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Docusign Odoo Connector

Odoo Docusign Integration.

Explore this module

Overview

This module allows the odoo users Integration with DocuSign. We email the sales order to the customer for signature. Once they sign it, we retrieve the signed document.

Features

Integration with DocuSign.

Pdf edit option.

Send document(Sale order) to the customer.

Retrieve the signed document.

Screenshots

Add new Apps and Integration Keys to Login Docusign

Generate new RSA Key and save.

Fill-up App Credentials

Click on the send document button.

Choose Document

You can choose document here.

Edit Document

Click "edit documents" and add fields to the PDF (Tap or Double clik to the preview We can add the fields).

Document Details

We can view the details of the Shared document.

Review document

Partner will get a mail notification for Sign Document click on "Review document" button.

Sign the document.

Update status

Click on Update Status and Add Credentials there , then we can see the current status of the document.

Download

Click on the signed document field.We can download the signed the document.

Signed document.

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