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Platform & Productivity

Odoo 20 Sign Release Notes

All 15 Sign changes from the official Odoo 20 release notes, explained in plain words with a screenshot from a live Odoo 20 database, plus where to find each one and what it means for your upgrade.

Planning the move? See our Odoo upgrade services, the Odoo 20 upgrade guide or get a number from the migration cost calculator.

New feature 4Enhancement 11In Community 0Enterprise only 15
Type

Change 1 of 15

Automated signature requests

New featureEnterprise only

Sign requests can now be sent via automated actions. Assign fixed signers and dynamic signers based on their role (customer, salesperson, etc.).

Official Odoo 20 release note

In plain words

Automation rules and server actions have a new action type that sends a signature request from a Sign template. Each signer role can be a fixed contact or a contact taken from a field of the record, such as the order's customer or salesperson.

Settings > Technical > Server Actions > actionThe action uses a Sign template; the Customer role is taken from the order's customer field and the Salesperson role is a fixed contact.

Where to find it

  1. Settings > Technical > Server Actions (or an automation rule) > New.
  2. Type: request a signature, pick a template, set each signer.

For users

Contracts can go out for signature automatically, for example when an order is confirmed.

For developers

New ir.actions.server state 'sign' with sign_template_id and sign_role_ids; roles carry signer_type (fixed / linked field), sign_action_partner_id and linked_field_id.

Upgrading from Odoo 19

No migration impact.

Change 2 of 15

Custom fields in templates

New featureEnterprise only

Create custom Sign fields while setting up Sign templates.

Official Odoo 20 release note

In plain words

In the template editor, "Add Field" at the bottom of the field list creates a new field type on the spot (text, checkbox, selection, date and so on), with its defaults.

Sign > Templates > open templateThe Add Field dialog opened from the editor sidebar to create a custom field type.

Where to find it

  1. Sign > Templates > open a template.
  2. In the left panel click Add Field.

For users

No need to leave the editor to create a field.

For developers

sign.item.type gets a custom flag and access groups for custom types.

Upgrading from Odoo 19

No migration impact.

Change 3 of 15

Improved progress tracking

EnhancementEnterprise only

Signature requests with more than three signers now show the full signer list and each signer’s status in a dropdown, making it easier to follow the signing progress.

Official Odoo 20 release note

In plain words

The signer status on a sent request is now a Signers dropdown that lists every signer with their status (and a resend button), useful when there are many signers.

Sign > Documents > request > SignersFive signers, each with their status and a resend icon.

Where to find it

  1. Sign > Documents > open a request with several signers.
  2. Click Signers.

For users

See at a glance who still has to sign.

For developers

New OWL component signer_status_badge; control panel template changed.

Upgrading from Odoo 19

No migration impact.

Change 4 of 15

Tag management

EnhancementEnterprise only

Tags can now be viewed and edited on templates, in the list and Kanban views of sent signature requests, and on the "Details" of a signature request, making documents easier to organize and find.

Official Odoo 20 release note

In plain words

Tags are shown and editable in the header of templates and of sent requests, as well as in the request list and kanban views and in the request Details.

Sign > Documents > requestTags (HR, NDA) can be edited directly in the header of a sent request.

Where to find it

  1. Sign > Documents > open a request.
  2. Edit the Tags field in the header.

For users

Easier to sort and find documents.

For developers

SignTemplateHeaderTags is now model-agnostic and used on sign.request.

Upgrading from Odoo 19

No migration impact.

Change 5 of 15

Itsme

EnhancementEnterprise only

Partly confirmed in the Odoo 20 source code. Parts of this note could not be traced.

Itsme is now available in over 30 countries for secure digital authentication with Odoo Sign.

Official Odoo 20 release note

In plain words

The itsme identification setting now points to itsme's coverage page ("Available in supported countries") instead of being limited to Belgium and the Netherlands. The exact number of countries is not in the source code.

Sign > Configuration > SettingsThe itsme setting with its link to the supported countries.

Where to find it

  1. Sign > Configuration > Settings > Identify with itsme.

For users

More signers can identify with itsme.

For developers

Settings text and documentation link only; sign_itsme's manifest description still says Belgium and Netherlands.

Upgrading from Odoo 19

None.

  • "Over 30 countries" comes from the release note; the source only links to itsme's coverage page.

Change 6 of 15

Mobile and touchscreen support

EnhancementEnterprise only

The Sign app is now fully responsive across screen sizes, with touchscreen support for creating and editing signature documents.

Official Odoo 20 release note

In plain words

The template editor has a dedicated phone layout: documents, signers and fields are shown in panels that fit a small screen, so templates can be created and edited on a phone.

Sign (phone) > Templates > templateThe template editor in its phone layout, with its own Fields, Signers and Documents tab bar at the bottom.

Where to find it

  1. Open Sign on a phone.
  2. Templates > open a template.

For users

Prepare documents from a phone.

For developers

New mobile components under sign_template/mobile.

