A build-to-order Odoo extension that lets your team fire pre-approved WhatsApp, Instagram, and Messenger messages straight from sales orders, invoices, and CRM records — with dynamic field merging and a full audit trail in the chatter. ECOSIRE scopes, builds, installs, and supports it for you. Built to order by ECOSIRE for Odoo 17, 18, 19 — indicative price from $249.00 USD; request a quote for a scoped proposal.
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A build-to-order Odoo extension that lets your team fire pre-approved WhatsApp, Instagram, and Messenger messages straight from sales orders, invoices, and CRM records — with dynamic field merging and a full audit trail in the chatter. ECOSIRE scopes, builds, installs, and supports it for you.
Keine Selbsteinrichtung — eine funktionierende App, die von ECOSIRE erstellt, installiert und betreut wird.
Starten Sie mit einem einmaligen Entwicklungspreis. Den Umfang legen wir beim Kickoff gemeinsam fest.
ECOSIRE erstellt, konfiguriert und installiert sie auf Ihrem Odoo.
Sie gehen in etwa 2–4 Wochen live, mit einem Support-Zeitraum nach dem Launch.
Most teams that run Odoo still copy the customer's phone number out of a sales order, switch to a phone or a browser tab, hunt for the right greeting, paste in the order reference by hand, and hope they typed the amount correctly. Odoo core will happily send a templated email from almost any record, but the moment your customers live on WhatsApp, Instagram DMs, or Messenger, the native mail.template engine runs out of road: there is no first-class channel binding, no reusable message library scoped to those platforms, and no way to trigger a personalized chat message from a sale.order, account.move, or crm.lead without leaving Odoo. The result is slow follow-ups, off-brand wording, and zero record of what was actually sent.
Message Templates Everywhere is a build-to-order module ECOSIRE designs, builds, and installs to close that gap. We introduce a dedicated template model (conceptually messaging.template) with a channel selector, a mail.render.mixin-backed body so you get the same Jinja/QWeb-style placeholder syntax as native email templates (${object.partner_id.name}, ${object.amount_total}, order and invoice references, portal links), and a model_id binding so a template only surfaces on the record types it belongs to. A reusable "Send message" action is injected into the form views of the models you nominate — sales, invoicing, CRM, helpdesk, subscriptions, or any custom model — rendering the merged text, letting the agent review it, and dispatching it through your chosen messaging provider's API. Every send is written back to the record's mail.thread chatter as a logged note, so the conversation history and the audit trail live where your team already looks.
Technically, the module ships as a clean, upgrade-safe addon: a proper __manifest__.py declaring dependencies (mail, sale, account, crm, and whichever apps your scope needs), ORM models with @api.depends computes for any derived fields, ir.model.access.csv plus record rules so only authorized users and the correct companies can see and send templates, XML/OWL view extensions for the send action, and — where you want it hands-off — base.automation automated actions that fire a template on a stage change, invoice validation, or delivery confirmation. Because outbound chat platforms authenticate per business account, we wire the provider credentials through Odoo system parameters and a guarded settings screen rather than hard-coding anything, and we expose the send routine over the standard XML-RPC/JSON-RPC API so your other systems can trigger the same templates. It runs on Community or Enterprise, and we target your exact series — Odoo 17.0, 18.0, or 19.0 — so nothing depends on version-specific behavior we haven't tested against.
Because this is made to order, nothing is downloaded and switched on the same afternoon. We start with a short scoping call to confirm which record types need the action, which messaging channels and provider accounts you use, the initial template set, and any automation triggers. From confirmed scope, typical delivery is 2 to 4 weeks: we build on a staging copy of your database, hand it to you for UAT, then install into production behind a rollback plan. Pricing starts from $249 (indicative, single-company base scope); additional messaging channels, multi-company routing, deeper localization of template content, and integrations with more record types or external systems increase the quoted scope. You receive a firm fixed quote after the scoping call — never a surprise on the invoice.
