Odoo 20 Sign: New Features and Updates

Discover Odoo 20 Sign improvements for digital document signing, signature requests from activities, and updating linked Odoo records directly from signed documents.

What's New in Odoo 20 Sign?


Odoo 20 Sign introduces improvements to signature automation, document preparation, signer management, and the signing experience.

7 New Key updates include:

  • 1. Automated Signature Requests — Send signature requests through automated actions with configured signer roles.
  • 2. Custom Fields in the Template Editor — Create additional signature fields while preparing documents.
  • 3. Improved Signer Progress Tracking — Review the signing status of multiple recipients more easily.
  • 4. Mobile and Touchscreen Support — Prepare and manage signature documents on supported touchscreen devices.
  • 5. Non-Latin Alphabet Support — Improve the display of supported scripts in signed PDFs.
  • 6. Update Linked Odoo Records — Write values entered during signing to configured Odoo record fields.
  • 7. Signature Requests from Activities — Initiate signing workflows directly from supported activities.
Feature 1

Automated Signature Requests

Feature Overview: Signature requests can now be automatically sent to customers or internal staff using automated actions. You can assign fixed signers or dynamic signers based on record roles (e.g. Salesperson, Customer, Manager).

Operational Path
Settings ▸ Technical ▸ Automation Rules ▸ Create ▸ Trigger = On Creation / Stage Change ▸ Action = Send Signature Request ▸ Map Roles to Contact / User Fields ▸ Save.
Feature 2

Create New Fields On The Go

Feature Overview: Create new custom signature fields directly while preparing a document for signing without leaving the document builder, and set whether the new field is available to everyone or specific user groups.

Operational Path
Sign ▸ Templates ▸ Select Template ▸ Edit ▸ Fields Sidebar ▸ Click + (Add Custom Field) ▸ Enter Name & Type ▸ Set Sharing / Authorized Groups ▸ Save.
Feature 3

Improved Progress Tracking

Feature Overview: For documents with more than three signers, a new status dropdown displays the full signer list and each recipient's live signing status (Sent, Signed, Refused, Awaiting).

Operational Path
Sign ▸ Documents ▸ All Documents ▸ Open Signature Request ▸ Click Signer Progress Dropdown in Top Header.
Feature 4

Mobile & Touchscreen Support

Feature Overview: The Sign application is fully responsive across all screen sizes. Touchscreen devices (tablets and mobile phones) support touch and stylus gestures for dragging, placing, and editing signature items.

Operational Path
Open Sign on Tablet / Touchscreen Device ▸ Open Template ▸ Drag Field from Sidebar onto Page with Finger / Stylus ▸ Resize / Reposition using Touch Handles.
Feature 5

Non-Latin Alphabets Support

Feature Overview: Full PDF font rendering support for Cyrillic, Devanagari (Hindi/Marathi), Arabic, Bengali, and Gurmukhi alphabets, ensuring completed signed PDFs display non-Latin text crisp and clear.

Operational Path
Signer opens Signature Link ▸ Fills out fields using Arabic / Cyrillic / Devanagari text ▸ Click Complete ▸ Download Signed PDF.
Feature 6

Update Linked Odoo Records from Signed Fields

Feature Overview: Odoo Sign fields can automatically update the corresponding field on an Odoo record (e.g. updating a customer's phone number or address) with the information entered during the signing process.

Operational Path
Sign ▸ Configuration ▸ Fields ▸ Select Field ▸ Set Linked Model & Linked Field ▸ Enable Update Field
Feature 7

Send Signature Requests from Activities

Feature Overview: Signature requests can now be initiated directly from schedule activities across Odoo apps (CRM, HR, Sales). A log note and final document link are automatically posted in chatter when signed.

Operational Path
Open any Record (Employee / Contact / Lead) ▸ Schedule Activity ▸ Activity Type = Request Signature ▸ Select Template ▸ Send ▸ Completed document logs in Chatter.

