Odoo Experience 2020 https://youtu.be/nnWtr7RUtZk

2. Save a tree and
digitize your business:
Odoo Documents

3. The
undigitized
office

4. Cost
Impact
Products Productivity
Environment
Storage

5. Sales, Invoices
HR &
Onboarding
Compliance
Client Intake
Forms
Procurement
Paper Intensive Departments & Operations
Finance

6. *Source ADP & MultiBriefs 2014
69M
tons of paper
each year in the
U.S.
$80
per employee
on paper
annually
50-70%
of Office space
dedicated to
storage
65%
is what Citigroup
could save each
year if each
employee
conserved 1 sheet of
paper per week
recycling rate in
the U.S.
$700,000

7. Reasons to digitize your office
● Easy storage
● Time savings
● Business development, productivity
● Better customer service
● Simplicity, accessibility
● Security

8. Odoo’s
Paperless
Ecosystem

9. Sales, Invoices
Procurement
HR &
Onboarding
Compliance
Client Intake
Forms
Odoo Apps for your Departments & Operations
Finance
PoSSales Forms Recruitment
Purchase eSign Approvals Accounting

10. Documents

11. ● Streamline your workflow: Full Odoo integration
provides streamlined actions to be completed by the
right person at the right time.
● Collaborate with your team and clients: Assign
documents to colleagues, customers or vendors.
● Seamless work with eSign: Request a signature on any
documents
● Process documents in batch: Work in batch by
requesting approvals, tagging & assigning many files.
● Integrated with Odoo Apps: Integrated to several other
apps for seamless productivity.

12. ● Streamline your workflow: Full Odoo integration
provides streamlined actions to be completed by the
right person at the right time.
● Collaborate with your team and clients: Assign
documents to colleagues, customers or vendors.
● Seamless work with eSign: Request a signature on any
documents
● Process documents in batch: Work in batch by
requesting approvals, tagging & assigning many files.
● Integrated with Odoo Apps: Integrated to several other
apps for seamless productivity.

13. ● Streamline your workflow: Full Odoo integration
provides streamlined actions to be completed by the
right person at the right time.
● Collaborate with your team and clients: Assign
documents to colleagues, customers or vendors.
● Seamless work with eSign: Request a signature on any
documents
● Process documents in batch: Work in batch by
requesting approvals, tagging & assigning many files.
● Integrated with Odoo Apps: Integrated to several other
apps for seamless productivity.

14. ● Streamline your workflow: Full Odoo integration
provides streamlined actions to be completed by the
right person at the right time.
● Collaborate with your team and clients: Assign
documents to colleagues, customers or vendors.
● Seamless work with eSign: Request a signature on any
documents
● Process documents in batch: Work in batch by
requesting approvals, tagging & assigning many files.
● Integrated with Odoo Apps: Integrated to several other
apps for seamless productivity.

15. ● Streamline your workflow: Full Odoo integration
provides streamlined actions to be completed by the
right person at the right time.
● Collaborate with your team and clients: Assign
documents to colleagues, customers or vendors.
● Seamless work with eSign: Request a signature on any
documents
● Process documents in batch: Work in batch by
requesting approvals, tagging & assigning many files.
● Integrated with Odoo Apps: Integrated to several other
apps for seamless productivity.

16. Integrated Applications
Sales
RecruitmenteSignAccounting Time OffProject
Employees
PayrollCRM
Documents
Inventory

17. What’s new
in Documents
for V14?

18. ● Create Spreadsheets: Create standard reports or create
new ones.
● PDF Documents: Easily organize, split and extract pages
from multiple PDF documents. Document Split tool:
Specific pages can be linked to an action.
● PDF Search: Contents of PDF files can now be searched.
● Versioning: Track versions & iterations of documents.
● OCR: Improvements, OCR for Employee Expenses.

19. ● Create Spreadsheets: Create standard reports or create
new ones.
● PDF Documents: Easily organize, split and extract pages
from multiple PDF documents. Document Split tool:
Specific pages can be linked to an action.
● PDF Search: Contents of PDF files can now be searched.
● Versioning: Track versions & iterations of documents.
● OCR: Improvements, OCR for Employee Expenses.

20. ● Create Spreadsheets: Create standard reports or create
new ones.
● PDF Documents: Easily organize, split and extract pages
from multiple PDF documents. Document Split tool:
Specific pages can be linked to an action.
● PDF Search: Contents of PDF files can now be searched.
● Versioning: Track versions & iterations of documents.
● OCR: Improvements, OCR for Employee Expenses.

21. ● Create Spreadsheets: Create standard reports or create
new ones.
● PDF Documents: Easily organize, split and extract pages
from multiple PDF documents. Document Split tool:
Specific pages can be linked to an action.
● PDF Search: Contents of PDF files can now be searched.
● Versioning: Track versions & iterations of documents.
● OCR: Improvements, OCR for Employee Expenses.

22. ● Create Spreadsheets: Create standard reports or create
new ones.
● PDF Documents: Easily organize, split and extract pages
from multiple PDF documents. Document Split tool:
Specific pages can be linked to an action.
● PDF Search: Contents of PDF files can now be searched.
● Versioning: Track versions & iterations of documents.
● OCR: Improvements, OCR for Employee Expenses.

25. Demo

26. Digitization made easy
● Easy to Adopt
● Easy to Use
● Integrated Apps

27. Thank You