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Digital Signature & E-Sign Document Workflow for Odoo — Community-compatible Odoo e-signature: drag-drop PDF fields, multi-si — 1/1Vista previa ilustrativa

Community-compatible Odoo e-signature:

drag-drop PDF fields, multi-signer routing, audit trail, SMS/OTP, templates. Built, installed & supported by ECOSIRE.

¿Qué es Digital Signature & E-Sign Document Workflow for Odoo?

Community-compatible Odoo e-signature: drag-drop PDF fields, multi-signer routing, audit trail, SMS/OTP, templates. Built, installed & supported by ECOSIRE. Built to order by ECOSIRE for Odoo 17, 18, 19 — indicative price from $999.00 USD; request a quote for a scoped proposal.

Características clave

Visual drag-and-drop PDF field editor (OWL over a rendered PDF canvas) for placing signature, initials, free-text, checkbox, and date fields at exact coordinates
Five field types with per-field validation — required/optional, default values, and role assignment so each block is bound to a specific signatory
Sequential signer routing — signer N only receives the request after signer N-1 completes, enforced by workflow state on the sign.request model
Parallel signer routing — dispatch the same document to all parties simultaneously and complete when the last signature lands
Reusable signing templates (sign.template) — save any prepared PDF-with-fields once and reissue it in two clicks
Bulk send — fire one template to an entire list of recipients (res.partner list or imported contacts) in a single action
Tamper-evident audit trail capturing timestamp, signer identity, IP address, authentication method, and a document hash for every event
Completion certificate generated as a QWeb PDF report and auto-attached to the final signed document
Email and SMS one-time password (OTP) signer authentication via Odoo IAP/SMS or your own gateway before a signature is accepted
Token-scoped external signing pages served through Odoo website/portal controllers — no account required for counterparties, no lateral database access
Automated reminders and document expiry via Odoo automated actions plus an ir.cron scheduled job
Native record integration — attach a signature request to a Sales/Purchase order, HR contract, or Subscription and auto-trigger the next step on completion (e.g. confirm the quotation)
Chatter, activities, and follower notifications on every request so your team sees signing progress inside the record
ir.model.access.csv + record rules restricting internal roles and locking external signers to only their assigned document
XML-RPC / JSON-RPC API access to create, send, and query signature requests from external systems
Community-compatible architecture — delivers Enterprise-grade signing on Odoo Community 17, 18, or 19 without the Sign app upgrade
Signed-document download and versioning, with the original, per-field values, and the final flattened PDF all retained

Hecho a medida, listo para ti

Sin configuración por tu cuenta: una app funcional creada, instalada y con soporte de ECOSIRE.

  1. 1

    Haces el pedido

    Empieza con un precio único de desarrollo. Definimos el alcance contigo en el arranque.

  2. 2

    Creamos e instalamos

    ECOSIRE la crea, la configura y la instala en tu Odoo.

  3. 3

    En marcha + soporte

    Sales en vivo en aproximadamente una semana laboral, con dos semanas de soporte tras la puesta en marcha. Los defectos en el código que entregamos se corrigen sin coste.

Especificaciones técnicas

Compatibilidad con Odoo
Odoo 17, Odoo 18, Odoo 19
Ediciones
Enterprise y Community
Licencia
La licencia requiere confirmación
Requisito de Python
Python 3.10+
Base de datos
PostgreSQL 12+

Sobre este producto

Odoo's built-in e-signature app (the "Sign" module) is Enterprise-only — which leaves every Community-edition business, and every team that doesn't want a per-user Enterprise upgrade just to collect signatures, stuck exporting PDFs to third-party services like DocuSign or Adobe Sign and paying per-envelope fees forever. This build-to-order module closes that gap: a full, self-hosted digital signature and document-signing workflow that lives natively inside your Odoo database, works on Community and Enterprise alike, and never sends a customer's contract to an outside vendor.

This is NOT an instant apps.odoo.com download. ECOSIRE builds, installs, and supports this module for your specific Odoo instance over a typical one working week lead time. You get a purpose-built, tested addon tuned to your version (17, 18, or 19), your edition, and your signing use cases — not a generic zip you're left to configure alone.

