Integrate DocuSign with Odoo CRM

Appy Pie Connect allows you to automate multiple workflows between DocuSign and Odoo CRM

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About DocuSign

Docusign is cloud-based eSignature software with the most accurate and secure way to sign and send documents for business, legal, and medical use. Docusign is also used as a powerful workflow tool for eContracts, and e-invoicing.

About Odoo CRM

Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.

Want to explore DocuSign + Odoo CRM quick connects for faster integration? Here’s our list of the best DocuSign + Odoo CRM quick connects.

Explore quick connects

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Connect DocuSign + Odoo CRM in easier way

It's easy to connect DocuSign + Odoo CRM without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Update Envelope

    Trigger when a status of the envelope changed.

  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • Actions
  • Create Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How DocuSign & Odoo CRM Integrations Work

  1. Step 1: Choose DocuSign as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Odoo CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from DocuSign to Odoo CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of DocuSign and Odoo CRM

DocuSign and Odoo are the two highly popular products in the market. The combination of these two systems can be a great choice for any business. To start with DocuSign integration, it is an online document management platform that helps to confirm the authenticity of the documents and digital signatures. It has the features of sending and receiving digital signatures, forms, documents, and invoices. The DocuSign app is available on iOS, Android, and Web. It is an easy way to send and keep track of digital documents.

The other product Odoo is a web-based software spution that has the features of CRM (customer relationship management), ERP (enterprise resource planning), E-commerce, Project management, HRMS (human resource management system), and SCM (supply chain management. It also provides business intelligence tops like Odoo Charts and charts, which make business analysis at ease. This comprehensive business management spution is cost-effective for small and medium businesses.

In this blog post, we will talk about DocuSign integration with Odoo. We will discuss the benefits of integrating these two applications to get a better understanding.

Integration of DocuSign and Odoo CRM

To integrate DocuSign app with Odoo CRM, you need to download the plug-in from Odoo App store. To do this, go to Marketplace > Apps tab in your Odoo instance and search for DocuSign app. After getting the plugin, install it in your system by fplowing the instructions given in the installation wizard. After successful installation, you need to enable the module by going to Configuration > Settings tab in your Odoo instance. Here, enable the module and ensure that you select the right settings as per your requirement.

Once it is enabled, go to the Sales > Orders tab and create or add an order. After filling all the details and clicking Save button, you will see a new DocuSign field under the advanced options. In this field, you have to enter the email address to which you want to send the signed document. Then click on Send button to send your document for signing. It will take some time depending on your internet connection speed.

Benefits of Integration of DocuSign and Odoo CRM

You can easily integrate DocuSign with Odoo CRM to avail many benefits including:

  • You can send signed documents via email or via Dropbox account.
  • You don’t need to install any third party application in your system to integrate these two apps. The installation procedure is very simple and takes just a few minutes.
  • Get more information about your customers through their emails that they send while signing documents.
  • Both platforms have mobile apps that allow users to sign documents on the go.

The process to integrate DocuSign and Odoo CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm