| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Invoicing (account) • Purchase (purchase) • Sales (sale_management) • Discuss (mail) |
| Lines of code | 888 |
| 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 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Invoicing (account) • Purchase (purchase) • Sales (sale_management) • Discuss (mail) |
| Lines of code | 888 |
| 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 19.0 |
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 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.
Highlights
Send Documents to Salesperson
Send PDF documents for signature directly to the salesperson.
Salesperson Signature
Collect the salesperson’s signed document in a single click.
Send Documents to Customer
Forward the signed PDF documents to customers for approval.
Get customer's signed documents
Get customer's signed documents on one button click.
Features
- Digital Transaction Management: Fully integrated with DocuSign for secure and efficient digital document handling.
- Send PDF Documents: Send invoices, sales orders, purchase orders, or contacts to salespersons and customers with a single click. Supports Contacts, Sales Orders, Purchase Orders, and Invoices.
- Retrieve Signed Documents: Fetch signed PDFs from salespersons or customers with one click and automatically attach them to the respective records.
- Seamless Approval Workflow: Send documents first to the salesperson and then to the customer, ensuring both parties sign in a smooth, step-by-step flow.
- Real-Time Status Tracking: Instantly check document status (Sent / Completed) and auto-update records after signatures are completed.
- PDF Validation: Ensures only valid PDF documents are sent for signatures by checking file format and ownership.
- Automatic PDF Generation: Auto-generate PDFs (Quotation, Sales Order, Purchase Order) and attach them to DocuSign for signing.
Before installing this module, please install the following Python packages on your server:
-
docusign-esign —
pip install docusign-esignYou can read more about it here: https://pypi.org/project/docusign-esign/
-
httplib2 —
pip install httplib2You can read more about it here: https://pypi.org/project/docusign-esign/
Note: If you need free help installing dependencies or setting up the module, feel free to contact our support team — we’ll assist you promptly.
Setup Instructions
DOCUSIGN CREDENTIALS
- You need Docusign Account (Demo or Live).
- Login → profile icon → Go To Admin.
- After login or creating account, go to settings.
- In settings, click on Apps and Keys under Integration.
- Create a new app and copy Integration & Secret Key.
- If app already exists, copy Integration & Secret Key.
-
Install required packages:
pip install docusign-esign
pip install httplib2
Odoo Configuration
- Settings → Users → Your User.
SEND PDF DOCUMENTS FOR SIGNATURE
- Go to Contacts and click Get Signatures.
- Attach PDF document (PDF only).
- Select Responsible contact.
- Add recipient and click Send Document For Signatures.
- Sign via email.
- Click Update Status.
- Download signed document.
Docusign App Support
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 purchase and continues for 60 days.
Need help? Email us at support@techloyce.com
FAQs
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 it?
You can contact us to request customization in the app.
Can Odoo Docusign Connector 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.
Our Helpful Links
Explore our resources, watch tutorials, or connect with Techloyce
Suggested Apps
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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