Odoo App · WhatsApp & Messaging
WhatsApp Sale in Discuss
Work quotations and sales orders over WhatsApp from the Discuss tab — view, edit, and dispatch with one click.
Overview
WhatsApp Sale in Discuss connects Odoo Sales to Meta's WhatsApp Cloud API, then surfaces every quotation and sales order for the current WhatsApp contact inside the Discuss conversation. Sales reps stop bouncing between modules to send a fresh quote or confirm an order.
Built by TechUltra Solutions, the module adds a Sales tab to the Discuss menu. From that tab reps see every quotation and SO linked to the contact on the other end of the chat, open one in place, edit lines and discounts, or create a new order — without losing the conversation context.
Outbound messages go through dynamic WhatsApp templates with text, media, and interactive content, and delivery and read ticks from Meta — single grey, double grey, double blue — are mirrored into each order's Odoo chatter so sales managers have a complete audit trail.
Key features
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Sales tab inside Discuss
A dedicated Sales tab in the Discuss menu lists every quotation and sales order for the current WhatsApp contact, with filters, groupby, and search across past activity.
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Create and edit orders in place
Open an existing quotation or SO from the chat and adjust lines, discounts, or delivery dates, or spin up a new order directly from the conversation.
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Send By WhatsApp from any order
A Send By WhatsApp action opens the WhatsApp compose window pre-filled with the contact and a chosen template, so reps dispatch the quote without copying numbers between apps.
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Dynamic WhatsApp templates
Reply with text, multimedia, and interactive templates — buttons, list messages, and product catalogs — picked from the approved Meta template library.
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PDF and media attachments
Attach the quotation or SO PDF, product images, brochures, or .doc files inside a single WhatsApp message — no separate upload step.
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Bidirectional chat in Discuss
Customer replies stream back into the same Discuss chat window with attachments, so reps see acceptances, queries, and signed documents alongside the order context.
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Delivery and read-status ticks
Single grey, double grey, and double blue ticks from Meta are mirrored into the Odoo chatter on the order so sales managers can audit who received and read each message.
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WhatsApp-style Discuss interface
The Sales tab is rendered with a layout that mirrors the WhatsApp Web aesthetic — chat list on the left, conversation in the middle, order context on the right.
Technical details
Specification
- Publisher
- TechUltra Solutions Private Limited
- Technical name
- tus_meta_wa_sale_in_discuss
- Odoo versions
- 12.0, 13.0, 14.0, 15.0, 16.0, 17.0
- Lines of code
- 8,371
- License
- Odoo Proprietary License v1.0 (OPL-1)
- Price
- $145.54 (one-time)
Deployment
- Odoo Online
- Odoo.sh
- On-premise
Odoo dependencies
- Sales
- Discuss
- Invoicing
- Odoo Meta WhatsApp Discuss
- Odoo WhatsApp Base
Support
90 days of bug-fix support, Monday to Friday (10:00–19:00 IST). Raise a ticket at support@techultra.in.
Setup & configuration
From install to first call — here is the path.
- 1
Install the module
In Odoo, open Apps, remove the Apps filter, search for “WhatsApp Sale in Discuss”, and click Install. The Odoo Meta WhatsApp Discuss and Odoo WhatsApp Base dependencies are pulled in automatically.
- 2
Connect Meta's WhatsApp Cloud API
In WhatsApp → Configuration, enter the WhatsApp Cloud API credentials from your Meta Business account — the phone-number ID and permanent access token — and run the connection test.
- 3
Sync sales templates from Meta
Import the approved quotation-dispatch and order-confirmation templates from your Meta Business account, including any quick-reply buttons or product-list catalogs.
- 4
Open the Sales tab in Discuss
Go to Discuss and select the Sales tab. Pick the WhatsApp contact you are talking to and see every quotation and SO linked to that partner.
- 5
Send By WhatsApp
From any quotation or SO, click Send By WhatsApp, pick a template, attach the PDF or any other file, and send. Customer replies and read ticks land back in the same Discuss chat.
Frequently asked questions
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Where does the Sales tab appear?
Inside Odoo Discuss, alongside the inbox and direct-message tabs. Opening it for a WhatsApp contact lists every quotation and sales order linked to that partner, with filters, groupby, and search.
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Can reps create or edit orders from the chat?
Yes. From the Sales tab in Discuss reps can open an existing quotation or SO, edit lines, discounts, or delivery dates in place, or create a brand-new order without leaving the conversation.
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Can the quotation or SO PDF be sent over WhatsApp?
Yes. The quotation or SO PDF, product images, brochures, and .doc files can be attached inside a single WhatsApp reply directly from the order record.
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Which message templates are supported?
Text, multimedia, and interactive WhatsApp templates — buttons, list messages, and product catalogs — provided they are approved in your Meta Business account.
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Do customer replies appear inside Odoo?
Yes. Customer messages and attachments stream back into the same Discuss chat window alongside the order context, so reps see acceptances, queries, and signed documents in one place.
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Are delivery and read receipts logged?
Yes. Single grey, double grey, and double blue ticks from Meta are mirrored into the Odoo chatter on the order so sales managers can audit who received and read each message.
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Which Odoo versions does it support?
Odoo 12.0, 13.0, 14.0, 15.0, 16.0, and 17.0, in both Community and Enterprise editions.
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What are the prerequisites?
Odoo Sales, Discuss, and Invoicing, plus TechUltra's Odoo Meta WhatsApp Discuss and Odoo WhatsApp Base modules. You also need an active Meta WhatsApp Business account with the Cloud API enabled.
Related solutions
Whole-platform solutions that complement WhatsApp Sale in Discuss.
WhatsApp ↔ Odoo Integration
Two-way WhatsApp Business API integration with Odoo. Customer messages, order updates, invoices, and payment links — unified inbox for agents.
AI WhatsApp Chatbot
LLM-powered WhatsApp chatbot grounded in your Odoo data. Handles ordering, support, FAQs, and lead qualification with human-agent escalation.
Odoo WhatsApp Push Notifications
Real-time WhatsApp push notifications in Odoo — web, Android, iOS. Customer names in Discuss instead of phone numbers. Compatible with Odoo V12–V18.
Related services
Get the most out of this module with senior TechUltra consultants.
Odoo Customization Services
Tailored Odoo customizations from a Gold Partner — 200+ projects, upgrade-safe patterns, fixed-scope quotes, senior consultants. Free demo consultation.
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Odoo Support & Maintenance
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