Odoo Sign
Say goodbye to administrative delays, errors, and compliance issues by implementing Odoo Sign in your business. It’s the solution you need to save time and increase productivity within your processes. With the various features of the module, managing your documents and administrative tasks becomes a breeze. Just like with other Odoo applications, Captivea offers its expertise in integrating Odoo Sign.
Why use Odoo SIGN ?
This document digitization module simplifies your administrative tasks while increasing your productivity.
Access your documents anywhere and sign them at any time
Manage your contracts without constraints, even when you’re on the move. No need to wait until you’re back at the office or use a specific device, you can sign your documents wherever you are and from any device. This saves you time and simplifies your tasks by eliminating issues related to location and compatibility.
Thanks to automatic archiving, you can easily view your documents for future reference while ensuring secure storage of your files.
Ensure documents are signed on time
You can be sure that your signers will receive reminders in case they forget to sign. This avoids delays and optimizes your timelines.
Provide a tailored experience to your signers
By pre-filling fields with signer data, you reduce the time spent entering manual information. This also helps you personalize your documents for each specific case.
Sign your digital documents securely
Work with peace of mind and stay assured throughout your signing processes. Fraud risks are eliminated, as each signature and modification is transparently recorded. You retain full control over the security of your documents.
Two-factor authentication ensures that only the right people sign your documents. This adds an extra layer of protection, which is essential for sensitive transactions.
Stay compliant with regulations wherever you are with Odoo Sign
You can be sure that your electronic signatures are legal, wherever you operate. This compliance protects your transactions and reduces the risk of legal disputes.
Save time and reduce errors
By using predefined templates in Odoo Sign, you no longer need to recreate a document every time. You automate repetitive tasks and avoid errors linked to manually creating contracts. Odoo Sign helps you streamline your administrative management and increase productivity by standardizing your documents and eliminating human error risks.
Have control over your signing processes
Stay informed about the status of your documents: signatures in progress, documents already signed, and those rejected. Wherever you are, keep an eye on your commitments and take action quickly.
By defining the signing order in the application, you control the signature flow, avoiding errors related to unsynchronized signatures.
WHAT ARE THE KEY FEATURES OF THE ODOO SIGN ?
What can you do with Odoo Sign? Thanks to its various options, the application provides you with the following features.
Electronic signature accessible on all devices
You can access documents and sign them no matter where you are and on any type of device: iPhone, iPad, Android, computer, etc.
Legal compliance of signatures
Odoo Signature meets legal requirements for electronic signatures in over 100 countries, including Europe (eIDAS) and the United States (ESIGN). This feature ensures that each signature complies with the legal standards set by local regulations.
Automated signatures with templates
With Odoo Signature, you can create document templates to streamline the collection of signatures on similar documents. This functionality allows you to set up standard documents, simplifying workflow management.
Document status tracking
The application enables real-time tracking of each document’s status. You can see whether a document has been signed, is pending, or if the signature has been declined.
Automated signing reminders
Odoo Signature allows you to configure automatic reminders to prompt signers to complete the signing process. You can adjust reminder settings based on your specific needs.
Cryptographic traceability and audit log
All document-related events, including signatures, are recorded in a secure audit log. This feature ensures full traceability of all actions performed on each document.
SMS authentication
Odoo Signature offers SMS authentication by sending a unique code to each signer. This code verifies the signer’s identity before validating the signature.
Document customization with dynamic fields
Add dynamic fields in your documents, such as pre-filled information based on the signer. These fields are editable and can be made mandatory.
When signing, you can choose to use handwritten fonts, draw with your finger or mouse, or upload a scanned signature.
Define the signing order
The signing order can be predefined based on the document’s requirements. Each signer receives a notification only when it is their turn to sign, ensuring a precise and structured signing sequence.
Automatic archiving of signed documents
Once signed, documents are automatically saved on a secure server. You no longer need to manage files manually.
How Odoo sign interacts with other Odoo Apps?
Odoo Sign integrates seamlessly with other Odoo applications to simplify and automate your document processes.
Odoo Accounting
Associate signed documents with your transactions and easily track your accounting records.
Odoo Sales
Automate the signing of quotes and contracts to speed up the sales cycle and close deals faster.
