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Error trying to send quotation trough email to the customer

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This question has been flagged
salescustomerQuotation
2 Replies
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Flaviu Cioanca

I got a problem when trying to create and send the quotation without confirm trough email to customer. If I confim the quotation, odoo let me to send the confirmation mail to the customer but if I don't confirm it, odoo won't let me to send it. I need to email the quotation to the customer and let it to accept/reject it, not me. Also, if I try to not send it trough email, but trying to copy the link from actions>share, opening the link(on different browser without login in or smth in odoo), when I m trying to accept or reject, it throws me an error. If I accept it, it throw me this error:  The order is not in state requiring customer signature. If I try to reject, it throws me this error:  Your order is not in a state to be rejected. 

I have activated the Online Signature in the quotation and in settings but it does the same. Can anyone help?

The version of odoo I m using:

Odoo 16.0+e (Enterprise Edition)

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Jainesh Shah(Aktiv Software)
Best Answer

Hello Flaviu Cioanca,

Sale order must be in 'sent' state to confirm an order with a signature. for more information refer to this link - https://www.odoo.com/documentation/16.0/applications/sales/sales/send_quotations/get_signature_to_validate.html

Hope it will be helpful to you.

Thanks & Regards,
Email: odoo@aktivsoftware.com
Skype: kalpeshmaheshwari

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Growth Stack Support
Best Answer

If the customer has been granted access, the customer need to login, sign and pay, refer first to this article https://www.odoo.com/documentation/16.0/applications/sales/sales/send_quotations/get_signature_to_validate.html

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