The Problem We Solve

If your sales team sends the same types of quotations over and over, you know these frustrations all too well

Repetitive Data Entry

Repetitive Data Entry Wastes Hours

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.

Copy-Paste Errors

Copy-Pasting from Old SOs Is Error-Prone

Duplicating old orders seems clever until someone forgets to update the customer, leaves stale pricing, or copies the wrong lines. Mistakes slip through constantly.

Manual Template Setup

Built-In Templates Require Manual Setup

Odoo's native quotation templates have to be configured by hand — adding every line, product, and description from scratch. Nobody has time for that.

No One-Click Save

No Way to Save a Live SO as a Template

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.

Inconsistent Quotations

Inconsistent Quotations Across the Team

Every rep builds quotations differently. Different product descriptions, different line ordering, different pricing. Customers notice the inconsistency.

Lost Revenue

Slow Quoting Costs You Deals

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.

Your Problem. Our Feature. One Line Each.

No vague promises. Every real-world headache, matched to a specific thing Fusion Templates does today.

Problem

"We type the same 15 order lines into a new quotation three times a week."

Solution

Save that order as a template once. Apply it to any new quotation with one click — all lines, products, and descriptions carry over.

Problem

"Someone duplicated an old SO and forgot to change the customer. Invoice went to the wrong person."

Solution

Templates apply only the order lines — not the customer, dates, or references. Clean slate every time, with the right products pre-filled.

Problem

"Setting up Odoo's built-in quotation templates means re-entering every product line manually."

Solution

One button on any confirmed sale order. The template is created instantly from the live data — no manual re-entry required.

Problem

"Every sales rep formats quotations differently. Our proposals look inconsistent."

Solution

Standardised templates ensure every quotation follows the same structure, product descriptions, and line ordering — regardless of who creates it.

Problem

"New hires take weeks to learn which products go on which type of quotation."

Solution

Pre-built templates let new team members create accurate quotations from day one. The template knows the products — they just pick the right one.

Problem

"We lose deals because our quoting process is slower than our competitors."

Solution

Template-based quoting takes seconds, not minutes. Select a template, confirm the customer, send. Speed wins.

Problem

"We have no central place to manage our standard quotation formats."

Solution

A dedicated template management view lets you browse, edit, duplicate, and organise all your saved templates in one place.

Problem

"Pricing on our templates goes stale and nobody updates them."

Solution

Edit any template at any time from the management view. Update products, quantities, or descriptions — changes apply to all future quotations using that template.

How It Works

From sale order to reusable template in two clicks. From template to new quotation in two more.

Build Your Order

1. Build Your Sale Order

Create a sale order the way you normally do — add products, set quantities, write descriptions, configure pricing. Nothing changes about your existing workflow.

Save as Template

2. Save as Template

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.

Manage Templates

3. Manage Your Templates

Browse all your saved templates in a dedicated management view. Edit, duplicate, rename, or delete templates as your product offerings evolve.

Apply to New Orders

4. Apply to New Quotations

When creating a new quotation, select a saved template. All order lines populate automatically. Adjust quantities or add extras, then send. Done in seconds.

Everything You Need. Nothing You Don't.

A lightweight, focused module that does one thing brilliantly — turn sale orders into reusable templates

One-Click Save

One-Click Save

Save any confirmed sale order as a quotation template with a single button click. No wizards, no configuration.

Full Line Capture

Full Line Capture

Products, quantities, descriptions, and pricing — every detail from the original order is preserved in the template.

Instant Apply

Instant Apply

Apply any template to a new quotation and all order lines populate automatically. Tweak as needed, then send.

Template Management

Template Management

Browse, edit, duplicate, and organise your templates from a dedicated list view. Keep everything current.

1-Click
Save SO as Template
100%
Order Lines Preserved
Free
No Cost. No Catch.
Seconds
From Template to Quotation

Built for Sales Teams Who Value Their Time

If you send the same types of quotations more than once, this module pays for itself on day one (and it is free).

Wholesale & Distribution

Standard product bundles, recurring orders, seasonal catalogues — save your most common configurations as templates and quote customers in seconds.

Service Providers

Fixed-scope service packages, retainer agreements, onboarding bundles — template them once and apply consistently to every new client engagement.

Manufacturing & Custom Builds

Standard build configurations, common material lists, base assemblies — save your go-to specs and modify per-customer as needed.

E-Commerce & Retail

Bulk order templates, gift bundles, promotional packages — keep your popular combinations ready to send the moment a customer asks.

IT & Technology

Hardware bundles, software licensing packages, implementation projects — template your standard offerings and customise per deal.

Any Odoo Sales Team

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.

Stop Rebuilding the Same Quotations. Start Templating.

Install Fusion Templates for free and let your sales team focus on selling — not typing the same order lines for the hundredth time.