Situation: you email a quotation, the customer prints it, signs it with a pen, scans the whole thing in at an angle and emails it back. Three days later there's an illegible PDF in your inbox and the customer has already moved on to something else. Slow and fragile — and completely unnecessary, because Odoo does this better out of the box.
Online ondertekenen aanzetten
You don't need to install a separate app for this. Go to Settings → Sales, scroll to the Quotations & Orders section and tick Online Signature. From that moment on, the option is on by default for every new quotation. Want to control it per quotation? You can, on the Other Info tab of the quotation itself.
How it works for your customer
You simply send the quotation via Send by Email. The customer receives a link to the customer portal and sees the quotation there exactly as you laid it out. Then it goes like this:
- The customer clicks Accept & Sign.
- Signing can be done with the mouse, with a finger on the phone, or by typing the name in a handwriting font.
- Odoo confirms the order automatically as soon as the signature is in — you see the status jump straight from quotation to order.
- Timestamp and IP address are recorded for legal evidence.
No printer, no scanner, no "I'll send it tomorrow". What we see at our customers: quotations that used to be in transit for a week now often come back signed the same day.
Combine with online payment
Want cash on the nail? In the same settings, also tick Online Payment and set a down payment percentage. An installation company that asks for a 30% down payment lets the customer sign and pay in one go — and only delivers after that. Saves a lot of hassle with new customers whose payment behaviour you don't yet know.
Finally
Practical tip: put a validity date in your quotation template (Expiration on the quotation). Odoo shows that date in the portal, and nothing works as well against procrastination as a deadline the customer can see for themselves. Need help setting up your quotation process? Contact DAADit Group — we are happy to take a look with you.
Situation: you send a quotation by email, the customer prints it, signs it with a pen, scans it back in at a slight angle and emails it back. Three days later there is a barely readable PDF in your inbox and the customer has moved on to other things. Slow and error-prone — and completely unnecessary, because Odoo handles this out of the box.
Enabling online signatures
You do not need to install a separate app for this. Go to Settings → Sales, scroll to the Quotations & Orders section and tick Online Signature. From that moment on, the option is enabled by default on every new quotation. Prefer to decide per quotation? You can, on the Other Info tab of the quotation itself.
How it works for your customer
You send the quotation as usual via Send by Email. The customer receives a link to the customer portal and sees the quotation exactly as you laid it out. From there:
- The customer clicks Accept & Sign.
- Signing works with a mouse, a finger on a phone, or by typing their name in a handwriting font.
- Odoo confirms the order automatically as soon as the signature is in — you see the status jump from quotation to sales order right away.
- A timestamp and IP address are recorded for legal evidence.
No printer, no scanner, no "I'll send it tomorrow". What we see at our clients: quotations that used to take a week now often come back signed the same day.
Combine it with online payment
Want commitment straight away? In the same settings screen, also tick Online Payment and set a down payment percentage. An installation company asking for a 30% down payment lets the customer sign and pay in one go — and only then schedules the work. That saves a lot of hassle with new customers whose payment behaviour you do not know yet.
Wrapping up
Practical tip: add an expiry date to your quotation template (the Expiration field on the quotation). Odoo shows that date in the portal, and nothing beats procrastination like a deadline the customer can see for themselves. Need help setting up your quotation process? Get in touch with DAADit Group — we are happy to take a look with you.