Skip to Content
This question has been flagged
salesemailquotesignature
1 Reply
466 Views
Avatar
Vikas Maharana

Hi All,

I've enabled the Online signature in the sales setting and also ensured online signature is enabled in the quote.




then created a quotation and send it to the customer.
but the sing link is not there in mail.
how customer gonna sing the quotation and confirm it?

Avatar
Discard
Avatar
Cybrosys Techno Solutions Pvt.Ltd
Best Answer

Hi,

The Odoo Sales application provides customers with the ability to confirm orders, via an online signature, directly on the sales order. Once the sales order is electronically signed by the customer, the salesperson attached to the sales order is instantly notified that the order is confirmed.



Refer to the following.


-https://www.cybrosys.com/blog/managing-online-signature-and-payment-with-odoo-17


-https://www.cybrosys.com/blog/how-to-request-an-online-signature-to-confirm-orders-in-odoo-16

- https://www.odoo.com/documentation/18.0/applications/sales/sales/sales_quotations/get_signature_to_validate.html#:~:text=The%20Odoo%20Sales%20application%20provides,that%20the%20order%20is%20confirmed.


- https://www.youtube.com/watch?v=dGe7HrivSU8


Hope it helps

Avatar
Discard
Vikas Maharana
Author

But in Odoo 18 there is not option to configure sing template in mail

Vikas Maharana
Author

I want to send the accept and sing link using mail not on customer portal.

Related Posts Replies Views Activity
Email signature (set on User Preferences) not showing on Mails or Messages
email signature
Avatar
Avatar
1
Apr 25
4230
How to setup Electronic Signature feature?
sales invoice quote signature electronic
Avatar
Avatar
2
Mar 15
5974
Multi language product documents
sales documentation quote
Avatar
1
Aug 25
295
Automate sending sign request thru email not working
email automated signature
Avatar
0
Feb 25
1335
Manually give sales order reference or edit automatically given one Solved
sales quote order
Avatar
Avatar
1
Jan 25
12111