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Crm Sign Oca

crm_sign_oca folder_open OCA/sign open_in_new
Uncategorised License: AGPL-3

This module links the Sign app with the CRM. In this way, a document can be sent for signature to the related partners in the CRM model, and the signed documents will be linked to the corresponding CRM record.

auto_awesome What this module does

AI-generated from the code · Odoo 18.0

Link the Sign app with CRM so signature requests can be created from opportunities and tracked directly on the CRM record.

This module connects the Sign OCA app with CRM. On an opportunity (crm.lead), a new smart button shows how many signature requests are linked to it. Clicking it opens the list of those requests, filtered to that opportunity, and new requests created from there are pre-linked to it.

Signature requests (sign.oca.request) now carry a computed CRM Lead field, filled automatically when the request is created from a CRM record. In the Sign requests search view, users in the sales manager group can see and group requests by CRM Lead.

In Settings, under the CRM app, a new "Sign Oca" section lets you choose a default signature template for CRM leads. The template list is limited to templates built for the CRM Lead model. This default is stored per company.

Demo data provides a sample CRM signatory role and a sample CRM signature template, useful for testing. The module does not add new menus; it extends existing CRM and Sign screens.

Depends on

sign_ocacrm
Models and fields (4)
  • crm.lead · extends an existing modelsign_request_ids (Sign Requests), sign_request_count (Sign request count)
  • res.company · extends an existing modelcrm_lead_sign_oca_template_id (Sign Oca Template)
  • sign.oca.request · extends an existing modelcrm_lead_id (CRM Lead)
  • res.config.settings · extends an existing modelcrm_lead_sign_oca_template_id (Sign Oca Template)

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: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 1 confirmed, 8 with no information of 9 versions.

terminal Installation and usage

OCA documentation · Odoo 18.0

Configuration

Source · Odoo 18.0

To configure this module, you need to:

  • Go to Sign and create a sign template
  • Go to Sign > Settings > Roles, create a role, set the "Partner Selection Policy" to "Expression" and define an expression

Usage

Source · Odoo 18.0
  • Once you have configured the sign template for the CRM model as explained in CONFIGURE.md, you can go to a CRM record, open it, and click the gear button.
  • Select the option "Sign from template", choose the configured template, and write a message for the signer.
  • The signer must log into the system and sign the request.

No verified information in OCA: Installation.

info

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.