Spreadsheets are considered as one of the most extensively utilized instruments in any industry, and now you can enjoy the benefit of its several enhancements within Odoo.
Yes, you read that properly! Making projections, additional data analysis, calculating commissions with real-time data are now with single click.
Determine your financial condition and identify your profit possibility.
Formulate a powerful business plan and improve team execution.
Make well aware and capable decisions.
Introduce your sales profits, budgets, subscription analysis, purchase, and make documented, present, and prognostic views of your numbers.
As fresh data is built within your apps, the spreadsheet constantly updates itself excluding export or concern regarding any incorporation!
With the tentative formatting choice, you can smoothly discover critical problems and recognize patterns and trends. Simply!
Include filters depending on Date, Text or Relations, and always have current and personalized data, as diverse data can be rapidly shown on the modification of criteria. Powerful, correct?!
Visual representations assist us to determine data simpler and faster. They make large capacities of data, and sometimes complex ones, appropriately delineated and with authority and transparency. And, Everything is possible with Odoo Spreadsheet, with live and incorporated data!
Your employees
Decision-making procedure
your company
Preview of most file formats Online such as: PDF, images, videos.
Consider ping people, establish next activities, documents, to follow actions to do on a document.
Load daily files, or built documents as links (e.g. Google Doc files)
Allocate documents to customers/vendors, users, or Odoo documents (task, product, invoices)
Hierarchical folders permits to determine workspace having their own category of tags and actions
Establish various tags to framework documents per folder
Documents connected to resources (invoices, tasks) are incorporated in the document management system
Determine your own filters, and save the most utilized ones into preferred filters you can send with other users
Split many-pages PDFs into diverse documents; very helpful when you scan documents in consignments.
Preview, launch or tag actions on a group of documents formerly, to work in consignment.
Capability to record or eliminate documents. As a safeguard, you have to register a document before erasing it.
Access rights are simply personalized per folder.
Share folders to provide an access to exterior users (with or excluding logins) and permits them to load fresh documents
Share a record of documents with clients / vendors to cooperate simply. On shared documents, establish a validity date .
Permit people to build documents by sharing an email. Determine rules to establish tags and folders in accordance with the email automatically.
Determine automated actions for each folders, contacts and/or activities: build documents, bills process, signature, set up files, and so forth.
Capability to lock a file to alert other users that a particular document is being changed.
Capability to build "misplaced documents" and arrange them such as documents, to recall people to load these documents.
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Yes, you can establish tags to structure documents.
Yes, you can personalise rights per folder