Metadata-Version: 2.1
Name: odoo-addon-sale_quotation_builder
Version: 17.0.1.0.1.1
Requires-Python: >=3.10
Requires-Dist: odoo>=17.0a,<17.1dev
Summary: Build great quotation templates
Home-page: https://github.com/OCA/sale-reporting
License: LGPL-3
Author: Odoo Community Association (OCA), Odoo SA
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 17.0
Classifier: License :: OSI Approved :: GNU Lesser General Public License v3 (LGPLv3)

.. image:: https://odoo-community.org/readme-banner-image
   :target: https://odoo-community.org/get-involved?utm_source=readme
   :alt: Odoo Community Association

=================
Quotation Builder
=================

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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.

**Table of contents**

.. contents::
   :local:

Use Cases / Context
===================

After this PR (https://github.com/odoo/odoo/pull/133773), Odoo removed
the ``sale_quotation_builder`` module and added a new one called
``sale_pdf_quote_builder``.

Both features work fine, but there is no direct equivalence between
them. For new customers, it's okay to use the new module to upload PDF
documents. However, customers upgrading from older versions may want to
keep the old behavior.

This module restores those features.

Usage
=====

To generate a template
----------------------

1. Go to ``Sales`` > ``Configuration`` > ``Sales Orders`` >
   ``Quotation Templates``.
2. Create or edit a record.
3. In the form-view header, click the ``Design Template`` button to open
   the website editor.
4. Build your layout by dragging and dropping block snippets, then save.

To generate a new quotation
---------------------------

1. Go to ``Sales`` > ``Orders`` > ``Quotations``.
2. Create or edit a quotation.
3. Select the template created in the previous step.
4. Click the ``Preview`` button. You will be redirected to the portal,
   where you can see the layout.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/sale-reporting/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/sale-reporting/issues/new?body=module:%20sale_quotation_builder%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
-------

* Odoo SA

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

This module is part of the `OCA/sale-reporting <https://github.com/OCA/sale-reporting/tree/17.0/sale_quotation_builder>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
