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Hi @huisit, this PR is ready for review. Thank you. |
huisit
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Apr 9, 2026
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@meval1006 totally optional idea -- I know our guidelines are allergic to numbered lists, but I think this article is a prime candidate for an exception, since it's mostly comprised of simple workflow actions with minimal elaboration. Otherwise LGTM!
| Odoo provides the option to print a PDF of the quote for record keeping. To print the PDF quote, | ||
| navigate to the confirmed quote, and click the :icon:`fa-cog` :guilabel:`(Actions)` icon to reveal a | ||
| drop-down menu. From this drop-down menu, select :guilabel:`Print`, then select :guilabel:`PDF | ||
| Quote`. |
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i think this could be a menuselection right? since it's all in one click
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| :guilabel:`Quote Builder` tab, and all available headers and footers are displayed in their own self | ||
| titled sections. If any products have PDFs attached on their form, then a :guilabel:`Product` |
| @@ -2,32 +2,69 @@ | |||
| Add PDFs to quotes | |||
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| Add PDFs to quotes | |
| Add PDFs to a quote |
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to match Add PDFs to a product
or update the other to match this one
content/applications/sales/sales/sales_quotations/pdf_quote_builder/add_pdf_quotes.rst
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| Quote`. | ||
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| .. image:: add_pdf_quotes/drop-down-print-pdf.png | ||
| :alt: Print pdf quote option on drop-down menu located on confirmed sales order in Odoo Sales. |
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| :alt: Print pdf quote option on drop-down menu located on confirmed sales order in Odoo Sales. | |
| :alt: A sales order drop-down menu with the option to Print PDF Quote. |
| To add PDFs to a quote template, navigate to :menuselection:`Sales app --> Configuration --> Quote | ||
| Templates`, and select the desired template. Click the :guilabel:`Quote Builder` tab and click | ||
| :guilabel:`Add Headers and footers`. In the *Add: Headers and footers* pop-up, select the desired | ||
| PDF to be added to the quote template. Any selected PDFs display within the :guilabel:`Quote |
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| PDF to be added to the quote template. Any selected PDFs display within the :guilabel:`Quote | |
| PDF to be added to the quote template. Selected PDFs are displayed in the :guilabel:`Quote |
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| To remove a header or footer, click the :icon:`fa-ellipsis-v` :guilabel:`vertical ellipsis` icon of | ||
| a card and select :guilabel:`Delete`. Deleting a header or footer from a quote template only removes |
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| To remove a header or footer, click the :icon:`fa-ellipsis-v` :guilabel:`vertical ellipsis` icon of | |
| a card and select :guilabel:`Delete`. Deleting a header or footer from a quote template only removes | |
| To remove a header or footer, click the :icon:`fa-ellipsis-v` :guilabel:`vertical ellipsis` icon on | |
| the card and select :guilabel:`Delete`. Deleting a header or footer from a quote template only removes |
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| To remove a header or footer, click the :icon:`fa-ellipsis-v` :guilabel:`vertical ellipsis` icon of | ||
| a card and select :guilabel:`Delete`. Deleting a header or footer from a quote template only removes | ||
| it from the template. It's still available in the *Quote Builder* tab of quotes or on the |
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| it from the template. It's still available in the *Quote Builder* tab of quotes or on the | |
| it from the template. It remains available in the *Quote Builder* tab and the |
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alt. i think this is one of the situations where it's fine to use future tense, i.e. "it will still be available"
| Once a quote with a pre-configured PDF has been confirmed, Odoo provides the option to print the | ||
| confirmed quote to check for errors, or to keep for records. | ||
| .. image:: add_pdf_quotes/quote-builder-headers.png | ||
| :alt: A quote's Quote Builder tab with selected headers and footers. Custom note form fields are |
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| :alt: A quote's Quote Builder tab with selected headers and footers. Custom note form fields are | |
| :alt: The Quote Builder tab with selected headers and footers. Custom note form fields are |
| On a sales order, in the :guilabel:`Quote Builder` tab, select additional documents to be merged | ||
| into the final PDF. If a selected document has custom fields, they appear as editable text boxes to | ||
| be filled in. | ||
| Navigate to :menuselection:`Sales app --> Quotations` and select the desired quotation. Click the |
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consider adding a heading for add pdfs to a quote, since you have one for quote template as well. just to clarify there are TWO sections, and if it generates the article toc too that would be a nice bonus
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This 18.0 PR can be FWP up to master.