Odoo - Docusign Integration

by

299.00 €

v 10.0 v 11.0 Third Party 2
Required Apps Sales Management (sale_management)
Invoicing Management (account_invoicing)
Technical Name docusign
LicenseAGPL-3
Websitehttp://www.serpentcs.com
Also available in version v 10.0
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Required Apps Sales Management (sale_management)
Invoicing Management (account_invoicing)
Technical Name docusign
LicenseAGPL-3
Websitehttp://www.serpentcs.com
Also available in version v 10.0

Docusign Configuration

  • To get the docusign login credentials, visit Docusign App
  • After finishing docusign credential process, add API key, user name, password to Odoo Configuration.
  • To verify docusign credentials Click on Test and Confirmed button.

Template

  • We can define our own template and use to send email.

Send Sale Order Document for Customer Signature

  • Click on button send document to sign.
  • Sale order PDF will send to customer via email for digital Signature.

Send Invoice Document for Customer Signature

  • Click on button send document to sign.
  • Invoice PDF will send to customer via email for digital Signature.

Docusign Documents Histroy

  • We can see details of Docusign document with status.
  • We can group it by model.

Automated cron job

  • Automated cron job which will retrieve document from docusign every 5 hours

Download Signed document

  • Download the document signed by user.

Document with Digital Signature

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