Description
Creating sales quotations often involves adding the same sections repeatedly, such as product categories, services, warranty details, or terms and conditions. In Odoo 20, you can now save quotation sections as reusable templates and insert them into future sales orders with just a few clicks.
In this video, we'll explore this new Sales feature and see how it helps sales teams create quotations faster while maintaining a consistent and professional structure across all sales documents.
In this video, you'll learn:
What Reusable Quotation Sections are in Odoo 20
How to save a section as a template
How to reuse saved sections in new sales quotations
Benefits of using reusable sections
How this feature improves your sales workflow
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