| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Lines of code | 132 |
| Technical Name |
discord_notification |
| License | OPL-1 |
| Website | https://techfinna.com |
| Versions | 12.0 13.0 14.0 15.0 16.0 |
Contact Us
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Email
AI Email → Sale Order for Odoo AI Email → Sale Order for Odoo
Turn customer emails into ready-to-review Odoo quotations—fast, smart, and safe.
AI Email → Sale Order by TechFinna converts incoming customer emails into draft sales quotations in Odoo within minutes. Eliminate copy-paste work, reduce errors, and keep humans in control with review-first AI. Works the same on Odoo Community and Enterprise—secure, efficient, and reliable.
Why Teams Love This Module
Email-based orders slow sales down.
This module turns messy, unstructured emails into structured quotations — with human control at every step.
🔹 Save hours of manual order entry
🔹 Reduce mistakes from copy-paste workflows
🔹 Reply faster and close deals sooner
🔹 Safe-by-design: AI suggests, humans approve
Key Features
1. AI Email Understanding
▸ Detects order vs non-order emails
▸ Handles unstructured & messy content
▸ Confidence score + explanation for transparency
AI never auto-confirms orders.
2. Smart Product Matching
▸ Auto-match by SKU or product name
▸ Fuzzy matching for imperfect names
▸ Resolve Products wizard for manual mapping
▸ Full control before quotation creation
3. Customer Resolution
▸ Extracts customer details from email
▸ Link existing customers or create new ones
▸ Approval step prevents wrong data
▸ Safe workflow for real sales teams
4. One-Click Draft Quotation
Create a quotation in one click, with:
▸ Correct products & quantities
▸ Odoo pricing & taxes
▸ Original email attached in chatter
5. Safe by Design
▸ No automatic quotations
▸ No automatic confirmations
▸ Human review at every step
▸ Transparent AI suggestions
6. Odoo Compatibility
▸ Odoo Community Edition
▸ Odoo Enterprise Edition
▸ On-premise, cloud, and Odoo.sh
▸ No Enterprise-only dependencies
7. Built for Production
▸ Native Odoo UI
▸ No core overrides
▸ Stable, enterprise-grade workflow
▸ Tested on real customer emails
Security & Control
🔹 AI runs only when the user triggers it (one click).
🔹 No auto-created / auto-confirmed orders.
🔹 Confidence score & explanations keep AI transparent.
🔹 Secure API token configuration for AI backend access.
Who Should Use This?
Ideal For
- Sales teams handling email-based orders
- B2B companies & distributors
- Wholesalers & manufacturers
- Odoo Community users needing AI automation
- Odoo Enterprise users wanting faster sales cycles
- Odoo partners & integrators
Business Impact
- Save hours of manual work
- Reduce order entry mistakes
- Respond faster to customers
- Close deals sooner
- Keep control with human review gates
Setup & How It Works
1) Email Arrives
Incoming customer emails are captured inside Odoo as Email Order Jobs for review and processing.
2) Run AI (One Click)
AI analyzes intent (order or not), requested products, quantities (and prices if mentioned),
customer details, plus a confidence score & explanation.
AI never auto-confirms orders.
3) Resolve Missing Products
When email product names are unclear, use the Resolve Products wizard to map to the correct Odoo products. Manual override keeps everything accurate.
4) Customer Resolution
Link an existing customer or create a new one from extracted email details — with an approval step to avoid incorrect data.
5) Draft Quotation Created
Generate a draft quotation with correct lines, Odoo pricing & taxes, and the original email attached in chatter.
FAQ
Q: Does this work on Odoo Community Edition?
Yes. The module works fully on both Community and Enterprise editions.
Q: Does AI auto-create or confirm orders?
No. AI only suggests. Users must manually review and create quotations.
Q: What if the email has wrong or unclear product names?
You can manually map products using the Resolve Products wizard.
Q: Can this be used in production?
Yes. It’s designed for real-world sales environments, not demos.
Q: Is customer data secure?
AI runs only when triggered and uses secure API token configuration.
Ready to Automate Email → Quotation in Odoo?
For implementation, custom workflows, AI backend integration, or enterprise deployments, contact TechFinna:
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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