diff --git a/content/applications/sales/sales/send_quotations/get_signature_to_validate.rst b/content/applications/sales/sales/send_quotations/get_signature_to_validate.rst index 2940b3bee..57056a69f 100644 --- a/content/applications/sales/sales/send_quotations/get_signature_to_validate.rst +++ b/content/applications/sales/sales/send_quotations/get_signature_to_validate.rst @@ -1,51 +1,52 @@ -=================================== -Get a signature to confirm an order -=================================== +========================================= +Online signatures for order confirmations +========================================= -Online signatures are like electronic "fingerprints". By using them on Odoo, you will get -automatic orders confirmation. You and your customers will save a lot of time by using this -feature compared to a traditional process. +The Odoo *Sales* application provides customers with the ability to confirm orders via an online +signature directly on the sales order. Once the sales order is electronically signed by the +customer, the salesperson attached to the sales order is automatically notified that the order is +confirmed. -Activate online signature -========================= +Activate online signatures +========================== -Go to :menuselection:`Sales --> Configuration --> Settings` and activate the **Online Signature** -feature. +To activate the *online signature* feature, go to :menuselection:`Sales app --> Configuration --> +Settings`, scroll to the :guilabel:`Quotations & Orders` heading, and activate the :guilabel:`Online +Signature` feature by checking the box beside it. Then, click the :guilabel:`Save` button in the +top-left corner. -.. image:: get_signature_to_validate/signature_1.png +.. image:: get_signature_to_validate/signature-setting.png :align: center - :class: img-thumbnail - :alt: How to enable online signature on Odoo Sales? + :alt: How to enable online signature in Odoo Sales settings. .. note:: - If you are familiar with this documentation: :doc:`quote_template`, you can activate or not the - **Online Signature** feature for each quotation template you use, under their confirmation tab. - Example: + On quotation templates, the :guilabel:`Online Signature` feature is located under the + :guilabel:`Confirmation` tab. - .. image:: get_signature_to_validate/signature_2.png + .. image:: get_signature_to_validate/signature-confirmation-tab.png :align: center - :class: img-thumbnail - :alt: How to enable online signature on Odoo Sales? + :alt: How to enable online signature on a quotation template. -Confirm an order with a signature -================================= + On standard quotations, the :guilabel:`Online Signature` feature is located under the + :guilabel:`Other Info` tab. -When you send quotations to clients, they can instantly accept and sign it online. When they -click on **Sign & Pay**, they have the choice to draw their own signature, automatically fill in the -field with an automated signature or load a file from their computer. Here below, it is an example -of an automated signature: + .. image:: get_signature_to_validate/signature-other-info-tab.png + :align: center + :alt: How to enable online signature on standard quotations. -.. image:: get_signature_to_validate/signature_3.png +Order confirmations with online signatures +========================================== + +When quotations are sent to clients, there's an option for them to :guilabel:`Sign & Pay` directly +on the quotation in the online customer portal. When clicked, clients have the option to draw a +signature, fill in the field with an automated signature, or load a file from their computer. + +.. image:: get_signature_to_validate/signature-validate-order.png :align: center - :class: img-thumbnail - :alt: How to confirm an order with a signature on Odoo Sales? + :alt: How to confirm an order with a signature on Odoo Sales. -Once signed, you will have the possibility to choose your payment methods. Then, when the quotation -will be paid and confirmed, a delivery order will be created automatically by Odoo. - -.. tip:: - Be careful that delivery orders are only generated for storable products and if the - **Inventory app** is already installed. +Once signed, the various payment method options become available. Then, when the quotation is paid +and confirmed, a delivery order is automatically created (if the Odoo *Inventory* app is installed). .. seealso:: - - :doc:`quote_template` + :doc:`/applications/sales/sales/send_quotations/quote_template` diff --git a/content/applications/sales/sales/send_quotations/get_signature_to_validate/signature_2.png b/content/applications/sales/sales/send_quotations/get_signature_to_validate/signature-confirmation-tab.png similarity index 100% rename from content/applications/sales/sales/send_quotations/get_signature_to_validate/signature_2.png rename to content/applications/sales/sales/send_quotations/get_signature_to_validate/signature-confirmation-tab.png diff --git a/content/applications/sales/sales/send_quotations/get_signature_to_validate/signature-other-info-tab.png b/content/applications/sales/sales/send_quotations/get_signature_to_validate/signature-other-info-tab.png new file mode 100644 index 000000000..64df83856 Binary files /dev/null and b/content/applications/sales/sales/send_quotations/get_signature_to_validate/signature-other-info-tab.png differ diff --git a/content/applications/sales/sales/send_quotations/get_signature_to_validate/signature_1.png b/content/applications/sales/sales/send_quotations/get_signature_to_validate/signature-setting.png similarity index 100% rename from content/applications/sales/sales/send_quotations/get_signature_to_validate/signature_1.png rename to content/applications/sales/sales/send_quotations/get_signature_to_validate/signature-setting.png diff --git a/content/applications/sales/sales/send_quotations/get_signature_to_validate/signature_3.png b/content/applications/sales/sales/send_quotations/get_signature_to_validate/signature-validate-order.png similarity index 100% rename from content/applications/sales/sales/send_quotations/get_signature_to_validate/signature_3.png rename to content/applications/sales/sales/send_quotations/get_signature_to_validate/signature-validate-order.png