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
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.
Using the email gateway, bills are created automatically, from a scanned document or from your vendors 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, assign them to the right person, get them signed and send them back directly.
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.
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?
|Normal exectution time:||hours|
|Using Odoo Documents:||hours|
for the example tasks only,
Documents can do more
How we calculate?
|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|
|Tot: 33 min|
|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|
|Tot: 2 min|
|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|
|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|
|Tot: 100 sec|
|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|
|Locate the file in Odoo Documents||30 sec|
|Tot: 30 sec|
|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|
|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|
|Ask Validation for 10 bills (in one click, with automated follow ups)||3 min|
|Tot: 12 min|
|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|
|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|
|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
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.
grow their business with Odoo