What you get is a dedicated Odoo application built the right way. A new sign.request / sign.template / sign.item model set (models.Model) captures every document, its fields, and its signatory workflow, with computed status fields driven by @api.depends so a request rolls from draft → sent → signed → completed automatically as parties act. Upload any PDF and use a visual, drag-and-drop field editor (built with OWL components over a rendered PDF canvas) to place signature, initials, free-text, checkbox, and date fields exactly where they belong — then assign each field to a named signatory role. Route documents sequentially (signer 2 only receives the request after signer 1 completes) or in parallel (everyone signs at once), with reminder and expiry logic handled by Odoo automated actions and scheduled ir.cron jobs.

Every action is written to a tamper-evident audit trail — timestamp, signer identity, IP address, authentication method, and a document hash — and rendered into a completion certificate via a QWeb PDF report that attaches to the final signed document. For higher-assurance signing, signers verify with an email or SMS one-time password (OTP) before their signature is accepted, integrated through Odoo's IAP/SMS gateway or your own provider. Reusable templates let your team send the same NDA, quote-acceptance, offer letter, or delivery-confirmation in two clicks, and bulk send fires the same template to a whole list of recipients at once.

Security is enforced the Odoo-native way. Access is governed by ir.model.access.csv plus record rules, so an external signer can only ever see and act on the exact document assigned to them and never your wider database. Signature capture pages are served through Odoo's website/portal controllers with token-scoped URLs — no login required for external counterparties, but no lateral access either. Everything is exposed over Odoo's standard XML-RPC / JSON-RPC API and integrates with the chatter, activities, and existing records (Sales orders, Purchase orders, HR contracts, Subscriptions), so a signed document can auto-confirm a quotation or trigger the next step in your process.

Because ECOSIRE builds it, you're not adopting an abandoned marketplace module. You get clean, reviewable source code, documentation, admin training, and a defined support window — and it stays compatible with your chosen Odoo major version. Own your signing workflow, keep your contracts inside your own database, and stop paying per-signature to a SaaS you don't control.

lo que obtienes

  • Complete, reviewable Odoo module source code (Python models, OWL/XML views, QWeb reports, security CSV, manifest) targeting your Odoo major version — 17, 18, or 19
  • Installation and configuration on your Odoo instance (staging first, then production), including SMS/OTP gateway wiring and integration with your target records
  • Requirements-mapped signing workflows configured to your real use cases — the specific documents, roles, and routing rules you actually sign
  • Technical documentation (data model, security model, API endpoints) plus an end-user guide for preparing, sending, and tracking documents
  • Live admin and end-user training session covering template creation, bulk send, audit-trail review, and certificate handling
  • A defined post-launch support window with bug fixes and configuration assistance, plus a written SLA for response times
  • Version-compatibility commitment for your chosen Odoo release and a documented upgrade path for future major versions
  • Sample templates seeded for your top signing scenarios (e.g. NDA, quotation acceptance, offer letter) ready to reuse on day one

¿Para quién es esto?

Odoo Community operations manager

Runs the business on Odoo Community and refuses to pay for an Enterprise upgrade purely to unlock the Sign app. Wants in-database e-signatures for contracts, quotes, and delivery notes without exporting anything to a third-party SaaS.

HR & legal lead

Sends offer letters, NDAs, and policy acknowledgements that must be signed, sequenced, and provably logged. Needs OTP verification, a completion certificate, and a tamper-evident audit trail that survives a compliance review.

Sales & finance operations

Wants signed quotation acceptance and order confirmations to auto-advance the deal — a completed signature confirming the Sales order — and needs to bulk-send the same agreement to many customers at renewal without per-envelope fees.

