Docusign Integration - Sales, Purchase, Invoice
by Softhealer Technologies https://www.softhealer.com$ 246.35
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Purchase (purchase) • Sales (sale_management) • Discuss (mail) |
| Lines of code | 934 |
| Technical Name |
sh_docusign_integration |
| License | OPL-1 |
| Website | https://www.softhealer.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Purchase (purchase) • Sales (sale_management) • Discuss (mail) |
| Lines of code | 934 |
| Technical Name |
sh_docusign_integration |
| License | OPL-1 |
| Website | https://www.softhealer.com |
Docusign Integration - Sales, Purchase, Invoice
This module allows you to connect your Odoo system with DocuSign, letting you send, sign, and manage documents electronically within your workflow. Users can easily send documents for signature, monitor the status of sent and signed documents. This integration simplifies document management, minimizes paperwork, speeds up approvals, and improves overall business efficiency.
Features
- Easy to get a signature document.
- You can send documents directly to partners from Odoo for signing via DocuSign.
- Easy to track the status of sent and signed documents.
- You can generate and send signature documents directly from quotations, RFQs, and invoices.
Go to the user's settings ==> enable "DocuSign Manager".
Menu of the 'Docusign'.
Form view of the 'Outgoing Mail Servers'.
Docusign looks like below. Go to 'My Apps & Keys'.
You can add an integration key by clicking on the "Add App and Integration Key" button.
Form view of the "Authorize".
Create a quotation and then click on the "Get Signature" button.
Here you can see that the signature has been created. Click on the 'Signature' smart button.
Click on the "Send Document For Signature" button to send the document for signing.
You can also view the send and sign status of the document here.
E-Mail view.
The signature document is now in the "Sent" stage.
In the email, click on the "Review Document" to open and view the signature document.
The signature document appears as shown below. Click on the "Sign" icon to add a signature.
After that, this wizard will appear. Fill all the details and click on the "Adopt and Sign" button.
Here, you can see that the signature has been added.
Click on the "Finish" button.
Click on the "Update Document Status" button to see the updated send and sign statuses.
"signature Info" menu and tree view.
You can also obtain a signature document for the RFQ by clicking on the "Get Signature" button.
You can also obtain a signature document for the invoices by clicking on the "Get Signature" button.
Version 17.0.1 | Released on : 8th November 2025
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & On-Premise) as well as Community.
- No, this application is not compatible with odoo.com(odoo saas/Odoo Online).
- Please Contact Us at sales@softhealer.com to request customization.
- Yes, you will get free update for lifetime.
- No, you don't need to install addition libraries.
- For version 12 or upper, you will need to purchase the module for each version that you want to use.
- Yes, we provide free support for 100 days.
- No, We do not provide any kind of exchange.
Multi-Languages
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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