[ADD] sales: sales quotatations

closes odoo/documentation#12380

X-original-commit: 3cb9f6a48a
Signed-off-by: Dina Klarisse Dugar (dikd) <dikd@odoo.com>
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Co-authored-by: samueljlieber <sali@odoo.com>
Co-authored-by: Felicious <feku@odoo.com>
Co-authored-by: StraubCreative <zst@odoo.com>

content/applications/essentials/contacts.rst

@@ -253,7 +253,7 @@ in the main contacts page, but they can still be searched for with the :guilabel
    the contact is restored.
 
 .. seealso::
-   - :doc:`Add different addresses in CRM <../sales/sales/send_quotations/different_addresses>`
+   - :doc:`Add different addresses in CRM <../sales/sales/sales_quotations/different_addresses>`
    - `Odoo's eLearning Contacts tutorial
      <https://www.odoo.com/slides/slide/contacts-2527?fullscreen=1>`_
 

content/applications/sales/crm/acquire_leads/send_quotes.rst

@@ -52,7 +52,7 @@ of the form, and update any missing or incorrect fields:
 - :guilabel:`Invoice Address`: physical address where the invoice should be sent.
 - :guilabel:`Delivery Address`: physical address where any products should be delivered.
 - :guilabel:`Quotation Template`: if applicable, select a pre-configured :doc:`quotation template
-  </applications/sales/sales/send_quotations/quote_template>` from this field.
+  <../../sales/sales_quotations/quote_template>` from this field.
 - :guilabel:`Expiration`: date when this quotation is no longer valid.
 - :guilabel:`Quotation Date`: creation date of draft/sent orders, confirmation date of confirmed
   orders. Note that this field is only visible if :doc:`Developer mode (debug mode)

content/applications/sales/sales.rst

@@ -16,7 +16,7 @@ deliver and invoice what has been sold.
 .. toctree::
    :titlesonly:
 
-   sales/send_quotations
+   sales/sales_quotations
    sales/invoicing
    sales/products_prices
    sales/amazon_connector

content/applications/sales/sales/gelato.rst

@@ -144,7 +144,7 @@ Order a Gelato product from Odoo
 --------------------------------
 
 Once synchronized, Gelato products are available to order in Odoo through :doc:`sales quotations
-<send_quotations>` or on the **eCommerce** store. Gelato delivery options are automatically
+<sales_quotations>` or on the **eCommerce** store. Gelato delivery options are automatically
 synchronized upon API and webhook configuration.
 
 To add Gelato delivery, click :guilabel:`Add shipping` on the sales order. Select
@@ -156,7 +156,7 @@ for fulfillment. Once a sales order is sent from Odoo to Gelato, Gelato processe
 produces the product at the nearest fulfillment center, and ships it directly to the end-customer.
 
 .. seealso::
-   :doc:`send_quotations/create_quotations`
+   :doc:`sales_quotations/create_quotations`
 
 .. important::
    When creating a sales order for Gelato products in the database, only Gelato products can be

