Multi Company Default Template
Company Wise Default Email Template For Invoice/SO/PO
Multi Company Default Template
Streamline company-specific email communication with automated template selection for Sales, Purchase, and Invoicing.
App Overview
Introduction
The Multi Company Default Email Template app enhances Odoo email workflows by automatically applying company-specific default email templates for Sales, Purchase, and Invoice operations.
Using this module, administrators can configure default email templates for Sales Quotations, Sales Orders, Purchase Orders, RFQs, and Customer Invoices directly from Odoo Settings. When users click the standard Send by Email/Send button, the system automatically loads the appropriate template inside the Email Send Wizard based on the active company and document type.
The app also supports workflow-based template switching, such as automatically using separate templates for Sales Quotations and confirmed Sales Orders.
This module helps businesses improve email automation, maintain company-wise branding consistency, reduce manual template selection, and streamline communication across multi-company environments.
Purpose
The purpose of the Multi Company Default Email Template app is to simplify and automate email template management in multi company Odoo environments for Sales, Purchase, and Invoice workflows.
The app helps businesses automatically apply the correct company-specific default email templates when sending quotations, sales orders, purchase orders, RFQs, and invoices through the standard Send by Email functionality. It reduces manual template selection, minimizes communication errors, maintains branding consistency across companies, and improves overall operational efficiency.
This module is especially beneficial for organizations managing multiple companies, subsidiaries, or branches that require separate email communication formats and automated workflow-based email handling.
Key Features
Company Wise Templates
Set default email templates company wise for each branch independently.
Sales Quotations & Orders
Dedicated support for both Quotations and Sales Order confirmation emails.
Purchase RFQ & Orders
Configure templates for RFQs and Purchase Orders with ease.
Customer Invoices
Automatically apply professional templates for all customer invoices.
Active Company Selection
Automatically selects templates based on the currently active company.
Standard Wizard Integration
Templates are loaded directly in the standard Send by Email wizard.
Multi Company Support
Fully optimized for organizations managing multiple companies or branches.
Workflow Automation
Automates template selection throughout the complete document workflow.
Branding Consistency
Maintain consistent branding and communication across every company.
Configuration & Workflow
General Setup
Go to Settings → General Settings.
Within the
Multi-Company section, define your preferred default email templates
for each document type and company.
Configuration Detail
Configure dedicated email templates for Sales, Purchase and Invoicing. Each company can have its own template mapping to maintain consistent branding.
Sales Quotation
When users click Send by Email from a quotation, the configured Sales: Send Quotation email template is selected automatically.
Sales Order
Upon confirmation of an order, the Sales: Order Confirmation template is pre-selected for your customer communication.
Request for Quotation
For supply requests, the Purchase: Request For Quotation template is automatically applied within the procurement wizard.
Purchase Order
Once a Purchase Order is confirmed, the Purchase: Purchase Order email template is automatically loaded to ensure consistent vendor communication.
Customer Invoice
All customer invoices automatically pre-load the company's preferred Invoice: Sending email template, ensuring professional and consistent billing communication.
Frequently Asked
Technical Details
Dependencies
• Discuss (mail)
• Purchase (purchase)
• Invoicing (account)
• Sales (sale_management)
License
OPL-1
Need Assistance?
Email Support
contact@gritxi-tech.comAny Questions?
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