Odoo Sign: Electronic Signature & Document Signing Guide

Odoo Sign Overview

Odoo Sign enables electronic document signing directly within your ERP — no DocuSign or HelloSign needed. Send contracts, proposals, NDAs, and HR documents for digital signature. Legally binding in most jurisdictions under eIDAS (EU) and ESIGN Act (US).

How It Works

# 1. Upload document (PDF)
# 2. Place signature fields on the document
# 3. Send to signers via email
# 4. Signers review and sign (no Odoo account needed)
# 5. Signed document stored in Odoo
# 6. All parties receive a copy

# Signer experience:
# - Receive email with signing link
# - Click link → opens document in browser
# - Draw signature or type name
# - Click "Validate & Send Completed Document"
# - Done in 30 seconds

Template Creation

# Sign → Templates → Upload PDF
# Place fields by dragging onto the document:

# Field types:
# - Signature (draw or type)
# - Initials
# - Name (auto-filled from signer)
# - Email (auto-filled)
# - Date (auto-filled)
# - Company (auto-filled)
# - Text (free input)
# - Checkbox (agree to terms)
# - Selection (dropdown)

# Assign fields to signers:
# Signer 1 (Customer): signature, date, name
# Signer 2 (Company): counter-signature, date

# Template examples:
# - Sales Contract
# - NDA (Non-Disclosure Agreement)
# - Employment Offer Letter
# - Lease Agreement
# - Service Agreement

Signing Workflow

# Multiple signers with order:
# Step 1: Employee signs offer letter
# Step 2: HR Manager counter-signs
# Step 3: CEO approves (if salary > threshold)

# Parallel signing:
# All board members sign simultaneously
# Document completed when all have signed

# CC recipients:
# Legal team receives copy without signing

Integration

Legal Validity

# Odoo Sign produces Simple Electronic Signatures (SES):
# Valid under:
# - EU: eIDAS Regulation (SES level)
# - US: ESIGN Act and UETA
# - Canada: PIPEDA
# - Australia: Electronic Transactions Act
# - Most countries with e-signature laws

# Each signed document includes:
# - Signer's IP address
# - Timestamp (UTC)
# - Signer's email
# - Document hash (integrity proof)
# - Access log (who viewed when)

# NOTE: For Advanced/Qualified Electronic Signatures (AES/QES),
# required in some EU contracts, you may need a dedicated eIDAS provider

Odoo Sign vs DocuSign

DeployMonkey + Sign

Deploy Odoo Sign on DeployMonkey. The AI agent helps create signature templates and integrate signing workflows with your sales and HR processes. Replace DocuSign and save $10-60/user/month.