Document digitization and electronic signing
Digital document management means more than just moving away from paper — it increases productivity, ensures security, and streamlines workflows. The Odoo Document and Signing module offers a comprehensive solution for the digital management of all documents, making daily operations smoother and more efficient.
Scan, save, archive — instantly and digitally
Quickly scan and store documents directly into Odoo. This feature is essential for businesses that need to keep physical paperwork to a minimum. No more lost invoices or misplaced contracts. Everything is digitally archived and easy to find. This is particularly handy when working with the Sales or Rent modules, where keeping track of contracts and agreements is crucial.
Smart tags — find any document instantly
Smart tags provide quick document categorization and searching — no file is ever lost again. Integration with the Manufacturing module ensures that quality reports, equipment manuals, and other production documents are always organized and accessible.
Automated workflows: process optimization with Odoo
Set up automated workflows — documents are routed to the appropriate people automatically and at the right time. Purchase orders, expense reports, and other documents reach the relevant departments for approval without manual intervention. Perfect for Sales and Accounting modules, where approvals are a daily routine.
Access control and document security
Set access permissions and control who can view, edit, or share documents. Sensitive information remains accessible only to authorized personnel — personnel documents for HR only, sales documents for the sales team only. Ideal for all modules that handle sensitive information.
Never lose document history — version control with Odoo
Track document versions and always work with the latest information. Especially useful in the Manufacturing module, where specifications and production plans change regularly — version control ensures consistency and accuracy in all processes.
OCR technology: convert scans into searchable text
Use Optical Character Recognition (OCR) technology to convert scanned documents into searchable text. This allows for easy searching of specific terms within documents, saving time and increasing efficiency. Whether they are lease agreements, sales orders, or production drawings — OCR makes information retrieval fast and simple.
Smart contracts — automated, fast, secure
Odoo smart contracts are created automatically as soon as the specified conditions are met — less manual work, fewer errors. Integration with the Sales module activates payments upon delivery, and the Rental module automates monthly payments. Also use it for digitizing employment contracts, company agreements, and other documents.
Electronic signatures: secure signing anywhere, anytime
Printing, signing, scanning — forget about these processes. Odoo's integrated e-signatures allow you to sign documents digitally from anywhere — perfect for remote work.