OCA contracts and documents modules for Odoo

Confirmed modules per version

OCA repositories in this area

• contract 48
• knowledge 20
• agreement 14
• dms 13
• sign 6

Other areas

• Accounting and finance
• Sales
• CRM and marketing
• Purchases
• Inventory and logistics
• Manufacturing and maintenance
• Products and catalogue
• Human resources
• Projects and timesheets
• Field service and customer support
• Point of sale
• Website and e-commerce
• Country localisations
• Integrations, EDI and connectors
• Industries and verticals
• Technical tools and administration

Modules in this area

• Crm Sign OcaOdoo 18
  crm_sign_oca

  Link the Sign app with CRM so signature requests can be created from opportunities and tracked directly on the CRM record.

• Document Management SystemOdoo 12, 13, 14, 15, 16, 17, 18, 19
  dms

  Lets users create and organise documents in storages, directories, files, categories and tags inside Odoo, with per-directory access groups, portal sharing and tokenised links for anonymous users.

• Dms ActionOdoo 14
  dms_action

  Lets you define custom actions (server actions) that appear as buttons on DMS files, so users can run them directly from a file's form or kanban view.

• Dms Attachment LinkOdoo 13, 15, 16, 17
  dms_attachment_link

  Lets users attach an existing DMS file to any Odoo record directly from the chatter, without uploading a copy. The attachment stays linked to the DMS file and shows its content.

• Auto classify documents into DMSOdoo 15, 16, 18
  dms_auto_classification

  Upload a .zip file and automatically sort its contents into the right DMS folders using configurable templates. You can preview which files will go where before creating them.

• DMS FieldOdoo 12, 13, 14, 15, 16, 18
  dms_field

  Lets you attach a document folder tree to any Odoo record (for example a customer or an employee) and view it directly inside the record form. Templates define which folders and files are created automatically for each new record.

• Auto classify files into embedded DMSOdoo 15, 16, 18
  dms_field_auto_classification

  Extend automatic file classification so that files inside a ZIP are routed into the DMS folders of a specific Odoo record (for example a customer or vendor), based on the file name and the record's field values.

• Dms File SequenceOdoo 17
  dms_file_sequence

  Automatically assigns a unique sequence code to every document in the Documents app and shows it in the file name, list, kanban and search views. Administrators can change how the code and name are combined in Settings.

• Dms StorageOdoo 14, 16, 17
  dms_storage

  Lets you keep DMS documents in an external storage backend instead of inside Odoo. On a DMS storage you choose the 'Storage' save type and pick the external storage to use.

• DMS User RoleOdoo 15, 16, 18
  dms_user_role

  Lets you attach user roles to DMS access groups so that everyone in a role automatically gets the group's document permissions.

• Documents KnowledgeOdoo 16, 17, 18, 19
  document_knowledge

  Adds a Knowledge app area in Odoo where users can browse and manage documents (attachments) centrally, with a setting to give all users access to that central document menu.

• Document PageOdoo 12, 13, 14, 15, 16, 17, 18, 19
  document_page

  Create and organise internal documentation pages and categories inside Odoo, with a full revision history, change comparison and the option to publish a page as its own menu entry.

• Document Page Access GroupOdoo 14, 15, 16, 17, 18, 19
  document_page_access_group

  Lets you restrict each document page to specific user groups or specific users, so only the right people can see it. Pages with no restriction stay visible to everyone.

• Document Page Access Group User RoleOdoo 16, 18, 19
  document_page_access_group_user_role

  Lets you grant access to a Document Page by selecting user roles instead of individual users. All users belonging to the selected roles are automatically added to the page's allowed users.

• Document Page ApprovalOdoo 12, 13, 14, 15, 16, 17, 18, 19
  document_page_approval

  Adds an approval workflow to knowledge pages: edits become Change Requests that must be approved before they replace the published content. Approvers get notified by email and can approve, cancel or reopen requests.

• Document Page GroupOdoo 12, 13, 14, 15, 16, 17, 18, 19
  document_page_group

  Lets you restrict who can see each document category (and its sub-pages) by choosing the allowed user groups directly on the category form.

• Link to a partner in document pagesOdoo 16, 17, 18, 19
  document_page_partner

  Lets you attach a partner (customer, supplier or contact) to each knowledge/document page, so you can organize and find your knowledgebase by partner.

• Document Page PortalOdoo 12, 13, 14
  document_page_portal

  Lets you publish knowledge documents to the customer portal. A "Public Page" checkbox on each document controls whether portal users can read it, and a new "Knowledge Documents" section appears in the portal.

• Document Page ProductOdoo 17, 18
  document_page_product

  Link knowledge/document pages to products. On a product you get a Knowledge button showing how many pages are linked, and on a document page you can tag the products it relates to.

• Document Page ProjectOdoo 12, 13, 14, 15, 16, 17, 18, 19
  document_page_project

  Link wiki document pages to projects. Each project shows a Wiki Pages counter and button that opens the list of its linked pages.

