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path: root/addons/sale/views/sale_onboarding_views.xml
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
    <!-- ONBOARDING STEPS -->
    <template id="onboarding_quotation_layout_step">
        <t t-call="base.onboarding_step">
            <t t-set="title">Quotation Layout</t>
            <t t-set="description">Customize the look of your quotations.</t>
            <t t-set="done_icon" t-value="'fa-star'" />
            <t t-set="done_text">Looks great!</t>
            <t t-set="btn_text">Customize</t>
            <t t-set="model" t-value="'base.document.layout'" />
            <t t-set="method" t-value="'action_open_base_document_layout'" />
            <t t-set="state" t-value="state.get('account_onboarding_invoice_layout_state')" />
        </t>
    </template>
    <template id="sale_onboarding_order_confirmation_step">
        <t t-call="base.onboarding_step">
            <t t-set="title">Order Confirmation</t>
            <t t-set="description">Choose between electronic signatures or online payments.</t>
            <t t-set="btn_text">Set payments</t>
            <t t-set="method" t-value="'action_open_sale_onboarding_payment_acquirer'" />
            <t t-set="model" t-value="'res.company'" />
            <t t-set="state" t-value="state.get('sale_onboarding_order_confirmation_state')" />
        </t>
    </template>
        <template id="sale_onboarding_sample_quotation_step">
        <t t-call="base.onboarding_step">
            <t t-set="title">Sample Quotation</t>
            <t t-set="description">Send a quotation to test the customer portal.</t>
            <t t-set="btn_text">Send sample</t>
            <t t-set="method" t-value="'action_open_sale_onboarding_sample_quotation'" />
            <t t-set="model" t-value="'res.company'" />
            <t t-set="state" t-value="state.get('sale_onboarding_sample_quotation_state')" />
        </t>
    </template>

    <!-- ONBOARDING PANEL-->
    <template id="sale_quotation_onboarding_panel" name="sale.quotation.onboarding.panel">
        <t t-call="base.onboarding_container">
            <t t-set="classes" t-value="'o_onboarding_violet'" />
            <t t-set="bg_image" t-value="'/sale/static/src/img/sale_quotation_onboarding_bg.jpg'"/>
            <t t-set="close_method" t-value="'action_close_sale_quotation_onboarding'" />
            <t t-set="close_model" t-value="'res.company'" />
            <t t-call="base.onboarding_company_step" name="company_step" />
            <t t-call="sale.onboarding_quotation_layout_step" name="quotation_layout_step" />
            <t t-call="sale.sale_onboarding_order_confirmation_step" name="payment_acquirer_step" />
            <t t-call="sale.sale_onboarding_sample_quotation_step" name="sample_quotation_step" />
        </t>
    </template>
    <!-- ORDER CONFIRMATION -->
    <record id="sale_onboarding_order_confirmation_form" model="ir.ui.view">
        <field name="name">sale.order.confirmation.onboarding.form</field>
        <field name="model">sale.payment.acquirer.onboarding.wizard</field>
        <field name="inherit_id" ref="payment.payment_acquirer_onboarding_wizard_form" />
        <field name="mode">primary</field>
        <field name="priority">1000</field>
        <field name="arch" type="xml">
            <xpath expr="//div[@name='left-column']" position="attributes">
                <attribute name="class">col col-4</attribute>
            </xpath>
        </field>
    </record>
    <record id="action_open_sale_onboarding_payment_acquirer_wizard" model="ir.actions.act_window">
        <field name="name">Choose how to confirm quotations</field>
        <field name="type">ir.actions.act_window</field>
        <field name="res_model">sale.payment.acquirer.onboarding.wizard</field>
        <field name="view_mode">form</field>
        <field name="view_id" ref="sale_onboarding_order_confirmation_form" />
        <field name="target">new</field>
    </record>
</odoo>