WhatsApp Sales Free

Send quotes & invoices via WhatsApp directly from Odoo. No Meta API · No monthly fees · Works with any WhatsApp account

Key Features

Quotation via WhatsApp

Send a pre-filled message with quote number, amount, and secure links to sign, refuse, or ask a question.

Invoice via WhatsApp

Send the invoice with the due amount, due date, and a direct payment link from the Odoo customer portal.

Smart Reminders

Dedicated reminder buttons for quotes (have you seen it?) and invoices (please pay), with interactive response links

Per-action Security Tokens

Each portal link (refuse, question, seen, pay) uses its own unique UUID token, regenerated on every WhatsApp send. Tokens expire after a configurable number of days.

Automatic Follow-up

A daily cron creates a follow-up activity for the salesperson when a quotation has had no response, or when an invoice is overdue. Configurable delays — set 0 to disable.

Anti-spam & Revocation

The "Ask a question" link is limited to a configurable number of uses (default 3). A red "Revoke links" button instantly invalidates all active portal links.

Bilingual FR / EN

Templates automatically selected based on the customer's language (partner.lang). 8 customisable templates with a length warning above 600 characters.

Complete Traceability

Every send is logged in the chatter with sender, number, and message. Activities are created and closed automatically

Per-Salesperson Number

Each salesperson sets their WhatsApp number in their profile. Company fallback number used when none is configured.

What is WhatsApp Sales Free?

WhatsApp Sales Free adds green “Send via WhatsApp” and “Remind via WhatsApp” buttons directly on your Odoo quotations and customer invoices. One click opens WhatsApp with a pre-filled message including secure portal links — no Meta Business API, no webhook, no monthly cost.

The module uses the free wa.me protocol: Odoo builds the message, your salesperson clicks once to open WhatsApp (web or app), and sends it. Everything is traced in the chatter and closed as a done activity.

How It Works

Salesperson clicks “Send via WhatsApp“
Odoo builds the message with fresh secure links
WhatsApp opens pre-filled
Salesperson hits Send
Chatter & activité mis à jour auto.

Message Examples

Quotation

Hello John Smith,

Please find below your quotation *S00042* for a total amount of *12 500.00 EUR*.

Do not hesitate to contact me for any questions.

Best regards,
Alice Dupont
Acme Corp

——————————–

✅ Sign and confirm
https://your-odoo.com/my/orders/42?access_token=…

❌ Refuse the quotation
https://your-odoo.com/sale/whatsapp/refuse/42?token=…

💬 Ask a question
https://your-odoo.com/sale/whatsapp/question/42?token=…

Quotation Reminder

Hello John Smith,

We are following up on your quotation *S00042* for a total of *12 500.00 EUR*.

Have you had a chance to review it?

Best regards,
Alice Dupont
Acme Corp

━━━━━━━━━━━━━━━━━━━━

👀 Yes, I’ve reviewed it
https://your-odoo.com/sale/whatsapp/seen/42?token=…

✅ I’d like to sign it
https://your-odoo.com/my/orders/42?access_token=…

💬 I have a question
https://your-odoo.com/sale/whatsapp/question/42?token=…

❌ I decline
https://your-odoo.com/sale/whatsapp/refuse/42?token=…

Invoice Payment Reminder

Hello John Smith,

This is a friendly reminder that your invoice *INV/2025/00042* for *12 500.00 EUR* is awaiting payment.

Due date: *31/03/2025*
Thank you for your trust.

Best regards,
Alice Dupont
Acme Corp

━━━━━━━━━━━━━━━━━━━━

💳 Pay online
https://your-odoo.com/my/invoices/42?access_token=…

✅ I have already made the transfer
https://your-odoo.com/invoice/whatsapp/paid/42?token=…

Customer Portal Pages

All portal pages are lightweight, public (no login required), and accessible on any device.

Customer Action	What Happens in Odoo
✅ Signs the quotation	Redirected to Odoo portal signature page
❌ Refuses the quotation	Chatter note + To-do activity for salesperson + all quotation tokens invalidated
💬 Asks a question	HTML form → message saved in chatter + activity (max N uses per link)
👀 Confirms they reviewed it	Chatter note + pending reminder activity closed
💳 Pays online	Redirected to Odoo payment portal
✅ Confirms transfer made	Chatter note + activity “Please verify payment”

Security

Feature	Detail
Per-action UUID tokens	Each link type (refuse, question, seen, paid) has its own unique UUID token. A leaked link cannot be used for a different action.
Token rotation	All tokens are regenerated on every WhatsApp send. Old links are immediately invalidated.
Token expiration	Links expire after a configurable number of days (default: 7). Expired links return a friendly error page.
Revoke links button	Red button on the quotation / invoice form to instantly invalidate all active portal links.
Refusal invalidation	When a customer refuses, all remaining quotation tokens (question, seen) are cleared at once.
Question anti-spam	The “Ask a question” link is limited to N uses per send (configurable, default 3). Resets on next send.

