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The Odoo Sign module is a digital signature solution that simplifies the process of sending, signing, and managing documents electronically. It eliminates the need for physical paperwork, making workflows faster, more efficient, and eco-friendly. Fully integrated with other Odoo applications, it is ideal for businesses that require secure and legally binding signatures.

Key Features of Odoo Sign:

Document Preparation:

  • Upload documents in PDF format and add signature fields, initials, dates, or text fields.
  • Use drag-and-drop tools to place fields where needed.
  • Save reusable templates for frequently used documents.

Electronic Signatures:

  • Allow recipients to sign documents electronically from any device.
  • Ensure legally binding signatures compliant with e-signature regulations.
  • Provide a seamless signing experience for users.

Document Sharing:

  • Send documents to multiple recipients via email or shareable links.
  • Set signing orders for sequential or parallel workflows.
  • Track the status of documents in real time (e.g., sent, signed, pending).

Automated Reminders:

  • Send automated follow-ups to recipients who haven’t signed.
  • Reduce delays in document processing with timely notifications.

Integration with Other Modules:

  • Integrates seamlessly with Sales, HR, CRM, and other Odoo modules.
  • Use it to sign contracts, sales orders, employee agreements, or NDAs.
  • Automatically store signed documents in the Documents module.

Security and Compliance:

  • Ensure secure document handling with encryption and access controls.
  • Comply with e-signature regulations like eIDAS and ESIGN.
  • Maintain a full audit trail for legal and compliance purposes.

Mobile-Friendly:

  • Sign and send documents from any device, including smartphones and tablets.
  • Provide a convenient signing experience for remote users.

Reporting and Analytics:

  • Track document completion rates and signing times.
  • Generate reports to monitor the efficiency of your document workflows.

Advantages of Odoo Sign:

  • Time-Saving: Speeds up the signing process by eliminating manual paperwork.
  • Cost-Effective: Reduces costs associated with printing, scanning, and mailing documents.
  • Eco-Friendly: Supports paperless workflows, reducing environmental impact.
  • Integrated: Works seamlessly with other Odoo modules for a unified workflow.
  • Secure: Ensures legally binding and secure document handling.

Who Is It For?

  • Sales Teams: Ideal for signing contracts, quotes, and sales agreements.
  • HR Departments: Useful for onboarding documents, employee contracts, and policies.
  • Legal Teams: Perfect for NDAs, agreements, and other legal documents.
  • Service Providers: Great for client agreements, invoices, and approvals.

The Odoo Sign module is an essential tool for businesses looking to digitize their document workflows. By providing a secure, efficient, and legally compliant solution, it helps businesses save time, reduce costs, and improve the overall signing experience.

 

What is Sign?

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