Odoo
Implementation
Docusign Odoo Integration | Odoo Docusign Integration | Odoo Docusign Connector | Docusign Odoo Connector
by Creyox Technologies https://www.creyox.com
Odoo
$ 227.06
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • Invoicing (account) • Purchase (purchase) • Sales (sale_management) |
| Lines of code | 959 |
| Technical Name |
cr_docusign_integration |
| License | OPL-1 |
| Website | https://www.creyox.com |
| Versions | 13.0 14.0 15.0 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • Invoicing (account) • Purchase (purchase) • Sales (sale_management) |
| Lines of code | 959 |
| Technical Name |
cr_docusign_integration |
| License | OPL-1 |
| Website | https://www.creyox.com |
| Versions | 13.0 14.0 15.0 16.0 17.0 18.0 |
Community
Enterprise
Odoo.sh
Docusign Odoo Integration
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.
Docusign Odoo Integration
- 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:
- Purchase:
- Invoice:
Our Services
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & On-Premise) as well as Community.
- No, this app will not work for Odoo Online.
- Please contact us on support@creyox.com
- Yes, we give free support when you buy these app for 60 Days.
- Yes, you need to pay different prices of app version wise.
- You can raise a Ticket on support@creyox.com we'll get back to you with fixes.
Our Services
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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