Hi all,

• I'm an official Odoo partner with a pretty solid background in Odoo enterprise

• My client is running v14 on Odoo.sh

• They've already dropped Docusign and are using Odoo Sign for their sales contracts and it is working pretty well.

• They are also using Recruitment to manage applicants and work them through the hiring process. It seems like a pretty typical use-case to move the applicant to 'Contract Proposal' stage, then send them a Sign Contract, then once signed move the applicant to Contract Signed and then use Create Employee.

• However I'm not seeing any sort of integration with Sign in the Applicant workflow.

• Also, I see default roles in Sign like Employee and HR which implies that the authors of Sign expected that it could be used for this purpose.

• However even if I assign the role "Employee" to a field in the Sign Template, when sending an instance of a Sign Template the Employee field is only showing choices from the Contact model. (res.partner)

  • Applicants do not automatically create matching Contacts, so this ends up being a blocker.

  • E.g. I have an applicant Kelly Washington that I want to sign an employment contact, I can't send it to her until I make a matching Contact.

  • Also, if I want to merge fields from Kelly's applicant profile, like proposed salary and start date, then will I have to create a bunch of automation to get those properties into the Contact?

  • Or if I create a Contact to Applicant reference field, perhaps I can trace the relationship and access the applicant properties?

• You can see this starts to become a lot of work to use Sign for hiring. 

• Since these are all core apps, I'm hoping this won't require a third party app to make the connections. Any tips Odoo? I'm hoping Ray Carnes happens to read this!

• For example, all Roles in Sign seem to just be aliases for Contact (res.partner). Have you considered allowing the Sign.Role to specify the model it is linked to? The two other choices that come to mind are Applicant and Employee.

• This is already long enough, but I also don't see a connection between Contracts within Employees app and Sign. Is there one?

I can build a bunch of stuff myself, but thought I'd ask in case something exists. Otherwise please feed these as roadmap suggestions. I really appreciate the Sign app and would like to see it more completely integrated into the other apps!

Thanks,
Geoff