| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Invoicing (account) • Purchase (purchase) • Sales (sale_management) • Discuss (mail) |
| Lines of code | 877 |
| Technical Name |
adobesign_odoo |
| License | OPL-1 |
| Website | http://www.techloyce.com |
| Versions | 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Invoicing (account) • Purchase (purchase) • Sales (sale_management) • Discuss (mail) |
| Lines of code | 877 |
| Technical Name |
adobesign_odoo |
| License | OPL-1 |
| Website | http://www.techloyce.com |
| Versions | 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
ADOBE SIGN CONNECTOR
The Adobe Sign Connector streamlines document signing processes by enabling electronic signatures directly within Odoo. With this integration, businesses can efficiently sign agreements, sales orders, purchase orders, and other documents electronically, eliminating the need for manual, paper-based workflows. The connector combines Odoo's comprehensive suite of business modules with Adobe Sign's trusted electronic and digital signature solutions, offering seamless control and visibility over document workflows within the Odoo environment.
With Adobe Sign, streamline document workflows and gain control and visibility over tasks. Integrated seamlessly with Odoo, it offers trusted electronic and digital signature solutions, empowering efficient business processes.
Our Helpful Links
Direct Document Sending
Easily send documents from Odoo to Adobe Sign without the need for a separate application. Simply use your Adobe Sign account for seamless integration.
Agreement Status Monitoring
Check agreement status directly from Odoo for enhanced monitoring and control over document workflows.
Agent Role Support
Seamlessly manage multiple customers within Odoo using the agent role feature, ensuring efficient customer management.
Compatibility
Compatible with both Enterprise and Community versions of Odoo, providing broader accessibility and flexibility for users.
Features
Screenshots
Support
FAQ'S
Adobe Sign Odoo Key Features
- Digital Transaction Management
- Fully integrated with Adobe Sign for secure and efficient digital document handling
- Send PDF documents (e.g., invoices, sales orders, purchase orders, or contacts) to recipients, including salespersons and customers, with a single button click. Supports multiple models like Contacts, Sales Orders, Purchase Orders and Invoices.
- Retrieve signed documents from recipients (salespersons or customers) with just one button click. Attach signed PDFs to their respective records.
- Send documents to a salesperson and to a customer in a seamless workflow, ensuring both parties sign the document. Each step is triggered with a single click.
- Monitor the current status of each document (e.g., sent, completed) at any time with a button click. Automatically update document status when the signature process is completed.
- Ensures only PDF documents are sent for signatures. Checks file extensions and ownership before processing.
- Automatically generate and attach PDFs (e.g., Quotation, Purchase Order) from Sales Orders and Purchase Orders to the Adobe Sign Connector for signature.
Adobe Sign Apps and Keys Configuration
- Go to the link https://secure.in1.adobesign.com/public/login#pageId::ACCOUNT_SETTINGS
- Now go to the Account section in the navigation bar
- Now go to Acrobat Sign API then go to APi Applications.
- Now Click on Configure OAuth for Application.
- Enter the redirect URL and then enable the related scopes according to your requirements.
- Click on the app name then you'll see a menu open and by there you can copy the client secret key for building connection.
Enter AdobeSign Credentials in Odoo
- After installing the module, go to the Settings --> Users --> Your User .
- Enter Your AdobeSign account Name.
- Copy client id, client secret, domain, app name from AdobeSign developers app and paste it in Odoo.
- Also enter redirect URL.
- Click on test connection first before generating access token.
Send pdf files for eSignature
- After getting access token, go to Contacts and click the button Get Signatures.
- These functionalities are integrated in Contacts,Purchase Order,Invoices and Sale modules.
- Attach a pdf document by clicking on Attachments (Only Pdf). Ensure that the uploaded document is a pdf document and press the button Send Documents for Signatures.
- After sending the Document to the recipient now click on the Download Signed Documents button to download the signed document. The same set of steps will be performed for Sales, Purchase Order and Invoicing
- The same set of steps will be performed for Sales, Purchase Order and Invoicing
Odoo Adobe Sign Support
After purchasing if you face any issue regarding the functionality/working of our app, we are here to address your queries. We provide 90-days support to our clients.The support period starts from the date of app purchase till 90 days onward.
Upgrades are not free. If you require any customization, you can contact us. We offer support for 90 days after purchase. For further information you can contact us at https://techloyce.com/contact-us or read our support policy.
Our current module works only for a single user but if you want multiuser we will be happy to do it for you. Kindly contact us at https://www.techloyce.com/book-a-free-consultation.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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