Both features already existed but it was not possible to enable both. This makes that possible. When both are enabled the quotation first has to be signed, then it can be paid. Purpose ======= No way to combine digital signature and online payments to confirm orders. A customer signature matters for big deals, in order to keep an official print of customer agreement. Specs ===== - when the customer signs online, a new pdf is generated with the customer signature on it and posted as a note in the chatter, replacing the current signature jpg. - show the signature in the portal view, with both sale_management and website_quote module - change in settings: Digital Signature and Electronic Payment are now 2 checkboxes instead of a radio button - these settings must be company-specific (add company icon if multi-companies, like other company-specific settings) - when both modes are activated, it first request the signature, then the payment - the order is confirmed after payment opw-1818837 Closes #24174
Send Quotes Online
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Use templates to create polished, professional quotes in minutes. Send these quotes by email and let your customer sign online. Use cross-selling and discounts to push boost your sales.
Electronic Signature
No more fax or scans in emails
Let your customers sign proposals online. Use up-selling techniques to propose them some options.
Spend the extra time focusing on selling, not recording data.
Communicate Efficiently
Have clear pricing strategies.