I have created an NDA template in the Odoo Sign app with fields like the partner’s company name, address, and other details. I want these fields to be automatically filled from the res.partner record when selecting the partner. The document should then be sent to the partner, requiring only their signature without any manual data entry. How can I configure this in Odoo?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Kế toán
- Tồn kho
- PoS
- Project
- MRP
