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v 18.0 Third Party 1
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Sales (sale_management)
Discuss (mail)
Invoicing (account)
Lines of code 787
Technical Name hellosign
LicenseLGPL-3
Websitehttps://www.serpentcs.com
Versions 10.0 11.0 14.0 15.0 16.0 17.0 18.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Sales (sale_management)
Discuss (mail)
Invoicing (account)
Lines of code 787
Technical Name hellosign
LicenseLGPL-3
Websitehttps://www.serpentcs.com
Versions 10.0 11.0 14.0 15.0 16.0 17.0 18.0
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Odoo Hellosign Integration

This module provides Hellosign Integration. To configure the Hellosign email, Then we will send mail to users to sign the document. Retrieve the document using the signature.

Hellosign Configuration

Create one record with Hello Sign Account and Security and Authentication.

Send Document Using Button

Use the Send Document to sign button and automatically send mail on customer mail.

    Hellosign Configuration

  • To get the Hellosign login credentials, visit --> https://app.hellosign.com/home/myAccount
  • To set password.

    Hellosign Setup:

  • After finishing the hellosign credential process, add user name, password to Odoo Configuration.
  • To verify hellosign credential Click on Test and Confirmed button.

    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.

    Hellsign Documents Histroy:

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

    Automated cron job:

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

    Download Signed Document:

  • Download the document signed by user.

    Signature Page

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Help And Support


Write a mail to us:

Appscontact@serpentcs.com

Write a text to us on WhatsApp:

Apps (+91) 98793-54457 (+91) 90334-72982

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Apps www.serpentcs.com

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