Cómo se compara Digital Signature & E-Sign Document Workflow for Odoo

CriterioECOSIREConstrucción personalizadaCompetidorNativo de Odoo
Runs on Odoo Community (no Enterprise licence)IncluidoIncluidoApoyo parcialNo incluido
Visual drag-and-drop PDF field editor (5 field types)IncluidoApoyo parcialApoyo parcialIncluido
Sequential + parallel multi-signer routingIncluidoApoyo parcialApoyo parcialIncluido
Tamper-evident audit trail + completion certificate (QWeb)IncluidoApoyo parcialApoyo parcialIncluido
Email/SMS OTP signer authenticationIncluidoApoyo parcialApoyo parcialApoyo parcial
Reusable templates + bulk sendIncluidoApoyo parcialApoyo parcialIncluido
Data self-hosted in your database (no third-party SaaS)IncluidoIncluidoIncluidoIncluido
Built, installed & supported for your instance with an SLAIncluidoNo incluidoNo incluidoNo incluido
Guaranteed compatibility with Odoo 17 / 18 / 19IncluidoApoyo parcialApoyo parcialIncluido
Native integration to auto-advance Sales/Purchase/HR recordsIncluidoApoyo parcialApoyo parcialApoyo parcial

Preguntas frecuentes sobre Digital Signature & E-Sign Document Workflow

How long until the module is delivered and live?

This is a build-to-order module, not an instant download. Typical lead time is one working week from requirements sign-off: we scope your signing workflows, build and test the addon against your Odoo version, install it on a staging database for your review, then deploy to production. Complex integrations (multiple record types, custom OTP gateways) may extend the timeline, and we confirm a firm date before starting.

What support and updates are included after go-live?

Every engagement includes a defined post-launch support window with bug fixes, configuration assistance, and a written response-time SLA. We commit to keeping the module compatible with your chosen Odoo major version and provide a documented upgrade path when you move to a newer release. Ongoing support beyond the initial window is available as an optional retainer.

Does this work on Odoo Community, or do I need Enterprise?

It works on both. Odoo's built-in Sign app is Enterprise-only — this module delivers the same core capability (visual field placement, multi-party routing, audit trail, OTP) natively on Community editions of Odoo 17, 18, and 19, with no Enterprise licence required. If you already run Enterprise, it still installs cleanly and keeps your signing data self-hosted.

Is the e-signature legally valid, and how is signing proven?

The module produces a tamper-evident audit trail — timestamp, signer identity, IP address, authentication method, and a document hash — and generates a completion certificate as a QWeb PDF attached to the signed document. Combined with optional email/SMS OTP verification, this supports electronic-signature validity under common frameworks such as the US ESIGN Act and EU eIDAS (simple/advanced electronic signatures). For qualified (QES) requirements involving a trust-service provider, we advise on the right integration during scoping; we recommend confirming specifics with your legal counsel for your jurisdiction.

Can external parties sign without an Odoo account, and is that secure?

Yes. External signers receive a token-scoped link that opens a portal signing page — no login or Odoo account needed. Security is enforced with ir.model.access.csv and record rules so each signer can only ever see and act on the single document assigned to them, with zero lateral access to the rest of your database. Optional OTP adds an authentication step before the signature is accepted.

Can it connect to my existing Odoo records and other systems?

Yes. The module integrates with native records — attach a signature request to a Sales order, Purchase order, HR contract, or Subscription, and on completion auto-trigger the next step (for example, confirming a quotation). It's fully exposed over Odoo's standard XML-RPC / JSON-RPC API, so external applications can create, send, and query signature requests programmatically.

Solicitar presupuesto

Digital Signature & E-Sign Document Workflow

Community-compatible Odoo e-signature: drag-drop PDF fields, multi-signer routing, audit trail, SMS/OTP, templates. Built, installed & supported by ECOSIRE.

  • Visual drag-and-drop PDF field editor (OWL over a rendered PDF canvas) for placing signature, initials, free-text, checkbox, and date fields at exact coordinates
  • Five field types with per-field validation — required/optional, default values, and role assignment so each block is bound to a specific signatory
  • Sequential signer routing — signer N only receives the request after signer N-1 completes, enforced by workflow state on the sign.request model
  • Parallel signer routing — dispatch the same document to all parties simultaneously and complete when the last signature lands

Solicitar presupuesto

Cuéntanos tus necesidades de Digital Signature & E-Sign Document Workflow y te enviaremos precios, opciones de licencia y una propuesta a medida, normalmente en un día hábil.

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