How to Create an Email Template in Odoo 17

As a vital channel for establishing relationships with customers and partners, email plays a pivotal role in business communication. This communication process can be simplified by using an email template with Odoo 17, an ERP platform that allows for the creation and use of numerous email templates. It is invaluable to have templates that are used to share information with various stakeholders to save time while maintaining consistency.

Module dependencies

Make sure you have all the necessary dependencies for your custom module before you begin creating email templates. Make sure that the dependencies file in manifest.py has ‘mail’ and ‘contacts’ included. This feature ensures that your module inherits all of the important functionality from the mail module.

Construction of an email template in Odoo

Python, XML, and Jinja2 are the tools for creating Odoo email templates. To begin this process, create a new record in the XML file with important information about the E-mail template.

Python Function

Create a Python function to invoke the email template so that it can be used more easily. To do so, add a button to the required model and an action for that button; from that function, we can call our email template with the following code:

Adding a button in the Form view:

In the backend view, you can see a button like this:

The Python code for the button action:

After configuring the mail servers, you can see that when you trigger the mail function with a button click, the email is sent to the appropriate recipients.