The right template, automatically, every time you send
Stop worrying which company’s branding goes out on a Sales Order, Purchase Order or Invoice email. Configure default mail templates by company, document type and user — with automatic fallback so sending is never blocked.
The problem
Odoo ships one global default email template per document type, so in a multi-company database a Purchase Order confirmation can go out with the Sales Order’s wording, or Company B’s invoice email can carry Company A’s branding. Users work around it by manually switching templates before every send, and mistakes stay invisible until a customer complains.
The solution
Set Default Email Templates resolves the correct template through a user → company → parent-company hierarchy, with a configuration matrix that shows every company/document-type combination at a glance, a guided setup wizard and bulk cloning across companies — so the right template applies automatically and gaps are visible before they cause a mistake.
Full control over every outbound template
Every capability below is implemented in the module.
Company x Document Rules
Configure a default mail template for each combination of company, document type (Sales Quotation, Sales Order, RFQ, Purchase Order, Invoice, Credit Note) and, optionally, a specific user.
Company Hierarchy Inheritance
A subsidiary with no explicit rule automatically inherits its parent company’s default template, so holding-company structures configure once and cascade down.
Per-User Preferences
Let an individual user override the company default with their own preferred template, while everyone else keeps using the company’s configured default.
Configuration Matrix
One screen shows every company against every document type, colour-coded as configured, inherited or missing, with Configure/Edit buttons to jump straight to a rule.
Guided Setup Wizard
A step-by-step wizard pre-fills one line per document type with Odoo’s standard template, so a first multi-company rollout takes minutes instead of a record-by-record setup.
Bulk Clone Across Companies
Copy one company’s full set of template rules to one or more other companies in a single action, with options to duplicate templates and control overwrite behaviour.
Never Blocks Sending
If no company- or user-specific rule is configured, the module falls back to Odoo’s system default template automatically — sending is never blocked by missing configuration.
Send-Time Transparency
An optional chatter note records which template was applied and why — company default, personal preference, or inherited from a parent company — so the decision stays auditable after the fact.
Missing-Configuration Warnings
Turn on an optional warning from Settings so admins are alerted, in the matrix and in the chatter, when a company/document-type combination has no template and no inherited fallback.
How it works
Open the Matrix
See every company against every document type at a glance, colour-coded by configuration status.
Run the Setup Wizard
Pre-fill sensible defaults for every document type in one guided pass, per company.
Configure or Clone
Fine-tune individual rules, or clone one company’s full set to others in bulk.
Send with Confidence
Compose windows open with the correct template pre-selected, and a chatter note records the choice.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
No. If no company- or user-specific rule matches, the module falls back to Odoo’s standard system template automatically, so sending is never blocked.
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.
Set Default Email Templates
Template resolution through a user, company and parent-company hierarchy, shown as a one-screen matrix of every company and document type — with a guided wizard, bulk cloning, and a fallback that never blocks a send.
Buy on Odoo App Store