Hello,
Is there a way to email a quotation to a customer and the customer clicks on the link and can sign and accept without logging into the portal?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Księgowość
- Zapasy
- PoS
- Projekt
- MRP
To pytanie dostało ostrzeżenie
1
Odpowiedz
5430
Widoki
I happened to ask the same from Odoo Support. I tested what they answered and it's correct.
"The default behavior is that if the recipient of the quotation email is NOT on the Customer field, then they would have to log in to see it.
However, if the recipient is listed in the customer field, then they don't have to log in to view the quotation because the email button will contain the link that includes the access token.
For security, the access token is only provided to recipients who set in the Customer field. If the customer is using a different inbox than the email address listed on the quotation, then they will need to log in."
I didn't quite understand the argument, because at the moment you save a quotation the token is generated and the link can be seen in "customer preview" and accessed by anyone who has the link
Podoba Ci się ta dyskusja? Dołącz do niej!
Stwórz konto dzisiaj, aby cieszyć się ekskluzywnymi funkcjami i wchodzić w interakcje z naszą wspaniałą społecznością!
Zarejestruj się| Powiązane posty | Odpowiedzi | Widoki | Czynność | |
|---|---|---|---|---|
|
3
gru 24
|
3885 | ||
|
Add a quote on an opportunity
Rozwiązane
|
|
3
paź 23
|
4550 | |
|
2
paź 22
|
3724 | ||
|
0
sie 23
|
2631 | ||
|
1
lis 22
|
6411 |
