Přejít na obsah
Odoo Menu
  • Přihlásit se
  • Vyzkoušejte zdarma
  • Aplikace
    Finance
    • Účetnictví
    • Fakturace
    • Výdaje
    • Spreadsheet (BI)
    • Dokumenty
    • Podpisy
    Prodej
    • CRM
    • Prodej
    • POS Obchod
    • POS Restaurace
    • Předplatné
    • Pronájem
    Webové stránky
    • Webové stránky
    • E-shop
    • Blog
    • Fórum
    • Živý chat
    • eLearning
    Dodavatelský řetězec
    • Sklad
    • Výroba
    • PLM
    • Nákup
    • Údržba
    • Kvalita
    Lidské zdroje
    • Zaměstnanci
    • Nábor
    • Volno
    • Hodnocení zaměstnanců
    • Doporučení
    • Vozový park
    Marketing
    • Marketing sociálních sítí
    • Emailový marketing
    • SMS Marketing
    • Události
    • Marketingová automatizace
    • Dotazníky
    Služby
    • Projekt
    • Časové výkazy
    • Práce v terénu
    • Helpdesk
    • Plánování
    • Schůzky
    Produktivita
    • Diskuze
    • Schvalování
    • IoT
    • VoIP
    • Znalosti
    • WhatsApp
    Aplikace třetích stran Odoo Studio Odoo cloudová platforma
  • Branže
    Maloobchod
    • Knihkupectví
    • Obchod s oblečením
    • Obchod s nábytkem
    • Potraviny
    • Obchod s hardwarem
    • Hračkářství
    Jídlo a pohostinství
    • Bar a Pub
    • Restaurace
    • Fast Food
    • Penzion
    • Distributor nápojů
    • Hotel
    Nemovitost
    • Realitní kancelář
    • Architektonická firma
    • Stavba
    • Správa nemovitostí
    • Zahradnictví
    • Asociace vlastníků nemovitosti
    Poradenství
    • Účetní firma
    • Odoo Partner
    • Marketingová agentura
    • Právník
    • Akvizice talentů
    • Audit a certifikace
    Výroba
    • Textil
    • Kov
    • Nábytek
    • Jídlo
    • Pivovar
    • Korporátní dárky
    Zdraví a fitness
    • Sportovní klub
    • Prodejna brýli
    • Fitness Centrum
    • Wellness praktikové
    • Lékárna
    • Kadeřnictví
    Transakce
    • Údržbář
    • Podpora IT & hardware
    • Systémy solární energie
    • Výrobce obuvi
    • Úklidové služby
    • Služby HVAC
    Ostatní
    • Nezisková organizace
    • Agentura pro životní prostředí
    • Pronájem billboardů
    • Fotografování
    • Leasing jízdních kol
    • Prodejce softwaru
    Procházet všechna odvětví
  • Komunita
    Edukační program
    • Tutoriály
    • Dokumentace
    • Certifikace
    • Vzdělávání
    • Blog
    • Podcast
    Podpora vzdělávání
    • Vzdělávací program
    • Scale Up! Hra na firmu
    • Navštivte Odoo
    Získat software
    • Stáhnout
    • Porovnejte edice
    • Verze
    Spolupráce
    • Github
    • Fórum
    • Události
    • Překlady
    • Stát se partnerem
    • Služby pro partnery
    • Registrujte svou účetní firmu
    Získat služby
    • Najít partnera
    • Najít účetní
    • Setkejte se s poradcem
    • Implementační služby
    • Zákaznické reference
    • Podpora
    • Upgrady
    Github Youtube Twitter Linkedin Instagram Facebook Spotify
    +1 (650) 691-3277
    Dohodnout demo
  • Ceník
  • Pomoc

Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:

  • CRM
  • e-Commerce
  • Účetnictví
  • Sklad
  • PoS
  • Projekty
  • MRP
All apps
You need to be registered to interact with the community.
All Posts Lidé Odznaky
Štítky (View all)
odoo accounting v14 pos v15
O tomto fóru
You need to be registered to interact with the community.
All Posts Lidé Odznaky
Štítky (View all)
odoo accounting v14 pos v15
O tomto fóru
Pomoc

Generating Mail Letters in Odoo for Contracts Expiring in 3 Months

Odebírat

Get notified when there's activity on this post

This question has been flagged
automatedsignaturedocuments
2 Odpovědi
2674 Zobrazení
Avatar
Dominik Gerbrand

Hello Odoo Community,

I am looking for a solution to automatically generate and send mail merge letters in Odoo for contracts that are about to expire, specifically 3 months before their end date. Although I've explored some of Odoo's features, I'm not entirely sure how to set this up effectively.

Here are the specifics of my scenario:


  • Contract Management: We use Odoo to manage our contracts, each with a defined start and end date.
  • Notifications: We want to automatically send a reminder mail merge letter (via email or physical mail) to our customers 3 months before their contract expires. This is to remind them about the upcoming expiration and to discuss any renewal options.
  • Customization: Each mail merge letter should include personalized details specific to each contract, such as the customer’s name, contract details, and our company's contact information.


My questions are:


  1. Automation: How can I configure Odoo to automatically generate and send these mail merge letters when a contract is nearing its end (3 months prior)?
  2. Templates: Is there a way to create templates for these letters that can dynamically pull in data from the contract fields?
  3. Extending Standard Features: If Odoo doesn’t provide a direct solution for this scenario, what modules or customizations would be necessary to implement this?
  4. Practical Experiences: Has anyone dealt with a similar use case and can share their insights or best practices?


