Settings – Default Texts for Quotations & Sales Orders

In Settings → the Sales section, you now see additional snippet buttons next to the default subject, opening, and closing fields. These buttons let you insert predefined text templates directly into the defaults, making it easy to build structured standard texts without typing everything manually.

In the Advanced Text Settings for Sales, you can fine-tune how the cover letter is structured. Here you choose whether salutations, signatures, and contact details are added automatically, and whether a page break should be included. These options ensure every new quotation or sales order keeps a clean and consistent layout.

Settings – Default Texts for Pro Forma & Invoices

In Settings → the Invoicing section, the same structure is available for Pro Forma Invoices and Invoices. Each text block includes an "Insert text snippets" button, allowing you to pull predefined templates directly into the default subject, opening, and closing fields. This ensures all newly created invoices start with consistent, ready-to-use wording.

These settings follow the same structure as in Sales, defining how the cover letter is displayed on financial documents. Users may enable signatures, add contact details, set salutation rules, or insert a page break for a clearly separated cover-letter page.

Live Preview and Multi-Snippet Selection

The selection window lets you search and choose reusable snippets. As you type, matching snippets appear instantly, and new ones can be created on the fly. This makes it easy to expand and use your library without leaving the dialog.

Selected snippets appear as removable tags, allowing you to reorder or delete them at any time. The live preview updates instantly and displays the combined text exactly as it will be inserted, ensuring full control before applying it to your document.

Creating and Editing Text Snippets

The creation window lets you define the structure of each snippet: title, target section (Subject, Opening, or Closing), and the document types where it should appear (Quotation, Sales Order, Pro Forma Invoice, Invoice). By assigning snippets to specific document types, the system ensures they only appear where they logically belong — keeping your library clean and well-organized.

The integrated HTML editor allows you to format your text directly — including headings, bold/italic, lists, links, and even AI-assisted translation. Every change updates instantly, making it easy to refine tone, spacing, and structure before saving the snippet for future use across your documents.

Managing All Snippets in One Central Library

The snippet library shows all available reusable texts. From here you can quickly edit, create, or delete snippets, and filter them by document type, section, or tags. Any changes apply immediately to future documents without affecting those already issued.

Sales Documents – Cover Letter & Snippet Tools

Each Sales document automatically loads the default subject, opening, and closing text defined in Settings. Inside the Cover Letter tab, you can extend these defaults by inserting predefined snippets or freely adjust the content for the specific customer.

The cover-letter options shown here are also loaded automatically from the default configuration. You can enable salutations, display the user signature, include contact details, or activate a page break. These settings apply instantly and define how the final printed cover-letter page will appear.

Pro Forma documents follow the same logic. Their default texts and options are pre-loaded and can be extended with snippets in exactly the same way, ensuring consistent communication across all sales-related document types.

Invoice Documents · Cover Letter & Snippet Tools

When creating a new Invoice or Pro Forma Invoice, the default subject, opening and closing text defined in Settings is loaded automatically. Inside the Cover Letter tab, you can insert predefined snippets into any section or freely adjust the text for the specific customer.

The invoice specific options such as salutations, signature display, contact details and page breaks are also preloaded from the default configuration. These options define how the final cover letter section will be structured when printing or exporting the invoice, while still allowing per document overrides.

Insert Text Snippets Across All Documents

Snippets can be inserted from this dialog in every document type—Quotations, Sales Orders, Pro Formas, and Invoices. The system automatically filters available snippets by document type and section (subject, opening, closing), and a live preview shows the text before you confirm the insertion.

The search field offers instant autocomplete thanks to a custom logic built specifically for this module. As soon as you type the first two letters, a popup displays matching snippets, and selecting one inserts the complete formatted text directly into the HTML editor. This enhanced behavior goes beyond standard Odoo and makes composing cover-letter content significantly faster.

Once a suggestion is highlighted, pressing Enter or Tab inserts the snippet instantly into the editor — no extra clicks needed, making the workflow significantly faster.

Digital Signature – Automatic Loading & User Control

The cover-letter automatically loads the user's digital signature when the option is enabled. The signature comes directly from the user profile and updates instantly whenever it is changed. This keeps all Sales and Invoice documents consistent while still allowing the user to adjust or replace their signature at any time.

Automatic Greeting & Text Logic – Titles, Companies & Tags

The system first interprets the partner's Title to generate an appropriate greeting, automatically distinguishing between individual contacts and companies.

The partner's Tags are used to preload specialised text blocks. If a customer has a tag such as B2C and a snippet is linked to this tag, the system automatically inserts that text for every customer who shares the same tag.

Tag-based snippets always override the configuration defaults, allowing entire customer groups to receive tailored wording without manual changes.

Line Snippets · Quick Notes for Product Lines

Sales orders and invoices include the Insert Snippets button directly on each product line. Line snippets follow the same insertion logic and place text directly into the line note field. This removes the need to type standard notes manually in Odoo.

After clicking the button, the snippet window opens. You can preview each entry in real time and insert it with a single click. The text is placed directly into the line note field of the selected product.

Once inserted, the snippet becomes a normal part of the product line. It appears in the table alongside the product and is printed on all sales documents and invoices.

Snippet lines can be edited, moved or removed at any time in sales orders. In invoices the lines can also be repositioned, but only while the invoice is in draft status. After posting, Odoo still allows adding new lines, but requires switching back to draft if you want to move or reorder existing ones.

Line snippets can be used in both sales orders and invoices. This keeps product descriptions and additional notes consistent across all documents and teams.

The snippet window also provides access to the management section. All templates can be created, edited, disabled or reordered there. Typical examples include delivery notes, product notes, installation hints or warranty details that are used regularly.

The overview screen displays all available templates in one place. From here you can edit entries, remove outdated text or adjust the order of snippets whenever needed.