Integration of Odoo with Vchasno EDO
Set up document workflow automation through Vchasno and Odoo CRM to generate contracts, invoices, certificates, and delivery notes in Odoo and instantly transfer them to the electronic document management system. This eliminates the need for manual data entry, reduces errors, and provides full control over document statuses at every stage of the workflow.
What You Get When You Set Up Document Exchange Between Odoo CRM and Vchasno
Integrating CRM with Vchasno’s electronic document management system allows you to automate the processes of approving, signing, and storing documents, reducing the time spent on manual file processing. The cloud service is accessible via a web portal and provides legally valid electronic document management between companies. Once configured, the company gains the following capabilities:
- Automatic sending of outgoing documents from Odoo to Vchasno for signing;
- receiving incoming documentation from counterparties, followed by the automatic creation of draft accounting documents;
- the exchange of legally binding documents in electronic format;
- signing of the KEP documentation;
- forwarding documents for approval among the responsible employees;
- displaying the signing statuses of documents directly in the CRM;
- storing signed copies and references to them in transaction records;
- Quick access to the archive with a search function and the ability to check the status of documents;
- API integration with other enterprise systems;
- reducing manual tasks related to the exchange of paper documents and scanned copies.
Automation helps create a seamless workflow for documents—from creation and sending to signing, receipt, and storage.
What features will be available after integrating the CRM with Vchasno EDO?
Once the CRM is connected to Vchasno EDO, the company gains centralized management of financial transactions, documents, and business processes without data duplication or manual data entry.
| Function | Post-Integration Capabilities |
| Sending Documents for Signature | Invoices, work completion reports, and expense invoices are generated in the CRM and automatically sent to Vchasno for signing by counterparties using an electronic digital signature |
| Receipt of Incoming Documents | Documents from suppliers are received through Vchasno and are automatically created in the Odoo CRM without employees having to enter any additional data |
| Document Status Tracking | The system displays the current status of each document: sent, viewed, signed, or rejected. This makes it possible to monitor the approval process |
| The Relationship Between Documents and Transactions | All documents are linked to the corresponding orders, sales, and purchases, which simplifies the search for information and the monitoring of transaction fulfillment |
| Working with Templates | Standard document templates speed up the preparation of invoices, reports, and delivery notes, which helps maintain consistent standards for document management |
Automating document workflow through Vchasno and CRM enables a seamless exchange of data between accounting, Odoo, and the electronic document management system. This speeds up interactions with customers and suppliers.
How Document Workflow Automation Works Through Vchasno and CRM
Automate document transfer to reduce the time spent on manual data processing. Setting up document exchange between your CRM and Vchasno allows you to centralize the processing of reports and applications. The automation covers the following steps:
- Integration is carried out via the Vchasno service's REST API, which ensures a stable exchange of data between systems.
- Authorization is performed using access keys that the user receives in their Vchasno account.
- Document submission is supported in PDF and XML formats, in accordance with the service's requirements.
- Integration with Odoo CRM’s sales, purchasing, and accounting modules is being implemented to synchronize business processes.
- Rules for automatically sending documents based on specific events in the Odoo system can be configured.
Integrating CRM with Vchasno EDO allows you to focus on growing your business rather than on performing routine tasks.
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Benefits of Integrating CRM with the Vchasno Electronic Document Management System
Configuring document exchange helps reduce the number of errors. Data is automatically transferred between systems, which helps prevent inaccuracies in details and amounts. Synchronizing the CRM and Vchasno document management systems also offers the following benefits:
Automated Document Exchange
Reduced time spent exchanging documents with counterparties thanks to automated document sending and receiving;
Paperless Document Management
Eliminating paper-based document flow and physical delivery, which helps reduce operating costs;
Transparent tracking of document statuses
Transparent status tracking for all documents in a single interface, allowing you to quickly monitor each stage of the approval and signing process;
Connect your CRM to Vchasno EDO today to make your document workflow fast, transparent, and manageable!