Odoo Recruitment
Have employment contracts signed in just a few clicks and simplify onboarding for new hires.
Odoo Documents
Centralize your digital documents and easily find them in a structured space.
Odoo Field service
Collect signatures directly on-site, without paperwork, and streamline your interventions.
The different use cases of the Odoo SIGN App
Odoo Sign adapts to different situations and meets various needs depending on the context.
Sales contracts
Get your quotes and contracts signed online to speed up transactions.
Billing and accounting
Link signed documents to invoices and accounting records for better traceability.
Human resources
Simplify signing employment contracts, confidentiality agreements, and other HR documents.
Supplier management
Get purchase orders and contracts validated with your partners in just a few clicks.
On-site interventions
Collect signatures directly on mobile devices to validate services on the go.
Legal agreements
Securely sign legal documents with full traceability.
Registrations and memberships
Simplify the signing of registration or membership forms for services.
Internal approvals
Have internal documents signed to streamline administrative processes.
Why choose Captivea for integrating Odoo SIGN?
At Captivea, we bring a unique expertise to successfully integrate Odoo Sign. With our experience and certified Odoo expert team, we offer tailored solutions that meet your expectations. Present around the world, we support businesses of all sizes in optimizing their processes to increase profitability and return on investment.
Our team works with one goal: helping you achieve your objectives quickly and efficiently. We place customer satisfaction at the core of our approach, offering responsive, transparent, and solution-focused service. By choosing Captivea, you opt for a performance-based method and support at every step of your project.
Choose excellence, choose Captivea !
set up your Odoo sign with a trusted partner!
Tired of slow administrative tasks and signing errors? Simplify everything with Odoo Sign. Captivea supports you in its integration to optimize your processes, ensure compliance, and boost your productivity !
Odoo GOLD PARTNER
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Frequently Asked Questions
Odoo Sign streamlines document management by allowing users to sign and approve documents on an easy to use platform. You can send signature requests to signatories at any time, and they can approve documents online securely. By enabling electronic signatures, Odoo Sign ensures that your contracts are legally compliant and accessible across different devices. This system also supports submitting signature requests and monitoring document status in real-time.
Odoo Sign offers a wide range of functionalities for businesses to manage documents effectively:
• Signature requests can be sent to multiple parties.
• You can track document status and identify signatories.
• Odoo Sign supports different field types, allowing you to create and edit field types in your documents for better customization.
• With pdf templates, you can create standard documents and upload them to the platform for faster processing.
With Odoo Sign, you can send reminders to signers to complete their signature requests. You can also send sign and approve documents to signatories at the right moment in the signing order. Automated reminders will help users meet deadlines and ensure that no document is left unsigned.
Yes! Odoo Sign provides a comprehensive audit log that tracks all changes to your documents, including signatures, submitting signature requests, and modifications to pdf files. By monitoring document status, you will be able to keep track of each document's progress and make necessary adjustments. You can view the list view of documents, where you will find all details about the status of each document.
Odoo Sign allows you to define the role name for each party. You can set a signature field for each signer and determine who signs first or last, making it easier to manage multiple signatories. Each signer will receive personalized signature requests, ensuring a smooth signing flow.
Odoo Sign allows you to edit field types and create new fields for personalization. You can pre-fill information for specific signers, and even include a handwritten signature option for authenticity. You can also upload a pdf file and include dynamic fields for even more customization.
Yes, Odoo Sign is fully compliant with EU regulation for electronic signatures, and it adheres to legal standards across over 100 countries. All documents signed through Odoo Sign are legally recognized, ensuring that you can manage your business transactions securely.
You can define the signature order in the configuration menu, which ensures that your documents are signed in the correct sequence. This eliminates the risk of errors and helps you streamline the signing process. You can also monitor document status and receive notifications when any signer has completed their action.
Odoo Sign provides an intuitive list view that lets you track documents signed, signer actions, and the status of each document. You can also send reminders for documents that have not been signed yet.
Odoo Sign seamlessly integrates with various Odoo applications, such as Odoo Sales for creating contracts, Odoo Accounting for attaching documents signed to transactions, and Odoo Recruitment for signing employment contracts. It also supports sending documents for approval within the configuration menu.