Odoo Sign: Definition, Pricing, Key Features, Use Cases

Key Takeaways

• What is Odoo Sign? – Odoo Sign is a digital signature solution integrated within Odoo ERP, allowing businesses to send, sign, and manage documents online without manual paperwork.
• Why do businesses use Odoo Sign? – It streamlines document approvals, reduces administrative overhead, and ensures compliance with global eSignature laws, making contract and agreement management seamless.
• Key benefits of Odoo Sign – Secure encryption, audit trails, mobile-friendly signing, automated workflows, and seamless integration with Odoo apps like Sales, CRM, Accounting, and more.
• Legal compliance and security – Odoo Sign complies with eIDAS (EU), ESIGN Act (USA), and the Australian ETA, ensuring electronic signatures are legally binding and protected.
• Is Odoo Sign right for your business? – Companies handling contracts, HR documents, financial agreements, or legal paperwork can eliminate inefficiencies and improve document security with Odoo Sign.

What is Odoo Sign?

Odoo Sign is a digital signature tool that enables businesses to send, sign, and manage documents online. It seamlessly integrates with Odoo ERP modules like Sales, CRM, Accounting, and HR, allowing companies to automate approvals and streamline their workflow. Here are the key benefits of Odoo Sign for businesses:

Odoo Sign helps businesses streamline their document management by eliminating the need for printing, scanning, or mailing physical paperwork. This not only reduces administrative costs but also speeds up contract approvals, improving overall efficiency.

Security is a top priority with Odoo Sign, which complies with major eSignature regulations such as eIDAS (EU), ESIGN Act (USA), and the Australian ETA. It protects sensitive documents with advanced security measures, including audit trails, encryption, and multi-factor authentication, ensuring data integrity and preventing unauthorised access

Additionally, Odoo Sign integrates seamlessly with Odoo’s Sales, HR, and Accounting modules, enabling businesses to automate approvals and minimise manual errors, creating a smoother, more reliable workflow.

How Much Does Odoo Sign Cost?

Odoo Sign is available exclusively in the Odoo Enterprise edition, with two pricing options to choose from.

Option 1: The One-App Free Plan

You can use Odoo Sign for free with unlimited users, but only as a standalone app. This means you won’t be able to access other Odoo applications unless they are required for Odoo Sign to function properly. This plan is best suited for businesses that need basic electronic signature functionality without full ERP integration.

Option 2: The Paid Plans (Standard & Custom)

This following picture shows Odoo pricing plans:

For businesses that need multiple apps and integrations, Odoo Sign is available as part of Odoo’s paid plans. The pricing plan you choose depends on two key factors:

1. The number of users – Costs scale with the number of employees who need access.
2. The level of customisation and complexity – Features like API access, multi-company support, and advanced automation are only available in the Custom plan.

Please note that the pricing plan can vary depending on your country or region.

Does Odoo Community Edition include the Odoo Sign module?

No. Odoo Community (the free, open-source edition) does not include Odoo Sign. Businesses looking for digital signing, workflow automation, and legal compliance must opt for Odoo Enterprise, which provides these advanced features.

This following picture shows Odoo Community vs Enterprise Plans:

Is Odoo Sign cost-effective?

For businesses already using Odoo, Odoo Sign is a cost-efficient alternative to standalone eSignature solutions. It eliminates the need for third-party tools while providing seamless integration with Odoo’s ERP system, making it a valuable choice for businesses seeking an all-in-one document management solution.

5 Key Features of Odoo Sign

Odoo Sign offers a range of features designed to make document signing fast, secure, and hassle-free. Below are the key features of Odoo Sign:

1. Security and data protection

One of Odoo Sign’s most valuable features is secure identification - each recipient gets a unique, trackable link, and every action is logged with a timestamp and geolocation data. Audit trails and encryption ensure that signed documents cannot be altered, making them legally binding under international regulations such as eIDAS (EU), the ESIGN Act (USA), and the Australian ETA. For added security, businesses can enable SMS verification to require signers to confirm their identity with a one-time code.

2. Automated workflows and dynamic signing

Odoo Sign also supports dynamic workflows, allowing businesses to define a specific signing order, create reusable templates, and send public signing links for multiple signers. Once a document is completed, it can be automatically shared with relevant stakeholders using the carbon copy (CC) feature. This following picture shows Automated workflows and dynamic signing:

3. Mobile-friendly and remote signing

With mobile compatibility, signers can review and approve documents from any device - desktop, tablet, or smartphone, making remote collaboration easy. Real-time tracking ensures that businesses always know the status of pending signatures, preventing delays. This following picture shows Mobile-friendly and remote signing:

4. Document customisation

Customisation is another key strength of Odoo Sign. Users can drag and drop signature fields, text boxes, and checkboxes directly onto documents. Mandatory fields ensure that all required information is completed before submission. Signers also have the flexibility to type, draw, or upload their signatures, giving them multiple options to sign digitally. This following picture shows Document customisation:

5. Legal compliance and audit trails

Odoo Sign is built to comply with global legal standards, ensuring that electronic signatures are legally binding across multiple jurisdictions. Each signed document is securely stored in Odoo ERP, with detailed metadata tracking and automatic audit logs, ensuring transparency and regulatory compliance.

