OdooWiki OCA HUB

Sale Order Sign Oca

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

This module allows you to generate manual and automatic signature requests from sale order to customers.

auto_awesome What this module does

AI-generated from the code · Odoo 14.0

Automatically creates and sends signature requests to customers from sales orders, using a template and a chosen order status. Salespeople can see how many sign requests an order has and open them from the order form.

This module links sales orders to signature requests. In the Sales settings, an administrator can enable the feature, choose a signature template for sales orders, and pick the order status that triggers the request (Quotation, Quotation Sent, Sale Order, Locked or Cancelled). The template list can be opened directly from the settings.

On a sales order, a button in the top area shows the number of sign requests and opens the list of requests linked to that order. Requests are created automatically when an order is created in the chosen status, or when an order changes to that status, or when the customer is changed while the order is already in that status. The request is generated from the company's template and sent to the customer.

Signature requests now show the related sales order in their form, list and search views, and can be grouped by sales order. The feature is controlled by a hidden access group, and the sales order button is visible to signature users. The module touches sales orders, signature requests, companies and settings.

Depends on

sign_ocasale
Models and fields (4)
  • sale.order · extends an existing modelsign_request_ids (Sign Requests), sign_request_count (Sign request count)
  • res.company · extends an existing modelsale_order_sign_oca_state (Sales Order Status For Sign Request), sale_order_sign_oca_template_id (Sale Order Sign Oca Template)
  • sign.oca.request · extends an existing modelsale_order_id (Sale Order)
  • res.config.settings · extends an existing modelgroup_sale_order_sign_oca (Sale Order Sign Template), sale_order_sign_oca_state (Sales Order Status For Sign Request), sale_order_sign_oca_template_id (Sale Order Sign Oca Template)

Text generated by AI (DeepSeek) from reading the Odoo 14.0 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 14.0

Configuration

Source · Odoo 14.0
  • Go to Sign > Roles and create a role with the following data:
  • Partner type: Expression
  • Expression: ${object.partner_id.id}
  • Go to Sign > Templates and create a template with the following data:
  • Model: Sale Order
  • In one of the fields, you must set the previously created role.
  • Go to Sales > Configuration > Settings.
  • In the Sale Order Sign section, mark the field Sale Order Sign Template, define the template that will be used to generate the sales order sign request.
  • Use the template previously created.
  • And choose the state in which this will happen.

Usage

Source · Odoo 14.0

Creating a Signature Request from a Sale Order:

  • Go to Sales > Quotations.
  • Open an existing quotation or create a new one (make sure to fill in the partner_id field).
  • In the sale order form view, click on the action "Sign from template".
  • Sign Requests will have been generated (and sent) linked to the selected project and task.

Automatic Signature Request creation:

  • Define a template in Sale > Configuration > Settings.
  • When an customer is assigned to a sale order, a Sign Request will be created (and sent) automatically.

Viewing Signature Requests:

  • Go to Sale > Orders > Quotations.
  • Open a sale order with an associated signature request.
  • Click on the smart-button Sign Requests.
  • Click on any signature request to view its details, status, and progress.
  • Alternatively, go to Sign > Requests.
  • Use the Group By feature to group requests by Project and/or Task.

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.