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Community Enterprise Odoo.sh

Letters and Certificates

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You probably thought of certificates/Letter only as something you received, a document professionally produced by some distant designer, after you need to add name and related details like date address, etc in every certificate/Letters manually so that is the quite a time-consuming task. Now with this module where can create a dynamic certificate/Letters in odoo. here in this module provide a menu where you can create a template and then you can use it dynamically. for example, you create a template and after you just need to select a customer or partner after that automatically fills in all related details in the selected template. You can also print that in a PDF file.

Using this module you can create a Formal Letter, Informal Letter, Bussiness Letter, Official Letter, Circular Letter, Social Letter, Employment Letter, Warning Letter, Offer Letter, etc.

Using this module you can create a certificate like a Certificate for Appreciation, Best Employee of the Month, Best Seller, Achievement, Completion, Excellence, Professional Conformity, Professional Conformance, Professional Air Cadet Recognition, Professional Project Completion, Professional Job Experience, Professional Training Certificate, etc.

Features

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  • You can generate letter with or without layout.
  • It will be easy to track letters using sequence.
  • In the letter template, there is an HTML field so you can add images and edit text format and also set the color for the background in the template.
  • Send certificate/letter direct to customer/partner's email.
  • Easy to see the sent letters count in contacts form view('Letters' smart button).

Goto Letter Template and create a template.


For Example, create a template for 'Employee of The Month'


After creating template goto 'Letter' and make Letter select template, partner, employee, etc.


Select the email template and then click on the 'Approved' button.


After approving this letter it will set in an approved state. Print the latter report from the action button.


'Send By Email' Option, You can email this letter to the customer or partner. A wizard will appear when you click on that button. Here, you must choose the recipients, and the letter will automatically added as an attachment.


You can easily see sent emails with attached letters in emails.


In the contact form, you can see the count of the letter which is sent to that contact in the 'Letter' smart button.


After clicking the (Letter) smart button you will redirect to the letters list view.


Form view of the latter. Here you can search letter using sequence.


Also, you can group by the latters.


After approving this letter it will set in an approved state. Print the latter report from the action button.


Without layout, the letter report appears as below.


With layout, the letter report appears as below.


Version 18.0.1 | Released on : 14th August 2024

Initial Initial Release.
  • Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & On-Premise) as well as Community.
  • No, this application is not compatible with odoo.com(odoo saas/Odoo Online).
  • Yes, you will get free update for lifetime.
  • No, you don't need to install addition libraries.
  • For version 12 or upper, you will need to purchase the module for each version that you want to use.
  • Yes, we provide free support for 100 days.
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