Default Mail Templates

Set deafult email template for sale, purchase, invoice and inventory

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Default Mail Templates

Automatically pre-select the perfect email template for Quotations, Orders, Invoices, and Deliveries based on their current state.

App Overview

Introduction

The Default Mail Templates module automatically selects the appropriate email template when sending Sales Quotations, Sales Orders, Purchase Quotations, Purchase Orders, Delivery Orders, and Customer Invoices. Instead of manually searching and selecting templates every time a document is sent, users can rely on predefined company-specific templates that are automatically loaded based on the document type and business workflow. This automation ensures professional communication, consistent branding, reduced manual effort, and improved user productivity across Sales, Purchase, Inventory, and Accounting operations.

Purpose

Administrators can configure dedicated email templates directly from the settings menu, allowing every outgoing email to follow company standards and branding guidelines automatically. The module is fully compatible with multi-company environments, enabling each company to maintain its own default email templates while benefiting from automated and standardized communication workflows. By eliminating repetitive template selection, reducing user errors, and ensuring consistent customer and vendor communication, the module helps organizations save time and maintain a professional image across all business documents.

Key Features

📧

6 Default Templates

Assign separate defaults for Sale, Purchase, Invoice, and Delivery documents.

⚙

Central Settings

Grouped under General Settings for easy management of all template selectors.

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Per Company Setup

Multi-company support allows each company to define its own unique defaults.

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State Aware Logic

Automatically picks between Quotation and Order templates based on record state.

🛡

Graceful Fallback

If no template is configured, the system reverts to Odoo standard behavior.

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Minimal Footprint

Optimized code patches only necessary models to ensure system performance.

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Invoice Wizard Patch

Fully compatible with the new Odoo 17+ Invoice Send & Print wizard.

Configuration & Workflow

1

Configure Default Email Templates

Configure dedicated email templates for Sales, Purchases, Deliveries, and Invoices directly from the settings menu. Once configured, the system automatically applies the appropriate template whenever a document is sent, ensuring consistent communication across your business.

2

Default Mail Template for Sale Quotation

When sending a sales quotation, the system automatically selects the configured quotation email template. This saves time, eliminates manual template selection, and ensures customers receive a consistent and professional quotation email.

3

Default Mail Template for Sale Order

Automatically loads the predefined sales order email template when confirming and sending sales orders. This helps maintain standardized communication and improves operational efficiency.

4

Default Mail Template for Purchase Quotation

Automatically selected mail template when sending purchase quotation, which is configured in settings.

5

Default Mail Template for Purchase Order

When a purchase order is sent, the system automatically applies the designated purchase order email template. This reduces manual effort and guarantees professional communication with suppliers.

6

Default Mail Template for Invoice

Automatically applies the predefined invoice email template when sending customer invoices. This ensures every invoice email follows the same format and branding while reducing repetitive manual actions.

7

Default Mail Template for Delivery Order

The configured Delivery Order Email Template is automatically selected when sending delivery documents to customers. Once configured in company settings, users no longer need to manually choose a template each time a delivery order is shared. This ensures consistent communication, saves time, reduces manual effort, and guarantees that delivery emails follow the company's standard format and branding.

Frequently Asked Questions

Go to Settings → General Settings and scroll to the Default E-Mail Templates section, which appears just above the Companies block. Each document type has its own dropdown selector.
The module falls back gracefully to Odoo’s own built-in default template for that document type. The email composer opens exactly as it would without this module installed no errors, no blank templates.
Yes. Any email template created under Technical → Email → Templates is selectable, as long as it is associated with the correct model (sale.order, purchase.order, account.move, or stock.picking).
Yes. The module patches both the standard mail.compose.message and the account.move.send wizard introduced in Odoo 17. The configured invoice template is applied regardless of which send path is triggered.
Yes. The template settings are stored on the company record. Each company in a multi company instance can have its own set of default templates, completely independent of other companies.
No. The defaults are company wide settings, not user-specific. All users in the same company will see the same template. However, individual users can still change the template manually before sending an email.

Technical Details

Dependencies

• Discuss (mail)
• Inventory (stock)
• Invoicing (account)
• Purchase (purchase)

License

OPL-1

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