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Sale Order Template Variables

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Sale Order Template Variables

Auto-fill customer and product data into quote templates

Your sales reps open a quote template and manually type customer names, addresses, payment terms, and product specs. Every time. When a customer's credit limit changes or a product price updates, someone has to remember to fix every active template.

This addon inserts live variables into your sale order templates. Customer name, shipping address, product attributes, price list rates—all pulled from Odoo records when the rep selects the template. The quote opens with current data already filled.

Reps spend 8-12 minutes less per quote on data entry. Finance sees fewer pricing errors because templates always use the current price list. Sales managers stop fixing quotes that went out with outdated terms.

Supports standard Odoo fields: customer contact info, product attributes, price list values, payment terms. Compatible with your existing quote templates—no rebuild required.

Details

  • Odoo versions: 16, 17, 18, 19
  • Dependencies: base, sale_management
  • License: LGPL-3
  • Technical name: sale_order_template_variables
  • Quality score: 91.1/100
  • Source: GitHub