Sales PDF Quotation Builder

sale_pdf_quote_builder · odoo/odoo

    Repository
    odoo/odoo · module folder
    Module version
    0.1.0
    Category
    Sales/Sales
    Folder size
    5.97 MB
    License
    LGPL-3
    Application
    No
    Auto-installable
    Yes
    Website
    None
    Last tracking update
    2026-08-15 22:44:19
    Authors
    Odoo S.A.
    Maintainers
    Odoo S.A.
    Committers
    Xavier Morel, Raphael Collet, Odoo Translation Bot, GitHub, Julien Castiaux, Victor Feyens, Alvaro Fuentes, Tiffany Chang (tic), Gorash, Demesmaeker, Valentin Chevalier, Mylyna Hy, Mahamadasif Ansari, Levi Siuzdak (sile), Dylan Kiss (dyki), Emanuele, Moises Lopez - https://www.vauxoo.com/, Adam Heinz, Louis (loti), Maxime de Neuville, kcv-odoo, aamo-odoo, Victor Miguel Armenta Carrillo, Pierre Lamotte (pila), Pierre Pulinckx, Bastien PIERRE, jeep-odoo, Shrey Mehta, Krzysztof Magusiak (krma), krip-odoo, utma-odoo, bhna-odoo, Nisarg (nipl), Lionel Piraux (lipi), saurabh, Hoan Hoang
    Odoo dependencies
    odoo/odoo:
    - sale_management
    - sale
    - sales_team
    - base
    - mail
    - base_setup
    - web
    - bus
    - web_tour
    - html_editor
    - account_payment
    - account
    - onboarding
    - product
    - uom
    - analytic
    - portal
    - http_routing
    - auth_signup
    - digest
    - resource
    - payment
    - utm
    Python dependencies
    None
    System dependencies
    None
    Required by
    None
    Description
    Build nice quotations

    Code Analysis ⓘ

    Views touched (10)
    XML IDNameModelTypeStatus
    product_document_form product.document.form.sale product.document form Inherits product.product_document_form
    quotation_document_form quotation.document.form quotation.document form New
    quotation_document_kanban quotation.document.kanban quotation.document kanban New
    quotation_document_list quotation.document.list quotation.document list New
    quotation_document_search sale.pdf.form.field.search sale.pdf.form.field search New
    quotation_document_search_view quotation.document.search quotation.document search New
    res_config_settings_view_form res.config.settings.view.form.inherit.sale.pdf.quote.builder res.config.settings form Inherits sale_management.res_config_settings_view_form
    sale_order_form_inherit_sale_pdf_quote_builder sale.order.form.pdf.quote.builder sale.order form Inherits sale_management.sale_order_form_quote
    sale_order_template_form sale.order.template.form sale.order.template form Inherits sale_management.sale_order_template_view_form
    sale_pdf_form_field_list sale.pdf.form.field.list sale.pdf.form.field list New
    HTTP endpoints (1)
    Route(s)HandlerAuthTypeMethodsFlags
    /sale_pdf_quote_builder/quotation_document/upload QuotationDocumentController.upload_document user http POST
    Models touched (7)

    New fields (0)

    No new fields.

    Public methods (0)

    No public methods.

    New fields (2)
    • attached_on_sale Selection
      help="Allows you to share the document with your customers within a sale.\nLeave it empty if you don't want to share this document with sales customer.\nOn quote: the document will be sent to and accessible by customers at any time.\ne.g. this option can be useful to share Product description files.\nOn order confirmation: the document will be sent to and accessible by customers.\ne.g. this option can be useful to share User Manual or digital content bought on ecommerce. \nInside quote: The document will be included in the pdf of the quotation and sale order between the header pages and the quote table. " ondelete={'inside': 'set default'} selection_add=[('inside', 'Inside quote pdf')]
    • form_field_ids Many2many → sale.pdf.form.field
      comodel_name='sale.pdf.form.field' compute='_compute_form_field_ids' domain=[('document_type', '=', 'product_document')] store=True string='Form Fields Included'
    Public methods (1)
    • action_open_pdf_form_fields(self)

    New fields (7)
    • active Boolean
      default=True help='If unchecked, it will allow you to hide the header or footer without removing it.'
    • add_by_default Boolean
      default=False help='If checked, this header or footer will be added by default on new quotes.' string='Add By Default'
    • document_type Selection
      default='header' required=True selection=[('header', 'Header'), ('footer', 'Footer')] string='Document Type'
    • form_field_ids Many2many → sale.pdf.form.field
      comodel_name='sale.pdf.form.field' compute='_compute_form_field_ids' domain=[('document_type', '=', 'quotation_document')] store=True string='Form Fields Included'
    • ir_attachment_id Many2one → ir.attachment
      comodel_name='ir.attachment' ondelete='cascade' required=True string='Related attachment'
    • quotation_template_ids Many2many → sale.order.template
      check_company=True comodel_name='sale.order.template' groups='sales_team.group_sale_salesman' relation='header_footer_quotation_template_rel' string='Quotation Templates'
    • sequence Integer
      default=10
    Public methods (2)
    • action_open_pdf_form_fields(self)
    • create(self, vals_list)
      @api.model_create_multi

    New fields (4)
    • available_quotation_document_ids Many2many → quotation.document
      comodel_name='quotation.document' compute='_compute_available_quotation_document_ids' string='Available Quotation Documents'
    • customizable_pdf_form_fields Json
      readonly=False string='Customizable PDF Form Fields'
    • is_pdf_quote_builder_available Boolean
      compute='_compute_is_pdf_quote_builder_available'
    • quotation_document_ids Many2many → quotation.document
      check_company=True comodel_name='quotation.document' default=_default_quotation_document_ids readonly=False string='Headers/Footers'
    Public methods (1)
    • get_update_included_pdf_params(self)

    New fields (2)
    • available_product_document_ids Many2many → product.document
      comodel_name='product.document' compute='_compute_available_product_document_ids' compute_sudo=True relation='available_sale_order_line_product_document_rel' string='Available Product Documents'
    • product_document_ids Many2many → product.document
      comodel_name='product.document' domain="[('id', 'in', available_product_document_ids)]" help='The product documents for this order line that will be merged in the PDF quote.' readonly=False relation='sale_order_line_product_document_rel' string='Product Documents'
    Public methods (0)

    No public methods.

    New fields (1)
    • quotation_document_ids Many2many → quotation.document
      check_company=True comodel_name='quotation.document' relation='header_footer_quotation_template_rel' string='Headers and footers'
    Public methods (0)

    No public methods.

    New fields (5)
    • document_type Selection
      readonly=True required=True selection=[('quotation_document', 'Header/Footer'), ('product_document', 'Product Document')] string='Document Type'
    • name Char
      help='The form field name as written in the PDF.' readonly=True required=True string='Form Field Name'
    • path Char
      help='The path to follow to dynamically fill the form field. \nLeave empty to be able to customized it in the quotation form.' string='Path'
    • product_document_ids Many2many → product.document
      comodel_name='product.document' string='Product Documents'
    • quotation_document_ids Many2many → quotation.document
      comodel_name='quotation.document' string='Quotation Documents'
    Public methods (0)

    No public methods.

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