Create signature request from any agreement. When full signed agreement will be moved automatically to defined stage attaching a copy of the signed document. Also a smart-button will be displayed on the agreement's form view showing the linked Sign Requests.
auto_awesome What this module does
AI-generated from the code · Odoo 18.0Send any agreement for electronic signature directly from Odoo and automatically move it to a chosen stage once fully signed, attaching the signed PDF.
This module links agreements with the OCA electronic signature tool. On an agreement form you get a "Request Signature" button that creates a signature request using the agreement's PDF, the counterparty contact and the company signatory as signers.
- The agreement must have a counterparty contact with an email, a company primary contact and a user for that company signatory, otherwise Odoo blocks the action with a clear message.
- A smart button shows how many signature requests are linked to the agreement and opens them.
- When the request is fully signed, the agreement is automatically updated: the signed PDF is stored as the signed document, the signature dates and signers are recorded, and the agreement is moved to the stage configured in settings.
- In Settings, under the Agreement app, you can choose a default signature template and the stage that signed agreements should reach.
- In the signature requests list you can filter and group by agreement (for agreement managers).
The module touches agreement, sign.oca.request, res.company and res.config.settings.
Depends on
Models and fields (4)
- agreement · extends an existing modelsigned_contract (Signed Document), sign_request_ids (Sign Requests), sign_request_count (Sign request count)
- res.company · extends an existing modelagreement_sign_oca_template_id (Default Agreement Sign Template), agreement_sign_oca_signed_stage_id (Signed Agreements Stage)
- sign.oca.request · extends an existing modelagreement_id (Agreement)
- res.config.settings · extends an existing modelagreement_sign_oca_template_id (Default Agreement Sign Template), agreement_sign_oca_signed_stage_id (Signed Agreements Stage)
Text generated by AI (DeepSeek) from reading the Odoo 18.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 2 confirmed, 7 with no information of 9 versions.
Sources · Odoo 17.0
Confirmed on 2026-11-03 in branch 17.0 of OCA/sign.
terminal Installation and usage
OCA documentation · Odoo 18.0Configuration
Source · Odoo 18.0- Go to company settings and set "Signed Agreements Stage"
Usage
Source · Odoo 18.0Sign Request Creation Process
- Navigate to an existing Agreement.
- Click the "Request Signature" button to generate a new sign request.
- From the new Sign Request, click the "Configure Document" smart button to set the position for signatures and other dynamic fields.
- Once configured, return to the request and click the "Send" button.
- After the document is fully signed, the related Agreement will be automatically moved to the stage defined in the company settings.
No verified information in OCA: Installation.
Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.