This module allows you to configure an order template per customer.
auto_awesome What this module does
AI-generated from the code · Odoo 18.0Lets you set a default quotation template on a customer, so new quotations for that customer automatically start from that template.
This module adds a Quotation Template field to the customer form, in the Sales & Purchases tab. You pick one of your existing quotation templates there, and it is saved on the customer record.
When a sales order is created for that customer, Odoo automatically fills in the order's quotation template with the one stored on the customer. This means the usual template content (products, terms, etc.) is applied without having to select the template manually each time.
- The field appears on the customer form under the Sales & Purchases page.
- The template is only applied when the customer actually has one set; otherwise nothing changes.
- The automatic fill happens when the customer is set on the quotation.
It touches the customer record (res.partner) and the sales order (sale.order). No new menus, reports, emails or scheduled jobs are added.
Depends on
Models and fields (2)
- sale.order · extends an existing model
- res.partner · extends an existing modelsale_order_template_id (Quotation Template)
Text generated by AI (DeepSeek) from reading the Odoo 18.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 2 confirmed, 7 with no information of 9 versions.
Sources · Odoo 17.0
Confirmed on 2026-11-03 in branch 17.0 of OCA/sale-workflow.
terminal Installation and usage
OCA documentation · Odoo 18.0Usage
Source · Odoo 18.0Configure order template in the client
- Go to Sales > Orders > Customers
- Create or edit a client.
- Go to the Sales and Purchases tab, the Sales section, and select a value in the Order Template field.
- Save the client.
How to use in the order
- Go to Sales > Orders
- Create or edit a order.
- Select the customer and the order template field will automatically be filled in.
- Save the order.
No verified information in OCA: Installation, Configuration.
Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.