Chapter 5 Sales Portal
The sales portal is where customers review quotations and sales orders from the website front end. It allows customers to check order details without entering the backend, and it can also support online signature or payment depending on the sales configuration.
This chapter focuses on the conditions that allow a customer to sign a sales order in the portal.
Sales Order Signature
Customers can sign a quotation or sales order from the portal page.
For a portal sales order to be signable, the following conditions must be met:
| Condition | Explanation |
|---|---|
| The quotation is sent | The quotation is in the sent state, so the customer can review and accept it. |
| Or draft signature is allowed | If the sales setting allows signing draft quotations, a draft quotation may also be signed. |
| The quotation is not expired | Expired quotations should not be accepted unless the validity is extended. |
| Signature is required | The quotation must be configured to require signature. |
| No signature exists yet | Once the customer has signed, the same signature action should not be repeated. |
In a standard sales flow, the salesperson prepares the quotation, sends it to the customer, and the customer opens the portal link from email. If online signature is enabled, the customer signs the quotation on the portal page. Odoo then records the signature and continues the sales confirmation flow according to the configured options.
Implementation Notes
Online signature is useful when the business wants customer confirmation to be traceable inside Odoo. It is especially suitable for B2B quotations, service agreements, rental orders, and customized product sales.
Before enabling it for production, confirm these settings:
| Area | What To Check |
|---|---|
| Quotation validity | Make sure the expiration date policy matches the sales team's quotation process. |
| Email links | Test that the customer receives a correct portal link and can open it externally. |
| Portal access | The customer should use the portal page, not backend access, unless they are an internal user. |
| Signature requirement | Decide whether signature should be required for all quotations or only selected templates. |
This chapter covered the basic conditions for portal sales order signature. Together with the previous portal and access token chapters, it completes the core customer-facing website flow: share the document, open it safely, and let the customer confirm it online.