Odoo Sign Document

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.

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.

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.

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.