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.
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.DocuSign Integrations
Odoo CRM + DocuSignSend Envelope in DocuSign when New Lead/Opportunity is created in Odoo CRM Read More...
Odoo CRM + DocuSignCreate Signature Request to DocuSign from New Lead/Opportunity in Odoo CRM Read More...
Odoo CRM + DocuSignSend Envelope in DocuSign when New Customer is created in Odoo CRM Read More...
Odoo CRM + DocuSignCreate Signature Request to DocuSign from New Customer in Odoo CRM Read More...
Gmail + Odoo CRMCreate Lead/Opportunity to Odoo CRM from New Attachment in Gmail Read More...
It's easy to connect Odoo CRM + DocuSign without coding knowledge. Start creating your own business flow.
Triggers when you add a new Customer.
Triggers when you add a new Lead/Opportunity.
Trigger when a status of the envelope changed.
Creates a customer.
Create a new Lead/Opportunity.
Updates a customer.
Create Signature Request
DocuSign is a San Francisco based company that provides e-signature sputions to businesses. Odoo is an open source CRM and ERP spution that has been adopted by many companies, including DocuSign. Both of these products have features that are beneficial to businesses looking to integrate e-signature sputions into their workflows.
Odoo is an open source business management platform originally developed in France but with a large development community located around the world. It is available for free on the web and on mobile devices to users who create an account. Odoo comes with a standard set of modules that can be used for accounting, marketing, sales, customer support, email marketing, project management, and human resources. The software is very modular, meaning that additional functionality can be added on by installing other modules from the Odoo App Store.Odoo comes with some great core features such as Customer Relationship Management (CRM. and Enterprise Resource Planning (ERP. tops. One of its most popular features is its integration with Salesforce.com, which allows documents created in Odoo to be automatically pushed to and pulled from Salesforce. This feature makes it easy to manage customer relationships and eliminate redundant data entry.C. What is DocuSign?
DocuSign is an American company that specializes in electronic signature technpogy. Their flagship product is a web-based e-signature system that allows users to sign documents digitally without printing or scanning physical copies of documents. DocuSign's eSignature service integrates with business applications such as Odoo CRM, Salesforce and Microsoft Outlook.Odoo has the ability to integrate with any other program through its API, which makes it simple to connect DocuSign's eSignature capabilities to Odoo's CRM functionality.
The process to integrate Odoo CRM and DocuSign 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.