Smart WhatsApp Quotation Sender

Send your sales quotations to customers directly via WhatsApp Web — including the PDF document and a customizable message — all without using any third-party API or requiring WhatsApp Business approval.

Features

• Adds "Send via WhatsApp" button on Quotation form
• Automatically attaches the actual PDF (not just a link)
• Supports dynamic message templates with placeholders like {customer_name} and {pdf_url}
• International phone number formatting (TR, UK, UAE, etc.)
• Fully compatible with custom quotation reports
• Configurable default template via Settings → General Settings
• Audit trail with WhatsApp message history per quotation

Screenshots

1. Send via WhatsApp button:

2. Template settings under General Settings:

Setup Instructions

1. Copy the smart_whatsapp_quotation folder into your Odoo addons/ directory.
2. Restart your Odoo server.
3. Activate Developer Mode.
4. Go to Apps → Update Apps List.
5. Search for Smart WhatsApp Quotation Sender and click Install.

Notes

• If the customer has no phone number on file, the WhatsApp window will not open.
• The PDF is sent via a public link that opens the exact quotation document.
• The module automatically detects and uses your custom report template (if defined).

Contact

Website: https://iyinet.com.tr
Email: info@iyinet.com.tr