odoo apps - pdf package on quote with pricelist

Overview

The PDF package on quote with pricelist app allows you to seamlessly attach a PDF version of the pricelist to your quotations and send them via email. This feature is ideal for businesses aiming to provide clients with a detailed and formal pricing structure alongside their quotes, enhancing transparency and professionalism.

Key features

• The application provides an option in the price list tree form to upload a file, allowing you to attach a PDF version of the price list for easy reference.
• Effortlessly send quotes with attached PDF price lists, helping your customers better understand the pricing structure and reducing follow-up inquiries.
• Including a PDF version of the price list with each quote enhances professionalism and gives customers a clear overview of prices and available discounts.

What is it?

The PDF package on quote with pricelist module is designed to enhance efficiency and accuracy in managing quotations. By automatically attaching PDF pricelists when sending emails, it reduces manual errors and optimizes communication with clients. With support for country-specific pricing, this module ensures that customers receive tailored pricing information relevant to their local market.

Wether you use Odoo. sh, or an On Premise installation, this module integrates seamlessly into your existing sales workflows. It enhances the customer experience while simplifying the tasks of your sales teams.

Key benefits:

• Automated pricelist attachment: Automatically attaches the relevant pricelist in PDF format to email quotations, reducing manual work and ensuring precise pricing communication.
• Country-specific pricing: Includes pricelists customized for different countries, providing accurate and relevant pricing information based on customer location.
• Enhanced customer experience: Clear and detailed quotations improve transparency and customer satisfaction, fostering trust.
• Simplified quotation workflow: Streamlines the process of sending quotations with attached pricelists, saving time and improving operational efficiency.

How this Odoo app work?

1. Navigate to the Sales settings and enable the Pricelist feature. Then, create a pricelist for your products.
2. Once your pricelist is set up, go to the Pricelist Tree Form, where you'll find an option to upload the PDF version of your pricelist. Upload the specific PDF file for your products.
3. In the Sales module, create a new quotation. Select the pricelist and add the required products to the order lines. Save your change and click "Send by Email." A pop-up will appear, showing two attachments: the quotation and the PDF pricelist linked to the sales order.