Odoo Documents

Save time recording bills, scanning contracts, approving documents, and become a paperless company.

Start now - It's free
Odoo Documents

DMS Reinvented

Move to a paperless approach.

With Odoo Documents, you can easily share, send, categorize, and archive scanned documents. You can also generate business documents like vendor bills, tasks and products sheets for manufacturing


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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 moment.

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Email gateway

Using the email gateway, bills are created automatically, from a scanned document or from your vendors email directly.

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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.

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Seamless work with Sign

Don’t waste time printing and scanning documents that someone has to sign, assign them to the right person, get them signed and send them back directly.

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Process documents in batch

Work in batch by requesting approvals, changing folders, tagging and assigning multiple files at once instead of one by one.

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Integrated with Odoo Apps

Documents is integrated 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.

See how much time you could save

Pick the number of operations you or your employees do each month

How many documents (contracts/NDA) 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?
On a montly scale
Normal exectution time: hours
Using Odoo Documents: hours
You save
12
hours
/ month

time saved
for the example tasks only,
Documents can do more
How we calculate?
Before Odoo Documents
Ask client information for the contract (address, names, …) 2 min
Write contract with client info based on template 4 min
Send the contract to be signed by client 2 min
Received signed contract & print 5 min
Find CEO/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
Archive 1 min
Tot: 33 min
After Odoo Documents
Send template to client & manager 1 min
Client fills his own data and sign 0 sec
Manager sign electronically in one click 1 min
Everyone gets a copy, document is indexed and stored 0 sec
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- -
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Tot: 2 min
Before Odoo Documents
While recording a payment, 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 send a photo of the receipt by email 60 sec
Once bill 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
After Odoo Documents
Send a “missing document” request on Receipt 2018/0021 20 sec
Follow ups are automated 0 sec
Employee upload 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
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Tot: 100 sec
Before Odoo Documents
Interrupt your current task as you need a logo 60 sec
Send an email to designer 65 sec
Designer sends logo to you 70 sec
1 day later: read the reply, download the logo, continue your document 60 sec
Tot: 225 sec
After Odoo Documents
Locate the file in Odoo Documents 30 sec
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Tot: 30 sec
Before Odoo Documents
Record 50 Bills Manually 37 min
Ask validation for 10 bills (scan these bills, send by email, wait for reply) 22 min
Store and index bills 3 min
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Tot: 62 min
After Odoo Documents
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
Ask Validation for 10 bills (in one click, with automated follow ups) 3 min
Tot: 12 min
Before Odoo Documents
Ask data to applicant (SSN, first day of work, etc.) 6 min
Prepare employment contract, save as PDF, send to applicant 15 min
Receive signed version by applicant, answer email, print it 5 min
Go to manager office, interrupt him (2x), request a signature 15 min
Record contract. Scan document signed by both, send to applicant, upload in DMS 3 min
Send fully signed contract to payroll company 1 min
First day: meeting to read company policies, print, scan signed docs 35 min
Tot: 78 min
After Odoo Documents
Click Send Offer based on template 20 sec
Applicant review, fill his data and sign offer 0 sec
Manager sign the document 45 sec
Click “Send company policies” 10 sec
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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, all of them are organized and stored in the same place, safe and secure.

Fully integrated with all Odoo Apps

PLM

PLM

Manage engineering changes and versions easily.

eSignature

eSignature

Automate the signing process of your contracts.

Accounting

Accounting

Turn quotes into professional-looking invoices in one click.

Projects

Projects

Manage project forecasts, teams, and files. Easily delegate tasks and monitor each step of the project.

and many more...
4Million users
grow their business with Odoo

Unleash your growth potential

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