XF DocSign Campaigns - Electronic Signature and Agreement

by
Odoo

37.92

v 14.0 Third Party 23
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Odoo.sh
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Odoo Apps Dependencies Discuss (mail)
Lines of code 1322
Technical Name xf_doc_sign
LicenseOPL-1
Websitehttps://xfanis.dev/odoo.html
Versions 10.0 11.0 14.0 12.0 13.0 15.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 1322
Technical Name xf_doc_sign
LicenseOPL-1
Websitehttps://xfanis.dev/odoo.html
Versions 10.0 11.0 14.0 12.0 13.0 15.0

XF DocSign Campaigns

Electronic Signature and Agreement module. Create, manage and run document signing campaigns using Odoo.

Key Features:

  • Electronic Signature and Agreement system in Odoo.
  • You can attach any type of document as attachment or as link.
  • You can add document using built-in visual editor.
  • One document can contain multiple language version and user can select most suitable one to read and sign.
  • You can send document to sign for company staff or other internal users, if they have account in your system.
  • There are 2 method to sign document: clicking button or drawing signature using mouse/touchscreen/trackpad

How it works:

After installing the module, DocSign Manager can add new documents and send them to sign.

For example, 3 document with different source are added as demo data.

Documents List


The document managing form looks like that:

Document Lang Versions: you can add version for each installed language in your system

Document Form 1

Form to add Lang Version looks like that: It is built-in visual editor:

Document Form - Visual Editor

Required Users: Users which are requested to read and sign the document

Document Form 2

User Signs: In that tab you will see list of users signed the document with timestamp.

Document Form 3

After running DocSign Campaign you can send request to read and sign the document. To do it click the "Send Request" button and select users:

DocSign - Sending Request

Each selected user will receive email message with request to read and sign the document:

Request to sign document


The document signing process for users looks like in screenshots below:

The list of documents that user is requested to sign:

List of documents to read and sign

The form of the document through the eyes of the user: Start (The checkbox is unable to mark)

Document Form - Start

If document has multiple language version, user can select most suitable one by clicking the button "Language Version"

Document Language Versions

The form of the document after finishing to read (The document is fully scrolled and user can mark the checkbox):

Document Form - End

After ticking the checkbox the "Sign" button or "Sign Drawing" area appears (according to sign method):

Demo Video: Signing Document using computer or using smartphone

Document Form - Sign Button

Document Form - Sign Drawing

After clicking on the button it will be considered that the user has signed the document:

Document Signed

Drawn Signature

User can see the list of own signed document:

Signed Documents List


If you want to add document as attachment or link, the process is similar. Instead of a field for adding text, you will see a field for linking or uploading a document.

Document as File

Document as Link

The user will see more simple form and should download document to read and after reading tick the checkbox and click the "Sign" button:

Document as File

Document as Link


Logo
Contact me for Support, Customization, Implementation:
Email: xfanis.dev@gmail.com
Telegram: https://t.me/xfanis
Twitter: https://twitter.com/XFanis_Dev
Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

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by depending on it, importing it and using its resources), but without copying
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LGPL, MIT, or proprietary licenses similar to this one).

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Good
by
Steeve
on 12/3/21, 6:26 AM

Hello, are you planning soon to bring the functionality of sending documents for signature to non internal users? like Odoo Sales module do by using tokens?

1) Im using Odoo Community v14
2) Im using maintly the basic modules around CRM, SALES...
3) I found your module by searching on odoo apps

Thanks


Good
by
Steeve
on 12/2/21, 6:06 PM Confirmed Purchase

Hello, is there a way to send documents for signature to non internal users? like Odoo Sales module do by using tokens?

Thanks

Re: Good
by
XFanis
on 12/3/21, 5:14 PM Author

Hello.

I plan to implement it. Will update you after the release.

Or you can follow me on twitter to stay updated about my modules: https://twitter.com/XFanis_Dev


Need to buy but need to know can I insert my signature (hand drawing) in ??
by
pbcknot@aiterminal1.com
on 7/20/21, 3:23 PM

I need to put my signature in instead of sign button.

Can I ???

Re: Need to buy but need to know can I insert my signature (hand drawing) in ??
by
XFanis
on 7/20/21, 4:56 PM Author

Hello.

This feature is planned on next update.

Approximately in 2-3 weeks