How to Create Two Different Quotation Format in Odoo

You’ve negotiated and given your best price as a package, as a lump sum. But because the quotation shows every single unit price, the customer starts isolating each item:

Why is this item so expensive?

Can you remove this line, and keep the same unit price for the rest?

The problem is: your pricing logic isn’t per unit.

A lot of the cost is actually in:

Setup effort
Coordination
Project management
Travel, meetings, revisions

When the customer cherry-picks line items, it feels like a paper loss – because the effort required is the same, but now the numbers don’t make sense anymore.

Step 1 – Go to Odoo Studio > Report

From the top right click on the “spanar” icon 🔧

Once in the Odoo Studio, click on “Reports” menu

Step 2 – Duplicate the Quotation Report Layout

Click on the ‘triple dot’ of “PDF Quote” > Duplicate

Click on “PDF Quote (Copy) you have just created

Give your PDF Quote (Copy) a meaningful, like renaming it “PDF Quote Without Quantity”, under Report Name

Click on Edit Sources

Step 3 – Copy and Paste our XML

Tax ID:

Invoicing and Shipping Address Invoicing Address

Shipping Address

Pro-Forma Invoice # Quotation # Order # SO0000

Your Reference

SO0000

Recurring Plan

From - Until

Recurring Plan

From Until

Issued Date Quotation Date Order Date

2023-12-31

Expiration

2023-12-31

Incoterm

Delivery Date

2023-12-31

Salesperson

Mitchell Admin

Description
A section title	27.00
A note, whose content usually applies to the section or product above.
Combo Product x	27.00
Bacon Burger
Section Summary	1.00 Units	25.00	-	Tax 15%	30.00

Signature

Oscar Morgan

Shipping Description

The payment should also be transmitted with love

Fiscal Position Remark: No further requirements for this payment

Connect your software with to create quotes automatically.

Step 4 – Close and Print “PDF Quote Without Quantity”

Finally, we connect everything. Now in Sales app , we print the quotation, we have a few options:

- We can add a smart button or action:
  - - “Print Quotation”
  - - “Print Quotation without Quantity”

So that’s how we go from a single quotation in Odoo to two different client-facing formats with just a bit of configuration:

- A standard detailed quotation with all the numbers
- And a lump sum quotation that protects your pricing logic, avoids unhealthy cherry-picking, and still keeps things professional and transparent at the right level.

If you’re in industries like interior design, trading, construction, or software projects, this small tweak can make a big difference:

- You keep your internal costing detailed
- You maintain healthy margins
- And you present your offer in a way that matches how you actually deliver value – as a solution, not just a list of parts.

If you’d like help implementing this in your own Odoo, or adapting it to your business, feel free to reach out to us. Thanks for watching, and I’ll see you in the next video.

How to Create Two Different Quotation Format in Odoo