A build-to-order SAP Business One add-on that sends quotations, A/R invoices, delivery notes and payment reminders over the WhatsApp Business API straight from the document, and logs every message against the Business Partner. Built for your account after a scoping call and fixed quote. Built to order by ECOSIRE for SAP Business One (build-to-order) — indicative price from $599.00 USD; request a quote for a scoped proposal.
A build-to-order SAP Business One add-on that sends quotations, A/R invoices, delivery notes and payment reminders over the WhatsApp Business API straight from the document, and logs every message against the Business Partner. Built for your account after a scoping call and fixed quote.
Built to order
In the Gulf, the wider MENA region and across South Asia, the commercial conversation happens on WhatsApp. A customer asks for a price on WhatsApp, your salesperson opens SAP Business One, raises a Sales Quotation, exports the Crystal Report to PDF, saves it to the desktop, opens WhatsApp Web on a personal number, finds the chat, attaches the file, and types a message. The quotation is sent from someone's personal handset. When that salesperson leaves, the entire thread leaves with them. Nothing about the exchange exists in SAP Business One.
The same pattern repeats for A/R Invoices, delivery confirmations and — most expensively — payment reminders. Collections staff work from an ageing report on one screen and WhatsApp on another, with no record in the ERP of who was chased, when, or what they replied. Emailed statements go unread; a WhatsApp message gets opened.
ECOSIRE builds a per-tenant SAP Business One add-on that connects your company to the official WhatsApp Business Platform API through your own business account and sends documents directly from the SAP Business One document window. It is not a browser automation, not an unofficial gateway, and not tied to anyone's personal handset — it uses your verified business number, your approved message templates and your own API credentials.
We add a Send on WhatsApp action to the document windows you nominate — typically Sales Quotation, Sales Order, Delivery, A/R Invoice, A/R Credit Memo and the Customer Statement. The action reads the Business Partner's contact numbers, lets the user pick which contact person to message, renders the document's Crystal Report layout to PDF, uploads it as a document attachment, and sends it with the approved template message. Attachment generation uses your existing print layouts, so the PDF the customer receives is the one you already send by email.
The WhatsApp Business Platform requires pre-approved templates for business-initiated messages. We build a template registry inside SAP Business One as a User-Defined Object: each entry holds the template name, its language, and the mapping from template variables to SAP Business One fields — Business Partner name, document number, document total, due date, currency, salesperson. Because your customer base is rarely monolingual, template selection can key off the Business Partner's language field, so an Arabic-speaking customer receives the Arabic template and everyone else receives English or Urdu.
We build a reminder engine driven by open A/R Invoice ageing. You define the stages — for example a courtesy note before due date, a first reminder a week past due, a firmer one at thirty days — and the conditions that suppress them: a Business Partner flagged as on hold, a customer in dispute, an invoice with a payment already applied, or a contact who has opted out. The engine runs on a schedule, resolves the customers due a message, and either sends automatically or queues messages for a collections user to release, depending on how you configure it. Every reminder writes back to the invoice so the ageing report and the message history tell the same story.
Opt-out handling is built in as a hard gate, not an afterthought. A customer who replies STOP, or is marked as opted out on the Business Partner master, is excluded from every automated send.
We expose a webhook receiver for the WhatsApp Business Platform so inbound messages and delivery status callbacks come back into SAP Business One. Delivery, read and failure statuses are written to User-Defined Fields on the source document, so a user looking at an A/R Invoice can see that it was delivered and read on a given date. Inbound replies are logged as Activities against the Business Partner and linked to the document that triggered the conversation, which means the thread survives staff turnover and shows up in the Business Partner master where the rest of your history lives.
The API imposes limits on document size and on the window in which you may send free-form messages. We handle both explicitly: oversized PDFs are sent as a secure link to the document rather than as an attachment, and outside the customer service window the add-on falls back to an approved template rather than failing silently. Where a number is not registered on WhatsApp, the send is marked as undeliverable on the document with a reason rather than being reported as sent.
