It has never been so easy for your customers to access their documents through a portal. Forget endless signup forms, Odoo makes it as easy as ABC. With eCommerce and Online Quotation apps, your customers are requested to create a portal account (name, email, password only) from the very first order confirmation or online quotation email they get from you.
Sign up
When clicking the link in the email or when clicking Sign up in the checkout process, your customer is directed to the Sign up page.
Customer account
Once logged in the customer will access his account by clicking My Account in the login dropdown menu.
From the portal menu all the customer history can be reviewed. The main address (billing) can also be modified.
Note
If a portal user is a contact of a company (Company field set in customer detail form), this last will see all the documents of the company and all its other contacts through the portal.