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Hello.
Odoo 14
I want to send a quotation to a new customer.
He receives the mail, if he clicks on the button "Accept & Sign"
then he gets the error:
Not Found
The requested URL was not found on the server. If you entered the URL manually please check your spelling and try again.
If i try the same link, i can see the quotation. I think because im already logged in in odoo.
Can you help please.
How can the customer see the quotation in web?

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Think you need to check on permissions for customer sign-up to view their documents, navigate to settings > general setting > customer account

If you have chosen 'on invitation' then, you might have to send them a sign-up invite.
From the contacts app, select the contact whom you wish to give access then Action > Grant Portal Access and in the view use the checkbox to select the users you wish to provide access. (If your contact is a company, you would view all the individual contacts on the company in this view and can select multiple)

Post sign-up the customer would be able to view their documents.

Alternately, you can provide access from User administration screen by creating a new portal user

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a

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Hello.

Thank you for you´r help.

It works with "on invitation" -> portal access. Thanks. Little bit complicated for our customers.

Is it possible to have an easier way for share this quotation information?

best regards

René

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You could change to "Free Sign-up" on the general setting. This would allow the new contacts to sign-up when they receive the document link or directly from your instance url.

Please be reminded that individuals/contacts who sign-up will have access to ALL the documents of the customer/company they are assigned to. Quotations, Orders, invoices, purchases, delivery order, tasks, helpdesk etc. Hence recommended option if your customers are individuals rather than companies.

Not having a sign-up/ security would make the documents public

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