Gerador de Proposta WhatsApp
by Luana Pedreira https://www.conexaoazul.com , Conexão Azul https://www.conexaoazul.comWhatsApp Sales Proposal Generator
Generate professional sales proposals and send via WhatsApp. Include product images, pricing tables and digital signature links. Close deals faster on mobile.
Odoo 19 · OPL-1 License
Dependencies: crm, l10n_latam_base | Odoo 19 | OPL-1 License
The Problem
Your leads are hot, but your proposals are cold. Sales teams lose hours formatting quotes, copying prices, and waiting for email replies. Meanwhile, competitors close deals on WhatsApp in minutes. Without a streamlined mobile-friendly proposal workflow, you are leaving revenue on the table every single day.
Powerful Features
Everything you need to close faster
Dynamic Proposals
Auto-generate polished sales proposals from lead benefits with product images and pricing tables.
One-Click Copy
Copy the entire proposal to clipboard instantly â paste straight into WhatsApp and send to your lead.
Sales Optimization
Built-in response tracking and follow-up prompts to maximize your conversion rate on every deal.
Native Widget
Seamless widget right on the lead and opportunity screen â no tab switching, no context lost.
How It Works
From lead to proposal in three simple steps
Open the Lead
Navigate to any CRM lead or opportunity. The WhatsApp Proposal widget appears automatically on the record.
Generate & Copy
Click to generate a dynamic proposal with product images, pricing tables, and a digital signature link. Copy to clipboard in one click.
Send & Close
Paste into WhatsApp and send. Track responses and follow up with optimized sales tactics built into the module.
Frequently Asked Questions
Do I need a WhatsApp Business API account?
No. The module copies the proposal to your clipboard so you can paste it into any WhatsApp client â mobile app, web, or Business API. No complex integrations required.
Which Odoo versions are supported?
This module is built and tested for Odoo 19. It depends on the standard CRM and Latin America Base modules (crm, l10n_latam_base).
Can I customize the proposal template?
Yes. The proposal layout is generated dynamically from lead data and can be extended through standard Odoo view inheritance and QWeb templates.
Who Should Use This?
Best For
- Credit consultants & loan brokers
- Field sales teams on mobile
- Small businesses sending quotes via WhatsApp
- Any team that needs instant proposal delivery
May Not Be Ideal
- Enterprise teams using only email/Salesforce
- Businesses without a WhatsApp-centric sales flow
- Teams requiring complex multi-page PDF contracts
Complete Your Stack
Pair with our full WhatsApp CRM integration
blue_chat_v3
Full WhatsApp Business API integration for Odoo. Chatwoot-style inbox, automation rules, template messages, and multi-agent support â all inside your CRM.
View current listing Odoo 19 · OPL-1
Support & Setup
Support scope follows the official commercial agreement
Documentation & Setup Guide
Documentation and setup materials are provided according to the official product and support terms.
Support Channels
Available support channels, service hours and response targets follow the signed support terms.
Talk to a Specialist
Contact options and response targets follow the official support terms.
💬 Quick Question on WhatsAppNeed something more?
Custom versions (17.0, 18.0), larger scopes or assisted deployment
OPL-1 Proprietary License. Redistribution prohibited. © Conexao Azul Digital
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Lines of code | 147 |
| Technical Name |
blue_proposta_whatsapp |
| License | LGPL-3 |
| Website | https://www.conexaoazul.com |
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