eSign Pro for Odoo | Complete Electronic Signature & Document Signing Demo | Creyox Technologies

Stop chasing signatures. eSign Pro brings complete Odoo electronic signature workflows, drag-and-drop PDF designer, multi-signer support, sequential signing, and a full legal audit trail natively inside Odoo. No DocuSign. No third-party tools. Just one powerful Odoo eSign module.
In this full demo, we walk you through every feature of eSign Pro (cr_document_signer) by Creyox Technologies from uploading your first PDF to downloading the final signed document with an embedded audit certificate. Whether you're in HR, Sales, Legal, or Operations, this is the Odoo document signer your team has been waiting for.

⏱ TIMESTAMPS
0:00 - Introduction to E-Sign Module
Overview of the e-sign module and its purpose for sending documents to multiple signers for online signing.
2:30 - Uploading and Creating Templates
Demonstration of uploading a PDF document, naming the template, and automatic template creation.
4:30 - Adding and Configuring Signers
Instructions on adding signer roles, assigning contacts, setting authentication methods, and delegate options.
7:00 - Customizing Document Fields
How to add signature, name, selection, and other custom fields to the PDF for each signer.
9:00 - Sending and Sharing Documents
Options for sending documents via email, sharing links, setting expiration dates, and reminder configurations.
11:00 - Managing Templates and Documents
Editing templates, viewing documents in list and kanban views, stopping sharing, and using tags and custom fields.
13:30 - Signing Process from Signer’s Perspective
Walkthrough of the email received by signers, signing options, finalizing signatures, and downloading signed documents.
16:30 - Tracking Signing Progress and Signing Order
Viewing signing status, enabling signing order for sequential signing, and managing multiple documents.
21:00 - Dashboard and Environmental Impact
Overview of the dashboard showing signing statistics, recent activities, and green savings from paperless signing.

📚 WHAT YOU'LL LEARN
How to set up a complete Odoo PDF signing workflow from scratch — no coding, no third-party accounts
How to design professional signing documents using the drag-and-drop field designer inside Odoo
How to configure sequential signing order and manage multi-signer requests in a single document bundle
How external signers complete documents through a secure portal link — without needing an Odoo account
How the legal audit trail is generated, what it contains, and why it matters for compliance
How to track your organization's environmental impact using the Green Savings Dashboard and export sustainability reports

⚡ KEY FEATURES COVERED IN THIS VIDEO
✅ Native Odoo electronic signature — no external tools or subscriptions needed
🖱️ Drag-and-drop PDF designer — place signature, initials, text, date, checkbox & stamp fields
🔗 Secure signer portal — recipients sign via email link, zero Odoo login required
👥 Multi-signer + sequential signing order — define exactly who signs in what order 📋 Legally binding audit trail — IP address, timestamps & all actions embedded in the final PDF
📦 Multi-document bundling — send multiple PDFs in one single signing request
🔔 Auto reminders — automatically follow up with pending signers
📁 Reusable templates — save your field layouts and reuse them with tag-based management
📊 Business Overview Dashboard — live KPIs, signing pipeline & status distribution 🌿 Green Savings Dashboard — track paper saved, CO₂ avoided & water conserved with exportable sustainability reports

🔗 LINKS & RESOURCES
📦 Get eSign Pro on Odoo App Store (All Versions): https://apps.odoo.com/apps/modules/19.0/cr_document_signer
🌐 Creyox Technologies Official Website: https://www.creyox.com
📝 Read Blog Post: https://www.creyox.com/blog
💼 Follow us on LinkedIn for updates, tips, and Odoo solutions: https://in.linkedin.com/company/creyox-technologie-s
📩 Support & Inquiries: support@creyox.com

💬 ENJOYED THIS DEMO?
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💡 Drop a comment below — tell us your industry or use case! Are you using this for HR onboarding, sales contracts, legal agreements, or vendor approvals? We'd love to hear how eSign Pro fits your workflow.
Have questions or want a personalized demo? Reach out at support@creyox.com — our team responds fast.

Видео eSign Pro for Odoo | Complete Electronic Signature & Document Signing Demo | Creyox Technologies канала Creyox Technologies