With every new version, Odoo continues to improve its features, making business processes more efficient and convenient. The new Odoo 18 version pays special attention to the eSign module, which is responsible for electronic document signing. In this article, we will explore the new capabilities of eSign in Odoo 18, which will help you automate document signing and make dealing with agreements, contracts, and other important files much easier.
1. Full Integration with Other Odoo Modules
One of the biggest advantages of eSign in Odoo 18 is its seamless integration with other platform modules. Now, you can easily sign documents generated in modules such as CRM, Sales, Purchases, Contracts, and more. This allows you to automate the signing of agreements without leaving the system or relying on third-party services.
Example:
- After drafting a contract in the CRM or Sales module, you can instantly send the document for signing via eSign.
- Signing contracts or agreements happens directly within the Odoo interface, eliminating the need for printing or scanning.
This integration streamlines the signing process and reduces the time spent managing documents.
2. More Signing Options
Odoo 18 offers enhanced features for different types of signatures. Now, you can choose between several signing methods:
- PIN code or one-time password signing: Ideal for quick transactions and agreements where high levels of security are not required.
- Stylus or drawing signing: A convenient option for users working on mobile devices who want to sign a document directly on the screen.
These signing options provide convenience for all participants in the process.
3. Improved Document Management
The eSign module in Odoo 18 significantly simplifies document management. Now, you can not only create document templates in the system but also:
- Track the signing status of each document in real-time.
- Automatically store all signed documents in the system, making them easy to view without the need to search for them.
- Organize documents easily using filters and tags, which helps save time when searching for important agreements or contracts.
The user interface has also been updated to make the signing process more intuitive. This reduces the chances of errors and boosts productivity.
4. Automation of Signing Processes
Odoo 18 adds more automation features to the document signing process. Now, you can set up automatic reminders for clients, partners, or employees if document signing is delayed. For example:
- Automatic reminders can be sent via email or chat.
- If a document is not signed within a certain period, the system can automatically send a follow-up request.
This feature significantly reduces administrative work and improves efficiency when working with clients and suppliers.
5. Improved Security
Ensuring the security of documents is one of the main priorities of the eSign module in Odoo 18. The updates include features such as:
- Audit logs: You can track all actions related to documents, including information on who signed the document and when.
- Access control: You can configure document access at various levels to ensure that only authorized individuals can view or sign important documents.
6. Mobile Access and Adaptive Design
Odoo 18 supports mobile devices, allowing you to sign documents from anywhere, at any time. The eSign module now has an adaptive interface that adjusts to different screen sizes, making the signing process easy both on smartphones and tablets. This is especially useful for businesses with employees or clients who often work on the go.
7. Environmental Benefits and Time Savings
Using electronic signatures through Odoo reduces dependence on paper documents, contributing to resource and time savings. This lowers printing, storage, and delivery costs while also helping reduce your company's environmental footprint.
Conclusion
The eSign module in Odoo 18 significantly improves document management by offering a range of new features for automation, security, and convenience. With enhanced integration capabilities, improved signing options, and easy document management, Odoo 18 becomes a powerful tool for companies looking to reduce time spent on paper-based work and increase the efficiency of contract signing.