Odoo 19 | Community & Enterprise

# Chatter Quick Reply Templates

Insert reusable, placeholder-aware message templates into any Odoo chatter with one click. Categories, live preview, favorites, default attachments and usage analytics.

One-Click Insert Dynamic Placeholders Categories Usage Analytics Favorites
1
Click to Insert
All
Chatter Models
Live
Preview
Reports
Usage Analytics
Overview

## Stop retyping the same messages

Sales teams, support agents and project managers type the same replies dozens of times a day. Chatter Quick Reply Templates lets you define reusable messages with dynamic placeholders and insert them into any Odoo chatter with a single click.

### The everyday problem

Retyping the same status updates and follow-ups
Inconsistent messaging across team members
No way to track which replies are used most
Copy-pasting from docs loses context

### The Quick Reply solution

One-click insert with dynamic placeholders resolved
Organized categories and per-model filtering
Usage analytics and reporting
Live preview before inserting
Key Features

## Everything you need for faster replies

### One-Click Insert

Click the template button in any chatter compose bar, pick a template and it inserts instantly with all placeholders resolved.

### Dynamic Placeholders

Use placeholders like partner name, order number or date that resolve to the current record's values when inserted.

### Categories & Organization

Organize templates into categories (Sales, Support, HR, etc.). Filter by category in the picker for quick access.

### Live Preview

Preview the resolved template body before inserting. See exactly what your message will look like with real record data.

### Favorites

Star your most-used templates. Favorites appear at the top of the picker for instant access to your go-to replies.

### Model Restrictions

Restrict templates to specific models (e.g. only on Sale Orders) so the picker shows only relevant options per context.

### Group Access Control

Restrict templates by user group. Sales templates visible only to Sales, HR templates only to HR managers.

### Default Attachments

Attach default files to templates. When inserted, the attachments are automatically included with the message.

### Usage Analytics

Track which templates are used most, by whom and on which models. QWeb reports and dashboard views for managers.

### Settings Integration

Enable/disable the feature globally from Settings. Configuration via res.config.settings with feature flag support.

Feature Spotlights

## See it in action

### Pick and insert in seconds

The template picker opens right inside the chatter compose bar. Browse by category, search by name and preview the resolved body before inserting.

Category filter and search bar
Favorites pinned to the top
One click inserts with resolved placeholders

### Rich template editor

Create templates with a rich body, dynamic placeholders, model restrictions, group access and default attachments - all from a clean form view.

Dynamic placeholder syntax
Model and group restrictions
Default file attachments

### Usage analytics at a glance

Track which templates get the most use, who uses them and on which models. Identify your team's most valuable replies and optimize your template library.

Per-template usage counts
User and model breakdowns
QWeb PDF report for managers
Screenshots

## A guided tour

Real captures from a live Odoo 19 instance running Chatter Quick Reply Templates.

Template Picker. Browse, search and insert templates right from the chatter compose bar.
Template Form. Create templates with placeholders, model restrictions and default attachments.
Template Library. Manage all templates with category, model and group filters.
Template List. List view with usage counts and quick access to edit and organize templates.
Usage Analytics. Track template usage with per-user and per-model breakdowns.
Business Benefits

## Save time, stay consistent

Standardized replies mean faster response times, consistent messaging and measurable communication quality.

### Faster Responses

One click replaces minutes of typing. Support and sales teams respond faster and handle more conversations per hour.

### Consistent Messaging

Every team member sends the same professional message. No more variations in tone, formatting or information included.

### Measurable Quality

Usage analytics show which templates work best. Optimize your template library based on real data, not guesswork.

### Easy Onboarding

New team members have instant access to proven response templates. No training needed on what to write for common scenarios.

Who It's For

## Any team that communicates through Odoo

Sales Teams
Customer Support
Project Managers
HR Departments
Procurement Teams
Accounting & Finance
Technical Information

## Specs, install & configuration

Supported Odoo version | Odoo 19.0 (Community & Enterprise)
Dependencies | mail, base, base_setup, web - no Enterprise dependency
Technology | OWL popover component, ORM services, QWeb reports
Works on | Every model with mail.thread (Sales, Purchase, Project, HR, etc.)
License | LGPL-3

### Installation

1. Copy do_mail_quick_templates into your Odoo add-ons path.
2. Update the Apps list and install Chatter Quick Reply Templates.
3. The template button appears in every chatter compose bar automatically.

### Configuration

1. Enable the feature in Settings > Discuss > Quick Reply Templates.
2. Create categories and templates from the Templates menu.
3. Optionally restrict templates by model and user group.
Support & Contact

## We're here to help

### Support Process

Reach our team through your Odoo App Store account for setup help, configuration questions and troubleshooting.

### Customization Available

Need custom placeholder types, additional analytics or specific integrations? We offer paid customization services.

### Free Updates

Bug fixes and compatibility updates included. Your license covers all patch releases for the purchased Odoo version.

## Stop retyping. Start templating.

One-click message templates with dynamic placeholders, categories, favorites and usage analytics - for every Odoo chatter.

Chatter Quick Reply Templates | by Do Incredible | doincredible.com

Chatter Quick Reply Templates | Odoo 19 Community & Enterprise | License LGPL-3