WhatsApp Sales Integration for Odoo | Order Confirmation and Quotation Reminders
by DevIntelle Consulting Service Pvt.Ltd https://www.devintellecs.com$ 116.07
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • CRM (crm) • Live Chat (im_livechat) • Calendar (calendar) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 10496 |
| Technical Name |
dev_whatsapp_sales_integration |
| License | LGPL-3 |
| Website | https://www.devintellecs.com |
| Versions | 17.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • CRM (crm) • Live Chat (im_livechat) • Calendar (calendar) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 10496 |
| Technical Name |
dev_whatsapp_sales_integration |
| License | LGPL-3 |
| Website | https://www.devintellecs.com |
| Versions | 17.0 |
WhatsApp Sales Integration in Odoo
Order Confirmations • Cancellations • Quotation Reminders • PDF Attachments
WhatsApp Sales Integration Odoo app keeps your customers updated on WhatsApp at the moments that
matter in a sale, without anyone having to send a message by hand. When a sales order is confirmed, the
customer automatically receives a WhatsApp message built from that order's own details, and you can attach
the order PDF when the message calls for it. If an order is later cancelled, a cancellation note goes out
the same way.
For quotations that are still open, a daily check sends a friendly reminder a set number of days before the
quotation expires, nudging the customer to confirm while there is still time, and it is sent only once.
Every message is recorded on the sales order, and a button on the order shows how many WhatsApp messages
have gone out and opens the full list. You set it all up once per WhatsApp account, choosing which messages
to send and which template to use. It is made for sales teams that want timely, reliable customer updates
straight from Odoo Sales.
KEY HIGHLIGHTS
Confirmations on Autopilot
Confirm an order and the customer is messaged on WhatsApp automatically, with the order details filled in.
Cancellation Alerts
If an order is cancelled, the customer gets a clear WhatsApp note straight away, with no manual step.
Quotation Reminders
Open quotations get a reminder on WhatsApp a few days before they expire, so fewer deals slip away.
Order PDF Attached
Send the order printout as a PDF along with the confirmation message when the template uses a document header.
FEATURES
Auto Message on Order Confirmation
When a sales order is confirmed, the customer automatically receives a WhatsApp message filled in with that order's own details, such as number and total.
Send the Order PDF
When the confirmation template uses a document header, the report you choose is generated as a PDF and attached to the WhatsApp message.
Cancellation Notice
When an order is cancelled, the customer is told over WhatsApp right away, so they are never left wondering and you skip the manual message.
Quotation Expiry Reminders
A daily check messages customers a set number of days before a quotation's validity date, nudging them to confirm, and it is sent only once per quotation.
WhatsApp Messages on the Order
A button on the sales order shows how many WhatsApp messages it has, and opens the full list of them in one click.
Set It Up Per Account
A Sales Integration tab on each WhatsApp account turns the confirmation, cancellation, and reminder messages on or off and picks the template for each.
HOW IT WORKS
Set it up once, then let Odoo Sales reach your customers on WhatsApp at every key step, confirmation, cancellation, and just before a quotation runs out.
01Set It Up Once
On the WhatsApp account, open the Sales Integration tab, switch on the messages you want, and pick an approved template for each.
02Confirm an Order
Confirm the order as usual. The customer instantly receives a WhatsApp confirmation, with the order PDF attached if the template asks for it.
03Cancel if Needed
If you cancel the order, a short cancellation note is sent to the customer on WhatsApp without any extra work.
04Remind Before Expiry
For open quotations, a daily check sends a reminder the chosen number of days before the validity date, once per quotation.
05Everything Stays on the Order
Each message is logged on the sales order's chatter, and a button shows the WhatsApp message count and opens the full list.
Sales Integration on the Account
Each WhatsApp account gets a Sales Integration tab. Turn on order confirmation, order cancellation, and quotation expiry reminder messages, pick the approved template for each, choose a report to attach, and set how many days before expiry the reminder goes out.
Pick the Company's WhatsApp Number
In Settings, choose the default WhatsApp account each company sends from, so every sales message goes out from the right number even with several companies in one database.
Confirm a Quotation
Confirm a quotation from the sales order the way you always do. That single click is all it takes to trigger the WhatsApp confirmation to the customer.
Confirmation Sent Automatically
As soon as the order moves to confirmed, the WhatsApp message goes out and a note is recorded on the order's chatter. A WhatsApp button at the top shows how many messages have been sent.
What the Customer Receives
The customer gets a clear order confirmation on WhatsApp with the order number, total, and date, plus a button to track the order.
Cancel an Order
Cancelling an order is a normal click on the sales order. The customer notification is handled for you.
Cancellation Logged
When the order moves to Cancelled, the cancellation message is sent and recorded on the chatter, so your team can see exactly what the customer was told and when.
Cancellation Message to Customer
The customer receives a short, polite WhatsApp note that the order has been cancelled, inviting them to reply if it was a mistake.
Expiry Reminder Sent
For a quotation nearing its validity date, the reminder is sent automatically and logged on the quotation, right alongside the rest of its history.
The Reminder the Customer Sees
The customer gets a friendly WhatsApp reminder that the quotation is about to expire, with a link to confirm and an invitation to ask for more time.
Version History
Version 18.0.1.0.0 Current
Initial release
Is this app compatible with Odoo Enterprise?
Yes. It works with Odoo Community, Enterprise, and Odoo.sh. No extra configuration is needed for any edition.
What do I need before installing this?
This module builds on our WhatsApp Integration app, which connects your WhatsApp Business number and templates, and on the standard Odoo Sales app. Both are required.
When exactly is the confirmation message sent?
The moment a quotation becomes a confirmed sales order. You do not click anything extra, confirming the order is enough.
Can the order PDF be attached to the message?
Yes. When the confirmation template uses a document header, pick a report on the account and its PDF is generated and sent with the WhatsApp message.
Will the expiry reminder be sent more than once?
No. Each quotation gets the reminder only once. If you change the quotation's validity date, it becomes eligible for a fresh reminder.
Which WhatsApp number do the messages come from?
The default WhatsApp account set for the order's company, so each company in your database can send from its own number.
Do I get free support and updates?
Yes. You get free support for 90 days from the date of purchase, covering doubts, queries, and bug fixes (excluding data recovery), plus free lifetime updates for this module.
Free 90 Days Support
DevIntelle provides free 90 days support for any doubts, queries, and bug fixing (excluding data recovery) or any issues related to this app. This is applicable from the date of purchase.
odoo@devintellecs.comWhy Us?
DevIntelle Consulting Services Pvt Ltd is an India/USA based Odoo service provider with 12+ years of experience. We offer implementation, customization, migration, support, and training, helping you get the most out of your Odoo system.
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