Hi,

The best way to manage client communication in Odoo without Studio is to use the “Send Message” feature directly within the project. When a project is automatically created after a proposal is accepted, you can open the project and send an email to the client from the chatter section. This method keeps the conversation visible to your team while ensuring that the client receives a clean, professional email without the “View Task” button that appears when sending from a task.

You can also create a mail template (under Settings → Technical → Email → Templates) linked to the project model. This lets you start with a predefined email that includes your standard questions, but still allows you to modify it before sending to fit each situation. Tasks, on the other hand, should be used for internal communication only, as emails sent from tasks automatically include a task link.

If you often need to collect structured client information,like parking instructions or the on-site contact,you could also use Odoo’s Survey app or add a custom note field to your project to store those details.

Overall, the recommended flow is: once a client accepts the proposal, open the project, use “Send Message” to email them using your template, and keep all replies tracked within the project’s chatter. This workflow keeps everything centralized in Odoo, avoids unnecessary links in emails, and ensures the entire team has visibility into client communications.

Hope it helps