Send a contract for signature

Quick summary: Choose the correct language template, verify each contact’s language, and define the signing order before sending.

Before you start

Apps

Your Odoo address

Enter the base address of your Odoo instance. It will be stored only in this browser.

Odoo base address

The documentation does not receive your address, username, or password.

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• Sign

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Open sign templates in Odoo

Your Odoo address

Enter the base address of your Odoo instance. It will be stored only in this browser.

Odoo base address

The documentation does not receive your address, username, or password.

Forget addressCancelSave

Prepare the request

1. In Sign > Templates, open the required language version.
2. Review the PDF and all mandatory signature fields.
3. Click Send.
4. Select the correct contact for every role and verify the email address.

The language of automatically inserted values follows the selected contact’s language, not only the template language. If one person signs both Slovenian and English documents, use clearly labelled contact variants or adjust the contact language before sending.

Signing order and delivery

1. Enable Signing Order when an internal approver must sign first.
2. Put the internal signer first and the customer second.
3. Review the subject and message, then click Send.
4. Track each signer’s status in the request list and send a reminder when needed.

Caution

Before sending, open Search More, display the language or tags, and verify the contact variant. A request sent in the wrong language must be replaced with a new request.