If your sales team sends the same types of quotations over and over, you know these frustrations all too well
Your team types the same products, descriptions, and quantities into new quotations every day. It is slow, tedious, and a poor use of their time.
Duplicating old orders seems clever until someone forgets to update the customer, leaves stale pricing, or copies the wrong lines. Mistakes slip through constantly.
Odoo's native quotation templates have to be configured by hand — adding every line, product, and description from scratch. Nobody has time for that.
You have a perfectly built sale order right in front of you, but Odoo gives you no button to turn it into a template. So you rebuild it manually — again.
Every rep builds quotations differently. Different product descriptions, different line ordering, different pricing. Customers notice the inconsistency.
While your team rebuilds the same quotation for the tenth time this week, a faster competitor already sent theirs. Speed wins deals — repetition loses them.
No vague promises. Every real-world headache, matched to a specific thing Fusion Templates does today.
"We type the same 15 order lines into a new quotation three times a week."
Save that order as a template once. Apply it to any new quotation with one click — all lines, products, and descriptions carry over.
"Someone duplicated an old SO and forgot to change the customer. Invoice went to the wrong person."
Templates apply only the order lines — not the customer, dates, or references. Clean slate every time, with the right products pre-filled.
"Setting up Odoo's built-in quotation templates means re-entering every product line manually."
One button on any confirmed sale order. The template is created instantly from the live data — no manual re-entry required.
"Every sales rep formats quotations differently. Our proposals look inconsistent."
Standardised templates ensure every quotation follows the same structure, product descriptions, and line ordering — regardless of who creates it.
"New hires take weeks to learn which products go on which type of quotation."
Pre-built templates let new team members create accurate quotations from day one. The template knows the products — they just pick the right one.
"We lose deals because our quoting process is slower than our competitors."
Template-based quoting takes seconds, not minutes. Select a template, confirm the customer, send. Speed wins.
"We have no central place to manage our standard quotation formats."
A dedicated template management view lets you browse, edit, duplicate, and organise all your saved templates in one place.
"Pricing on our templates goes stale and nobody updates them."
Edit any template at any time from the management view. Update products, quantities, or descriptions — changes apply to all future quotations using that template.
From sale order to reusable template in two clicks. From template to new quotation in two more.
Create a sale order the way you normally do — add products, set quantities, write descriptions, configure pricing. Nothing changes about your existing workflow.
Click the "Save as Template" button on any confirmed sale order. The entire order structure — every line, product, quantity, and description — is saved instantly as a reusable template.
Browse all your saved templates in a dedicated management view. Edit, duplicate, rename, or delete templates as your product offerings evolve.
When creating a new quotation, select a saved template. All order lines populate automatically. Adjust quantities or add extras, then send. Done in seconds.
A lightweight, focused module that does one thing brilliantly — turn sale orders into reusable templates
Save any confirmed sale order as a quotation template with a single button click. No wizards, no configuration.
Products, quantities, descriptions, and pricing — every detail from the original order is preserved in the template.
Apply any template to a new quotation and all order lines populate automatically. Tweak as needed, then send.
Browse, edit, duplicate, and organise your templates from a dedicated list view. Keep everything current.
If you send the same types of quotations more than once, this module pays for itself on day one (and it is free).
Standard product bundles, recurring orders, seasonal catalogues — save your most common configurations as templates and quote customers in seconds.
Fixed-scope service packages, retainer agreements, onboarding bundles — template them once and apply consistently to every new client engagement.
Standard build configurations, common material lists, base assemblies — save your go-to specs and modify per-customer as needed.
Bulk order templates, gift bundles, promotional packages — keep your popular combinations ready to send the moment a customer asks.
Hardware bundles, software licensing packages, implementation projects — template your standard offerings and customise per deal.
If your team sends quotations — and especially if the same products show up repeatedly — Fusion Templates eliminates the busywork. Free for any Odoo 19 instance.
Install Fusion Templates for free and let your sales team focus on selling — not typing the same order lines for the hundredth time.