Configuration

1. Go to Sign > Roles and create a role with the following data:

• Partner type: Expression
• Expression: ${object.partner_id.id}

1. Go to Sign > Templates and create a template with the following data:

• Model: Sale Order
• In one of the fields, you must set the previously created role.

1. Go to Sales > Configuration > Settings.

• In the Sale Order Sign section, mark the field Sale Order Sign Template, define the template that will be used to generate the sales order sign request.
• Use the template previously created.
• And choose the state in which this will happen.

Usage

Creating a Signature Request from a Sale Order:

• Go to Sales > Quotations.
• Open an existing quotation or create a new one (make sure to fill in the partner_id field).
• In the sale order form view, click on the action "Sign from template".
• Sign Requests will have been generated (and sent) linked to the selected project and task.

Automatic Signature Request creation:

• Define a template in Sale > Configuration > Settings.
• When an customer is assigned to a sale order, a Sign Request will be created (and sent) automatically.

Viewing Signature Requests:

• Go to Sale > Orders > Quotations.
• Open a sale order with an associated signature request.
• Click on the smart-button Sign Requests.
• Click on any signature request to view its details, status, and progress.
• Alternatively, go to Sign > Requests.
• Use the Group By feature to group requests by Project and/or Task.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Maintainers

This module is maintained by the OCA.

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

This module is part of the OCA/sign project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.