Introduction to How to Add Headers and Footers in Odoo 19 Sales Quotes
How to add headers and footers in Odoo 19 sales quotes is one of the most useful customization features for businesses that want to create professional and branded quotations. A well-designed quotation not only communicates pricing details but also represents your company image and professionalism.
With the help of the Odoo 19 quote builder, businesses can create attractive quotations that include custom company information, legal notes, payment terms, branding elements, and promotional messages. Whether you are using a standard Odoo 19 sales quotation template or planning advanced Odoo quotation template customization, adding customized headers and footers can significantly improve customer experience.
When customers receive a quotation, the first thing they notice is the document presentation. A professional Odoo sales quote header containing your logo, company details, and branding instantly creates trust. Similarly, an informative Odoo sales quote footer can provide payment instructions, legal information, contact details, and important notes.
The built-in Odoo PDF quote builder makes it easier than ever to customize quotation layouts according to business requirements. Learning how to add headers and footers in Odoo 19 sales quotes allows companies to maintain brand consistency across all customer-facing documents.
In this guide, we will explain how to add headers and footers in Odoo 19 sales quotes, discuss the benefits of customization, explore the Odoo 19 quote builder, and walk through the complete process of creating professional quotation templates.
Why Headers and Footers Matter in Odoo 19 Sales Quotes
Sales quotations are often the first official documents sent to prospects. Their appearance can influence purchasing decisions.
A professional quotation should contain:
- Company branding
- Contact information
- Customer details
- Terms and conditions
- Payment instructions
- Legal disclaimers
- Promotional messages
Without proper headers and footers, quotations may appear incomplete or unprofessional.
Benefits of Custom Headers
An effective Odoo sales quote header can:
- Display company logo
- Improve brand recognition
- Increase customer trust
- Create a professional appearance
- Standardize company documents
Benefits of Custom Footers
A customized Odoo sales quote footer can include:
- Payment terms
- Banking information
- Company registration numbers
- Legal notices
- Contact details
- Social media links
These elements help customers quickly access important information while reviewing quotations.
Understanding the Odoo 19 Quote Builder
The Odoo 19 quote builder offers powerful tools that help businesses create visually appealing and informative quotations.
Instead of generating simple documents, companies can build sales quotes that include:
- Product descriptions
- Sections and notes
- Dynamic pricing
- Terms and conditions
- Company branding
- Custom headers and footers
The Odoo 19 quote builder is designed to simplify quotation creation while maintaining a professional appearance.
Key Features
Drag-and-Drop Editing
Users can easily organize quotation content without technical knowledge.
Template Management
Multiple quotation templates can be created for different business scenarios.
PDF Generation
The integrated Odoo PDF quote builder automatically converts quotations into professionally formatted PDF documents.
Branding Options
Businesses can include logos, colors, fonts, and custom layouts for a consistent brand experience.
How to Add Headers and Footers in Odoo 19 Sales Quotes
Now let’s explore the complete process of how to add headers and footers in Odoo 19 sales quotes.
Step 1 – Open Sales Settings
Navigate to:
Sales → Configuration → Settings
Review available quotation and document customisation options.
Make sure quotation templates are enabled.
Step 2 – Access Quotation Templates
Go to:
Sales → Configuration → Templates
This section contains all available Odoo 19 sales quotation template records.
You can either:
- Edit an existing template
- Create a new quotation template
Many businesses create separate templates for:
- Product sales
- Service quotations
- Maintenance contracts
- Subscription proposals
Step 3 – Configure Company Branding
Before editing headers and footers, ensure company information is properly configured.
Navigate to:
Settings → Companies
Update:
- Company logo
- Address
- Phone number
- Website
- Email address
These details often appear automatically within quotation headers.
Step 4 – Customize the Header
The Odoo sales quote header typically contains:
- Company logo
- Company name
- Contact details
- Quotation title
- Customer information
A professional header should be clear and easy to read.
Recommended elements include:
- High-resolution logo
- Company tagline
- Website URL
- Phone number
- Corporate address
This creates a strong first impression for customers.
Step 5 – Customise the Footer
The Odoo 19 quotation footer is ideal for adding:
- Payment instructions
- Terms and conditions
- VAT information
- Return policies
- Support contacts
Many companies also add:
- Bank account details
- QR payment codes
- Confidentiality statements
A well-designed footer improves communication and reduces customer confusion.