Here are some of my thoughts and initial research:

  • I considered using the Automated Actions feature in Odoo to set up a trigger for sending out these letters.
  • While I'm familiar with Email Templates in Odoo, I'm uncertain how to apply them to contracts and whether they can be used for physical mail.
  • Custom modules or Odoo Studio might be useful, but I’m unsure about the best approach to take here.

Any help or guidance on how to efficiently achieve this would be greatly appreciated!

Thank you in advance for your support.

Best regards,

Dominik

1
Avatar
Zrušit
faOtools

It seems there is a ready universal solution for your purposes: https://apps.odoo.com/apps/modules/17.0/total_notify. This app makes Odoo automatically and regularly generate and send the table of any Odoo records filtered by particular criteria and relative dates. The data to show (so, columns,
'customer’s name, contract details, and our company's contact information' from your requirements) are also easily configurable.

Fadi Ezzeddine

I just edited my answer below.

Avatar
Fadi Ezzeddine
Nejlepší odpověď

Hello,

quick question: Your contracts with the customers are managed through the Subscription app or do you have a custom app developped?


Edit:


No need for a custom App, you allready have everything you need in Odoo. This is how I would go about it:


1- Using Studio, create a new Report in the Subscription App (a Report is what pdf files are called in Odoo). You can easily pull fields from your Subscription app and add them to the pdf. 

For a guide on how to create and customize reports, watch this video:

https://www.youtube.com/watch?v=iFghjU_hWMQ&t=60s


2- Create your email template. Head into Settings --> Technical --> Email Templates and create a new one.

In the "Applies To" field, select Subscriptions (i do not have the Subscription App but i will show you a similar thing with Sales Order).

In the body of the email, if you need to pull a field from the Subcription App, just type "/" and select Dynamic Placeholder. and then choose the appropriate field. For example (below), let's say you want to show the customer name, you would do the following: 

/ --> Dynamic Field --> Customer --> Name --> Press Enter , then Odoo will automatically convert your choice into the proper "field name" for the email template. Like so


If you want to attach the PDF Report you create, head over to the Settings tabs, and then in Dynamic Reports field, choose the report you created.


Also, do not forget to set the To (recipients) field in the Email Configuration tabs to "{{ object.partner_id.id }}" (without the "" "") so that it sends it to the actual client for whom the subscription is ending in 3 months.


3- Create an automation that run daily to check the end date of all your subscription and that send the email template when it finds one that expires in 3 months before the end date of the subscription that will send the email template you just created. This you will need someone else to help you with as I honestly do not know how to code it. I am just here to help you with the logic of the process.


Regarding of whether you could have Odoo send the physical mail, there are a few options:

1- You could get to that is either have the email template CCed to someone in your office who will have to actually print or mail it (cheaper option). 

2- You could use a service that offers emails to physical mail, like https://click2mail.com/email-to-mail . Basically you email them the letters you want to send and they physically print and mail them (you will need to create a separate email template as per their instructions i imagine).

3- You could have a partner developp a module for you that connects your Odoo to one of the many "We send physical mail for you" Apis.


P.S: https://docupost.com/ has a Zappier integration that could be a potential solution to your physical email thing.


 

Hope this helps.

1
Avatar
Zrušit
Dominik Gerbrand
Autor

Hi Fadi,

Contract details are mangaged with the subscription app - Odoo 17

Avatar
Dominik Gerbrand
Autor Nejlepší odpověď

Thank you, sir

0
Avatar
Zrušit
Enjoying the discussion? Don't just read, join in!

Create an account today to enjoy exclusive features and engage with our awesome community!

Přihlásit se
Related Posts Odpovědi Zobrazení Aktivita
Automate sending sign request thru email not working
email automated signature
Avatar
0
úno 25
2180
Link to Documents
signature documents sign
Avatar
Avatar
1
čvn 23
4111
How can I link signed documents to the Contact record that signed them? Vyřešeno
contacts signature link documents
Avatar
Avatar
Avatar
2
pro 24
5413
How to add a document to a serial number of a product
action automated serial_number documents
Avatar
Avatar
1
lis 23
3903
Can Odoo automatically remind Customers to sign documents if they don't sign quickly? Vyřešeno
email automated signature followup
Avatar
Avatar
1
úno 22
5439
Komunita
  • Tutoriály
  • Dokumentace
  • Fórum
Open Source
  • Stáhnout
  • Github
  • Runbot
  • Překlady
Služby
  • Odoo.sh hostování
  • Podpora
  • Upgrade
  • Nestandardní vývoj
  • Edukační program
  • Najít účetní
  • Najít partnera
  • Stát se partnerem
O nás
  • Naše společnost
  • Podklady značky
  • Kontakujte nás
  • Práce
  • Události
  • Podcast
  • Blog
  • Zákazníci
  • Právní dokumenty • Soukromí
  • Zabezpečení
الْعَرَبيّة Català 简体中文 繁體中文 (台灣) Čeština Dansk Nederlands English Suomi Français Deutsch हिंदी Bahasa Indonesia Italiano 日本語 한국어 (KR) Lietuvių kalba Język polski Português (BR) română русский язык Slovenský jazyk slovenščina Español (América Latina) Español ภาษาไทย Türkçe українська Tiếng Việt

Odoo je balíček open-source aplikací, které pokrývají všechny potřeby vaší společnosti: CRM, e-shop, účetnictví, sklady, kasy, projektové řízení a další.

Unikátní nabídka od Odoo poskytuje velmi jednoduché uživatelské rozhraní a vše je integrované na jednom místě.

Website made with

Odoo Experience on YouTube

1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.

Live support on Youtube
Watch now