Online signatures for order confirmations

The Odoo Sales application allows customers to confirm quotations directly through an online signature. Once the document is signed, the order is instantly validated, and the assigned salesperson is notified in real time.

This process removes the need for manual confirmations and helps accelerate the sales cycle.

Activate online signatures

To allow customers to sign quotations digitally, the Online Signature feature must first be enabled.

• Go to Sales app ‣ Configuration ‣ Settings

• Scroll to Quotations & Orders

• Enable the Online Signature option

• Click Save

Info

Once enabled, this feature can be applied both globally and at the individual quotation or template level.

Note

In quotation templates, the signature option appears as Signature under the Online confirmation section.

Note

On individual quotations, the signature setting is available under the Other Info tab.

Order confirmations with online signatures

When customers access a quotation through the portal, they are presented with a Sign & Pay option.

Clicking this button opens a confirmation window where the customer can review and sign the document.

Customers can choose from three signature methods:

• Auto: Automatically generates a signature based on their name

• Draw: Allows them to manually draw their signature

• Load: Uploads an existing signature file

After selecting a method, the customer clicks Accept & Sign to confirm the order.

Tip

Offering multiple signature options improves usability across devices, especially for mobile users.

If online payment is enabled, payment options are shown immediately after signing.

Info

Once signed (and paid, if required), the quotation is automatically converted into a confirmed sales order. If the Inventory app is installed, a delivery order is also generated.

View online signatures in Developer Mode

Signed documents can be reviewed internally when developer mode is enabled.

• Navigate to Sales app ‣ Orders ‣ Orders

• Open a confirmed order

• Access the Customer Signature tab

This section displays:

• The customer’s signature

• The name of the signer

• The exact date and time of signing

Tip

Use this feature for audit trails and legal validation, especially when dealing with contracts or high-value transactions.