Add PDFs to a quote

PDFs can be manually added to a quote as a header or footer, or as an additional PDF to be merged with the quote details. They can be accessed from the Quote Builder tab on a quotation. A quote can have multiple headers or footers selected. If a quote has multiple headers or footers, they are merged together in the order they were selected, with the quote details in between.

Add headers and footers to a quote

Navigate to Sales app ‣ Quotations and select the desired quotation. Click the 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 Product section displays.

Select the additional PDFs to be merged into the final PDF. If a selected PDF contains custom note form fields, they appear as editable text boxes to be filled in.

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 Actions ‣ Print ‣ PDF Quote.

Open the PDF quote file to confirm the configured header, footer, and additional PDFs before printing.

Example

A car dealership wants to include its vehicle purchase order form with each quotation. They create a PDF template of the form and upload it to the Sales app as a header.

When they create a quote for a customer, they select the header in the Quote Builder tab and manually fill in the customized note form fields.

After the quote has been signed and confirmed, the car seller downloads and prints a copy of the PDF quote for the customer. The PDF quote contains the vehicle purchase order form as the header, the quote details in the body, and the dealership’s standard footer.

Add headers and footers to a quote template

To add PDFs to a quote template, navigate to Sales app ‣ Configuration ‣ Quote Templates, and select the desired template. Click the Quote Builder tab and click Add Headers and footers. In the Add: Headers and footers pop-up, select the PDF to be added to the quote template. Selected PDFs are displayed in the Quote Builder tab as cards.

To remove a header or footer, click the vertical ellipsis icon on the card and select Delete. Deleting a header or footer from a quote template only removes it from the template. It remains available in the Quote Builder tab and the Headers/Footers page.