Upgrading from Odoo 19

No migration impact.

Change 7 of 15

Non-latin alphabets

EnhancementEnterprise only

Additional alphabets are supported, including Cyrillic, Devanagari, and Arabic, covering over 40 new countries.

Official Odoo 20 release note

In plain words

Values typed by signers in scripts such as Cyrillic, Devanagari, Arabic, Bengali or Gurmukhi are now written correctly into the signed PDF. Odoo embeds Noto fonts and picks a font that can draw each character.

Where to find it

  1. Send a document with a text field.
  2. Fill it with non-latin text and sign.
  3. Download the signed PDF.

For users

Signers can fill in their name in their own alphabet.

For developers

sign.document registers NotoSans fonts (and extra fonts from the sign.document.fonts parameter) and chooses one per character (_get_font_for_char).

Upgrading from Odoo 19

Extra fonts can be added with the ir.config_parameter sign.document.fonts.

  • Text-only: the change is in the generation of the final signed PDF, which has no screen of its own in Odoo.

Change 8 of 15

Qualified electronic signatures

New featureEnterprise only

Sign documents with eIDAS Qualified Electronic Signatures (QES) through itsme®, directly from the Sign app.

Official Odoo 20 release note

In plain words

A signer role can use the new authentication "Qualified Signature via itsme®", which signs the document with an eIDAS qualified electronic signature through itsme.

Sign > Templates > template > signer role > EditThe Salesperson role's Signer Settings, with Authentication set to Qualified Signature via itsme®.

Where to find it

  1. Open a Sign template > a signer role's menu > Edit > set Authentication to "Qualified Signature via itsme®".

For users

Legally strongest signatures from within Odoo.

For developers

New auth_method value itsme_qes; roles set requires_external_signature.

Upgrading from Odoo 19

Needs IAP credits.

  • Actually signing still needs itsme IAP credits (shown as "0 credits remaining" here); only the setting itself is shown.

Change 9 of 15

Record updates

New featureEnterprise only

Odoo Sign fields can now be used to update the corresponding field in an Odoo record with the information entered during the signing process.

Official Odoo 20 release note

In plain words

A Sign field linked to a record field can now also write back: with "Update Field" ticked, the value the signer types is saved on the linked record (for example the contact's phone) when the document is signed.

Sign > Configuration > Fields > fieldThe field is linked to the contact's phone and "Update Field" writes the signer's value back.

Where to find it

  1. Activate developer mode.
  2. Sign > Configuration > Fields > open a text field.
  3. Set Linked to, Field and tick Update Field.

For users

Signed forms keep Odoo data up to date.

For developers

New field sign.item.type.auto_write (Update Field) with constraints on the linked model and field path.

Upgrading from Odoo 19

Values are written with the sender's rights; review which fields you allow.

Change 10 of 15

Reorder signers

EnhancementEnterprise only

Reorder signers directly in the Sign document editor.

Official Odoo 20 release note

In plain words

Signers can be moved up or down in the editor's signer list, which sets the signing order.

Sign > Templates > open template > signer menuMove Up and Move Down in a signer's menu.

Where to find it

  1. Sign > Templates > open a template.
  2. Open a signer's menu (three dots).

For users

Change the order without recreating roles.

For developers

Sidebar role menu gains Move Up / Move Down.

Upgrading from Odoo 19

No migration impact.

Change 11 of 15

Send signature requests from activities

EnhancementEnterprise only

Signature Requests can now be initiated directly from activities and activity plans and are fully integrated into the Sign flow. The request appears in the chatter with relevant actions, and a log note is posted once the document is signed.

Official Odoo 20 release note

In plain words

The "Signature Request" activity type now starts the Sign flow: when you schedule it, you pick a Sign template (or upload a PDF), the request is logged in the chatter, and a note is posted when it is signed. It also works in activity plans.

Contacts > contact > ActivityWith the Signature Request type, the dialog asks for a Sign template or a PDF upload.

Where to find it

  1. Open a contact.
  2. Chatter > Activity > type Signature Request.
  3. Choose a template or upload a PDF.

For users

Ask for a signature from any record's chatter.

For developers

New activity category sign_request, default_sign_template_id on activity types, sign fields on mail.activity.schedule and plan templates.

Upgrading from Odoo 19

Existing signature activities keep working; the old popup fields are hidden for this category.

Change 12 of 15

Sign mode options menu

EnhancementEnterprise only

Signers can use the options menu to print, delegate, or refuse a document while viewing it.

Official Odoo 20 release note

In plain words

While viewing a document to sign, the signer has an Options menu with Decline to sign, Download (the way to get a copy to print) and, when the role allows it, Delegate to send the document to someone else.

Signing page for a pending request > OptionsThe signer's Options menu, showing Decline to sign, Delegate and Download.

Where to find it

  1. Open the link from a "document to sign" email, or a pending request's own signing page.
  2. Click Options next to your name, top right.