content/applications/sales/sales/sales_quotations.rst

@@ -0,0 +1,139 @@
+:show-content:
+:hide-page-toc:
+
+================
+Sales quotations
+================
+
+A *sales quotation* or quote is a document sent to a customer that outlines the estimated costs and
+terms for goods and services. Once accepted, a quotation can be converted into a sales order, which
+serves as the final agreement before delivery and invoicing.
+
+Sales flow overview
+===================
+
+Quotations fit into a broader sales flow that connects different stages of customer interactions
+from initial interest to payment.
+
+The typical flow follows these steps:
+
+#. *Quotation*: A proposal sent to the customer with product details and pricing.
+#. *Sales order*: Created automatically when the customer accepts the quotation, confirming the
+   sale.
+#. *Delivery* (if applicable): Products are shipped or services are delivered.
+#. *Invoice*: The final bill is issued based on the sales order or delivered products/services.
+#. *Payment*: The customer settles the invoice, completing the sales cycle.
+
+This flow helps businesses track the entire lifecycle of a sale while keeping information consistent
+across apps.
+
+In Odoo, quotations are configured in the **Sales** app. They can also be generated from other apps
+as part of the sales workflow:
+
+- **CRM**: :doc:`Convert opportunities <../crm/acquire_leads/send_quotes>` into quotes to follow up
+  on potential deals.
+- **Helpdesk**: :doc:`Generate quotes from tickets <../../services/helpdesk/advanced/after_sales>`
+  when offering paid services or products.
+- **Subscriptions**: :doc:`Offer recurring services <../subscriptions>` before
+  starting an automatic billing cycle.
+
+.. cards::
+
+   .. card:: Create quotations
+      :target: sales_quotations/create_quotations
+
+      Create, configure, and send quotations to customers.
+
+   .. card:: Quotation templates
+      :target: sales_quotations/quote_template
+
+      Configure and use quotation templates to send tailor-fit quotations at a quicker pace.
+
+   .. card:: Optional products
+      :target: sales_quotations/optional_products
+
+      Offer useful and related products to customers to increase sales.
+
+   .. card:: Online signatures for order confirmations
+      :target: sales_quotations/get_signature_to_validate
+
+      Customers have the ability to confirm orders via online signatures, directly on sales orders.
+
+   .. card:: Online payment order confirmation
+      :target: sales_quotations/get_paid_to_validate
+
+      Customers have the ability to confirm orders via online payment, directly on sales orders.
+
+   .. card:: Quotation Deadlines
+      :target: sales_quotations/deadline
+
+      Set deadlines on quotations to encourage customers to act in a timely manner when
+      closing business deals.
+
+   .. card:: Deliver orders and invoices to different addresses
+      :target: sales_quotations/different_addresses
+
+      Specify separate customer delivery and invoicing addresses on quotations.
+
+   .. card:: Product variants on quotations and sales orders
+      :target: sales_quotations/orders_and_variants
+
+      Add product variants to sales orders to provide additional options for single products.
+
+   .. card:: PDF quote builder
+      :target: sales_quotations/pdf_quote_builder
+
+      Add custom PDF files to quotations to elevate the document's headers and designs.
+
+Sales quotations in business deals
+==================================
+
+Sales quotations serve as a key step in the sales process, bridging the gap between a customer's
+initial inquiry about goods and services and the final contractual agreement for payment and
+delivery. The quotation also provides transparency in pricing, helping both parties negotiate and
+finalize the terms before making a commitment.
+
+Sales quotations play a crucial role in business transactions by defining the scope and cost of what
+is being sold to the end-customer; setting clear expectations on pricing, delivery, tax, and
+payment terms; and providing a documented stage where the business deal can be negotiated before
+agreed upon.
+
+Key components of a sales quotation
+===================================
+
+A well-structured sales quotation comprises the following:
+
+- Quotation number and date: A unique identifier for tracking and reference, as well as the
+  :doc:`dates of issue and expiration <sales_quotations/deadline>`. In Odoo **Sales** app, the
+  quotation number is assigned under a standard naming convention once it is confirmed.
+- Customer information: Customer name and contact information, as well as
+  :doc:`invoicing and delivery address <sales_quotations/different_addresses>`.
+- Products and services: Itemized listing of items to be purchased, including quantity,
+  specifications (as needed), and unit price.
+- Payment terms and :doc:`pricelists <products_prices/prices/pricing>`: Configured agreements and
+  rules for the pricing and payment of this particular sales quotation.
+- Special pricing: Optional :doc:`discounts and promotional pricing
+  <products_prices/prices/pricing>` to update and/or modify individual product lines.
+- Total cost and currency: Summary totals of product or service and shipping prices, including
+  relevant taxes.
+
+In Odoo's **Sales** app, quotations can include additional details and configurations that add
+more detail and information, such as :doc:`quotation templates <sales_quotations/quote_template>`,
+:doc:`subscription plans <../../sales/subscriptions>`, and :doc:`sales team referrer name
+<sales_quotations/create_quotations>`.
+
+.. image:: sales_quotations/sales-quotation.png
+   :alt: Unconfirmed sales quotation in Odoo **Sales** app.
+
+.. toctree::
+   :titlesonly:
+
+   sales_quotations/create_quotations
+   sales_quotations/quote_template
+   sales_quotations/optional_products
+   sales_quotations/get_signature_to_validate
+   sales_quotations/get_paid_to_validate
+   sales_quotations/deadline
+   sales_quotations/different_addresses
+   sales_quotations/orders_and_variants
+   sales_quotations/pdf_quote_builder

content/applications/sales/sales/sales_quotations/deadline.rst

@@ -53,4 +53,4 @@ automatically calculated, based on the number of days designated above. However,
 overwritten before sending the quotation to the customer.
 
