In Odoo 17, when generating a PDF quotation, the default behavior places product-related documents before the main quotation content. If you need these documents to appear at the end of the PDF instead, you can achieve this by configuring the PDF Quote Builder and customizing the document order. At Wan Buffer Services, we have helped businesses streamline such document placements to enhance professional presentation. Here’s how you can do it:
1. Enable PDF Quote Builder
- Go to Sales > Configuration > Settings.
- Under Quotations & Orders, activate PDF Quote Builder.
- Save the settings.
2. Configure Document Placement Order
- Within PDF Quote Builder, arrange the sequence of elements as:
- Quotation Content
- Product Attachments
- Footer (if applicable)
3. Attach Product-Related Documents
- Navigate to Products and select a product.
- Click the Documents smart button to upload relevant PDFs (e.g., specifications, user manuals).
- Set the Visible at option to Inside Quote to ensure inclusion.
4. Generate & Verify PDF Quotations
- Create a quotation, add the necessary products, and generate the PDF.
- Verify that the quotation content appears first, followed by product-related documents.
At Wan Buffer Services, we specialize in customizing Odoo ERP to fit business needs, including PDF report modifications.