Hello.
Odoo 14
I want to send a quotation to a new customer.
He receives the mail, if he clicks on the button "Accept & Sign"
then he gets the error:
Not Found
The requested URL was not found on the server. If you entered the URL manually please check your spelling and try again.
If i try the same link, i can see the quotation. I think because im already logged in in odoo.
Can you help please.
How can the customer see the quotation in web?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Contabilidad
- Inventario
- PoS
- Project
- MRP
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Think you need to check on permissions for customer sign-up to view their documents, navigate to settings > general setting > customer account
If you have chosen 'on invitation' then, you might have to send them a sign-up invite.
From the contacts app, select the contact whom you wish to give access then Action > Grant Portal Access and in the view use the checkbox to select the users you wish to provide access. (If your contact is a company, you would view all the individual contacts on the company in this view and can select multiple)
Post sign-up the customer would be able to view their documents.
Alternately, you can provide access from User administration screen by creating a new portal user
a
Hello.
Thank you for you´r help.
It works with "on invitation" -> portal access. Thanks. Little bit complicated for our customers.
Is it possible to have an easier way for share this quotation information?
best regards
René
You could change to "Free Sign-up" on the general setting. This would allow the new contacts to sign-up when they receive the document link or directly from your instance url.
Please be reminded that individuals/contacts who sign-up will have access to ALL the documents of the customer/company they are assigned to. Quotations, Orders, invoices, purchases, delivery order, tasks, helpdesk etc. Hence recommended option if your customers are individuals rather than companies.
Not having a sign-up/ security would make the documents public
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