| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts Directory (contacts)
• Sales (sale) • Invoicing (account) • Discuss (mail) |
| Technical Name |
odoo_docusign |
| License | OPL-1 |
| Website | http://www.techloyce.com |
| Versions | 16.0 14.0 17.0 15.0 13.0 9.0 12.0 10.0 |
E-SIGNATURE DOCUMENTS MANAGEMENT USING DOCUSIGN
Odoo is a fully integrated suite of business modules that encompass the traditional ERP functionality. DocuSign is the Global Standard for eSignature, is the leader in eSignature transaction management. Global enterprises, Business departments, individual professionals, and consumers are standardizing on DocuSign, with more than 60,000 new users joining the DocuSign Global Network every day.
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
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
Key Features and Functions
- Digital Transaction Management.
- Send pdf documents for signature to salesperson on one button click.
- Get salesperson's signed document on one button click.
- Send salesperson's signed pdf documents to customer for signature on one button click.
- Get customer's signed documents on one button click.
- Get status of PDFs documents on button click.
Key Dependencies
-
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 here about it: https://pypi.org/project/docusign-esign/ -
pip install httplib2
You can read here about it: https://pypi.org/project/httplib2/ - NOTE: If you want our free help in installing these dependencies and installing the module just contact our support and 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/
- 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" steo)
- 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/Sales --> Docusign Tab.
- Docusign account will be auto populated according to current user.
- Attach a pdf document and click send documents to salesperson button. Document will be sent to the document account (sent-box) and to the email of salesperson that you configured earlier.
- You can see sent document in bottom and you can also check document status.
- Now go to docusign account or respective email account and sign document.
- Come back in Odoo and click on update status button.
- Now you can see document's status is completed.
- Now to send document to customer select the agreement in salesperson's signed agreement dropdown (before that make sure you have clicked the update button and status is converted to 'completed'). This dropdown only contain documents that are signed by salesperson.
- Click send documents to the customer. Document will be sent to the customer
- You can check if customer signed document by clicking update status button.
- Once the customer signed document you can see all attachments (unsigned, salesperson signed, customer signed) in agreement at the bottom of the screen.
- These functionalities are integrated in both Contacts and Sale modules.
- Agreement Details.
User
Guide
DocuSign Product Support
After purchasing if you face any issue regarding the functionality/working of our app, we are here to address your queries. We provide 90-days support to our clients.The support period starts from the date of app purchase till 90 days onward.
Support Desk
Support
Policy
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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