Documents

Features

• Split PDFs: Split multi-page PDFs into several documents in one click.
• Artificial Intelligence (AI): Automatically capture data from PDFs or images for vendor bills.
• Missing Documents: Send requests and automate reminders for missing documents.
• Automate Workflows: Eliminate manual tasks with automated actions like creating tasks and vendor bills.
• Request Signature: Sign documents or request signatures in just a few clicks.
• Create Spreadsheets: Create spreadsheets directly from the app or work with those created in other applications.

Benefits

• Time-Saving Tool: Estimate the time saved with the interactive calculator.
• Document Hub: One single paperless platform for storing, viewing, editing, and managing documents.
• Automatic Dispatch: Automatically dispatch and digitalize documents.
• Communication: Communicate with colleagues, customers, and vendors all in one place.
• Custom Access Rights: Share files with expiration dates and assign custom access rights.
• Safe and Secure: Seamless integration with Odoo's 80+ apps and secure document management.

How It Works

• Sign Contracts: Quickly send templates to clients and managers for electronic signatures.
• Find Information: Easily locate and retrieve documents using tags and categorization.
• Vendor Bills: Automatically process and store vendor bills with AI.
• Hiring Process: Streamline the hiring process with automated tasks and document management.
• Record Payments: Automatically process and store receipts and bills.
• Manage Projects: Centralize project documents and share them securely.
• Accounting: Capture data from invoices and streamline administrative processes.
• Employees: Centralize administrative documents and manage employee information efficiently.

Calculator

Estimate the time saved with Odoo Documents: - Signing contracts: 40.9 hours/month - Searching for documents: 90.4% time saved - Requesting documents: 90.4% time saved - Recording payments: 90.4% time saved - Hiring process: 90.4% time saved - Managing projects: 90.4% time saved - Accounting: 90.4% time saved - Employees: 90.4% time saved

Case Studies

Muadzin Jihad, Co-founder of Forest Beverage Solutions, says: "Odoo made us more efficient by around 80% to 90% compared to before. Stress levels are also lower, and we have more time to think about other strategies and planning."