E-Signature Request Track
E-signature request tracking with BYOK credential store: DocuSign / Dropbox Sign / Adobe Sign status board, email reminders, audit trail
Odoo's native Sign is an Enterprise feature and the various provider integrations are scattered across add-ons. This module gives Community and Enterprise teams a single status board for every signature request. Store your own API credentials (Bring Your Own Key) for DocuSign, Dropbox Sign or Adobe Acrobat Sign; Odoo tracks each request, emails pending signers automatically and on demand, and keeps a full audit trail from draft to completion. The provider you connect performs the legally binding signing.
Key Features
BYOK provider connections
Store your own API base URL, account / team ID, integration key and secret per connection. Supports DocuSign, Dropbox Sign, Adobe Acrobat Sign and a manual / email fallback — with sandbox toggle and a credential completeness test, so no keys ever leave your database.
Multi-signer routing
Add multiple signers per request with parallel (any order) or sequential (in order) routing. Sequential mode releases the next signer automatically as each one completes, enforcing a unique signing order.
Live status board
Kanban and list views across Draft, Sent, Partially Signed, Completed, Declined, Voided and Expired — with per-request progress %, signed counts, days-pending and an overdue flag you can filter and search on.
Automatic & manual email reminders
A scheduled cron emails only the pending signers on each open request, respecting a configurable interval and a stop-after maximum. A manual reminder wizard lets staff send an ad-hoc email with a free-text note to selected signers at any time.
Expiry & void handling
Set an expiry date per request; the cron auto-expires overdue envelopes and cancels their pending signers. Void, reset-to-draft and mark-completed flows keep the board accurate.
Full audit trail
Every status transition, reminder and signer event is logged as an immutable audit record, alongside Odoo's native chatter tracking on the request itself.
No Enterprise lock-in
Get a signature tracking layer on Community without buying Enterprise Sign, and without being tied to a single vendor.
Bring Your Own Key
Keep the provider relationship and pricing you already have. Your API secrets stay inside your own Odoo instance.
eIDAS / UK eIDAS aware
Designed around advanced electronic signature workflows; the connected provider supplies the legally binding signature.
Audit-ready by default
Every reminder and state change is recorded, giving compliance teams a defensible history of each request.
Screenshots
Requests Board
Request Form
Providers
Why Choose This Module
Store your own API base URL, account / team ID, integration key and secret per connection. Supports DocuSign, Dropbox Sign, Adobe Acrobat Sign and a manual / email fallback — with sandbox toggle and a credential completeness test, so no keys ever leave your database.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: English
- Author: Pokutsoft
- Dependencies: mail
- Support: support@pokutsoft.com
Update date: 2026-07-02