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Teemu

Our Odoo version is Odoo 14.0+e (Enterprise Edition) 

We do not want our customers to view quotations or log in to our system in any way. Therefore we print our quotations to PDF files and send them as email attachments.


Now there has been two instances where the notes in the SO says "Quotation viewed by customer". How does this happen?


Online signature is turned off
Customer account is set to "on invitation" (which has not been sent)
Customer does not have email address in their company contact page.
Quotation PDF:s do not contain any links to view quotation


Our Odoo gold partner couldn't replicate this in our test database.


Now does someone know how this system actually behaves and is there a way that customers still can login and view quotations?

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Anton
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I'm also struggling with this problem. 

Have you found a solution for this?

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Ashish Hirpara
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It is likely that the customer received the quotation via email and accessed it through the unique URL that was included in the email. In Odoo 14, when a quotation is sent to a customer via email, a unique URL is included in the email that allows the customer to access and view the quotation. This URL is valid for a limited time and can only be accessed by the intended recipient.

To prevent customers from accessing quotations in this way, you can disable the option to include a unique URL in the email by going to Sales > Configuration > Settings and unchecking the box next to "Include a link to access the quotation online" under the "Quotation and Sale" section. This will prevent the unique URL from being included in the email, and the customer will not be able to access the quotation online.

Alternatively, you can also set the customer's access rights to "No Access" under Sales > Configuration > Sales, which will prevent them from accessing the quotation in any way, including via a unique URL. This will ensure that the customer cannot view the quotation online, even if they receive the email with the unique URL.

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Teemu
Author Best Answer

Hi. But we do not use the send email function on Odoo. We print the pdf and send it as an attachment.

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Josep Anton Belchi Riera
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Although signing/accepting online quotations is disabled, Odoo always adds a "View Quotation" link to the sent mail.

This link only gives access to view the quotation and no other access to Odoo. The user is not actually "logged" on the system.

 

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Melanie Turleque

How can we deactivate the "View Quotation" link to the sent mail ? or just not make it visible at all ?