Odoo Sign

With Odoo Sign embrace a speedy way to Sign, Send and Approve Documents. It’s a great add-on to the other Odoo Apps. It assists you to modernize your business and also Saves time and money. With Odoo Sign go paperless and be eco-friendly. With Odoo Sign App you can assign roles for every document and track the document signature process.

Creating an Odoo Signature Document

When you trigger on odoo Sign it will land you on the template page where you can upload a PDF template or send a signature request. Suppose you are on some other page and also want to be redirected to the template page that can be achieved by triggering the Template button from the top menu item. You can upload a PDF template or contracts that require a signature or other customization by triggering UPLOAD A PDF TEMPLATE.

You can configure and also upgrade your own customized field in the menu items. I will get back on how to do that.

In the Odoo Sign field, you can view a small + icon if you trigger it, a small customization box will pop up where you can set the field to be Mandatory field or leave it to the customer to decide and can assign a person who will be Responsible to populate the field. To configure responsible roles just go to the top menu Configuration > Roles

In Configuration > Roles, you can view all the configured roles to create the new role just trigger the CREATE button.

It will open the form view, where you can fill in the Name section and you can enable SMS Authentication if required and also lastly save it by triggering the SAVE button.

Now coming back to the template once everything seems right you can send your signature request to your client or organization by triggering the SEND button on the top left corner in the odoo sign Menu bar.

Now on the top Odoo Sign Menu, you can track the status of the Signature. The signed document status will change from Signature in Progress to Fully Signed. In case of any inducement, the other party refuses to sign and cancel the document. The document transitions to a Canceled state. Odoo sign apps help you to track all the details from approval to cancellation.

On the Customer Portal:

On opening the document by a customer from their email, he can fill in the highlighted fields.

Once the trigger is on the field for Signature it will open the small wizard where they have various Signature choices. There is a Draw option where the customer can sign the doc with a digital pen or something.

Then there is an Auto option where the customer will be provided with various signature styles and they can choose any according to their preference.

Then there is a Load option where they can load their signature life from their system. Lastly, by choosing the preferred option trigger Adopt and Sign.

Post that the customer will have to validate and also send the document back by triggering Validate & Send Completed Document in the bottom.

Post validation and completion of the Odoo signature process 

Once the document is signed by all the authorized people, you can view the message You have completed the document and by triggering the Download Document you can download the signed document.

Now again if you trigger top menu Signature, since the document has been signed it has been moved to the Fully Signed stage.

Creating a custom field for the document

For creating a custom field you have to first enable the developer’s mode. With developer mode odoo allows you to understand the technicality of your module more greatly. To enable the developer mode you have to jump to Settings.

It will open the Settings tab where in the bottom right corner you will have an option to Activate or Deactivate the developer’s mode. On activating developer mode you can view the small bug icon on the top menu.

Coming back to the Odoo Sign module, under Configuration you can view the Field Types menu has been updated. By triggering that you can see the list of fields available, to create your own custom field just trigger the CREATE button.

Fill in the basic details such as Field Name, Type, and much more. Lastly, save it by triggering the Save button. The field option will reflect in your document.

Odoo always gives the best add-on features to its customers to reduce the time and communication barrier. Odoo sign is one of the best methods to get the approval and signature of the documents without wasting much time on sending follow-up emails by tracking the documents. 

At Bista Solutions we help our clients by implementing odoo ERP for their businesses. To get a demo contact us.