Sales Quotation Template Access
by Viindoo
Who may change the quotation templates
A dedicated group for managing quotation templates - so salespeople use them and cannot rewrite them.
Sales Quotation Template Access (technical name viin_sale_quotation_template_access) is an Odoo 17.0 app for Odoo Community and Odoo Enterprise and Viindoo Cloud, built for sales manager, salesperson, administrator, legal or finance.
At a Glance
The facts of Sales Quotation Template Access, version 0.1.0, in one place. Published by Viindoo.
How It Works
Two screens.
The templates
The standard offers a company sends - now with an owner.
One template
Lines, terms and validity - editable only by the group that maintains them.
Assigned like any group
The right is granted on the user, in the usual place.
What You Get
A group for managing quotation templates
Using templates stays with the sales team
Creating, editing and deleting templates restricted to that group
No change to how quotations are made from a template
Assigned like any other Odoo group
Nothing else in sales configuration is affected
More Screens
Everything below was taken on a database seeded with real business data, on this series - not a mock-up and not a screenshot from an older version.
A template
What This App Does Not Do
Read this before you buy. Everything below is something the app deliberately leaves to another app or to you.
A change is a change; tracking who made it is a tracking module.
Discount and quotation approval are the approval apps.
Per-template ownership would be a different, heavier model.
As always in Odoo.
Works Well With
Apps from the same stack, built to fit this one:
Who Should Use Sales Quotation Template Access?
Sales manager
Owns the standard offer instead of hoping nobody edits it.
Salesperson
Uses templates as before.
Administrator
Grants template maintenance to the people responsible for it.
Legal or finance
Knows the terms in a template were not changed quietly.
Frequently Asked Questions
What does Sales Quotation Template Access do?
A dedicated group for managing quotation templates - so salespeople use them and cannot rewrite them.
What does Sales Quotation Template Access not do?
It does not version templates. A change is a change; tracking who made it is a tracking module. It does not approve quotations. Discount and quotation approval are the approval apps. It is one group. Per-template ownership would be a different, heavier model. Administrators can still do everything. As always in Odoo.
Who is Sales Quotation Template Access for?
Sales manager: Owns the standard offer instead of hoping nobody edits it. Salesperson: Uses templates as before. Administrator: Grants template maintenance to the people responsible for it. Legal or finance: Knows the terms in a template were not changed quietly.
Which Odoo version and editions does it support?
Odoo 17.0 - Odoo Community, Odoo Enterprise, Viindoo Cloud. Upgrades to a newer Odoo series are a separate purchase for that series.
What does it depend on?
It installs on top of: sale_management. Odoo installs them with it.
How do I set it up?
Two screens.
What works well with it?
Sales Approvals (viin_approval_sale): Approving the quotations built from them. Price Lock (to_sale_price_lock): Keeping prices from being edited on the order. Sales Teams Advanced (to_sales_team_advanced): Who sees which orders at all.
Can I try it before buying?
Yes - the Live Preview button at the top of this page opens the module's own screen on a working database.
How do I get support?
Write to apps.support@viindoo.com with your Odoo version and the technical name viin_sale_quotation_template_access; pre-sales questions go to sales@viindoo.com.
See Sales Quotation Template Access in Action
Live demo: v17demo-int.viindoo.com/web#action=sale_management.sale_order_template_action
Need help with Sales Quotation Template Access?
For questions, implementation support or a custom feature, contact Viindoo.
Pre-Sales & Partnership
sales@viindoo.comUpgrades to a newer Odoo series are a separate purchase for that series.
All Viindoo apps: apps.odoo.com/apps/modules/browse?author=Viindoo
Technical Requirement
Changes log
0.1.0 - Latest on the 17.0 line
- Template management is its own group, separate from sales configuration.
Installation
- Navigate to Apps.
- Search with keyword viin_sale_quotation_template_access.
- Press Install.
Instruction
Instruction video: Sales Quotation Template Access
- For users who don't have the Administrator access right in the Sales app to be able to access the quotation template, you need to enable developer mode and enable the Access Quotation Template feature for users.
- Users can then access the quote templates by navigating to Sales > Orders > Quotation Templates.
This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one).
It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software.
The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.