[IMP] sales: updated get siganture for validation doc for RST formatting

closes odoo/documentation#5298

X-original-commit: 6c38992016
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
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KC (ksc) 2023-05-17 17:58:29 +00:00
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===================================
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`

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