Distributors, manufacturers, trading companies and service businesses running SAP Business One in markets where WhatsApp is the default business channel — the UAE, Saudi Arabia, Qatar, Oman, Kuwait, Bahrain, Egypt, Jordan, Pakistan, India, Bangladesh and much of Southeast Asia and Africa. It suits companies where quotations are won or lost on response speed, and where collections depend on being read rather than filed.
The add-on targets SAP Business One 10.0 on Microsoft SQL Server and on SAP HANA, on-premise or cloud-hosted. Document data is read and written through the Service Layer, with the DI API used where required; message history, templates and consent flags are stored in User-Defined Tables and User-Defined Objects, and delivery state on marketing documents in UDFs. PDF rendering uses your existing Crystal Reports layouts. You supply and own the WhatsApp Business Platform account, the verified business number and the API credentials — ECOSIRE builds against them, and we will guide you through what needs to be in place, but we are not a reseller of the messaging platform and we make no claim of affiliation with it.
1. Scoping call. We agree which documents get a send action, which reminder stages you want, the template wording you will submit for approval, the languages in scope, and how consent and opt-out are recorded against your Business Partners.
2. Fixed quote. A written scope and a fixed price, issued before development starts.
3. Build. ECOSIRE builds the add-on against your account and your print layouts. Typical lead time is two to four weeks from signed quote. Nothing is pre-built.
4. Install in test. We install into your test company database, connect it to your sandbox or test number, and send real documents to your own handsets so you can see exactly what your customers will receive.
5. Install in production. After sign-off we install into production, switch to your live business number, and run the first reminder cycle with your collections team watching.
6. Support. A defined support window follows go-live, covering defects and configuration questions. Template approvals and any messaging charges are between you and the platform provider.
A short call to confirm the workflow, your platform version and where the integration boundaries sit.
You receive a written scope and a fixed price. Nothing is built until you approve it.
We develop against a copy of your configuration and test it there. Typically two to four weeks.
We install on your instance, hand over the source, and support it for twelve months.
Watches quotations sit unopened in email while the buyer is answering WhatsApp within minutes, and has no visibility of what the team actually sent from personal phones. Gets one-click sending from the Sales Quotation window with the message logged against the Business Partner, so the trail belongs to the company rather than the salesperson.
Works an ageing report on one screen and WhatsApp on another, with no record in SAP Business One of who was chased or what they replied. Gets staged reminders driven directly from open A/R Invoices, with delivery and read status written back onto the invoice and customer replies filed as Activities.
Needs faster cash collection without adding headcount, and needs the outreach to be defensible if a customer disputes that they were ever notified. Gets an auditable message history per invoice and a suppression policy that stops reminders reaching customers on hold or in dispute.
| Criterion | ECOSIRE | Custom Build | Competitor |
|---|---|---|---|
| Send quotations and invoices on WhatsApp from inside the SAP Business One document | Included | Included | Included |
| Uses the official WhatsApp Business Platform API rather than browser automation | Included |
From $599.00
Starting point — quoted to your scope
| Partial support |
| Delivery and read status written back to the source document UDFs | Included | Partial support | Partial support |
|---|
| Inbound replies logged as Activities against the Business Partner | Included | Partial support | Partial support |
|---|
| Staged payment reminders driven by open A/R Invoice ageing | Included | Partial support | Included |
|---|
| Hard opt-out and credit-hold suppression that fails closed | Included | Not included | Partial support |
|---|
| Attachments rendered from your existing Crystal Reports layouts | Included | Included | Partial support |
|---|
| Template and reminder policy configured for your credit terms before go-live | Included | Partial support | Not included |
|---|
OCR capture and two- and three-way matched A/P invoice posting for SAP Business One. Built to order for your suppliers, tolerances and approval rules after a scoping call and fixed quote.
A guided month-end close and reconciliation assistant for SAP Business One, built to order for your chart of accounts, period calendar and approval rules. Nothing is pre-packaged.
A build-to-order SAP Business One add-on that scores invoice, inventory and price-list activity for anomalies — negative margin, dead stock, shrink and price drift — and routes them for review. ECOSIRE builds it for your company after a fixed quotation.
A conversational analytics layer for SAP Business One that answers plain-language questions on sales, margin and stock. Built to order for your company database, quoted after a scoping call and installed per tenant.