Add Designation field on Sales Order/Quotation eSign Option Odoo App helps users to add designation on customer portal view. Users can display customer signature details along with designation in customer portal, sales quotation and sales quotation report.
Features
1) Add Designation on Customer Portal View
User can enter name of the person along with its designation on validate order in customer portal view.
2) Display Designation on Sales Quotation Report
User can see customer signature details along with designation on sales quotation report.
Why Signature Information Is Important in Sales Documents
Sales quotations and sales orders often serve as important business documents that represent agreements between customers and organizations. While customer signatures help validate approvals and confirmations, many businesses also require additional information regarding the person who signed the document.
In many industries, knowing the designation or job title of the individual approving a quotation is important for documentation, authorization tracking, and compliance purposes. Simply having a signature may not always provide enough information to identify whether the signer had the appropriate authority to approve the transaction.
The Add Designation Field on Sales Order/Quotation eSign Option module helps organizations capture both the customer's name and designation during the electronic signature process. This additional information improves transparency and provides better documentation for sales transactions.
By storing designation information alongside customer signatures, businesses can maintain more complete records and improve the quality of sales documentation.
Key Benefits of Adding Designation on Sales Quotations
The module provides several advantages for organizations that rely on digital quotation approvals.
Improved Customer Identification
Businesses can identify not only who signed the quotation but also the role or position of the signer.
Better Documentation
Designation information provides additional context for approvals and customer authorizations.
Enhanced Professionalism
Sales quotations appear more complete and professional when signature details include job titles or designations.
Improved Record Keeping
Organizations maintain more detailed records for future reference and audit purposes.
Increased Transparency
Sales teams can easily determine whether approvals were provided by authorized decision-makers.
Better Customer Communication
Knowing the designation of the signer helps sales representatives communicate with the appropriate contacts within customer organizations.
Benefits of Designation-Based Approval Tracking
Many organizations need visibility into who approves quotations and what authority they hold within their company.
Improved Approval Validation
Businesses can verify that quotations were approved by appropriate decision-makers.
Better Customer Record Management
Sales teams gain additional information about customer contacts and organizational structures.
Enhanced Audit Readiness
Designation information provides supporting context during internal reviews and document verification processes.
Stronger Sales Governance
Organizations can maintain better records of customer approvals and authorization chains.
Improved Communication
Knowing a customer's role helps sales teams engage with the correct stakeholders during future discussions.
These benefits contribute to a more transparent and organized sales process.
How the Module Works in Odoo
The Add Designation Field on Sales Order/Quotation eSign Option module extends Odoo's standard customer signature functionality.
When customers validate quotations through the customer portal, they can:
- Enter their name
- Add their designation
- Sign electronically
- Confirm quotation approval
The system stores this information and displays it in relevant sales documents.
Designation details can then be viewed on:
- Customer portal quotations
- Sales quotations
- Sales orders
- Quotation reports
- Printed documents
This process helps organizations maintain consistent and detailed approval records.
Why Designation Information Matters in B2B Sales
Business-to-business sales often involve multiple stakeholders, decision-makers, and approval authorities.
When quotations are approved, organizations may need to verify whether the approval was provided by:
- Directors
- Managers
- Procurement officers
- Department heads
- Business owners
- Authorized representatives
Capturing designation information helps businesses better understand customer approval structures and maintain proper documentation.
This can be particularly valuable when managing large projects, contractual agreements, or long-term customer relationships.
Customer Portal Experience Enhancement
Customer portals are designed to simplify communication and document approval processes.
The module enhances the customer experience by allowing customers to provide additional professional information during quotation approval.
Benefits include:
Better Information Collection
Businesses receive more complete customer approval information.
Improved User Experience
Customers can provide designation details during the same approval process.
Professional Documentation
Approved quotations contain richer and more meaningful information.
Simplified Approval Tracking
Organizations can quickly identify who approved specific quotations.
These improvements contribute to a more efficient and professional sales process.
Business Scenarios Where Designation Tracking Is Useful
Many organizations benefit from collecting designation information during quotation approval.
Corporate Sales
Track approvals from managers, directors, and procurement teams.
Government Contracts
Maintain records of authorized officials approving quotations.
Manufacturing Projects
Identify decision-makers responsible for approving large production orders.
Service Agreements
Track approvals from customer representatives and department managers.
Enterprise Sales
Maintain documentation for complex sales involving multiple stakeholders.
Industries That Benefit from Designation-Based Approvals
The module can be used across a wide range of industries.
Manufacturing
Maintain approval records for production orders and procurement agreements.
Information Technology
Track quotation approvals from client-side project managers and executives.
Consulting Services
Maintain detailed customer approval records for service contracts.
Construction
Identify authorized representatives approving project quotations.
Wholesale and Distribution
Track approval authority within customer organizations.
Sales Quotation
You can see sales quotation sent by email in sale order.
Portal View of Sale Quotation
You can see portal view of sale quotation and click on 'Sign & Pay' button.
Added Designation Field on Validate Order
You can enter name of the person along with its designation on validate order and click on 'Accept & Sign' button.
Customer Portal View
You can see designation is added on portal view of customer.
Added Designation on Sales Quotation
In sale quotation, under 'Customer Signature' tab you can see designation is added.
Added Designation on Sales Quotation Report
You can see designation is added on sales quotation report.
Conclusion
The Add Designation Field on Sales Order/Quotation eSign Option module enhances Odoo's quotation approval process by allowing businesses to capture customer designation information alongside electronic signatures. This additional information improves transparency, strengthens documentation, and helps organizations maintain more complete approval records.
Whether managing corporate sales, service agreements, manufacturing projects, or enterprise quotations, businesses can benefit from knowing not only who approved a quotation but also their role within the organization. By integrating designation details into customer portal approvals and quotation reports, the module helps create a more professional, informative, and efficient sales workflow within Odoo.
