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 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.

...

Email gateway

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

...

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 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

Use the interactive calculator below and 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?
(on a monthly basis)
Without Odoo Documents: 45.2 hours
With Odoo Documents: 4.3 hours
You save
40.9
hours
/ month
90.4%
time saved
* for the examples listed only,
Documents can also do MORE for you!
How does this calculator work?
Without Odoo Documents
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
Archive 1 min

Tot: 33 min
With Odoo Documents
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
Before Odoo Documents
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
After Odoo Documents
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
Before Odoo Documents
Interrupt your current task to get a logo you need
60 sec
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
After Odoo Documents
Locate the file in Odoo Documents 30 sec
- -
- -
- -

Tot: 30 sec
Before Odoo Documents
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
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
Request verification for 10 bills (in one click, with automated follow-ups) 3 min

Tot: 12 min
Before Odoo Documents
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
After Odoo Documents
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, 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

START NOW

No credit card required - Instant access