How to setup Electronic Signature feature?

Question

I like to use electronic signature feature introduced in this page: https://www.odoo.com/page/quote-builder [1]

I've installed all moduled that I guessed might be it. I found some functionalities like up-selling that was mentioned in the same page but no electronic signature. I keep sending myself quotes, sales orders and invoices but I can't sign any of them. What am I missing here?

[1] https://www.odoo.com/page/quote-builder

Bruno JOLIVEAU · Answer

Hi Hamid,

Try to send your quote to another email address you can get it.

Then the user will receive a mail to connect into Odoo portal and will be able to sign the quote.

Hamid Darabi · Answer

Hey Bruno, thanks for your answer. I was expecting exactly what you said. I logged in my portal profile and I can see all my quotes but no signing canvas or button. Should I enable something in setting or install an additional app?

Verknüpfte Beiträge	Antworten	Ansichten
Mail sent to customer without signature link in Odoo sales. sales email quote signature	1 Aug. 25	440
European electronic invoicing sales accounting invoice electronic	2 Jan. 21	9138
Sales Quotation Partial Confirmation Gelöst sales invoice quote confirm v14	2 Dez. 22	3558
Sales upload Template required sales invoice	2 Dez. 23	2835
Sales orders that have been billed are kept with "To Invoice" status Gelöst sales invoice	6 März 22	9221

Diese Frage wurde gekennzeichnet

Diskutieren Sie gerne? Treten Sie bei, statt nur zu lesen!