Dokumenty Odoo

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

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Dokumenty Odoo

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 such as vendor bills, tasks, and product 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 time.

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E-mailová brána

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

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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. Instead, assign them to the right person, get them e-signed, and have them sent directly back.

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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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Integrované s aplikáciami Odoo 

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.

See how much time you could save

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?
(na mesačnej báze)
Without Odoo Documents: 45.2 hodín
With Odoo Documents: 4.3 hodín
Vy ušetríte
40.9
hodín
/ mesačne
90.4%
time saved
* iba pre uvedené príklady,
modul Documents pre Vás ponúka ďaleko VIAC funkcií!
Ako funguje kalkulácia?
Bez 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
Archív 1 min

Tot: 33 min
S Odoo Documents
Send template to the Client & the Manager 1 min
The client enters their own data and signs 0 sek
Manager signs electronically in one click 1 min
Everyone gets a copy, document is indexed and stored 0 sek
- -
- -
- -
- -
- -

Tot: 2 min
Before Odoo Documents
While recording a payment, the accountant is missing a receipt 30 sek
Send an email to ask for the receipt, set a todo for the follow-up 60 sek
O 2 týždne neskôr, pošlite pripomienku, aby ste dostali doklad. 30 sek
Employee sends a photo of the receipt by email 60 sek
Once the bill is received, reopen accounting software to record the expense 120 sek
Store the receipt in DMS or print it 0 sek
Find the payment to reconcile it with the missing receipt 90 sek

Tot: 390 sec
After Odoo Documents
Send a “missing document” request on Receipt 2018/0021 20 sek
Follow-ups are automated 0 sek
Employee uploads a photo of the bill 60 sek
Receipt is processed automatically (AI) and stored at the right place 0 sek
Účtovník môže potvrdiť a zladiť príjmy v dávkach 20 sek
- -
- -

Tot: 100 sec
Before Odoo Documents
Interrupt your current task to get a logo you need
60 sek
Send an email to your designer 65 sek
Designer sends the logo to you 70 sek
O 1 deň neskôr\: prečítajte si odpoveď, stiahnite si logo, pokračujte vo Vašej úlohe 60 sek

Tot: 225 sec
After Odoo Documents
Locate the file in Odoo Documents 30 sek
- -
- -
- -

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 sek
AI spracúva všetky účty za vás 0 sek
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 sek
Applicant reviews, enters information and signs the offer 0 sek
Manager signs the document 45 sek
Click “Send company policies” 10 sek
- -
- -
- -

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.

Plne prepojené s ostatnými Odoo aplikáciami

PLM

PLM

Riaďte strojárske zmeny a verzie jednoducho.

Elektronický podpis

Elektronický podpis

Automatizujte proces podpisovania vašich zmlúv.

Účtovníctvo

Účtovníctvo

Zmeňte cenové ponuky na profesionálne vyzerajúce faktúry jedným kliknutím.

Projekty

Projekty

Riaďte odhady na projekt, tímy a súbory. Jednoducho delegujte úlohy a monitorujte každý krok projektu.

a many more...
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