A professionally designed quotation is more than just a pricing document—it represents a company’s credibility, brand identity, and attention to detail. In modern ERP systems, quotations play a crucial role in shaping first impressions and influencing customer decisions. With the guidance of an experienced Odoo Consultant, businesses can fully utilize Odoo 19’s advanced document layout features to create quotations that are visually appealing, accurate, and consistent with their branding strategy.
Importance of Professional Quotation Design
Quotations are often the first formal document a potential customer receives during the sales process. A poorly structured or cluttered quotation can create confusion, reduce trust, and delay purchasing decisions. On the other hand, a clean and well-organized quotation helps customers quickly understand product details, pricing, taxes, validity, and terms. Professional layouts minimize unnecessary back-and-forth communication and contribute to a smoother, faster sales cycle.
Odoo ERP has long provided flexible tools for managing sales documents, but Odoo 19 takes this a step further by enhancing document layout customization. These improvements allow businesses to balance aesthetics with functionality, ensuring that quotations remain easy to manage internally while delivering a strong visual impact externally.
Quotation Layouts in Odoo ERP
Within Odoo, quotation layouts define how sales information is visually structured and presented to customers. This includes the placement of headers, product tables, totals, tax information, terms, and footers. A thoughtful layout ensures that critical details are easy to find and that the document flows logically from top to bottom.
Odoo’s built-in layout system ensures consistency across all customer-facing documents such as quotations, sales orders, and invoices. This consistency strengthens brand recognition and builds customer confidence, especially for businesses handling a high volume of sales interactions.
Accessing Document Layout Settings in Odoo 19
In Odoo 19, quotation and document layout settings are centrally managed from the General Settings menu under the Companies section. Here, users will find the Document Layout configuration area, which controls the appearance of quotations, invoices, and other reports generated by the system.
This centralized setup ensures that every quotation created by different sales representatives follows the same visual standard. It eliminates inconsistencies and guarantees that all outgoing documents reflect the company’s professional image.
Key Document Layout Options
Odoo 19 provides three main options within the Document Layout section:
Configure Document Layout
Edit Layout
Preview Document
The Preview Document option allows users to download a sample layout without any real customer or transaction data. This is especially useful for reviewing design elements such as spacing, alignment, logo placement, and color usage before applying the layout to live quotations.
When selecting Configure Document Layout, a pop-up window opens where users can customize core design elements. These include branding components, typography, colors, and structural layout styles.
Layout Styles Available in Odoo 19
Odoo 19 offers multiple predefined layout styles to suit different business needs and branding preferences:
Light – A minimal and clean layout ideal for simple quotations
Boxed – Uses defined borders to enhance readability
Bold – Emphasizes headings and totals with strong contrast
Striped – Alternating row backgrounds for clarity in product-heavy quotations
Bubble – A modern design with curved visual elements
Wave – Flowing design patterns for a distinctive look
Folder – A formal, document-style layout suitable for corporate use
These layout options allow businesses to choose a design that aligns with their industry, customer expectations, and brand personality.
Background Customization Options
Odoo 19 supports three background types for documents:
Blank Background
This option removes all background visuals, offering a clean and distraction-free design that keeps focus on quotation details.Logo Background
Displays the company logo subtly in the background, reinforcing brand identity while maintaining readability.Custom Background
Allows businesses to upload custom images, watermarks, or branded designs. This option is ideal for companies seeking a unique or marketing-oriented presentation.
Selecting the right background helps ensure quotations look professional while remaining aligned with branding guidelines.
Typography and Branding Elements
Typography plays a significant role in document readability and visual appeal. Odoo 19 offers a variety of professional fonts, including Lato, Roboto, Open Sans, Montserrat, Oswald, Raleway, Tajawal, and Fira Mono. These fonts cater to different branding styles, from modern and minimal to bold and formal.
Businesses can upload their official logo, which automatically appears on quotations, reinforcing brand recognition. Additionally, users can define a primary color theme applied to headings, separators, and totals, ensuring visual consistency across all documents.
Header, Footer, and Additional Information
The document layout settings also allow companies to specify their official address, which appears in the header of the quotation. This adds authenticity and ensures customers can easily identify the business.
The Tagline option enables the inclusion of a short slogan that reflects the company’s mission or values. Meanwhile, the Footer section can include payment instructions, legal notes, contact details, or disclaimers—providing customers with all necessary information in one place.
Paper Format and Compliance Details
Odoo 19 supports multiple paper formats such as A4 and US Letter, making it suitable for businesses operating across different regions. The Tax ID field allows companies to display their official tax number, ensuring compliance and transparency.
The Bank Account Number option simplifies payment processing by clearly displaying bank details on the quotation. Additionally, QR code functionality allows businesses to include payment or portal links, enabling faster and more convenient transactions for customers.
Applying and Using the Quotation Layout
Once the document layout is finalized, clicking the Continue button applies the settings across all relevant documents. To see the changes in action, users can create a new quotation from the Sales module, add customer and product details, and preview or print the document.
Odoo 19 automatically applies the configured layout when downloading the quotation as a PDF or sending it via email. Customers receive a polished and branded document that reflects professionalism and attention to detail.
Customer Portal Experience
After sending a quotation, customers can access it through the Odoo customer portal. The quotation appears in the same customized layout used in the PDF and email, ensuring consistency across all touchpoints. This unified experience enhances customer trust, improves clarity, and demonstrates quality throughout the sales process.
Conclusion
Designing professional quotation templates in Odoo 19 is not just about aesthetics—it is about improving communication, strengthening brand identity, and supporting effective sales operations. With powerful layout customization options, businesses can create quotations that are clear, compliant, and visually compelling. By leveraging these features, organizations can elevate their sales documentation and deliver a consistent, high-quality customer experience at every stage of the sales journey.
