Customer Self-Service Order Confirmation in Odoo#
The Odoo customer portal lets customers view their quotations, accept or reject them, pay invoices, and track deliveries online - without calling or emailing your team. This accelerates the sales cycle and reduces order management workload.
Enabling the Customer Portal#
Sales → Configuration → Settings → enable Customer Portal.
Customers access their portal at: https://yoursite.com/odoo (or your custom domain).
Portal Access for Customers#
Grant portal access:
Sales → Customers → [Customer] → Action → Grant Portal Access
The customer receives an invitation email with their login credentials. They can now log in to view all quotations and orders.
Quotation Confirmation Workflow#
- Salesperson creates a quotation in Odoo
- Sends it: Quotation → Send by Email → customer receives a portal link
- Customer clicks the link → sees the quotation in the portal
- Customer clicks Accept & Sign (or just Accept):
- Order is confirmed in Odoo automatically
- Salesperson receives a notification
- Production/delivery is triggered (based on routes)
Digital Signature#
Sales → Configuration → Settings → enable Online Signature:
- Customers sign the order acceptance with a digital signature (mouse or touch)
- The signature is captured and attached to the order as a PDF
- Legal enforceability depends on your jurisdiction - check local e-signature law
Online Payment#
Sales → Configuration → Settings → enable Online Payment:
- Customers can pay the deposit or full amount at confirmation
- Supported payment methods: Stripe, PayPal, Mollie, etc.
- Payment is recorded automatically in accounting
Tracking Order and Delivery Status#
After confirmation, customers can see in the portal:
- Order status (confirmed, manufacturing, ready to ship, delivered)
- Delivery tracking number (if entered)
- Invoice status and ability to pay online
Restricting Portal Visibility#
Control which documents customers can see:
- Quotations: visible only when sent to the customer
- Orders: visible after confirmation
- Invoices: visible when posted
Configure per-document visibility: Sales → Configuration → Settings → Portal visibility.