[IMP] Sales - updated Deadline.rst (v14)

content/applications/sales/sales/send_quotations/deadline.rst

@@ -1,44 +1,60 @@
-===================================================
-Use quotations deadline to stimulate your customers
-===================================================
+===================
+Quotation deadlines
+===================
 
-When sending quotations, it is important to set a deadline to encourage your customers to act.
-Indeed, this will stimulate them because they will be afraid of missing a good deal and it will also
-allow you to protect yourself in case you have to fulfill an order at a price that is no longer
-profitable for you.
+In the Odoo *Sales* application, it is possible to set deadlines on sales quotations. Doing so
+encourages customers to act quickly during sales negotiations, for they might fear for missing out
+on a good deal. As well, deadlines also can also act as protection for a company in case an order
+has to be fulfilled at a price that is no longer profitable for the business.
 
-Set a deadline
-==============
+Expiration date deadlines
+=========================
 
-With Odoo Sales, it is possible to instantly add an **Expiration Date** from the quotation or the
-sales order.
+On an Odoo *Sales* quotation, add an expiration date in the :guilabel:`Expiration` field located at
+the top of the quotation or sales order form.
 
-.. image:: deadline/quotation_deadlines_1.png
+To add an expiration date to a quotation, navigate to :menuselection:`Sales app`, and select a
+desired quotation, or create a new one by clicking :guilabel:`Create`.
+
+On the quotation form, click :guilabel:`Edit` (if modifying a pre-existing quotation), and click the
+:guilabel:`Expiration` field. Doing so reveals a drop-down calendar, in which the month and date can
+be designated as the expiration date of the quotation.
+
+.. image:: deadline/quotation-deadlines-expiration-field.png
    :align: center
-   :class: img-thumbnail
-   :alt: How to configure deadlines on Odoo Sales?
+   :alt: How to configure deadlines on Odoo Sales.
+
+Once the expiration date is selected, click :guilabel:`Save` to save all changes.
+
+Deadlines in quotation templates
+================================
+
+The Odoo *Sales* application also makes it possible to add a deadline to every quotation template.
+Whenever a specific quotation template is used in a quote, its associated deadline is automatically
+applied.
+
+To add a deadline to a quotation template, navigate to :menuselection:`Sales app --> Configuration
+--> Quotation Templates`, and either select the desired quotation template to which a deadline
+should be added, or click :guilabel:`Create` to build a new quotation template from scratch.
 
-Use deadline in your quotation templates
-========================================
+On the quotation template detail page, click the :guilabel:`Edit` button to edit the quotation.
 
-It is also possible to add a deadline to every quotation template created. Whenever a specific
-quotation template is used in a quote, its associated deadline will be automatically applied. Be
-sure to check out our documentation about :doc:`quote_template` to excel in their use.
+Then, add a specific number of days to the :guilabel:`Quotation expires after` field, located
+beneath the quotation template name. The number of days represents how long the quotation will be
+valid for, before it expires. When done, click :guilabel:`Save`.
 
-.. image:: deadline/quotation_deadlines_2.png
+.. image:: deadline/quotation-deadlines-expires-after.png
    :align: center
-   :class: img-thumbnail
-   :alt: How to use deadline in a quotation template on Odoo Sales?
+   :alt: How to use deadline in a quotation template on Odoo Sales.
 
 .. tip::
-   By clicking on the **Customer Preview** button, you will be able to see when the offer expires.
-   For your information, the number of days will be the same as those mentioned in the quotation
-   template.
+   By clicking the :guilabel:`Customer Preview` button on a quotation, Odoo clearly displays when
+   that specific offer expires. As a reminder, the number of days is the same as those mentioned in
+   the quotation template (if a quotation template was used for the initial quotation).
 
-   .. image:: deadline/quotation_deadlines_3.png
+   .. image:: deadline/quotation-deadlines-preview.png
       :align: center
-      :class: img-thumbnail
-      :alt: How customers will see deadlines on Odoo Sales?
+      :alt: How customers will see deadlines on Odoo Sales.
 
 .. seealso::
-   - :doc:`quote_template`
+   :doc:`/applications/sales/sales/send_quotations/quote_template`