 .. seealso::
-   :doc:`/applications/sales/sales/send_quotations/quote_template`
+   :doc:`quote_template`

content/applications/sales/sales/sales_quotations/pdf_quote_builder.rst

@@ -271,4 +271,4 @@ product PDF that was set to be visible inside the quote, can be viewed and print
    for added reference.
 
 .. seealso::
-   - :doc:`/applications/sales/sales/send_quotations/quote_template`
+   - :doc:`quote_template`

content/applications/sales/sales/send_quotations.rst

@@ -1,18 +0,0 @@
-:nosearch:
-
-===============
-Send Quotations
-===============
-
-.. toctree::
-   :titlesonly:
-
-   send_quotations/create_quotations
-   send_quotations/quote_template
-   send_quotations/optional_products
-   send_quotations/get_signature_to_validate
-   send_quotations/get_paid_to_validate
-   send_quotations/deadline
-   send_quotations/different_addresses
-   send_quotations/orders_and_variants
-   send_quotations/pdf_quote_builder

content/applications/sales/subscriptions/plans.rst

@@ -3,7 +3,7 @@ Subscription plans
 ==================
 
 *Subscription plans* are :doc:`quotation templates
-</applications/sales/sales/send_quotations/quote_template>` used to preconfigure quotations with
+<../sales/sales_quotations/quote_template>` used to preconfigure quotations with
 subscription products. Use subscription plans to quickly create subscription orders.
 
 Configure subscription plans

content/applications/sales/subscriptions/renewals.rst

@@ -41,8 +41,8 @@ Quotation*.
 .. seealso::
    For more information on the above process of confirming quotations and invoicing payments,
    see:
-   - :doc:`../sales/send_quotations/create_quotations`
-   - :doc:`../sales/send_quotations/get_paid_to_validate`
+   - :doc:`../sales/sales_quotations/create_quotations`
+   - :doc:`../sales/sales_quotations/get_paid_to_validate`
 
 Once the payment from the subscription quotation is confirmed, the quotation turns into a sales
 order. An :guilabel:`In Progress` tag is applied to the sales order form, and a series of buttons

redirects/18.0.txt

@@ -11,3 +11,15 @@ content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst co
 # applications/inventory_and_mrp
 
 applications/inventory_and_mrp/purchase/products/uom.rst applications/inventory_and_mrp/inventory/product_management/configure/uom.rst
+
+# applications/sales
+
+applications/sales/sales/send_quotations.rst applications/sales/sales/sales_quotations.rst                                                       # sales/send_quotations --> sales/sales_quotations
+applications/sales/sales/send_quotations/create_quotations.rst applications/sales/sales/sales_quotations/create_quotations.rst                   # sales/send_quotations/* --> sales/sales_quotations/*
+applications/sales/sales/send_quotations/deadline.rst applications/sales/sales/sales_quotations/deadline.rst                                     # sales/send_quotations/* --> sales/sales_quotations/*
+applications/sales/sales/send_quotations/get_paid_to_validate.rst applications/sales/sales/sales_quotations/get_paid_to_validate.rst             # sales/send_quotations/* --> sales/sales_quotations/*
+applications/sales/sales/send_quotations/get_signature_to_validate.rst applications/sales/sales/sales_quotations/get_signature_to_validate.rst   # sales/send_quotations/* --> sales/sales_quotations/*
+applications/sales/sales/send_quotations/optional_products.rst applications/sales/sales/sales_quotations/optional_products.rst                   # sales/send_quotations/* --> sales/sales_quotations/*
+applications/sales/sales/send_quotations/orders_and_variants.rst applications/sales/sales/sales_quotations/orders_and_variants.rst               # sales/send_quotations/* --> sales/sales_quotations/*
+applications/sales/sales/send_quotations/pdf_quote_builder.rst applications/sales/sales/sales_quotations/pdf_quote_builder.rst                   # sales/send_quotations/* --> sales/sales_quotations/*
+applications/sales/sales/send_quotations/quote_template.rst applications/sales/sales/sales_quotations/quote_template.rst                         # sales/send_quotations/* --> sales/sales_quotations/*