For Australian businesses, Odoo Sign complies with the Electronic Transactions Act (ETA), which recognises electronic signatures as legally valid. This means businesses can confidently use Odoo Sign for contracts, agreements, and approvals without concerns about legal enforceability.

How to Use Odoo Sign: A Quick Step-by-Step Guide

Odoo Sign simplifies the document signing process, making it easy to send, track, and manage signatures digitally. Here’s how it works:

Step 1. Upload and prepare documents

Begin by uploading a PDF or Word document to Odoo Sign. You can then drag and drop fields such as signature boxes, text fields, and checkboxes to ensure all necessary information is collected. If you frequently send the same type of document, you can create a template with predefined fields to save time and maintain consistency.

Step 2. Send a document for signing and monitor status

Once your document is ready, enter the email addresses of the recipients who need to sign. Assign specific fields to each signer to ensure correct placement. To keep the process on track, you can set expiration dates and enable automatic reminders to notify signers before the deadline. After sending the document, you can monitor its status in real-time through Odoo’s dashboard to see who has signed and who is still pending.

Step 3. Manage signer roles

To ensure the right people sign the right sections, you can assign roles such as client, manager, or employee to specific fields. If additional security is required, Odoo Sign allows you to enable authentication measures such as SMS verification or itsme® for extra identity verification.

For a detailed walkthrough, you can watch the Odoo Sign tutorial here:

Case Study Analysis: How Odoo Sign Helped Neevan Go Paperless

Neevan is a corporate tax consultancy that provides expert advisory services to businesses, helping them navigate complex tax regulations. As their client base grew, managing document approvals, client agreements, and compliance paperwork became increasingly inefficient. Their reliance on Excel spreadsheets and manual processes led to disorganised records, delays in approvals, and heightened compliance risks.

To overcome these inefficiencies, Neevan sought a solution to streamline document management and improve operational efficiency:

1. Paperless workflow: All signature-required documents are now handled digitally, reducing manual effort and storage concerns.
2. Faster document processing: The ability to send and receive signed documents quickly eliminates delays in approvals and client interactions.
3. Centralised document access: Storing signed documents in one platform makes it easy to search, retrieve, and share files when needed.

But Odoo Sign did not operate in isolation - it seamlessly integrated with Odoo CRM and Odoo Contacts, providing Neevan with a structured approach to managing client agreements and approvals.

Beyond document management, adopting Odoo helped Neevan streamline operations, improve efficiency, and scale faster. By replacing manual processes with an integrated system, they now save time, reduce risks, and focus more on serving clients.

Is Odoo Sign Right for Your Business?

Odoo Sign is a secure, efficient, and legally compliant eSignature solution that helps businesses digitise their document workflows. With encryption, audit trails, and compliance with global eSignature laws like eIDAS and the ESIGN Act, it ensures that signed documents are legally valid and secure.

Beyond security, Odoo Sign automates approvals, reduces paperwork, and integrates seamlessly with Odoo ERP, making it an ideal solution for businesses looking to streamline their operations. Whether you’re in legal, HR, finance, real estate, or healthcare, Odoo Sign offers a reliable way to manage documents efficiently.

As an official Odoo partner, Havi Technology specialises in implementing Odoo solutions tailored to your business needs. Whether you need to integrate Odoo Sign or optimise your ERP system, we’re here to help.

How secure is Odoo Sign for sensitive business documents?

Odoo Sign ensures high-level security through encryption, audit trails, and multi-factor authentication. Every document signed is timestamped and tracked, preventing unauthorised changes. This ensures sensitive business agreements remain protected and legally verifiable.

Is Odoo Sign legally binding?

Yes. Odoo Sign complies with global eSignature laws, including eIDAS (EU), ESIGN Act (USA), and the Australian Electronic Transactions Act (ETA). Each signed document includes a full audit trail, making it legally valid in most jurisdictions.

How does Odoo Sign work?

Odoo Sign allows businesses to send, sign, and track documents digitally. Users upload a document, add recipients, insert signature fields, and send it for signing. Recipients can sign electronically from any device, and the system tracks document status in real-time.

How do I add a signature in Odoo?

To add a signature, open the document in Odoo Sign, place the signature field, and choose one of three options:

1. Draw a signature using a touchscreen or mouse.
2. Type a name and select a signature style.
3. Upload a pre-made signature image.

Once signed, the document is securely stored within Odoo for easy retrieval.