Advanced Odoo Documents and Reporting Tools
Odoo 18 introduces powerful new features for Odoo Documents and Odoo Reporting, designed to streamline document management, improve data analysis, and simplify digital signatures.
Discover the latest enhancements that make document handling and reporting more efficient and user-friendly.
Advanced File Management with Cloud Integration
Odoo 18 supports integration with Google Cloud and Azure Cloud for storage, transforming Odoo Documents into a robust solution for file management. This cloud storage feature allows you to save email attachments and other files directly in the cloud, optimizing file management and enhancing efficiency.
Key features:
Directly upload files to the cloud: Save your email attachments directly to Google or Azure cloud without any intermediate steps.
Directly download files from the cloud: Download your files directly from the cloud to your local device whenever you need them.
New Reports Layout
Configure and customize your Odoo Reporting with a new layout for document reports.
Improved Document Management
Odoo Documents in version 18 introduces two main improvements in document management:
Access documents from any portal and prevent data loss..
Draft Document Validation: a visible indicator indicating the quantity of papers in the draft stage to make it easier for users to determine how many documents require validation, allowing for prompt validation and expediting the approval process.
Power of Discuss in Spreadsheets
In Odoo 18 Spreadsheets, users can not only add comments to individual cells but also initiate conversations under those comments with a direct connection with the Discuss app.
Users will also be able to add dynamic pivots and data tables to maximize filtering and visualization capabilities.
Lists & Pivots Edition
The following features make Odoo Reporting more flexible, allowing for better data presentation and analysis.
Data Tables
Charts & Graphs for All Purposes
Odoo 18 brings more options for filtering data and also more ways in which to present it.
Signature Requests & Reminders
With Odoo Sign, users can now send signature requests from any document and receive automatic notifications when they are signed. The ability to set or disable signature reminders with a single click ensures that signatures are collected promptly.
More for Odoo Spreadsheets
Improved UX for Dashboard Creation: Design dashboards with a user-friendly interface.
New Functions: Utilize new spreadsheet functions like INDIRECT, INT, CELL, and ODOO.RESIDUAL for enhanced calculations.
Improved VLOOKUP: Refined functionality for better data retrieval.
Version History Restoration: Restore data from any previous version with ease.
Cross-Spreadsheet Copy-Paste: Seamlessly copy and paste data across spreadsheets.
Plain Text Format: Add plain text formatting for simpler data presentation.
Sheet Granularity in Find & Replace: Use advanced options for finding and replacing data within sheets.
More for Odoo Documents
Access Shared Documents from Portal: Easily access shared documents from the portal.
Document Recovery: Automatically send attachments from deleted records to the trash for easy recovery.
Document Linking: Reach attached documents directly from Accounting or other modules, as from tasks.
XML File Preview: Preview XML files embedded within PDFs.
Batch Upload Improvement: Streamline the batch upload process for multiple documents.
More for Odoo Sign
Radio Buttons: Add radio buttons for more dynamic forms.
Strikethrough Option: Easily strikethrough text when needed.
Touch-Compatible Sign Backend: Use a touch-compatible backend for signing on mobile devices.
Batch Signature Requests: Send a batch of documents for signatures, saving time and effort.
Odoo 18 elevates your business operations with advanced features in odoo documents, odoo reporting, and odoo sign.
Improve your document management, reporting processes, and digital signature workflows with these powerful new tools. Contact Us for more.
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