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Odoo CRM + Adobe Sign Integrations

Syncing Odoo CRM with Adobe Sign is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

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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.

About Adobe Sign

Adobe Sign is a cloud-based service that lets an individual or organization send, secure, track, and manage e-signature processes.

Adobe Sign Integrations
Connect Odoo CRM + Adobe Sign in easier way

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

    Triggers
  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • Document Signed

    Triggers when a new document signed

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Send Agreement

    Creates an agreement. Sends it out for signatures.

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How Odoo CRM & Adobe Sign Integrations Work

  1. Step 1: Choose Odoo CRM 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 Adobe Sign 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 Odoo CRM to Adobe Sign.

    (2 minutes)

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

Integration of Odoo CRM and Adobe Sign

Odoo, founded in 2011, is an open source enterprise resource planning (ERP. software that is based on OpenERP. Odoo can be used for any kind of business in various industries. It has multiple applications that can be implemented to suit the needs of a business. Among these applications are CRM, accounting, contact management, project management and inventory management among others. With so many applications available, it can be overwhelming to choose the right one for your business. However, with the integration of Odoo CRM and Adobe Sign, Odoo provides a spution that not only meets your business need but also accommodates your workflow.

Integration of Odoo CRM and Adobe Sign

Adobe Sign is an online document signing service that is hosted by Adobe that allows you to digitally sign documents from your computer or mobile device. It is compatible with various platforms like iOS, Android, Windows 7 and Windows 8 among others. This application is ideal for businesses that have a digital working environment and need to regularly sign documents and share them with their clients/partners. The integration of Odoo CRM and Adobe Sign helps your business streamline communication between you and clients/partners. In addition to this, you will be able to share files faster while saving money in the process as there is no need to print physical copies of documents and sign them manually.

Benefits of Integration of Odoo CRM and Adobe Sign

The integration of Odoo CRM and Adobe Sign offers businesses the fplowing benefits:

It saves time through automation. You do not have to spend time printing and signing all the documents manually before sending them out to clients/partners. With Odoo CRM and Adobe Sign, you can save time when processing your clients’ orders.

You do not have to spend time printing and signing all the documents manually before sending them out to clients/partners. With Odoo CRM and Adobe Sign, you can save time when processing your clients’ orders. It reduces costs due to automation. By eliminating the need for printing and manual signing of documents, there is a significant reduction in cost. This is because there is no need to acquire printing equipment or paper to print documents. Therefore, you can save money on expensive printers while using the software for your business. Also, there is no need for you to go out during lunch breaks or after office hours to get signatures from your clients which translates into reduced costs.

By eliminating the need for printing and manual signing of documents, there is a significant reduction in cost. This is because there is no need to acquire printing equipment or paper to print documents. Therefore, you can save money on expensive printers while using the software for your business. Also, there is no need for you to go out during lunch breaks or after office hours to get signatures from your clients which translates into reduced costs. It eliminates errors in communication caused by miscommunication during the process of communication resulting from misunderstanding or lack of information between parties invpved in a transaction. With Odoo CRM and Adobe Sign, all the vital information required for a transaction will be captured electronically at the point of discussion. Therefore, there will be no need to exchange hard copies of documents where there is a risk of losing information during the exchange process. There will also be no need for translations since everything will be handled electronically as opposed to physically where there will be room for error in interpretation when translation occurs.

In conclusion, with the integration of Odoo CRM and Adobe Sign, you will be able to eliminate errors that are associated with traditional methods of communication which include hand written documents signed manually. This eliminates miscommunication issues that result in misunderstandings and loss of information during the process of communication between parties invpved in a transaction.

The process to integrate Odoo CRM and Adobe Sign 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 July 01, 2022 5:55 am