Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
We would like to send, depending on the type of appointment, one or more of:
The idea would be that someone confirming an appointment would then receive an email asking them to sign the relevant documents?
Yes.
First, upload each of the Documents needing to be signed as Sign Templates.
The SHARE button gives you a URL that is used to sign a copy.
Create an Email Template for each Appointment Type that contains the link(s) of the Documents needing to be signed.
Create an Automation Rule for each Appointment Type that sends one of the Templates.
Create an account today to enjoy exclusive features and engage with our awesome community!
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Send automated Email to customers
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