Keep customer communication connected as a conversation moves from an opportunity to a quotation, sales order or invoice. The add-on brings related correspondence together in an Odoo CRM conversation, giving your sales team a shared communication history without scattering it across individual documents.
The enhanced email composer lets users start a new conversation or continue an existing one, manage recipients and place their signature neatly between the reply and the quoted correspondence. Standard quotation and invoice sending workflows remain available, including document attachments and Odoo’s standard sending behaviour.
What the module does
- Lets users start new customer conversations in CRM or continue existing ones
- Connects quotation, sales order and invoice emails to an appropriate CRM conversation
- Displays conversations on CRM opportunities, including message counts and the date of the latest message
- Keeps correspondence in CRM and adds an internal copy to the originating document’s chatter, with a link to the email in CRM
- Includes previous correspondence beneath the draft when continuing a conversation
- Enhances To, Cc and Bcc recipient management without carrying previous Bcc recipients into replies
- Places the user’s signature below the reply and above quoted correspondence
- Allows conversations to be closed and reopened, with optional automatic closure based on the CRM stage
- Provides control over the automatic quotation portal link in ordinary chatter emails
Who it is for
Businesses using Odoo CRM, Sales and Invoicing that want consistent customer correspondence and a clear shared view of each conversation. Particularly useful when communication with a customer spans several documents or involves multiple team members.
Technical information
- Technical add-on name: esrap_mail_signature
- CRM conversation management works with Odoo CRM and Invoicing, while quotation and sales order features require Odoo Sales
- Conversation selection is available in the full email composer, not the inline chatter input
- The add-on is not a standalone mailbox and does not automatically migrate historical correspondence into CRM conversations
Pricing and licence
The one-off licence fee is €60 excluding VAT. Installation, configuration and user support are not included and are available separately.
