| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Invoicing (account) • Purchase (purchase) • Sales (sale_management) • Discuss (mail) |
| Lines of code | 905 |
| Technical Name |
odoo_docusign |
| License | OPL-1 |
| Website | http://www.techloyce.com |
| Versions | 9.0 10.0 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 | 905 |
| Technical Name |
odoo_docusign |
| License | OPL-1 |
| Website | http://www.techloyce.com |
| Versions | 9.0 10.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
DOCUSIGN CONNECTOR
The Docusign Connector seamlessly integrates the capabilities of Odoo and Docusign, allowing businesses to manage and streamline their document signing processes directly within Odoo. This integration ensures enhanced efficiency, compliance, and an improved overall user experience. With features like real-time status tracking and secure storage, the connector eliminates manual bottlenecks and reduces errors. Businesses can send, track, and sign documents without leaving the Odoo platform, saving time and ensuring data consistency. Whether managing contracts, agreements, or approvals, the Odoo Docusign Connector empowers organizations to work smarter, faster, and with greater confidence.
Docusign is used to accelerate transaction times to increase speed to results, reduce costs, and delight customers across nearly every industry from financial services, insurance, technology, healthcare, manufacturing, communications, property management and consumer goods, to higher education and others. Odoo integration with Docusign enhances operation of organization with legitimate documentation.
Our Helpful Links
Demo Video
Techloyce All Apps
Send pdf documents for signature to salesperson.
Send pdf documents for signature to salesperson.
Get salesperson's signed document.
Get salesperson's signed document on one button click.
Send salesperson's signed pdf documents to customer.
Send salesperson's signed pdf documents to customer for signature on one button click.
Get customer's signed documents.
Get customer's signed documents on one button click.
Features
Screenshots
Support
FAQ'S
- Digital Transaction Management.
- Fully integrated with DocuSign 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 DocuSign Connector for signature.
- You will need to install docusign-esign and httplib2 packages before installing our module. Following are the commands to run in your terminal:
pip install docusign-esign- You can read more about it here: https://pypi.org/project/docusign-esign/
pip install httplib2- You can read more about it here: https://pypi.org/project/httplib2/
- NOTE: If you want our free help in installing these dependencies and setting up the module, just contact our support — our team will try to help you right away.
DOCUSIGN CREDENTIALS
- You need Docusign Account (Demo or Live).
- To generate an integrator and secret key login to your account, click the profile icon in the top right, and select Go To Admin.
- After login or creating account go to settings.
- In setting click on Apps and Keys. You can find this button on left side menu bar under Integration section.
- In Apps and Keys create a new app, and you can find your integration & secret key. If app already created then you just need to copy integration & secret key and save in odoo Docusign connector
- if app already created then you just need to copy integration & secret key and save in odoo Docusign connector.
-
Now we need to install module "odoo_docusign" in Odoo.
You will need to install 'docusign-esign' and 'httplib2' packages before installing our module. Following are the commands:
1) pip install docusign-esign
You can read here about it: https://pypi.org/project/docusign-esign/
2) pip install httplib2
You can read here about it: https://pypi.org/project/httplib2/
Odoo's Configuration
- After installing the module, go to the Settings --> Users --> Your User.
-
Then provide Docusign credentials:
- Name (Should be app name, but it can be whatever you want)
- Integrator Key
- Secret Key
- Account Type (Type of Docusign account; Demo or Live)
- Account ID (Will be populated auto after "Get Access Token")
- Save Record.
- Click on "Get login with Docusign account" to get login with your Docusign account.
- Click on "Get Access Token" to get access token and account info.
SEND PDF DOCUMENTS FOR SIGNATURE
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.
- Select a contact in Responsible as highlighted in the screenshot. Responsible is the one who is supervising this document signature.
- You can add a recipient for this document signature. A recipient will receive the document via email and will be requested to review and sign it.
- Once you have added the recipient, click on Send Document For Signatures button.
- In the Docs Policy field, there is a selection field to send documents based on business need: Simultaneously or In Hierarchy.
- The In Hierarchy option is used to send the documents when there is a need for the signs of all the related recipients on a single documents in the order of their hierarchy set by the sender.Documents will be sent one by one, following the order of the recipients listed below.
- With Simultaneously option, documents are sent to all recipients at the same time.
- Go to the recipient’s email as shown in the screenshot and review the document.
- After signing, return to Odoo and click on the Update Status button.
- Document status will update from Sent to Completed.
- Click on Download Signed Document to download the signed document.
- The same steps are applicable for Sales Orders, Purchase Orders, and Invoices.
Video Tutorial
After purchasing this app if you face any issue regarding the functionality/working of our app, we are here to address your queries. We provide 60-days support to our clients. The support period starts from the date of app purchased till 60 days onward.
Does your app work in Odoo Enterprise?
Our module is compatible with both the Community and Odoo Enterprise.
Will I get free upgrades and support after purchase?
Upgrades are not free. If you require any customization, you can contact us. We offer support for 60 days after purchase. For further information, you can contact us at https://techloyce.com or read our support policy.
How do I install the app?
Go to Apps in your Odoo backend.Click Upload a module and select the downloaded file.Click Install and follow the setup instructions.
What is the pricing model for this app??
You only need to make a one-time payment for the module, with no additional in-app purchases required after purchase.
I need an extra feature in this app. How can I request for it?
You can contact us to request customization in the app.
Is Odoo Docusign Connector can be used for multiuser?
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.
Please log in to comment on this module