Move to a paperless approach.
With Odoo Documents, you can easily share, send, categorize, and archive scanned documents. You can also generate business documents such as vendor bills, tasks, and product sheets for manufacturing.
Streamline your workflow
Take advantage of a fully integrated approval, control, and validation process, with activities, chatter, and action rules to make sure everything gets done by the right person at the right time.
Using the email gateway, bills are created automatically from a scanned document or directly from your vendor's email.
Collaborate with your team and clients
Assign documents to your colleagues, customers, or vendors. Share files and public folders with your clients, and let them import documents directly.
Seamless work with Sign
Don’t waste time printing and scanning documents that someone has to sign. Instead, assign them to the right person, get them e-signed, and have them sent directly back.
Process documents in batch
Work in batch by requesting approvals, changing folders, tagging and assigning multiple files at once instead of one by one.
Integrated with Odoo Apps
Documents integrate with other Odoo Apps. Track versions of plans and worksheets with PLM, create your vendor bills in one click with the help of our AI in Accounting or create tasks from specific documents.
Use the interactive calculator below to estimate the number of manual document-related tasks you or your employees do each month.
How many documents (contracts/NDA's) are signed?
How many times people have to search for a document?
How many times people have to request a document?
How many bills are recorded?
How many people are hired?
|Without Odoo Documents:||45.2 hours|
|With Odoo Documents:||4.3 hours|
* for the examples listed only,
Documents can also do MORE for you!
How does this calculator work?
|Ask clients for contract information (address, names, …)||2 min|
|Draft contracts with client info based on templates||4 min|
|Send contracts to be signed by clients||2 min|
|Received signed contracts & print them||5 min|
|Find the CEO or a Manager to sign||5 min|
|CEO/Manager interruption||10 min|
|Scan signed contract by both parties||5 min|
|Send contract to both parties||1 min|
||Tot: 33 min|
|Send template to the Client & the Manager||1 min|
|The client enters their own data and signs||0 sec|
|Manager signs electronically in one click||1 min|
|Everyone gets a copy, document is indexed and stored||0 sec|
||Tot: 2 min|
|While recording a payment, the accountant is missing a receipt||30 sec|
|Send an email to ask for the receipt, set a todo for the follow-up||60 sec|
|2 weeks later, send a reminder to get the receipt||30 sec|
|Employee sends a photo of the receipt by email||60 sec|
|Once the bill is received, reopen accounting software to record the expense||120 sec|
|Store the receipt in DMS or print it||0 sec|
|Find the payment to reconcile it with the missing receipt||90 sec|
||Tot: 390 sec|
|Send a “missing document” request on Receipt 2018/0021||20 sec|
|Follow-ups are automated||0 sec|
|Employee uploads a photo of the bill||60 sec|
|Receipt is processed automatically (AI) and stored at the right place||0 sec|
|Accountant can validate and reconcile receipts in batches||20 sec|
||Tot: 100 sec|
|Interrupt your current task to get a logo you need
|Send an email to your designer||65 sec|
|Designer sends the logo to you||70 sec|
|1 day later: read the reply, download the logo, continue your task||60 sec|
||Tot: 225 sec|
|Locate the file in Odoo Documents||30 sec|
||Tot: 30 sec|
|Record 50 Bills Manually||37 min|
|Request verification/validation for 10 bills (scan, send by email, wait for a reply)||22 min|
|Store and index bills||3 min|
||Tot: 62 min|
|Scan 30 paper bills||2 min|
|Email gateway process 20 bills for you||0 sec|
|AI process all bills for you||0 sec|
|Validation of 50 bills that are pre-recorded||7 min|
|Request verification for 10 bills (in one click, with automated follow-ups)||3 min|
||Tot: 12 min|
|Ask the applicant for information (SSN, first day of work, etc.)||6 min|
|Prepare employment contract, save as PDF, send to the applicant||15 min|
|Receive signed version from the applicant, answer the email, print it||5 min|
|Go to the Manager's office, interrupt him (2x), request a signature||15 min|
|Record the contract. Scan document signed by both, send to applicant, upload in DMS||3 min|
|Send fully signed contract to the payroll company||1 min|
|First day: meeting to read company policies, print, scan signed docs||35 min|
||Tot: 78 min|
|Click "Send Offer" based on a template||20 sec|
|Applicant reviews, enters information and signs the offer||0 sec|
|Manager signs the document||45 sec|
|Click “Send company policies”||10 sec|
||Tot: 75 sec|
Do more in less time
With Documents, everything is where you need it, instantly available. Keep track of all your files and never lose one; they are all organized and stored in the same place, safe and secure.
Fully integrated with all Odoo Apps
Manage engineering changes and versions easily.
Automate the signing process of your contracts.
Turn quotes into professional-looking invoices in one click.
Manage project forecasts, teams, and files. Easily delegate tasks and monitor each step of the project.
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