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Matthew Corson

Help me out here please.  I set the quote to be accepted via online payments and when I send a quote via email there is no link to view portal to pay and or no button to accept the quote to create an invoice?  I'm sure I'm just missing a simple step, but I can not figure it out.  

Basically it just shows the below when emailing the customer and their is no way to accept the quote, pay or etc:



Hello,


Your quotation S00002 amounting in $ 892.00 is ready for review.

Do not hesitate to contact us if you have any questions.

--

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Cybrosys Techno Solutions Pvt.Ltd
Best Answer

Hi,

Here are the key steps to enable customers to view, accept, and pay for quotations in Odoo:


- Customer Portal Access

  - Customer must have a valid email address.

  - Set them as a Portal User:

    - Go to Contacts → (Customer) → Action → Grant Portal Access.

  - Ensures they can log in and accept the quotation.


- Portal & Online Signature / Payment Settings

  - Go to Sales → Configuration → Settings.

  - Under Quotations & Orders, make sure:

    -  Online Signature is enabled.

    -  Online Payment is enabled.

  - These add the “Accept & Pay” actions in the portal.


- Payment Acquirers

  - Go to Invoicing → Configuration → Payment Acquirers.

  - Activate a payment method (e.g., Stripe, PayPal).

  - Publish it on the website.

  - Enable payment tokens if you want online checkout.


- Test It

  - Open a quotation in Sales → Quotations.

  - Click Send by Email → choose Quotation - Send by Email template.

  - Send to your own email.

  - The email should contain a “View Quotation” button.

  - Clicking it opens the portal where you can Accept, Sign, and/or Pay.


  

Hope it helps

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