Configuration

1 — WhatsApp number per salesperson

Settings → Users → [Salesperson] → WhatsApp

Enter the number in international format: +33612345678

2 — Company fallback number

Settings → Sales → WhatsApp → Company WhatsApp Number

Used when the salesperson has no number configured.

3 — Customer uses WhatsApp

Contacts → [Contact] → “Uses WhatsApp” checkbox

The send button is only active for contacts marked as WhatsApp users.

4 — Token expiration & anti-spam

Settings → Sales → WhatsApp

Setting	Default	Description
Token Expiration (days)	7	Days before portal links expire. Set to 0 to disable.
Max questions per link	3	Max uses of the “Ask a question” link per send. Set to 0 for unlimited.

5 — Automatic follow-up activities

Settings → Sales → WhatsApp → Automatic follow-up activities

Setting	Default	Description
Quotation follow-up after (days)	0 (off)	Days after WhatsApp send with no response before creating a follow-up activity for the salesperson.
Invoice overdue follow-up after (days)	0 (off)	Days after invoice due date before creating a follow-up activity if still unpaid.

ℹ️ Activities, not automatic messages. The cron creates an Odoo activity for the salesperson — it does not send WhatsApp messages automatically (which would require the Meta API). The salesperson sees the activity in their inbox and clicks the WhatsApp button themselves.

6 — Message templates (8 customisable)

Settings → Sales → WhatsApp

Template	Language	Used for
Quotation Template 🇫🇷	French clients	Send button on quote
Quotation Template 🇬🇧	Other clients	Send button on quote
Quotation Reminder 🇫🇷	French clients	Remind button on quote
Quotation Reminder 🇬🇧	Other clients	Remind button on quote
Invoice Template 🇫🇷	French clients	Send button on invoice
Invoice Template 🇬🇧	Other clients	Send button on invoice
Invoice Reminder 🇫🇷	French clients	Payment reminder on invoice
nvoice Reminder 🇬🇧	Other clients	Payment reminder on invoice

Template Variables

Variable	Description
`{partner_name}`	Customer name
`{order_name}`	Quotation number (e.g. S00042)
`{amount_total}`	Total amount (formatted)
`{invoice_name}`	Invoice number
`{amount_due}`	Remaining amount due
`{currency}`	Currency code (EUR, USD…)
`{due_date}`	Invoice due date (DD/MM/YYYY)
`{salesperson_name}`	Salesperson full name
`{company_name}`	Company name
`{order_url}`	Portal link to sign the quotation
`{refuse_url}`	Link to refuse (creates activity, invalidates all tokens)
`{question_url}`	Link to the question form (limited uses)
`{seen_url}`	Link to confirm quotation reviewed (reminder only)
`{invoice_url}`	Portal link to pay online
`{paid_url}`	Link to confirm payment made (reminder only)

⚠️ Recommended template length: under 600 characters. Longer messages may be truncated by the browser URL bar or some WhatsApp clients. A warning is displayed in the settings page when a template exceeds this limit.

FAQ

Does this module send messages automatically?

No. The salesperson clicks the button, Odoo opens WhatsApp with the message pre-filled, and the salesperson clicks Send manually. This is by design — it avoids requiring any Meta approval or paid API. The automatic follow-up feature creates Odoo activities for the salesperson, not automatic WhatsApp sends.

Can I use it with a personal WhatsApp account?Yes! wa.me works with any WhatsApp account — personal, WhatsApp Business app (free), or WhatsApp Business Platform. The only requirement is that the salesperson has WhatsApp installed on their phone or desktop.

What happens when the customer clicks a link?

They land on a lightweight Odoo portal page (no login required). Their action (refuse, question, seen, paid confirmation) is immediately logged in the chatter and an activity is created for the salesperson. If the customer refuses, all remaining portal links (question, seen) are immediately invalidated.

Are the portal links secure?

Yes. Each action (refuse, question, seen, paid) uses its own unique UUID token, separate from Odoo’s generic access_token. Tokens are regenerated on every WhatsApp send, expire after a configurable number of days (default 7), and are invalidated when the customer refuses. You can also revoke all links manually with the “Revoke WhatsApp links” button on the form.

Is the module compatible with Odoo 17 / 18?

The module is developed and tested for Odoo 19. It may work on 17/18 with minor adjustments but this is not officially supported.

Can I customise the message templates?

Yes. All 8 templates (quotation/invoice × send/reminder × FR/EN) are fully customisable in Settings → Sales → WhatsApp. Changes apply immediately, no restart required. A warning is shown if a template exceeds 600 characters.