the way your customer will see it (S4775)
  • Ask an Expert (S4764)
    • Ask an Expert (S4760)