Here is how to test it (you must be on v7-SaaS4 or later):
- First you have to know that the new QWeb engine allows to output PDF or HTML. It is only when the output is HTML that it can be modified in a WYSIWYG fashion.
- Let's assume the Sales module is installed on a fresh Odoo instance. By default, the output of a quotation document is PDF, you can test that by printing a quotation. We want to change this.
- Make sure your user has the technical feature checkbox checked. Then go to Settings > Technical > Reports > Reports, then search "sale.order" and enter the record.
- Edit the Report Type from PDF to HTML, then Save.
- Go back to the Sales app and print a quotation.
- A popup appear (or your popup-blocker will notify you). You will see the quotation in that popup and a black bar at the top with the Edit button. You need to make sure you have the access right to edit this so I recommend you do this test as an admin.
- From there, it's pretty straightforward. You edit whatever you want. You have to realize that there are 2 types of edition on a record like this: editing this particular record, or editing the quotation template which will have an impact on all records. For example, if you edit a header, it will be a template edition.