AdobeSign Connector
The Adobe Sign Connector streamlines document signing processes by enabling electronic signatures directly within Odoo. With this integration, businesses can efficiently sign agreements, sales orders, purchase orders, and other documents electronically, eliminating the need for manual, paper-based workflows. The connector combines Odoo’s comprehensive suite of business modules with Adobe Sign’s trusted electronic and digital signature solutions, offering seamless control and visibility over document workflows within the Odoo environment.
Simplify Odoo Workflow with Adobe Sign Integration!
Direct Document Sending
Easily send documents from Odoo to Adobe Sign without the need for a separate application. Simply use your Adobe Sign account for seamless integration.
Agent Role Support
Seamlessly manage multiple customers within Odoo using the agent role feature, ensuring efficient customer management.
Agreement Status Monitoring
Check agreement status directly from Odoo for enhanced monitoring and control over document workflows.
Compatibility
Compatible with both Enterprise and Community versions of Odoo, providing broader accessibility and flexibility for users.
Adobe Sign Odoo Key Features
- Digital Transaction Management
- Fully integrated with Adobe Sign for secure and efficient digital document handling
- Send PDF documents (e.g., invoices, sales orders, purchase orders, or contacts) to recipients, including salespersons and customers, with a single button click. Supports multiple models like Contacts, Sales Orders, Purchase Orders and Invoices.
- Retrieve signed documents from recipients (salespersons or customers) with just one button click. Attach signed PDFs to their respective records.
- Send documents to a salesperson and to a customer in a seamless workflow, ensuring both parties sign the document. Each step is triggered with a single click.
- Monitor the current status of each document (e.g., sent, completed) at any time with a button click. Automatically update document status when the signature process is completed.
- Ensures only PDF documents are sent for signatures. Checks file extensions and ownership before processing.
- Automatically generate and attach PDFs (e.g., Quotation, Purchase Order) from Sales Orders and Purchase Orders to the Adobe Sign Connector for signature.
Adobe Sign Apps and Keys Configuration
- Go to the link https://secure.in1.adobesign.com/public/login#pageId::ACCOUNT_SETTINGS
- Now go to the Account section in the navigation bar
- Now go to Acrobat Sign API then go to APi Applications.
- Now Click on Configure OAuth for Application.
- Enter the redirect URL and then enable the related scopes according to your requirements.
- Click on the app name then you’ll see a menu open and by there you can copy the client secret key for building connection.
Enter AdobeSign Credentials in Odoo
- After installing the module, go to the Settings –> Users –> Your User .
- Enter Your AdobeSign account Name.
- Copy client id, client secret, domain, app name from AdobeSign developers app and paste it in Odoo.
- Also enter redirect URL.
- Click on test connection first before generating access token.
Send pdf files for eSignature
- After getting access token, go to Contacts and click the button Get Signatures.
- These functionalities are integrated in Contacts,Purchase Order,Invoices and Sale modules.
- Attach a pdf document by clicking on Attachments (Only Pdf). Ensure that the uploaded document is a pdf document and press the button Send Documents for Signatures.
- After sending the Document to the recipient now click on the Download Signed Documents button to download the signed document. The same set of steps will be performed for Sales, Purchase Order and Invoicing
- The same set of steps will be performed for Sales, Purchase Order and Invoicing
Odoo Adobe Sign Support
After purchasing if you face any issue regarding the functionality/working of our app, we are here to address your queries. We provide 90-days support to our clients.The support period starts from the date of app purchase till 90 days onward.
I need an extra feature in this app. How can I request it?
Upgrades are not free. If you require any customization, you can contact us. We offer support for 90 days after purchase. For further information you can contact us at https://techloyce.com/contact-us or read our support policy.
Is Odoo Adobe Sign Connector can be used for multiuser?
Our current module works only for a single user but if you want multiuser we will be happy to do it for you. Kindly contact us at https://www.techloyce.com/book-a-free-consultation