For users

A signer who is not the right person, or who cannot sign right now, is not stuck: they can decline, hand the document to someone else when allowed, or download a copy.

For developers

The signable document's control panel gained the Options dropdown, backed by a new DelegateSignDialog and SignRefusalDialog.

Upgrading from Odoo 19

No migration impact.

  • The menu itself has no separate "print" entry; Download is what lets the signer get a copy to print, and Delegate only appears for a role with the "change authorized" option enabled.

Change 13 of 15

Sign templates

EnhancementEnterprise only

Part 1

Sign templates can now include predefined CC recipients, and template ownership can be reassigned directly from the template configuration.

Official Odoo 20 release note

In plain words

Sign templates can include predefined CC recipients, and template ownership can be reassigned directly from the template configuration.

Sign > Templates > template > ConfigurationOwner and CC fields on the template configuration.

Part 2

Select any sent signature document and save it as a template or send it to another contact.

Official Odoo 20 release note

In plain words

Select any sent signature document and save it as a template or send it to another contact.

Sign > Documents > request > gearA sent request offers Send to and Save as template.

Part 3

Export answers from a Sign template in bulk directly from the template. The export generates an Odoo spreadsheet with all signer data.

Official Odoo 20 release note

In plain words

Export answers from a Sign template in bulk directly from the template. The export generates an Odoo spreadsheet with all signer data.

Sign > Templates > template > gearExport Answers creates a spreadsheet with all signer answers.

Part 4

Sign templates now allow updating the underlying document without recreating the template. Existing signature fields are automatically preserved in their original positions.

Official Odoo 20 release note

In plain words

Sign templates now allow updating the underlying document without recreating the template. Existing signature fields are automatically preserved in their original positions.

Sign > Templates > open template > document menuReplace document swaps the PDF and keeps the placed fields.

Where to find it

  1. Sign > Templates > template > gear > Configuration.
  2. Sign > Documents > request > gear.
  3. Template > gear > Export Answers.
  4. Template editor > document menu > Replace document.

For users

Templates are easier to share, reuse and keep up to date.

For developers

Template fields user_id (owner) and cc_partner_ids; request actions Send to / Save as template; export to spreadsheet in documents_spreadsheet_sign; replace-document action keeps sign items.

Upgrading from Odoo 19

No migration impact.

Change 14 of 15

Signed PDFs: bookmarks and settings

EnhancementEnterprise only

Bookmarks and relevant PDF settings, such as metadata, are preserved from the original uploaded document in the final signed PDF (available from 18.0).

Official Odoo 20 release note

In plain words

When Odoo builds the final signed PDF, it now keeps the bookmarks (outline) and PDF metadata of the uploaded document.

Where to find it

  1. Upload a PDF that has bookmarks, send it and sign.
  2. Open the signed PDF in a PDF reader.

For users

Long signed contracts stay easy to navigate.

For developers

sign.document copies the outline and metadata when merging.

Upgrading from Odoo 19

None.

  • Text-only: bookmarks and metadata live inside the downloaded signed PDF and are only visible in a PDF reader.

Change 15 of 15

Touchscreen support

EnhancementEnterprise only

Use your finger or a stylus to drag new Sign items, reposition existing ones, and interact with the Sign document editor on a touchscreen.

Official Odoo 20 release note

In plain words

The template editor works with touch: on a tablet or touchscreen you can drag new fields from the list onto the document and move existing ones with a finger or stylus.

Sign (tablet) > Templates > templateThe template editor on a touch tablet; the boxed field list is where fields are dragged from.

Where to find it

  1. Open Sign on a tablet.
  2. Templates > open a template.
  3. Drag a field onto the page with a finger.

For users

Prepare templates on a tablet.

For developers

Editor drag and drop uses pointer events that also fire on touch.

Upgrading from Odoo 19

No migration impact.

  • A drag gesture cannot be shown in a still image; the shot shows the editor in a touch browser.

See all 585 Odoo 20 changes across 52 apps

Odoo 20 Sign: common questions

What is new in Odoo 20 Sign?

The official Odoo 20 release notes list 15 Sign changes (4 new features, 11 enhancements). They include Automated signature requests, Custom fields in templates, Improved progress tracking, Tag management and more.

Are the Odoo 20 Sign changes available in Community edition?

No. The Sign changes are all Enterprise only in Odoo 20.

Do Odoo 20 Sign changes affect my customizations when upgrading from Odoo 19?

4 of the 15 changes have something to check when upgrading from Odoo 19, for example Non-latin alphabets, Qualified electronic signatures, Record updates. Each change on this page has an "Upgrading from Odoo 19" note. Test custom modules on a copy of your database before moving production.

How do I upgrade Sign to Odoo 20?

Restore a copy of your database, run the Odoo 20 upgrade on the copy, fix any custom modules that extend Sign, then test your main Sign flows with real users before switching production. iVentureTeam runs Odoo upgrades end to end, including custom module migration and user testing.

Going further with Odoo 20 Sign

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More Odoo 20 release notes

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