Step 6 – Preview the PDF
After customization, generate a Sample quotation.
The Odoo PDF quote builder allows users to preview the final PDF before sending it to customers.
Check:
- Alignment
- Formatting
- Branding consistency
- Header placement
- Footer visibility
Make necessary adjustments if required.
Best Practices for Odoo Quotation Template Customization
Effective Odoo quotation template customization goes beyond adding logos and text.
Here are some best practices.
Keep Headers Clean
Avoid overcrowding the header.
Only include:
- Logo
- Company information
- Essential contact details
Too much information can make quotations look cluttered.
Maintain Brand Consistency
Use the same:
- Fonts
- Colors
- Logo styles
- Document layouts
Consistency strengthens your brand image.
Add Customer-Friendly Terms
Customers appreciate clear payment terms.
Include:
- Payment due dates
- Accepted payment methods
- Late payment policies
Use Professional Language
Avoid overly technical or confusing wording.
Keep instructions clear and easy to understand.
Test Across Multiple Templates
If your company uses multiple quotation formats, ensure all templates follow the same design standards.
Common Use Cases for Custom Headers and Footers
Different industries use quotation customization differently.
Manufacturing Companies
Headers often include:
- Factory logo
- Production certifications
- Quality standards
Footers may contain:
- Warranty terms
- Delivery schedules
IT Service Providers
The Odoo sales quote header usually displays:
- Company branding
- Technology certifications
- Service offerings
The footer may include:
- Service level agreements
- Support information
Construction Companies
Quotation footers often include:
- Project conditions
- Safety notices
- Contract references
Professional Consulting Firms
Headers focus on:
- Corporate branding
- Consultant credentials
Footers often contain:
- Confidentiality statements
- Legal disclaimers
How Odoo PDF Quote Builder Improves Customer Experience
The Odoo PDF quote builder helps businesses deliver polished quotations that leave a positive impression.
Benefits include:
Faster Quote Delivery
Sales teams can generate quotations within minutes.
Professional Presentation
Consistent branding creates trust.
Better Customer Communication
Headers and footers provide essential information in a structured format.
Improved Conversion Rates
Well-presented quotations often increase customer confidence and improve sales opportunities.
Reduced Administrative Work
Templates eliminate repetitive formatting tasks.
Advanced Odoo Quotation Template Customization Options
Organizations seeking greater control over document appearance can implement advanced Odoo quotation template customization.
Options include:
Dynamic Fields
Automatically display:
- Customer names
- Quote numbers
- Salesperson information
- Expiration dates
Multi-Language Quotes
Generate quotations in multiple languages for international customers.
Industry-Specific Templates
Create unique templates for different services or products.
Conditional Content
Display specific clauses based on customer type or quotation value.
Custom PDF Layouts
Develop unique layouts that align perfectly with company branding requirements.
Why Businesses Choose Netilligence for Odoo Customization
While Odoo provides powerful built-in features, many businesses require advanced quotation customization to match their branding standards.
At Netilligence, we help organizations:
- Configure Odoo 19 sales modules
- Design professional quotation templates
- Customize PDF layouts
- Create branded sales documents
- Implement advanced reporting solutions
- Optimize sales workflows
Our experienced Odoo consultants ensure that your quotation process reflects your company’s professionalism while maintaining efficiency.
Whether you need a simple Odoo sales quote header, a customized Odoo sales quote footer, or complete Odoo quotation template customization, our team can help you achieve the desired results.
How to Add Headers and Footers in Odoo 19 Sales Quotes
Understanding how to add headers and footers in Odoo 19 sales quotes is essential for businesses that want to create professional and branded customer documents. A well-designed Odoo sales quote header strengthens brand identity, while an informative Odoo 19 quotation footer improves communication and provides important business information.
Using the Odoo 19 quote builder and Odoo PDF quote builder, companies can easily customize quotation layouts and maintain consistency across all sales documents. From basic branding to advanced Odoo quotation template customization, these features help organizations create quotations that look professional and inspire customer confidence.
If you want to maximize the value of your Odoo implementation and create highly customized quotation templates, Netilligence can help you build professional sales documents that enhance your brand and support business growth.