[IMP] sales: add pdfs to quotes page update

content/applications/sales/sales/sales_quotations/pdf_quote_builder/add_pdf_quotes.rst

@@ -1,33 +1,76 @@
-==================
-Add PDFs to quotes
-==================
+===================
+Add PDFs to a quote
+===================
 
-On a sales order, in the :guilabel:`Quote Builder` tab, select additional documents to be merged
-into the final PDF. If a selected document has custom fields, they appear as editable text boxes to
-be filled in.
+PDFs can be manually added to a quote as a header or footer, or as an additional PDF to be merged
+with the quote details. They can be accessed from the *Quote Builder* tab on a quotation. A quote
+can have multiple headers or footers selected. If a quote has multiple headers or footers, they are
+merged together in the order they were selected, with the quote details in between.
 
-.. image:: add_pdf_quotes/quote-builder-headers.png
-   :alt: Selectable quotation headers and footers under the Quote Builder section in a quotation.
+Add headers and footers to a quote
+==================================
+
+Navigate to :menuselection:`Sales app --> Quotations` and select the desired quotation. Click the
+:guilabel:`Quote Builder` tab, and all available headers and footers are displayed in their own
+self-titled sections. If any products have PDFs attached on their form, then a :guilabel:`Product`
+section displays.
+
+Select the additional PDFs to be merged into the final PDF. If a selected PDF contains :ref:`custom
+note form fields <pdf_quote_builder/dynamic_text/custom-note>`, they appear as editable text boxes
+to be filled in.
 
-Once a quote with a pre-configured PDF has been confirmed, Odoo provides the option to print the
-confirmed quote to check for errors, or to keep for records.
+.. image:: add_pdf_quotes/quote-builder-headers.png
+   :alt: The Quote Builder tab with selected headers and footers. Custom note form fields are
+    displayed.
 
-To print the PDF quote, navigate to the confirmed quote, and click the :guilabel:`⚙️ (gear)` icon to
-reveal a drop-down menu. From this drop-down menu, select :guilabel:`Print`, then select
-:guilabel:`PDF Quote`.
+Odoo provides the option to print a PDF of the quote for record keeping. To print the PDF quote,
+navigate to the confirmed quote, and click the :icon:`fa-cog` :menuselection:`Actions --> Print -->
+PDF Quote`.
 
 .. image:: add_pdf_quotes/drop-down-print-pdf.png
-   :alt: Print pdf quote option on drop-down menu located on confirmed sales order in Odoo Sales.
+   :alt: A sales order drop-down menu with the option to Print PDF Quote.
 
-Doing so instantly downloads the PDF quote. When opened, the PDF quote, along with the configured
-product PDF that was set to be visible inside the quote, can be viewed and printed.
+Open the PDF quote file to confirm the configured header, footer, and additional PDFs before
+printing.
 
 .. note::
    Download these :download:`PDF quote builder examples
-   <add_pdf_quotes/pdfquotebuilderexamples.zip>` or download :download:`sample quotation
-   <add_pdf_quotes/sample_quotation.pdf>` for added reference.
+   <add_pdf_quotes/pdfquotebuilderexamples.zip>` or this :download:`sample quotation
+   <add_pdf_quotes/sample_quotation.pdf>` for additional reference.
+
+.. example::
+   A car dealership wants to include its vehicle purchase order form with each quotation. They
+   create a PDF template of the form and upload it to the **Sales** app as a header.
+
+   When they create a quote for a customer, they select the header in the *Quote Builder* tab and
+   manually fill in the customized note form fields.
+
+   .. image:: add_pdf_quotes/example-voc-header.png
+      :alt: The Quote Builder tab with a vehicle purchase order form selected as the header.
+
+   After the quote has been signed and confirmed, the car seller downloads and prints a copy of the
+   PDF quote for the customer. The PDF quote contains the vehicle purchase order form as the header,
+   the quote details in the body, and the dealership's standard footer.
+
+Add headers and footers to a quote template
+===========================================
+
+.. important::
+   Headers and footers added to a quote template are **only** available when that template is
+   applied — they won't appear as standalone header/footer options for quotes.
+
+To add PDFs to a quote template, navigate to :menuselection:`Sales app --> Configuration --> Quote
+Templates`, and select the desired template. Click the :guilabel:`Quote Builder` tab and click
+:guilabel:`Add Headers and footers`. In the *Add: Headers and footers* pop-up, select the PDF to be
+added to the quote template. Selected PDFs are displayed in the :guilabel:`Quote Builder` tab as
+cards.
+
+To remove a header or footer, click the :icon:`fa-ellipsis-v` :guilabel:`vertical ellipsis` icon on
+the card and select :guilabel:`Delete`. Deleting a header or footer from a quote template only
+removes it from the template. It remains available in the *Quote Builder* tab and the
+*Headers/Footers* page.
 
 .. seealso::
-   - :doc:`../quote_template`
+   :doc:`../quote_template`
 
 

content/applications/sales/sales/sales_quotations/pdf_quote_builder/dynamic_text.rst

@@ -143,6 +143,8 @@ follow their path from :guilabel:`sale_order_line`.
 
         Example of Odoo's Form Field Path for the customer's country from a product document.
 
+.. _pdf_quote_builder/dynamic_text/custom-note:
+
 Create a custom note form field
 -------------------------------