HexalianSmart Notes & Templates: Sales, Purchases & Invoices (Dynamic Variables)
Professional PDF Notes with Dynamic Templates & Variables. Auto-Copy Sales Notes to Invoices. Separate Internal/External Comments. Supports Odoo 17, 18, 19.
Smart Notes & Templates for Odoo
Professional PDF notes with dynamic variables for Sales, Purchases & Invoices
Overview
Take control of your business communication
The Smart Notes module empowers you with a robust template engine featuring dynamic variables (Jinja2), allowing you to standardize and automate your messages across Sales Orders, Purchase Orders, and Invoices.
Create a library of reusable notes with intelligent variable substitution. Use
placeholders like {{ object.partner_id.name }} to automatically insert customer names,
order totals, dates, and more.
Auto-Propagation: Configure templates to automatically copy from Sales Orders to Invoices or from Purchase Orders to Vendor Bills. Never retype the same instructions again.
Dual-Mode: Toggle "Print Note" to switch between public messages (on PDF reports) and private internal notes (backend only). Perfect for both customer communication and internal team coordination.
Key Features
Everything you need for smart business communication
Template Library
Create reusable note templates for delivery terms, payment instructions, and more
Dynamic Variables
Use Jinja2 placeholders to auto-fill customer data, prices, dates, and company info
Template Mode Toggle
Switch between template-driven notes and free-text custom notes with one checkbox
Auto-Copy Control
Configure each template to copy automatically from Orders to Invoices/Bills
Print Control
Decide if notes appear on PDF reports or stay as internal backend-only messages
Multi-Module Support
Works seamlessly with Sales, Purchase, and Accounting modules
⚙️ Module Configuration
Enable globally from Settings → Sales
Settings Screen
Access the module configuration from Sales → Configuration → Settings. A simple checkbox enables the Smart Notes functionality across all supported document types.
Configuration Panel: Enable/disable the module globally with one click. Changes take effect immediately across Sales Orders, Purchase Orders, and Invoices.
✍️ Rich Text Editor
Format notes exactly how you want
Styled Formatting
Use headers, bold, italics, colors, sizes, and all default Odoo text formatting options.
Simple Notes
Or keep it simple with plain text. The choice is yours with the full Odoo HTML editor at your disposal.
📄 Professional PDF Output
Clean, bold labeling on all reports
PDF Appearance:
- Bold Label: "Note:" clearly identifies the section
- Clean Layout: Content appears below the label with proper formatting
- Positioned Correctly: On invoices, appears after Terms & Conditions
- Respects Styling: All formatting from the editor is preserved
Print Control:
- Toggle ON: Note appears on customer-facing PDF documents
- Toggle OFF: Note visible only in backend, never printed
- Per-Document: Each order/invoice has its own print setting
- Internal Use: Perfect for team instructions and reminders
📋 Using Templates
Switch between template mode and custom notes
Template Mode:
- "Use Template?" Checkbox: Enable to unlock template selector
- Template Selector: Choose from your library of templates
- Create On-the-Fly: Add new templates directly from the dropdown
- Read-Only Note: When using a template, the note field becomes read-only
Custom Mode:
- Uncheck Box: Template selector disappears
- Free-Text Entry: Note field becomes fully editable
- Maximum Flexibility: Write anything you need without restrictions
- Best of Both: Switch modes anytime during document creation
🧠 Smart Variables & Auto-Copy
Dynamic content and intelligent propagation
Template with Variables
Define templates with Jinja2 variables. Check "Auto-copy to Invoice/Bill" to enable automatic propagation from Orders to Invoices.
Variable Cheat Sheet
Built-in help page shows all available variables: customer data, order details, company info, salesperson, and more.
✨ The Result
See variables transformed into real data
The template text "Hello {{ object.partner_id.name }}" becomes "Hello Azure Interior"
with actual customer data automatically inserted.
🔄 Auto-Propagation in Action
From Sales Order to Invoice automatically
Backend View
The Sales Order shows the rendered note with real customer data.
Invoice Result
When the invoice is created, the note is automatically copied with identical content and print settings because "Auto-copy" was enabled.
⚙️ Technical Specifications
Compatibility
Odoo 17.0, 18.0, and 19.0
(Community & Enterprise)
Dependencies
sale_management, account, purchase, mail
Translations
🇺🇸 English / 🇪🇸 Spanish
(Fully Translated)
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Before You Buy
- Confirm your Odoo version: v16, v17, v18, v19.
- Review module scope carefully to validate your exact use case.
- Plan installation on staging first, then deploy to production.
- Need help evaluating fit? Email [email protected].
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- 100% source code included
- Lifetime access to download
- Odoo 16 & 17 & 18 & 19 supported
- Email delivery (72h link)
- Sold as-is under OPL1 — all sales final