[IMP] sales: update online signature
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Get a signature to confirm an order
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Get a signature to confirm an order
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===================================
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===================================
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You can use online signature to get orders automatically confirmed. Both
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Online signatures are like electronic "fingerprints". By using them on Odoo, you will get
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you and your customer will save time by using this feature compared to a
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automatic orders confirmation. You and your customers will save a lot of time by using this
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traditional process.
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feature compared to a traditional process.
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Activate online signature
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Activate online signature
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=========================
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=========================
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Go to :menuselection:`SALES --> Configuration --> Settings` and activate
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Go to :menuselection:`Sales --> Configuration --> Settings` and activate the **Online Signature**
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the *Online Signature & Payment* feature.
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feature.
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.. image:: media/getsignaturetovalidate01.png
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.. image:: media/signature_1.png
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:align: center
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:align: center
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:class: img-thumbnail
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:alt: How to enable online signature on Odoo Sales?
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.. note::
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.. note::
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If you are using :doc:`quotation templates <quote_template>`, you can also pick a default setting
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If you are familiar with this documentation: :doc:`quote_template`, you can activate or not the
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for each template.
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**Online Signature** feature for each quotation template you use, under their confirmation tab.
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Example:
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Validate an order with a signature
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.. image:: media/signature_2.png
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==================================
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When you sent a quotation to your client, they can accept it and sign online instantly.
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.. image:: media/getsignaturetovalidate02.png
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:align: center
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:align: center
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:class: img-thumbnail
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:alt: How to enable online signature on Odoo Sales?
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Once signed the quotation will be confirmed and delivery will start.
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Confirm an order with a signature
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=================================
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When you send quotations to clients, they can instantly accept and sign it online. When they
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click on **Sign & Pay**, they have the choice to draw their own signature, automatically fill in the
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field with an automated signature or load a file from their computer. Here below, it is an example
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of an automated signature:
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.. image:: media/signature_3.png
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:align: center
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:class: img-thumbnail
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:alt: How to confirm an order with a signature on Odoo Sales?
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Once signed, you will have the possibility to choose your payment methods. Then, when the quotation
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will be paid and confirmed, a delivery order will be created automatically by Odoo.
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.. tip::
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Be careful that delivery orders are only generated for storable products and if the
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**Inventory app** is already installed.
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.. seealso::
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- :doc:`quote_template`
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