Runs the pipeline in Odoo CRM and Sales and wants reps sending consistent, on-brand WhatsApp follow-ups straight from the quotation — without leaving the record or retyping the order reference.
Chases payment against `account.move` invoices and needs a one-click, logged reminder over the customer's preferred chat channel, with every message recorded in the chatter for audit.
Handles inbound tickets and wants agents to reply with approved templated messages on Instagram or Messenger directly from the ticket, keeping the full conversation history inside Odoo.
Owns the instance and needs a clean, upgrade-safe addon with proper access rules, credential handling, and API hooks — not a bolt-on that breaks on the next Odoo upgrade.
| Kriterium | ECOSIRE | Benutzerdefinierter Build | Konkurrent | Odoo Native |
|---|---|---|---|---|
| Chat channels (WhatsApp / Instagram / Messenger) | Built in and bound to your provider accounts | Possible but you build every channel yourself | Often one channel or a fixed set you can't extend | |
| Send from sales / invoice / CRM records | One-click action on the record types you nominate | Depends entirely on what your developer scopes | Usually a fixed list of supported models | |
| Dynamic field merging | Native `${object.field}` placeholders via render mixin | Must be reimplemented and maintained | Varies; sometimes limited placeholder support | |
| Audit trail in chatter | Every send logged to the record's `mail.thread` | Only if explicitly built and tested | Inconsistent; may log elsewhere or not at all | |
| Fit to your models and process | Scoped to your exact records and triggers | Fully bespoke but slow and costly to specify | You adapt your process to the module | |
| Upgrade safety (17/18/19) | Built and tested against your target series | Your team owns all upgrade risk | Depends on vendor's update cadence | |
| Support and ownership | Post-go-live window plus full git handover | In-house or contractor, no vendor backing | Vendor support varies; code often obfuscated | |
| Time to working solution | 2–4 weeks from confirmed scope, UAT-verified | Often months of spec, build, and iteration | Fast to install, slow to bend to your needs |
No. Message Templates Everywhere is build-to-order. ECOSIRE designs, builds, installs, and supports it for your specific Odoo instance — it is not an existing apps.odoo.com download. That is what lets us bind it to your exact record types, channels, and provider accounts.
Typical delivery is 2 to 4 weeks from confirmed scope. After the scoping call we build on a staging copy of your database, hand it over for UAT, then install into production behind a rollback plan. Larger scopes (many record types, multi-company, extra channels) sit at the upper end of that range.
Pricing starts from $249 (indicative, single-company base scope). We hold a short scoping call to confirm channels, record types, template set, and automations, then give you a firm fixed quote before any build work begins. Additional channels, multi-company routing, deeper localization, and extra integrations increase the quoted scope — you never get a surprise on the invoice.
Every engagement includes a post-go-live support window for defect fixes and configuration tweaks. Because we hand over the full git repository, you own the code. We can also quote a separate maintenance arrangement to keep the module compatible as you move between Odoo 17, 18, and 19.
We target WhatsApp, Instagram, and Messenger, dispatched through your business provider account. The 'Send message' action can be attached to sales orders, invoices, and CRM leads out of the base scope, and to helpdesk tickets, subscriptions, or any custom model you nominate during scoping.
Yes. The module runs on both Community and Enterprise, and we build against your exact series — Odoo 17.0, 18.0, or 19.0. We test on your version so nothing relies on behavior we haven't verified there.
Credentials are stored through Odoo system parameters (`ir.config_parameter`) behind a guarded settings screen and access rules — never hard-coded in the source. Sending is permission-controlled via `ir.model.access.csv` and record rules so only authorized users can dispatch.
A build-to-order Odoo extension that lets your team fire pre-approved WhatsApp, Instagram, and Messenger messages straight from sales orders, invoices, and CRM records — with dynamic field merging and a full audit trail in the chatter. ECOSIRE scopes, builds, installs, and supports it for you.