Disable and Hide Online Viewing Button in Emails for Sales/Invoice Odoo App helps to hide/disable online viewing button for quotation/sale orders and also invoices emails when quotation and invoice sent via email. We have added a configuration checkbox to disable this option, When check boxes aren't checked the quotation and invoice emails are sent normally with the button but when checkboxes are checked the emails are sent without the online view button for quotation/sales order and invoice.
Also Read: All in One Hide Create, Duplicate, Delete, Import, Export, Print, Action Buttons
Features
1) Hide Online Viewing Button For Quotation/Sale Orders
User can hide online viewing button in emails for quotation/sale orders.
2) Hide Online Viewing Button For Invoices
User can hide online viewing button in emails for invoices.
Why Businesses Disable Online Viewing Links
Many organizations prefer to send quotations, sales orders, and invoices as attached documents rather than allowing customers to access them through online viewing links. Depending on business policies, security requirements, or customer preferences, companies may want complete control over how business documents are shared.
The Disable and Hide Online Viewing Button module allows businesses to remove online viewing options from outgoing emails while continuing to send quotations and invoices through standard email communication.
This provides greater flexibility for organizations that want to manage document access according to their internal policies.
Improve Email Communication Consistency
Companies often follow specific communication standards when sending customer documents.
Some businesses prefer:
- PDF attachments only
- Direct email communication
- Internal document approval workflows
- Controlled customer access methods
- Standardized document delivery procedures
The module helps maintain consistency by ensuring that online viewing options are removed whenever required.
Support Internal Document Sharing Policies
Many organizations implement policies that define how quotations, invoices, and other commercial documents should be shared with customers.
The module helps businesses:
- Follow internal communication guidelines
- Control document distribution methods
- Maintain standardized email formats
- Reduce dependency on portal access
- Support company-specific document procedures
This helps ensure that business communications remain aligned with organizational requirements.
Improve Customer Document Delivery Experience
Different customers have different preferences when receiving business documents.
Some customers prefer:
- Downloadable PDF documents
- Email attachments
- Printed records
- Offline document storage
Removing online viewing options allows businesses to focus on the document delivery method preferred by their customers.
This can simplify customer interactions and improve document accessibility.
Better Control Over Sales and Invoice Communications
Sales quotations and invoices are important business documents.
The module helps organizations maintain greater control over:
Quotation Communication
Manage how sales quotations are delivered to customers.
Sales Order Communication
Ensure sales order information follows company policies.
Invoice Delivery
Control invoice sharing methods.
Customer Document Access
Determine how customers receive and review documents.
These controls help create a more structured communication process.
Reduce Portal Dependency
Not every organization relies heavily on customer portal access.
Some businesses prefer traditional document exchange methods such as:
- Email attachments
- Direct communication
- Document management systems
- Offline customer records
The module supports these workflows by removing unnecessary online viewing options from customer emails.
Benefits for B2B Organizations
Business-to-business transactions often involve formal document management processes.
The module helps B2B companies:
- Maintain professional document delivery standards
- Support customer-specific requirements
- Follow contractual communication procedures
- Improve document control
- Simplify quotation and invoice distribution
These benefits are particularly valuable for organizations working with large corporate clients.
Common Business Use Cases
Manufacturing Companies
Control how quotations and invoices are distributed.
Wholesale Businesses
Follow customer-specific document sharing requirements.
Professional Service Firms
Maintain standardized communication processes.
Distribution Companies
Simplify document delivery procedures.
Consulting Organizations
Share documents according to client preferences.
Enterprise Businesses
Support internal governance and communication standards.
Why Businesses Choose Disable Online Viewing Button
Organizations choose this module because it helps:
- Remove online viewing links from emails
- Improve document sharing control
- Support internal communication policies
- Standardize customer communications
- Reduce portal dependency
- Improve document delivery flexibility
- Maintain professional email workflows
The module provides a simple way to control how quotations, sales orders, and invoices are delivered to customers within Odoo.
Information Security and Access Management
Many organizations implement strict information security policies regarding how commercial documents are distributed outside the company. Quotations, sales orders, and invoices often contain pricing details, customer information, contractual terms, and business-sensitive data.
By controlling how documents are delivered, businesses can align document-sharing practices with internal security requirements and operational standards.
Supporting Industry Compliance Requirements
Certain industries must follow regulatory, contractual, or organizational requirements when sharing customer-facing documents.
Examples include:
- Financial services
- Healthcare organizations
- Government contractors
- Manufacturing companies
- Enterprise service providers
These organizations often require greater control over document distribution methods to ensure compliance with internal and external policies.
Standardize Business Processes Across Teams
Organizations with multiple departments often require consistent procedures when communicating with customers.
Standardized document delivery helps ensure that:
- Sales teams follow the same communication process
- Accounting teams use approved invoice delivery methods
- Customer service teams access consistent documentation
- Business workflows remain aligned across departments
This reduces operational inconsistencies and supports process governance.
Support Corporate IT Policies
Corporate IT departments frequently establish policies regarding customer portals, external links, and online document access.
The module supports businesses that prefer to:
- Limit external document access points
- Follow IT governance standards
- Reduce dependency on portal-based workflows
- Maintain controlled document distribution channels
This helps organizations align Odoo communications with broader technology policies.
Improve Administrative Control
Administrative teams often require greater oversight over how business documents are generated, distributed, and stored.
Maintaining a predictable document delivery process helps organizations improve operational control, simplify internal reviews, and support long-term record management strategies.
A structured approach to document sharing contributes to more organized business operations and improved process consistency.
Enable Hide Online Viewing Button for Quotation/Sale Orders
When you Tick 'Hide Online Viewing Button For Quotation/Sale Orders' checkbox, Online Viewing button will be hide in email.
Before Enable Checkbox for Quotation/Sale Orders Email View
You can see email with viewing button which is before enable checkbox for quotation/sale orders email.
After Enable Checkbox for Quotation/Sale Orders Email View
You can see email without viewing button which is after enable checkbox for quotation/sale orders email.
Enable Hide Online Viewing Button for Invoices
When you Tick 'Hide Online Viewing Button For Invoices' checkbox, Online Viewing button will be hide in email.
Before Enable Checkbox for Invoices Email View
You can see email with viewing button which is before enable checkbox for invoices email.
After Enable Checkbox for Invoices Email View
You can see email without viewing button which is after enable checkbox for invoices email.
Conclusion
The Disable and Hide Online Viewing Button in Emails for Sales and Invoice module helps businesses control how quotations, sales orders, and invoices are shared with customers. By removing online viewing links from outgoing emails, organizations can follow internal communication policies, support customer document preferences, and maintain greater control over document distribution.
Whether managing sales communications, invoice delivery processes, or customer document workflows, this module provides a flexible solution for businesses that prefer traditional document sharing methods within Odoo.
