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Online signatures for order confirmations

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Odoo Sales online signatures let customers confirm a quotation electronically, directly from their customer portal. This guide covers how to turn the feature on and how order confirmation works.

How to activate online signatures

  1. Go to Sales > Configuration > Settings.
  • In the Quotations & Orders section, tick Online Signature.
  • Click Save.

    • On a quotation template, enable this by selecting Signature in the Online Confirmation field of the template form. On an individual quotation, the same option is set in the Other Info tab.

    How order confirmation works

    When a customer opens their quotation in the customer portal, a Sign & Pay button lets them sign the order electronically. Once signed, the salesperson is notified immediately and the order is confirmed automatically. If online payment is also configured, available payment methods are shown next, and once payment succeeds the sales order is confirmed and, if the Inventory app is installed, a delivery order is created.

    Frequently asked questions

    Can I require both a signature and a payment to confirm an order?

    Yes. Online Signature and Online Payment can both be enabled at the same time, either in Settings, on a quotation template, or on an individual quotation.

    What happens automatically once a customer signs?

    The salesperson is notified straight away and the sales order is confirmed, without any manual steps.

    Where do I turn on the signature option for a single quotation?

    On the quotation form, under the Other Info tab, in the Online confirmation field.

    Need help?

    Need help enabling online order confirmations in Odoo Sales? Contact support@thoughtlogik.com or see our Odoo implementation services.

    Online signatures for order confirmations - PreviousHow to create Quotation templatesNext - Online signatures for order confirmationsHow to Create Quotations in Odoo Sales

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