| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • Employees (hr) |
| Lines of code | 213 |
| Technical Name |
eg_letter |
| License | OPL-1 |
| Website | http://www.inkerp.com |
| Versions | 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • Employees (hr) |
| Lines of code | 213 |
| Technical Name |
eg_letter |
| License | OPL-1 |
| Website | http://www.inkerp.com |
| Versions | 16.0 17.0 18.0 19.0 |
Our Most Suggested Products
Letters and Certificate Management
Simplify the management of letters and certificates with a powerful document automation tool. Create reusable, customizable templates for various letter types and employee certificates. Instantly generate, review, and send polished documents via email with PDF attachments to ensure professional communication. Improve consistency, accuracy, and compliance in your document workflows. Ideal for HR, admin teams, and business managers looking for efficient and streamlined document management.
Video Tutorial
Features
Screenshots
Support
Service
Features
Template Creation with Consistent Layout
Easily create and manage reusable letter and certificate templates. Predefine dynamic fields such as name, title, and date for personalization. Ensure all documents follow a clean, standardized layout for consistency.
Quick Approval, Automated Sending & Time Savings
Review, approve, and send letters or certificates with just one click. Automatically attach PDFs and send them directly via email. Save time by reusing templates instead of starting from scratch every time.
Screenshot
1.) Letter Template Configuration
Create and manage reusable letter templates with dynamic placeholders. Administrators can define the template name and body content using variables such as partner name, letter title, date, and employee name. These placeholders are automatically replaced with real data when generating letters, ensuring consistent formatting and personalized content every time.
Navigation : Letters → Template
2.) Letter Creation & Preview
Create and manage an individual letter using a predefined template. Select the partner, employee, and date, and instantly preview the rendered letter with all dynamic fields automatically filled. Users can review the content, approve the letter, or proceed to send it via email once finalized.
Navigation : Letters → Letter
3.) Send Email
After approving the letter, users can click Send Email to open the email wizard. This allows them to quickly send the generated letter to the selected partner, ensuring fast and professional communication directly from Odoo.
Navigation : Letters → Letter
4.) Email Wizard Review & Send Letter
The Send Letter email wizard opens, allowing users to review recipients, preview the email body, and attach documents before sending. This step ensures accuracy and gives full control over the final email communication.
Navigation : Letters → Letter → Send Email
5.) Sent Email with Rendered Letter Content
View the successfully sent email containing the generated letter content. The email body displays the rendered letter with personalized details such as recipient name, subject, date, and prepared-by information. This screen allows administrators to track delivery status, recipients, and review the exact content sent to partners or employees for audit and verification purposes.
Navigation : Settings → Emails
6.) Approve Letter
The letter is reviewed and approved using the Approved button. Once approved, the document is locked for changes and becomes ready for sending via email, ensuring proper validation and workflow control.
Navigation : Letters → Letter
7.) Approved Letter
The letter is now in the Approved state, clearly indicated by the status ribbon. Once approved, editing is disabled, ensuring document integrity. The letter is ready to be sent via email or canceled if changes are required.
Navigation : Letters → Letter
8.) Letter Smart Button on Partner
A smart button on the contact form displays the total number of letters linked to the partner. With a single click, users can quickly access all related letters, providing instant visibility into communication history and improving traceability.
Navigation : Contacts → Record
9.) Partner Letters List
Displays all letters associated with a specific partner in a clear list view. Users can easily track, search, and open related letters, ensuring full visibility of partner communication history.
Navigation : Contacts → Record → Letters
User Guide
Teams
COPY LINK
team@inkerp.com
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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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