Features

• Sales workspace centralization — every attachment registered on a sale order is mirrored as a documents.document inside the workspace configured for the active company.
• Per-company toggle — the behavior is enabled through a dedicated switch in the Documents settings, so multi-company databases can centralize sales files only where it makes sense.
• Default Sales folder — a ready-to-use Sales folder is created on install and can be swapped for any custom workspace.
• Predefined tags — Quotation, Order, Invoiced and Closed tags are shipped with the module and can be assigned by default to every new sales document.
• Partner and owner tracking — generated documents inherit the customer from the sale order and the user who created it, keeping the Documents app filterable by partner and salesperson.
• Main attachment sync — when the main attachment of a sale order changes, the linked document is updated in place instead of being duplicated.
• Clean removal — deleting a sale order also removes the related documents so the workspace stays in sync with the live pipeline.

Configuration

All settings live on the Documents app and are company-dependent, so each company can enable centralization with its own workspace and tags.

1. Open Documents settings

1. Make sure you belong to the Documents Administrator group.
2. Go to Documents → Configuration → Settings.
3. Locate the Files Centralization section.

2. Enable the Sales centralization

1. Tick the Sale option to activate the feature for the current company.
2. In Workspace, pick the target folder where new sales documents will be stored. The module pre-selects the Sales folder it creates on install; any other workspace can be selected.
3. In Tags, add the default tags that should be attached to every new sales document. The module ships with Quotation, Order, Invoiced and Closed that can be combined with custom tags.
4. Save the settings.

3. Repeat per company (optional)

In multi-company databases, switch the active company from the user menu and repeat steps 1 and 2 for every company that should mirror its sales attachments into Documents.

4. Permissions

• The user who enables the feature must be Documents Administrator (documents.group_documents_manager).
• Salespersons keep their regular access rights; documents are created through the standard sale order flow without extra permissions.

To install this module, you need to:

• update the module list
• search for "Documents Sale" in your addons
• install the module

How it works

Once centralization is enabled for the company, no extra action is required on the sales team side — the Documents app is fed automatically.

Sending a quotation or order

1. Open a quotation or sales order in Sales → Orders.
2. Click Send by Email or Print: Odoo generates the PDF and stores it as the order's main attachment.
3. The module immediately creates a documents.document in the configured Sales workspace, linked to:
   • the partner of the sale order,
   • the owner (the user who triggered the action),
   • the default tags set up in the Documents settings.

Updating attachments

• Replacing the main attachment of the order (for example after a revision) updates the existing document in place — no duplicates are generated in the workspace.
• Additional attachments dropped on the order through the chatter are centralized as well, following the same workspace and tag rules.

Working from the Documents app

Navigate to Documents → Sales (or the workspace you selected) to review the centralized files. The standard Documents tools apply: filter by tag, partner or owner, share folders with collaborators, or run workflows on Quotation / Order / Invoiced / Closed documents.

Removing orders

Deleting a sale order also removes the related documents, so the workspace mirrors the live pipeline at all times.

Versions

19.0.1.0.1 (2026-05-25)

• Changelog tracking starts at this release.