eSignature documents management using Docusign

ODOO is a fully integrated suite of business modules that encompass the traditional ERP functionality. DocuSign is the Global Standard for eSignature, is the leader in eSignature transaction management. Global enterprises, Business departments, individual professionals, and consumers are standardizing on DocuSign, with more than 60,000 new users joining the DocuSign Global Network every day. DocuSign is used to accelerate transaction times to increase speed to results, reduce costs, and delight customers across nearly every industry—from financial services, insurance, technology, healthcare, manufacturing, communications, property management and consumer goods, to higher education and others. ODOO integration with Docusign enhances operation of organization with legitimate documentation.

Demo Video

• Digital Transaction Management.
• Send pdf documents for signature to salesperson on one button click.
• Get salesperson's signed document on one button click.
• Send salesperson's signed pdf documents to customer for signature on one button click.
• Get customer's signed documents on one button click.
• Get status of pdf documents on button click.

• You need docusign developer sandbox Account.
• Generate an integrator key login to your sandbox, click the profile icon in the top right, and select Go To Admin
• On the lower left side of the Admin Console select API and Keys then click the Add Integrator Key button
• In ODOO go to the DocuSign->Settings
• Then provide Docusign credentials
  • name(provide credentials name whatever you want)
  • Email(your docusign developer sandbox account email)
  • Password(your docusign developer sandbox account password)
  • Docusign Integrator Key(your docusign developer sandbox account Integrator key)
• Also test these credentials by click on Test credentials button.
• Save Record

• After test and save credentials, go to sales --> quotations or sales --> customers and go to DocuSign tab.
• Select socusign account.
• Attach a pdf document and click send documents to salesperson button. Document will be sent to the document account that you configured earlier.
• You can see sent document in bottom and you can also check document status.
• Now go to docusign account and sign document.
• Come back in ODOO and click on update status button.
• Now you can see document's status is completed.
• Now to send document to customer select the agreement in salesperson's signed agreement dropdown. This dropdown only contain documents that are signed by salesperson.
• Click send documents to the customer. Document will be sent to the customer.
• You can check if customer signed document by clicking update status button.
• Once the customer signed document you can see all attachments(unsigned, salesperson signed, customer signed) in agreement at the bottom of the screen.

• Require a Docusign developer sandbox account.
• Generate an Integrator Key.
• Need to save developer sandbox account email, password and integrator key.