Digital Signatures Made Easy in Odoo

Overview

The Docusign E-Signature Odoo connector streamlines the process of managing digital documents by integrating seamlessly with DocuSign, facilitating secure electronic transactions. This module allows users to effortlessly send and receive PDF documents—such as invoices, sales orders, and purchase orders—to clients and sales representatives with a single click, enhancing operational efficiency.

Additionally, the module provides real-time tracking of document statuses, updating automatically upon completion of the signing process. users can easily retrieve signed documents from recipients, automatically attaching them to their respective records in Odoo. By automating these tasks,the Odoo Connector to DocuSign significantly reduces manual effort, minimizes errors , and fosters improved collaboration within organizations.

Hot Features

◆ Seamless Document Sending.

◆ Effortless Document Retrieval.

◆ Real-Time Document Status Tracking.

◆ User-Friendly Interface.

◆ One-Click Document Management.

◆ Reduction of Manual Tasks.

◆ Automated Document Attachment.

◆ E-Transaction Management.

◆ Retrieve Signed Documents.

Features

◆ Real-Time Response Capture.

◆ Easy Document Management.

◆ Multi-Recipient Signing.

◆ Effortless Document Sending.

◆ Dynamic PDF Generation with Attachment.

◆ User-Friendly Setup and Configuration.

Work Flow

Login To Your Docusign Account .
For Live Account :

Click on Profile>> Admin>> Settings.

For Developer Account:

Click on Profile>> My Apps & Keys.

Navigate to Integration >> Apps & keys .

In the Apps and Keys section , create a new app by clicking on Add App & Integration Key to add redirect url and obtain your integration key and secret key .

If an app already exists, simply copy the integration key and secret key.

Navigate to Settings >> Users & Companies >> Users there you can configure Docusign with your credentials and get the Access Token & Account id.

Navigate to Contacts , click on button Get Signature .

Attach the document in PDF format only , and include the recipients who can sign and review that document.

In the "Docs Policy", users can choose how documents are sent based on current business requirements. There are two available options: Simultaneously and In Hierarchy, each serving distinct purposes.
The Simultaneously option allows documents to be sent to all recipients at once, enabling parallel signing by everyone involved.
The Hierarchy option is selected when signatures are needed from multiple recipients in a predefined sequence. Documents are sent one at a time, following the hierarchy set by the sender, ensuring each recipient signs in the specified order.

Recipients can find the email with the document for signature, as shown Below.

As Shown below recipients can sign document.

After sending document for sign , by clicking on button Update Document Status it updates status of recipients who have signed and their signed and unsigned document are attached respectively.

Once all the recipients have signed , by clicking on button Download Signed Documents signed document is attached in chatter.

The same set of steps will be performed for Sales, Purchase Order and Invoicing.
In each case, the respective PDF (sales order, purchase order, or invoice) is automatically generated and attached, as shown below.
Sales: