Lesson 4: Quotation and Order Configuration | Odoo 18 Sales Tutorial

In this lesson, we review quotation and order configuration settings in Odoo 18 Sales. You’ll see how to use Online Signature and Online Payment, how customers can accept, sign and pay for quotations through the portal, and how payment providers are configured. The lesson also covers quotation templates, PDF Builder, default quotation validity, sale warnings, locked confirmed orders and pro-forma invoices. In this video: Where to find quotation and order settings How Online Signature works on quotations How customers accept and sign quotations How Online Payment works in Odoo Sales How payment providers are configured How quotation templates help create quotations faster How optional products work on quotation templates How PDF Builder supports quotation design How default quotation validity works How sale warnings work for products and customers How locked confirmed orders work How pro-forma invoices can be sent