Create dynamic workflows
Create documents from templates
Customize the editable fields in the PDF with the drag & drop function. Automate repetitive signature by using templates in order to save time and be more productive.
Multiple signatures
Make a document to be signed public and allow everyone to sign his own copy without any further action on your part.
Multi-roles
Specify the role of all the people involved in a signing transaction and send the right version depending of the position of the person who'll sign.
Carbon copy
Automatically send your signed document to a third-party designated as “follower”.
Auto-archiving
Don’t worry about saving your documents anymore. When using eSign, every document is archived on your private server.
Boost Productivity
Automatically send final documents to all parties
When your document is successfully completed, every recipient receives a copy straight to his inbox.
See the progress of your document
Get a full view of your templates, signatures in progress and fully signed documents.
Notifications and alerts
Receive status notifications and get alerts as soon as your documents are signed.
Fully integrated
eSign is seamlessly integrated with Odoo CRM.
Close deals anywhere
Compatible with any device
Collect electronic signatures on the go with your iPhone, iPad, Android and other mobile devices.
In-Person signing
Let your client draw his signature directly onto your screen.
Customize any document
Use dynamic content fields
Add fields exactly where you want them to appear with our Drag & Drop feature.
Specify required actions
Indicate what kind of operation is required in order to validate the document: full signature, initials, text, name, email, phone, company.
Create your own signature
Choose between different options: handwritten fonts, drawing with your mouse or finger or loading a scan of your signature.
Security and Compliance
Encrypted Identification
Recipient parties may only sign a document digitally through a personal unique secure link associated with their email address. The system records the geolocation (latitude & longitude) of the user, the date and time of the event and archives these in the audit log of the document. The document owner may optionally require an additional SMS verification (6-digit code) for some recipients, based on their roles.
Documents Integrity
Odoo keeps the authoritative document under control at all times. Any activity on the document (sign, read, etc.) is logged and encrypted to ensure inalterability. Users can use their personal and unique document link at all times to download and print a copy of the reference document. A full audit log report is available to all the parties at all times.
100% Legal
Documents signed via Odoo Sign are valid electronic signatures under EU Regulation 910/2014 (eIDAS), in and US ESIGN Act. They also meet the requirements for electronic signatures in most countries. In some cases, SMS verification is required in addition to the unique email link, as further proof of identity.
Broad Document Coverage
Digital signatures are appropriate for any sales or commercial agreement, NDA, lease, employment contract, etc. More sensitive documents such as tax returns and documents filed with public authorities may require more advanced forms of signatures, or the intervention of a registered trust authority.
Type of Documents Supported
PDF Documents
Any PDF document is fully customizable with our drag & drop feature.