Design great quotation templates with building blocks to significantly boost your success rate
Disclaimer This module is a forwardport from Odoo SA and as such, it is not included in the OCA CLA. That means we do not have a copy of the copyright on it like all other OCA modules.
auto_awesome What this module does
AI-generated from the code · Odoo 19.0Design rich quotation templates with website building blocks, and let Odoo automatically fill quotations with the matching product descriptions and template content.
This module turns quotation templates into web-designed documents. On a quotation template you get a new "Website Description" tab and a "Design Template" button that opens a website-style editor where you can build headers, text, cards and images.
- Products get a "Quotation Only Description" field, used only on quotations (not on the eCommerce page). If it is empty, the eCommerce description is used instead.
- When a quotation uses a template, its header content is copied automatically, and each line pulls the description of its product.
- On the customer portal, the quotation shows the template header and the description of each product; a note warns that a product's content disappears if that product is removed from the quote.
- A ready-made "Default Template" is installed and set as the default quotation template for companies that do not have one yet.
It touches product.template, sale.order, sale.order.line, sale.order.template and sale.order.template.line, and adds a "Website Description" page to the quotation template form.
Depends on
Models and fields (5)
- sale.order · extends an existing modelwebsite_description
- sale.order.line · extends an existing modelwebsite_description
- product.template · extends an existing modelquotation_description, quotation_only_description
- sale.order.template · extends an existing modelwebsite_description
- sale.order.template.line · extends an existing modelwebsite_description
Text generated by AI (DeepSeek) from reading the Odoo 19.0 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-reporting.
terminal Installation and usage
OCA documentation · Odoo 19.0Usage
Source · Odoo 19.0To generate a template
- Go to
Sales>Configuration>Sales Orders>Quotation Templates. - Create or edit a record.
- In the form-view header, click the
Design Templatebutton to open the website editor. - Build your layout by dragging and dropping block snippets, then save.
To generate a new quotation
- Go to
Sales>Orders>Quotations. - Create or edit a quotation.
- Select the template created in the previous step.
- Click the
Previewbutton. You will be redirected to the portal, where you can see the layout.
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.