22Online signatures for order confirmations
33=========================================
44
5- The Odoo *Sales * application provides customers with the ability to confirm orders, via an online
5+ The Odoo ** Sales * * application provides customers with the ability to confirm orders, via an online
66signature, directly on the sales order. Once the sales order is electronically signed by the
77customer, the salesperson attached to the sales order is instantly notified that the order is
88confirmed.
@@ -18,7 +18,6 @@ Settings`, scroll to the :guilabel:`Quotations \& Orders` heading, and activate
1818:guilabel: `Online Signature ` feature by checking the box beside it.
1919
2020.. image :: get_signature_to_validate/signature-setting.png
21- :align: center
2221 :alt: The Online Signature feature option in the Settings of the Odoo Sales application.
2322
2423Then, click the :guilabel: `Save ` button in the top-left corner.
@@ -28,14 +27,12 @@ Then, click the :guilabel:`Save` button in the top-left corner.
2827 option, located in the :guilabel: `Online confirmation ` field of the quotation template form.
2928
3029 .. image :: get_signature_to_validate/signature-feature-quotation-template.png
31- :align: center
3230 :alt: The Online confirmation signature option found on every quotation template in Odoo.
3331
3432 On standard quotations, the online signature feature is the :guilabel: `Signature ` option, located
3533 under the :guilabel: `Other Info ` tab of the quotation form.
3634
3735 .. image :: get_signature_to_validate/signature-other-info-tab.png
38- :align: center
3936 :alt: The online signature feature option in the Other Info tab of a quotation form in Odoo.
4037
4138Order confirmations with online signatures
@@ -45,14 +42,12 @@ When clients access quotations online through their customer portal, there's a :
4542Pay ` button directly on the quotation.
4643
4744.. image :: get_signature_to_validate/sign-and-pay-button.png
48- :align: center
4945 :alt: The Sign and Pay button present on online quotations in Odoo Sales.
5046
5147When clicked, a :guilabel: `Validate Order ` pop-up window appears. In this pop-up window, the
5248:guilabel: `Full Name ` field is auto-populated, based on the contact information in the database.
5349
5450.. image :: get_signature_to_validate/validate-order-popup.png
55- :align: center
5651 :alt: The Validate Order pop-up window for online signatures in Odoo Sales.
5752
5853Then, customers have the option to enter an online signature with any of the following options:
@@ -71,8 +66,22 @@ When :guilabel:`Accept \& Sign` is clicked, the various payment method options b
7166them to choose from (if the *online payment * option applies to this quotation).
7267
7368Then, when the quotation is paid and confirmed, a delivery order is automatically created (if the
74- Odoo *Inventory * app is installed).
69+ Odoo **Inventory ** app is installed).
70+
71+ View online signatures in Developer Mode
72+ ----------------------------------------
73+
74+ Clients can view the online signature in :ref: `developer mode <developer-mode >`.
75+
76+ To view a online signature from a paid invoice, go to :menuselection: `Sales app --> Orders -->
77+ Orders ` and select the desired sales order. A new tab, :guilabel: `Customer Signature `, is available.
78+ Click the tab to view the electronic signature as well as the :guilabel: `Signed By ` and
79+ :guilabel: `Signed On ` information.
80+
81+ .. image :: get_signature_to_validate/customer-signature-tab.png
82+ :alt: The Customer Signature tab on a sales order when in Developer Mode.
7583
7684.. seealso ::
7785 - :doc: `quote_template `
7886 - :doc: `get_paid_to_validate `
87+
0 commit comments