WhatsApp Communication all-in-one Pro

• One Module, Five Business Flows
• Sales, Invoicing, Inventory, Purchase, and CRM all get the same "Send By Whatsapp" experience, so every customer- and vendor-facing document can reach WhatsApp without leaving Odoo.
• Editable or Instant Sending
• "Send By Whatsapp" opens a wizard with an editable, pre-filled message, while "Send By Whatsapp Direct" skips straight to WhatsApp Web with the document details already in place.
• Browser-Based, No API Costs
• Built on WhatsApp Web — scan the QR code once to log in and every message routes through your own WhatsApp account, with no WhatsApp Business API subscription needed. Requires an SSL-enabled server.
• Full Chatter Audit Trail
• Every WhatsApp message sent from a document — sales order, invoice, delivery, purchase order, or lead — is logged in the chatter for a complete communication history.

1. Send By Whatsapp Buttons on the Sales Order

Two buttons, "Send By Whatsapp" and "Send By Whatsapp Direct", appear on the order form once a customer is set.

2. Pre-Filled Message Wizard

Clicking "Send By Whatsapp" opens a wizard with the customer and message already filled in from the order details.

3. Edit the Message Before Sending

The default text is fully editable, so the message can be personalized before it is sent.

4. WhatsApp Web Opens with the Pre-Filled Text

Clicking "Send Message" opens a WhatsApp Web tab for the customer's number with the text already in place.

5. Message Delivered to the Customer

Pressing send delivers the message directly on WhatsApp — the same result "Send By Whatsapp Direct" produces in one click.

6. Every Message Logged in the Chatter

Each WhatsApp message is recorded in the chatter, giving a complete communication history on the document.

7. Add a WhatsApp Number on the Customer

The customer's or vendor's phone number is used as the WhatsApp number, so it must be set on their contact record.

8. Validation Blocks Sending Without a Phone Number

If no phone number is set on the contact, a clear user error stops the message before it can be sent.

9. Scan the QR Code to Connect WhatsApp Web

The first time a message is sent, WhatsApp Web asks for a QR code scan from the mobile app to log in.

One Module, Five Business Flows

The same "Send By Whatsapp" experience is wired into Sales, Invoicing, Inventory, Purchase, and CRM, so WhatsApp becomes a consistent channel across every customer- and vendor-facing document instead of a one-off integration on a single app.

• Sales Orders and Quotations
• Customer Invoices
• Delivery / Inventory Operations
• Purchase Orders to vendors
• CRM Leads and Opportunities

Editable or Instant Sending

Every document offers two ways to send: "Send By Whatsapp" opens a wizard with an editable, pre-filled message for a personal touch, while "Send By Whatsapp Direct" skips the wizard and goes straight to WhatsApp Web with the document details already written in.

• Wizard mode pre-fills customer and message, both editable
• Direct mode sends the default message with a single click
• Same choice available on every supported document

No WhatsApp Business API Required

Messaging runs through WhatsApp Web instead of a paid WhatsApp Business API subscription. Scan the QR code once from the WhatsApp mobile app to log in, and every subsequent message routes through that same session.

• No API keys, message-based billing, or WhatsApp Business account setup
• QR login triggers automatically whenever the session isn't connected
• Server must have an SSL certificate for WhatsApp Web to load correctly

Full Communication Audit Trail

Whichever way a message is sent, it is written back to the document's chatter — giving sales, accounting, purchasing, and CRM teams a single, reliable record of every WhatsApp conversation tied to a customer or vendor.

• Logged automatically, no manual note-taking needed
• Visible to anyone with access to the document's chatter
• Consistent across Sales, Invoicing, Inventory, Purchase, and CRM