Odoo DocuSign Integration: Send, Track & Retrieve Signed Documents Without Leaving Odoo
Why Getting Documents Signed Is Still a Bottleneck for Most Odoo Users
You've confirmed the sale order. The invoice is ready. The purchase agreement is sitting in Odoo. Now comes the part that breaks your workflow you download the PDF, open your email client, attach the file, write the covering message, send it to the right person, then wait. And wait. And then follow up to ask if they've seen it. And eventually, when it comes back signed, you download it again and manually re-attach it to the record in Odoo.
It's not a complicated process. But it's the kind of friction that accumulates across every contract, every order confirmation, every supplier agreement until it becomes a real drain on your team's time and your document turnaround speed. DocuSign is the most widely trusted electronic signature platform in the world. But without a native connector, using it from Odoo means constantly switching between two systems and handling document handoffs manually. The Odoo DocuSign Integration module by Creyox eliminates that handoff entirely keeping the entire document signing workflow inside Odoo from start to finish.
Overview
The Odoo DocuSign Connector integrates Odoo directly with your DocuSign account, turning the document signing process into a single-click operation from within any Odoo record sales orders, purchase orders, invoices, contacts, and more. When you're ready to get a document signed, you click Get Signature directly on the relevant Odoo record. The module automatically generates the PDF, lets you attach any additional documents, and lets you add recipients who need to sign or review. You choose whether all recipients sign simultaneously or in a defined sequence both options are supported. DocuSign handles the delivery and the signing experience; Odoo handles everything else.
Once recipients have signed, you get real-time visibility into who has completed their signature and who hasn't directly from the Odoo record. When all signatures are collected, clicking Download Signed Documents pulls the completed file back from DocuSign and attaches it to the chatter of the originating Odoo record automatically. No manual download. No re-attachment. No switching tabs. By handling the full document lifecycle sending, status tracking, retrieval, and filing from within Odoo, the module removes the context-switching and manual steps that currently make document signing a workflow interruption rather than a seamless part of your operations.
Hot Features
◆ Seamless Document Sending.
◆ Effortless Document Retrieval.
◆ Real-Time Document Status Tracking.
◆ User-Friendly Interface.
◆ One-Click Document Management.
◆ Reduction of Manual Tasks.
◆ Automated Document Attachment.
◆ E-Transaction Management.
◆ Retrieve Signed Documents.
Features
◆ Real-Time Response Capture.
◆ Easy Document Management.
◆ Multi-Recipient Signing.
◆ Effortless Document Sending.
◆ Dynamic PDF Generation with Attachment.
◆ User-Friendly Setup and Configuration.
Work Flow
- Login To Your Docusign Account .
- For Live Account :
- Click on Profile>> Admin>> Settings.
- For Developer Account:
- Click on Profile>> My Apps & Keys.
- Navigate to Integration >> Apps & keys .
- In the Apps and Keys section , create a new app by clicking on Add App & Integration Key to add redirect url and obtain your integration key and secret key .
- If an app already exists, simply copy the integration key and secret key.
- Navigate to Settings >> Users & Companies >> Users there you can configure Docusign with your credentials and get the Access Token & Account id.
- Navigate to Contacts , click on button Get Signature .
- Attach the document in PDF format only , and include the recipients who can sign and review that document.
- In the "Docs Policy", users can choose how documents are sent based on current business requirements. There are two available options: Simultaneously and In Hierarchy, each serving distinct purposes.
- The Simultaneously option allows documents to be sent to all recipients at once, enabling parallel signing by everyone involved.
- The Hierarchy option is selected when signatures are needed from multiple recipients in a predefined sequence. Documents are sent one at a time, following the hierarchy set by the sender, ensuring each recipient signs in the specified order.
- Recipients can find the email with the document for signature, as shown Below.
- As Shown below recipients can sign document.
- After sending document for sign , by clicking on button Update Document Status it updates status of recipients who have signed and their signed and unsigned document are attached respectively.
- Once all the recipients have signed , by clicking on button Download Signed Documents signed document is attached in chatter.
- The same set of steps will be performed for Sales, Purchase Order and Invoicing.
- In each case, the respective PDF (sales order, purchase order, or invoice) is automatically generated and attached, as shown below.
- Sales:
- Purchase:
- Invoice:
