Send every quotation in one action, not one at a time

Multi-select draft quotations or sales orders in the Sales list and email every one of them at once, with role-based recipient targeting, a mandatory preview, and a clear skip-and-report for missing addresses.

The problem

Native Odoo sends one quotation at a time: open the record, confirm the recipient, review the email, send, repeat. Sales teams issuing ten or more quotations a day lose hours a week to this loop, and bulk workarounds tend to email every contact on an account instead of the right one, or fail outright when a contact has no email address.

The solution

Multi-select quotations or sales orders in the list, choose a recipient role and email template once, and send the whole batch in a single action. Every send goes through a mandatory preview, contacts without an email are skipped and reported instead of breaking the batch, and each order is logged on its own chatter with its status kept in sync.

Capabilities

Everything you need for bulk quotation sending

Every capability below is implemented in the module.

01

Mass Send by Email

Multi-select any number of draft quotations or sales orders in the Sales list and send them all by email in a single action from the list's Actions menu.

02

Role-Based Recipient Targeting

Choose who receives the batch: the order customer, the primary commercial contact, the invoice or delivery contact, or every individual contact on the account — applied consistently across the whole batch.

03

Mandatory Preview Before Sending

Review the full recipient list, chosen template, and attachments before anything goes out, with skipped rows highlighted in red so mistakes never reach a customer.

04

Skip-and-Report for Missing Emails

Orders whose targeted contact has no email address are automatically skipped and listed with a reason, while the rest of the batch still sends.

05

Reusable Email Templates

Pick from any mail template scoped to Sales Orders, with the standard quotation template selected by default for every batch.

06

One-Click Save as Email Template

Turn the current quotation's email into a reusable template directly from the Sales Order form, without leaving the record.

07

Send Now or Schedule for Later

Send the batch immediately or set a future date; immediate sends can be throttled to a configurable batch size so the mail server is never overloaded.

08

Automatic PDF Attachment

Each email carries the quotation PDF automatically, with an option to leave it off for messages that do not need the document attached.

09

Draft-to-Sent Status Hygiene

Draft quotations that send successfully are automatically marked Sent, and every send is logged on the order's chatter for a complete audit trail.

Workflow

How it works

1

Select your orders

Multi-select draft quotations or sales orders in the Sales list.

2

Choose template and recipients

Pick an email template, a recipient role, and send-now or send-later timing.

3

Review the preview

Check the recipient list, template, and any skipped orders before confirming.

4

Send and review results

Send the batch and see a clear summary of what was sent, skipped, or failed.

Questions

Frequently asked

No sales fog. If your question isn't here, email us and we'll answer it the same way.

Yes. The mass-send wizard works on any selection of draft quotations or confirmed sales orders from the Sales list; draft orders that send successfully are automatically marked Sent.

Get the app

Buy it on the Odoo App Store

Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.

Mass Quotation / Sale Order Send by Email

Multi-select quotations and sales orders, target the right contact by role, preview once, and send the whole batch — contacts without an email are skipped and reported instead of breaking the run.

Buy on Odoo App Store