Duration: 20:45
🧾 Analytical Summary
Odoo 19 turns e‑signing into an “invisible” workflow embedded across apps. You can request signatures or sign from CRM, Purchase, Documents, or any record via the gear menu; send via email, link, or WhatsApp; bundle multi‑PDF packages; prefill fields from linked Odoo data; and track everything centrally in Sign with certificates of completion.
✍️ Send and sign from anywhere
- Request Signature from any app (gear icon): pick a template or upload a PDF, set signing order, deadline, and message, then send or “Sign now.”
- Open any PDF in Documents/Chatter and click Sign to place signature/date and download the signed file; the action is logged on the record.
- WhatsApp delivery: send signature requests by phone number for on‑the‑go signing; recipients see outstanding contracts consolidated in their view.
🗂️ Sign app improvements (management, editor, templates)
- Documents tab: monitor sent/in‑progress/completed requests, resend reminders, download signed PDFs, view details and activity logs, and trace origin (e.g., quotation).
- Editor: bundle multiple PDFs into one request; add default signers per role; new Stamp field; read‑only fields; import files from Documents.
- Templates: default validity (e.g., 14 days), default email message, tags/favorites, shareable link for ad‑hoc channels.
🔗 Smart field prefills and identity options
- Create Sign fields linked to Odoo models (e.g., Sales Order Total, CRM Lead → Sales Team); fields auto‑populate when the signer opens the doc.
- Authentication options per signer: email, SMS, itsme (BE), Aadhaar eSign (IN).
- Certificate of completion attached to signed documents for audit/legal strength.
🧠 Viewpoint: Odoo Perspective
⚠️ Disclaimer: AI-generated creative perspective inspired by Odoo’s vision.
The best e‑signature is the one you barely notice: initiate from where you work, send on the channel your counterpart prefers, prefill what the system already knows, and close with a certified trail. By fusing Sign with CRM, Purchase, and Documents—and adding WhatsApp—we reduce clicks and cycle time without adding friction.
Templates, default signers, and linked fields turn one‑off admin into reusable flows. Bundles help HR, legal, and sales move faster with fewer back‑and‑forths.
🏢 Viewpoint: Competitors (E‑signature platforms)
⚠️ Disclaimer: AI-generated fictional commentary. Not an official corporate statement.
Deep, first‑party embedding across business apps is compelling. Buyers will compare advanced workflows (conditional logic, complex routing), long‑term certificate policies, and regional identity options. WhatsApp delivery is a practical differentiator; enterprise teams will still seek granular governance, retention, and external API extensibility.
Disclaimer: This article contains AI-generated summaries and fictionalized commentaries for illustrative purposes. Viewpoints labeled as "Odoo Perspective" or "Competitors" are simulated and do not represent any real statements or positions. All product names and trademarks belong to their respective owners.