Description
Odoo Sign Document makes digital document signing simple and paperless. Admins can upload PDF files, add required sign elements, and send documents to customers using secure email links.
Odoo Sign Document allows teams to reuse sign elements and templates, which saves time and avoids repeated work. Sign elements can be placed clearly on PDFs before sending the document.
Customers can sign documents online without creating an account. After the document is signed, the admin receives an automatic email, helping approvals move faster and smoothly.
Why do we need Odoo Sign Document?
In many businesses, documents are still printed, signed by hand, and sent back by email or courier. This process takes time and often leads to delays, missing files, or unsigned documents.
Odoo Sign Document removes these problems by letting businesses send documents for digital signing through email. Customers sign using a secure link, and the admin receives a confirmation email, helping teams complete approvals faster and with fewer mistakes.
Highlighted Features of Odoo Sign Document
Dynamic Sign Elements
Create text, date, signature, and textarea sign elements for clear and consistent document signing.
Reusable Templates
Use the same templates for many documents to save time and avoid repeated setup.
Email-Based Signing
Send documents using secure email links so customers can open and sign easily.
Admin Email Alerts
An email is sent to the admin after the customer signs the document successfully.
Drag and Resize Elements
Drag sign elements onto PDFs and resize them to fit the document layout.
No-Login Signing
Customers can sign documents online without needing to create an account or log in.
Create Sign Items
With Odoo Sign Document, Admins can define reusable sign elements that are used while preparing documents. This ensures consistency and reduces repeated setup work.
- Add text, date, signature, and textarea sign elements.
- Reuse sign elements across multiple templates.
- Maintain consistent naming for all sign elements.
- Manage all sign elements from a centralized menu.
Design Sign Templates
Sign templates help organize PDF documents and required sign elements for repeated use. This makes document preparation faster and easier.
- Select the required model to link with the template.
- Choose the sign elements needed for the document.
- Upload a PDF document that needs to be signed.
- Place sign elements clearly on the PDF layout.
Drag and Resize Sign Elements
Admins can adjust sign elements easily to ensure correct placement before sending documents.
- Drag sign elements anywhere on the PDF document.
- Resize sign elements to match the document layout.
- Adjust placement for better clarity and alignment.
- Preview the document before sending for signature.
Manage Sent Sign Documents
Admins can easily review documents that were sent for signing. This helps keep better control over all sent sign requests.
- View all sent sign documents together in one place.
- Clearly see which documents have already been signed.
- Check documents that are waiting for customer action.
- Keep a clear record of all sent documents.
Support
For any query or issue, please create a support ticket here CREATE A TICKET HERE
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