I'm using Odoo 17 and want to send quotations to customers that they can view and sign without having to register or log in. Currently, when I send a quotation, the customer needs to create an account and log in to access it. Is there a way to configure Odoo so that customers can directly view and potentially sign the quotation without any registration or login process?Specific Details:
- Odoo Version: 17
- Module: Sales
- Goal: Allow customers to view and sign quotations without registration or login
Questions:
- Is there a setting to enable completely public access to quotations?
- If not, what's the recommended approach to share quotations with customers who don't have an account and don't want to log in?
- Are there any security considerations I should be aware of when implementing this?
- Is it possible to generate a unique, secure link for each quotation that doesn't require authentication?
Any guidance or solution to make the quotation viewing and signing process as frictionless as possible for my customers would be greatly appreciated. Thank you!
Hi Valentin,
Your request is how the system is designed currently. Customers are not required to register or sign in to view and take action on the quote.
Could you confirm the following:
1. If the Online Signature option is enabled under Sales > Configuration > Settings > Quotations & Order > Online Signature.
2. That you're using the "Send by Email" or "Request Signature" options in the Sales module to share the quotation with the customer. This step ensures Odoo recognizes the customer (their email specifically) and generates a unique URL for them. The URL is linked to the "Sign & Pay" or "Sign" button that show up on the customer side.