[ADD] rental: add customer signature page

closes odoo/documentation#16798

X-original-commit: d9c1bec84c
Signed-off-by: Megan Valenzuela (meval) <meval@odoo.com>
Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>
Co-authored-by: Felicia Kuan <feku@odoo.com>
This commit is contained in:
meval1006​
2026-02-18 23:44:12 +00:00
parent a730933a24
commit 275a285fb3
10 changed files with 20 additions and 90 deletions

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@@ -224,43 +224,12 @@ To request a signature, open the **Rental** app and select the desired rental or
.. image:: products/request-signature.png
:alt: The Request Signature option in the Odoo Rental application.
A :guilabel:`Sign Documents` pop-up window displays. Select the desired document from the
:guilabel:`Template` drop-down menu.
In the *Sign Documents* pop-up window, either :ref:`select an existing document template
<sign/templates/use-odoo-record>` or :ref:`create a new one
<sign/request-signatures/one-off-record>`.
.. image:: products/sign-documents-popup.png
:alt: The Sign Documents pop-up window that appears in the Odoo Rental application.
Doing so reveals a *New Signature Request* pop-up window. Confirm the information in the *New
Signature Request* pop-up window, then click :guilabel:`Send` to initiate the signing process.
.. image:: products/new-signature-request-form.png
:alt: The New Signature Request pop-up window that appears in the Odoo Rental application.
.. tip::
If the agreement is configured to require a signature from the rental company, a :guilabel:`Sign
Now` button displays on the pop-up window. The user can add a signature via the **Sign** app
integration before sending it to the customer.
A link to the signature request will appear in the chatter. The document is accessible to the
customer via the customer portal or email.
Signing a document from an email link
-------------------------------------
When the customer clicks :guilabel:`Sign document`, the document displays in a new webpage. The
customer uses the :guilabel:`Click to start` button to begin the process. The app guides the
customer to the required signature locations and allows them to create electronic signatures to
complete the form.
.. image:: products/adopt-signature-popup.png
:alt: The adopt your signature pop-up window that appears in the Odoo Rental application.
Once the document has been signed and completed, click :guilabel:`Validate & Send Completed
Document` at the bottom of the document. The signed document can be downloaded for record-keeping
purposes, if necessary.
.. image:: products/validate-send-doc-button.png
:alt: The validate and send completed document button in the Odoo Rental application.
After sending the request, a link to the signature request appears in the record's chatter. The
document is accessible to the customer via the customer portal or email.
.. seealso::
`Odoo Tutorials: Sign <https://www.odoo.com/slides/sign-61>`_

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@@ -250,69 +250,30 @@ email the quotation to the customer. When the customer approves the quotation, c
.. _rental/service_products/customer-signature:
Request a customer signature
============================
Before the date of the service, Odoo can request that the customer sign a service agreement. Service
agreements detail the business relationship and mutual duties. These agreements protect both the
provider and the customer by creating clear, enforceable guidelines.
Odoo has the ability to request the customer sign a rental agreement, outlining the arrangement
between the company and customer, *before* they pick up the rental products. Such documents can
ensure everything is returned on-time and in its original condition.
.. note::
The customer signature can be requested during any stage of the order. This feature also requires
the :doc:`Sign <../../productivity/sign>` app.
Requesting a signature can be done during any stage of the order. This feature also requires the
:doc:`Sign <../../productivity/sign>` app.
To request a signature, open the **Rental** app and select the desired rental order. Click the
:icon:`fa-cog` :guilabel:`(Actions)` icon, then click :guilabel:`Request Signature`.
If signatures are required, go to the **Rental** app and from the default :guilabel:`Rental Orders`
dashboard, select the desired rental order. To go the :icon:`fa-cog` :guilabel:`(Actions)` icon, and
click :guilabel:`Request Signature`.
.. image:: service_products/request-signature.png
:alt: The Action drop-down menu for requesting a signature in the Rental app.
.. image:: products/request-signature.png
:alt: The Request Signature option in the Odoo Rental application.
A *New Signature Request* pop-up window displays. Select the desired document from the
:guilabel:`Template` drop-down menu.
A *Sign Documents* pop-up window displays. Either :ref:`select an existing document template
<sign/templates/use-odoo-record>` or :ref:`create a new one
<sign/request-signatures/one-off-record>`.
.. image:: service_products/new-signature-request.png
:alt: Sample of the New Signature Request pop-up window in the Rental app.
Doing so reveals another *New Signature Request* pop-up window. Confirm the information in the *New
Signature Request* pop-up window, then click :guilabel:`Send` to initiate the signing process.
.. image:: service_products/new-signature-request-message.png
:alt: Sample of the New Signature Request message in the Rental app.
A link to the signature request will appear in the chatter of the rental order. The document is
accessible to the customer via the customer portal or email.
.. tip::
If the agreement is configured to require a signature from the rental company, a :guilabel:`Sign
Now` button displays on the pop-up window. The user can add a signature via the **Sign** app
integration before sending it to the customer.
A link to the signature request will appear in the :doc:`../../productivity/discuss/chatter`. The
After sending the request, a link to the signature request appears in the record's chatter. The
document is accessible to the customer via the customer portal or email.
.. _rental/service_products/sign-with-email:
Signing a document from an email link
-------------------------------------
When a customer clicks :guilabel:`Sign document`, a separate page is then revealed, showcasing the
document to be signed. The customer begins the process by clicking :guilabel:`Click to start`.
The app guides the signer to the required signature locations and allows them to create electronic
signatures to complete the form.
.. image:: service_products/adopt-signature-popup.png
:alt: Sample of a customer signature with the Auto option chosen.
Once the document has been signed and completed, click :guilabel:`Validate & Send Completed
Document` at the bottom of the document. The signed document can be downloaded for record-keeping
purposes, if necessary.
.. image:: service_products/validate-send-doc-button.png
:alt: Sample of a signed document with the Validate & Send Completed Document button.
.. seealso::
`Odoo Tutorials: Sign <https://www.odoo.com/slides/sign-61>`_.
`Odoo Tutorials: Sign <https://www.odoo.com/slides/sign-61>`_
Managing the project created from the rental order
==================================================

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