Odoo 20 Sign makes the whole signature process faster to set up and easier to follow. Requests can start automatically or from an activity, templates are quicker to build and reorder on any device, and signers get clearer options and stronger identity verification.

The main takeaways:

  • Less manual work: automated requests, requests from activities and record updates from signed fields.
  • Easier template building: on-the-go fields, tag management, signer reordering, mobile support and PDF replacement that keeps field positions.
  • Better signing experience: itsme® verification and QES, progress tracking, an options menu, non-Latin alphabets and preserved bookmarks and metadata.

A good way to start is with automated requests and record updates, then add the template enhancements as your team gets comfortable. Replace the screenshot placeholders with captures from your own environment to build training material.

Frequently Asked Questions

The application gains 7 new features: automated signature requests, on-the-go custom fields, easier tag management, itsme® identity verification and QES, improved progress tracking, mobile and touchscreen support, non-Latin alphabet support, bi-directional record updates, signer reordering in the editor, requests from activities, template enhancements and preservation of PDF bookmarks and metadata.

Yes. Go to Settings ▸ Technical ▸ Automation Rules, create a rule with a trigger such as On Creation or Stage Change, set the action to Send Signature Request and map roles to contact or user fields. Signers can be fixed or resolved dynamically from record roles such as Salesperson, Customer or Manager.

Yes. In the template editor, open the Fields sidebar, click the + button, enter a name and type and choose whether the field is available to everyone or to specific authorized groups. You never leave the document builder.

Tags can be viewed, added and edited on templates, in the Kanban and List views of signature requests and in the document details drawer.

It lets you request signer identity verification or Qualified Electronic Signatures through the Belgian and European itsme® service in over 30 countries. These signatures carry full eIDAS legal equivalence to a handwritten signature. Set the role's Authentication Method to itsme® or itsme® QES under Sign ▸ Configuration ▸ Roles.

For documents with more than three signers, open the signature request and click the Signer Progress Dropdown in the top header. It shows each recipient with a live status of Sent, Signed, Refused or Awaiting.

Yes. The application is fully responsive. On touchscreen devices you can drag, place, resize and reposition signature items with touch or stylus gestures.

Cyrillic, Devanagari (Hindi and Marathi), Arabic, Bengali and Gurmukhi are supported, so non-Latin text displays crisp and clear in completed PDFs.

Yes. Under Sign ▸ Configuration ▸ Fields, set the Linked Model and Linked Field and enable Update Field. Information entered while signing, such as a phone number or address, then updates the corresponding record, and a Wand Audit message appears in the chatter.

Yes. In the template editor's left sidebar, open the Signers section and drag the handle next to a role to reorder it, then save.

Yes. On a record such as an employee, contact or lead, schedule an activity of type Request Signature, select a template and send. When the document is signed, a log note and the final document link are posted in the chatter.

During a signing session, the Options dropdown in the top header lets signers decline to sign, delegate the signature to someone else or download the document.

You can predefine CC recipients, reassign template owners, export signer answers into an Odoo Spreadsheet and replace a template's PDF without recreating it, with existing fields staying in position. Use Action / Configuration ▸ Replace Document to upload a new PDF.

Yes. Bookmarks, Table of Contents outline trees and metadata such as title, author and tags from the original PDF are preserved in the final signed PDF.
ODOO 20 MIGRATION & IMPLEMENTATION

Ready to Move to Odoo 20?

Build a smarter, more scalable Odoo experience for your business.

 Odoo 20 Sign improves digital document workflows through signature automation, better signer management, linked-record updates, and enhancements to templates and the signing experience.

Businesses can use these capabilities to reduce manual steps, improve visibility into signature requests, and maintain more consistent document workflows. The best implementation depends on the organization's approval requirements, document types, security policies, and Odoo edition.

Before deploying these features, test the complete signing process, verify signer permissions, and confirm that linked fields update only the intended records.

Planning an Odoo 20 upgrade or Sign customization? GritXi Technologies can help assess your requirements and configure digital signature workflows for your business.

Contact GritXi Technologies to discuss your Odoo implementation requirements.

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