• Document Page Project TaskOdoo 18
  document_page_project_task

  Link wiki/document pages to project tasks. A page can be shared by several tasks, and each task shows a button with the number of linked wiki pages.

• Document Page ReferenceOdoo 12, 13, 14, 15, 16, 17, 18
  document_page_reference

  Adds a unique reference name to each document page and lets you link to other pages inside the text using {{reference}} placeholders, which are turned into clickable links.

• Document Page TagOdoo 12, 13, 14, 15, 16, 17, 18, 19
  document_page_tag

  Lets you add keywords (tags) to knowledge/document pages and then find or group pages by those keywords. A new Tags menu lets you manage the list of keywords, including their colours.

• Document Page Tag Print ControlOdoo 16, 17
  document_page_tag_print_control

  Lets you mark document tags as "not printable" so that any page carrying such a tag cannot be printed, with a warning shown instead. Managers of the Document Knowledge section can still print everything.

• URL attachmentOdoo 12, 13, 14, 15, 16, 17, 18, 19
  document_url

  Lets users attach a web link (URL) to any record's chatter, just like a file attachment. The link appears in the attachment list with a link icon and opens in a new tab.

• Google Drive URL AttachmentOdoo 16
  document_url_google_drive

  Lets users attach a Google Drive file link to any Odoo record directly from the chatter, using Google's file picker. Administrators enable it and enter the Google API credentials in Settings.

• Add dms field for employeesOdoo 15, 16, 18
  hr_dms_field

  Adds a Documents tab to employee forms so HR can store and manage files (DMS) directly on each employee record, and lets employees see their own documents from the Employee Directory.

• KnowledgeOdoo 12, 13, 14, 15
  knowledge

  Adds a Knowledge app to Odoo with a Documents menu where users can browse, filter and group all attachments, plus settings to enable document indexing, wiki pages, approvals and external DMS connections.

• Maintenance Sign OcaOdoo 14, 15, 16, 17
  maintenance_sign_oca

  Link signature requests to maintenance equipment and automatically create them when the equipment owner changes, using a template configured per company.

• Partner Contract AnniversaryOdoo 18
  partner_contract_anniversary

  Adds a Contracts tab on the contact form showing the first contract date and this year's contract anniversary date, kept up to date automatically and refreshed yearly by a scheduled job.

• Recurring - Product ContractOdoo 12, 13, 14, 15, 16, 17, 18, 19
  product_contract

  Lets you mark service products as recurring contracts with their own invoicing rhythm, renewal and termination rules, and automatically creates contract records when a sale order is confirmed.

• Product Contract Line DeferOdoo 18
  product_contract_line_defer

  Lets you mark a product so that contract lines created from it are deferred by default, meaning they are not invoiced until they are activated. The deferred flag is carried from the product to the sale order line, the contract configurator and the contract…

• Product Contract Recurrence In PriceOdoo 18
  product_contract_recurrence_in_price

  Adds an option on products and sale order lines to include all planned recurring invoices in the line total, so a monthly contract line shows the full contract value instead of just one period.

• Product Contract SectionOdoo 18
  product_contract_section

  When you generate a contract from a sale order, this module keeps the section headings and notes from the order and copies them into the contract, so the contract keeps the same layout as the order.

• Product Contract Variable QuantityOdoo 12, 18
  product_contract_variable_quantity

  Lets you set a quantity type (fixed or variable) and a quantity formula on contract products, and automatically carries those settings into sale order lines, contract lines and the contract configurator.

• Project Task Sign OcaOdoo 14, 15, 16, 17, 18
  project_task_sign_oca

  Automatically sends signature requests to the customer of a project task using a template configured per company. Users can see and open the signature requests linked to a task from the task form.

• Add dms field for saleOdoo 16
  sale_dms_field

  Adds a Documents tab to sales orders so users can attach and manage files directly from the order form using the OCA Document Management System.

• Sale Order Sign OcaOdoo 14
  sale_order_sign_oca

  Automatically creates and sends signature requests to customers from sales orders, using a template and a chosen order status. Salespeople can see how many sign requests an order has and open them from the order form.

• Sign OcaOdoo 14, 15, 16, 17, 18, 19
  sign_oca

  Lets you prepare PDF documents inside Odoo, place signature, text and check fields on them, and send them to partners for electronic signature through a secure portal link.

• Subscription managementOdoo 14, 15, 16, 17, 18, 19
  subscription_oca

  Create and manage recurring subscriptions that automatically generate invoices or sales orders on a schedule. Subscriptions can be paused, resumed, and closed, and products can be marked as subscribable so confirming a sale order creates a subscription.

• Web Editor Media Dialog DMSOdoo 16, 18
  web_editor_media_dialog_dms

  Lets you insert DMS files as links directly from the website/email editor's media dialog, with an option to make the link work for public visitors.