Documents Module Integration with CRM & Sales | Documents Link with CRM & Sales | Attach Files to CRM Leads & Sales Orders
by BROWSEINFO https://www.browseinfo.com/demo-request?app=bi_document_integration&version=18&edition=Community$ 39.70
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Documents (documents) • Inventory (stock) • Invoicing (account) • Project (project) • Purchase (purchase) • Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Accounting (accountant) |
| Lines of code | 152 |
| Technical Name |
bi_document_integration |
| License | OPL-1 |
| Website | https://www.browseinfo.com/demo-request?app=bi_document_integration&version=18&edition=Community |
| Versions | 15.0 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Documents (documents) • Inventory (stock) • Invoicing (account) • Project (project) • Purchase (purchase) • Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Accounting (accountant) |
| Lines of code | 152 |
| Technical Name |
bi_document_integration |
| License | OPL-1 |
| Website | https://www.browseinfo.com/demo-request?app=bi_document_integration&version=18&edition=Community |
| Versions | 15.0 16.0 17.0 18.0 |
India | 
Malaysia 
Documents Module Integration with CRM & Sales Odoo Apps
Manage CRM & Sales Documents
Attach & Track Documents in CRM & Sales
Odoo Documents Sync for CRM & Sales
Documents Module Integration with CRM & Sales extends the Odoo Documents Module by enabling direct attachment and retrieval of files within CRM Leads and Sales Orders. It ensures seamless document linking through relational mapping, allowing users to store and access sales-related files—such as quotations, contracts, and invoices—without switching modules. Integrated access control and permission management maintain data security, while real-time synchronization optimizes document handling across CRM and Sales workflows.
Centralized Document Storage
Automatically store documents attached in CRM , Sales, Purchase, Inventory and Contacts modules in the central Documents Module for easy access.
Automatic Document Sync
Sync documents in real-time from CRM , Sales, Purchase, Inventory and Contacts to the Documents Module, ensuring they are always up to date.
Linking Documents to Records
Documents are automatically linked to their respective CRM, Sales, Purchase, or Blanket Order records, maintaining context and making it easy to view related files.
Improved Collaboration
Sales, purchase, and CRM teams can easily collaborate by sharing documents within the system, ensuring everyone has the latest files and information.
Documents Module Integration with CRM & Sales Configuration
Under Document > Configuration > Settings menu user can see document integration with crm, sales, purchase, inventory and contacts Settings. The need to enable document integration for Sales, CRM, Purchase, Inventory, and Contacts.
Created Workspace For Document Integration
Whichever checkbox is enabled, a workspace will be created in the Documents module.
Attached Document In Sale Order
User can see attached document in sales order app.
Real-Time Document Linked To Sales Workspace
Users can view the attached documents linked in the Sales workspace.
Attached Document In Purchase Order
User can see attached document in purchase order app.
Real-Time Document Linked To Purchase Workspace
Users can view the attached documents linked in the Purchase workspace.
Attached Document In Blanket Order
User can see attached document in Blanket Order.
Real-Time Document Linked To Purchase Workspace
Users can view the attached documents linked in the Purchase workspace.
Attached Document In CRM Leads/Pipeline
User can see attached document in CRM Leads/Pipeline.
Real-Time Document Linked To CRM Workspace
Users can view the attached documents linked in the CRM workspace.
Attached Document In Inventory Receipt/Deliveries and Scrap Orders
User can see attached document in Inventory Receipt/Deliveries and Scrap Orders.
Real-Time Document Linked To Inventory Workspace
Users can view the attached documents linked in the Inventory workspace.
Attached Document In Contacts
Attached documents in contacts module.
Real-Time Document Linked To Contacts Workspace
Users can view the attached documents linked in the Contacts workspace.
Version : 18.0.0.0
31 March 2025
Initial release of the app.
Can I Use this module with Odoo Online ?
Do I got free support when I buy an App ?
Do I have to buy module for each version ?
How can I install the module I bought ?
The module I bought doesn't work, What should I do ?
Get Support, For Free!
60 Days Free Support
In case any bugs or issue (Except data recovery)
At BrowseInfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part.
Have Any Question ?
+91-6351620270
Write Email
Sales : sales@browseinfo.in
Support : ticket@browseinfo.in
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