Hello Community,

I can’t seem to find a solution at the moment, so maybe someone here has an idea:

We are using Odoo Online v19.

We want to send quotations that contain many optional items. These items are visible in the attached PDF, but confirming the order becomes difficult because the customer has to describe their acceptance manually in their own text. Our customers do not have login credentials for the customer portal.

Up to now, we have worked around this by first creating a “Share” link and manually inserting it into the email message sent to the customer. This way, the customer can open the quotation online with all its positions, adjust optional items, and confirm it directly.

Is there a way to automatically insert this “Share link” into the email template so that it is included automatically when composing an email?

Thank you!