Streamline Document Signing for Seamless Business Operations
Odoo Sign App transforms the signing process, offering a simple, secure way to create, share, and sign documents digitally. It’s perfect for quick approvals on the go. Enhanced with advanced verification and legal compliance, Odoo Sign is the streamlined solution for fast, flexible, and secure document management.
Key Features of Odoo Sign App
Key Features of Odoo Sign App’s Security & Compliance
Secured Identification
Digitally signed documents ensure that each signatory's identity is authenticated, thus providing a reasonable assurance that only those who are supposed to sign the documents have done so. This ensures that trust and accuracy of all transactions through the various devices are achieved.
Document Integrity
Odoo ERP software protects the document's contents; no one can rewrite it after uploading or signing it. They are all secure and cannot be counterfeited, and this feature is essential because it offers a record of every signed document.
SMS Verification
The multi-step option requires a recipient to pass through an SMS verification by inputting a one-time code into their device. This process also enhances document security since only authenticated users can sign it.
100% Legal Compliance
Odoo Sign adheres to current standards for electronic signatures so that every signature complies with legal and regulatory requirements that apply to in-house and third-party business processes.
Broad Document Coverage
From contracts to internal policies, Odoo Sign supports various documents, making them adaptable for different business needs and providing flexibility across teams and departments.
itsme® Integration
Benefit from integration with itsme®, a trusted digital ID solution for secure online identification, enhancing your signatures' reliability and legal validity.
Signature Frame
Add a personalized touch to each document with Signature Frames, allowing signers to position their signature exactly where required. This visual aid keeps documents organized and professional, with each signature adequately aligned.
Key Features of Odoo Sign App’s Dynamic Workflow
Create Documents from Templates
Spend less time managing documentation by setting up templates that can be reused again and again for similar new documents. Efficiently create contracts, agreements, and other forms that will reflect your company's image and professional outlook at the same time.
Multiple Signatures
Signatures of different types may be easily obtained within the space of one document. The Odoo Sign feature enables signing all required signatories sequentially, a streamlined process that helps maintain a project's momentum.
Multi-Roles
All participants should have clear roles that define their responsibilities at each phase of the project. This efficiency is achieved through multi-role assignments, whereby it is easier to Weed out a reviewer, Approver, or Final signatory.
Carbon Copy
Ensure all concerned parties know the carbon copy (CC) feature. Allow recipients to receive copies of the completed documents with the signed document and a notification that they no longer need to sign the document.
Auto-Saving
With auto-saving, all updates and progress in a document are saved in real time. This feature prevents data loss and lets users pick up where they left off, ensuring a seamless experience for signatories and admins.
Automatically Send Final Documents to All Parties
Once a document has been signed, all the parties are provided with a copy, and no one is left using an outdated version. This saves time on follow-up and gives the process a professional touch.
See the Progress of Your Document
Track each document’s status in real time. Odoo Sign ensures real-time tracking and visibility of what documents have been signed, who has not signed, and areas where there may be a backlog so that follow-up can be made.
Automated Reminders
Set computerized reminders to prompt signatories and approvers to take action. This feature keeps your workflow moving forward and reduces delays, so no document falls through the cracks.
Notifications and Alerts
Get notifications and be alerted about every vital action, such as signing and completing documents. Keep yourself informed and simply sign, if necessary, with full authority.
Sharing Public Templates
Share standardized templates with team members for easy access, helping everyone create consistent, professional documents. This feature allows easy adoption of templates across the organization, which maintains brand consistency throughout the documentation.
Compatible with Any Device
Sign and access documents on any PC, tablet, or mobile device. Odoo Sign is responsive, meaning users can review, sign, or send documents from any screen at any location worldwide. This flexibility ensures that the signing process is not slowed down and that business keeps on moving.
Refusal Management
If a signatory refuses to sign, the Refusal feature provides a transparent workflow to handle this scenario. Capture the reason for refusal, which can prompt follow-up actions or amendments, ensuring transparency and keeping the deal alive with clear next steps.
Use Dynamic Content Fields
Embed various document fields into the documents, including the person's names, dates, or any specific data. This saves time and effort and personalizes every document, ensuring no incorrect data is entered.
Mandatory Fields
Ensure compliance by designating mandatory fields that signatories must complete before submission. With required fields highlighted, important information is captured, minimizing incomplete submissions and ensuring document integrity.
Create Your Own Signature
Be creative with signed features and customizable signatures. A user can write, scan, or even write a message to make a signature, which makes each document as personal as possible and more professional.
Signing Order
A signing sequence for your particular document should be outlined. A sign-in Orderer shows who signed and when, ensures all the necessary parties sign correctly and takes accountability and transparency.
Why Choose Odoo Sign?
At Greytrix Business Solutions, we implement Odoo Sign to simplify and accelerate the document signing process. With secure electronic signatures, seamless integration across Odoo apps, and real-time tracking, Odoo Sign streamlines approvals, reduces paperwork, and enhances efficiency.
