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Odoo Meta Whatsapp Sale

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Required Apps • Sales (sale_management)
• Discuss (mail)
• Invoicing (account)
Community Apps Dependencies tus_meta_whatsapp_base
Technical Name tus_meta_wa_sale
License OPL-1
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Technical Name tus_meta_wa_sale
License OPL-1

Introduction

This module enables seamless integration of WhatsApp into your sales workflows within Odoo, empowering businesses to send sales-related messages directly from the system. It simplifies communication by allowing sales teams to dispatch order and quotation updates through WhatsApp, while maintaining chat history and automating message templates. This streamlined communication boosts engagement and drives efficiency using native Odoo messaging combined with WhatsApp.

Key Features

  • Send sales quotations and order updates via WhatsApp directly from Odoo’s interface

  • Support for customizable WhatsApp sales message templates for consistency and personalization

  • Display of chat history for sales communications within Odoo chatter for full tracking

  • Ability to send multiple attachments (e.g., images, PDFs) in WhatsApp sales messages

  • Quick-send buttons: send with or without editing message content before dispatch

Benefits

  • Enhance customer engagement by delivering sales messages through the widely used WhatsApp platform

  • Save time with one-click messaging options and automated templates

  • Improve transparency and accountability with chat tracking in Odoo chatter

  • Increase professionalism by using branded, pre-approved message templates

  • Simplify attachment of rich content to bolster communication effectiveness

Compatibility & Technical Details

Technical Name: tus_meta_wa_sale

License: OPL-1

Required Modules:

  • Sales (sale_management)

  • Discuss (mail)

  • Invoicing (account)

  • Base WhatsApp integration module dependency (WhatsApp base integration)

Installation Steps:

  1. Ensure required modules including sales, discuss, invoicing, and base WhatsApp integration are installed.

  2. Install the module (tus_meta_wa_sale) through the Odoo Apps interface.

  3. Configure WhatsApp templates and templates for sales workflows.

  4. Use the WhatsApp buttons on sale or quotation forms to send messages directly to clients.

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.