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Portefolier

Information about the Portefolier instance of Odoo, the Open Source ERP.

Installed Applications

Survey Portal | Survey Answers Portal | Website Portal for Survey
Survey Portal View Survey Answers from Portal Print Survey Answers PDF Your to customer portal user to view survey answers from the website to my account portal Odoo Print Survey Answers PDF enables you to save or print survey responses in PDF for analysis and record keeping. Further, you can save the responses in the system or any remote storage Export Survey Answer In XLS Export Survey Answer In XLS Report Export Survey In XLS Export Completed Survey Answers Export Group Surveys Export Survey In Excel Export Survey In XLSX Export Survey XLSX Survey Export Survey Excel Odoo
Project Advance Team Management
The module allows you to create and manage teams in odoo. The user can assign team members and leader to the projects.
Sales
From quotations to invoices
Invoicing
Invoices & Payments
CRM
Track leads and close opportunities
Website
Enterprise website builder
Inventory
Manage your stock and logistics activities
Accounting
Manage financial and analytic accounting
Purchase
Purchase orders, tenders and agreements
Project
Organize and plan your projects
eCommerce
Sell your products online
Email Marketing
Design, send and track emails
Timesheets
Track employee time on tasks
Studio
Create and customize your Odoo apps
Documents
Collect, organize and share documents.
Employees
Centralize employee information
AI
A powerful suite of AI tools and agents integrated directly into your Odoo environment.
Task Delegation and Subtasks Odoo
Apps use for Project task Subtasks management and Task Delegation project subtask project sub task tracking project sub-tasks task allocation Task SubTask Checklist Task checklist Add Subtasks on Project Task Add Subtasks on task Custom task customize task
Knowledge
Centralize, manage, share and grow your knowledge library
Activity Base
Activity Management Odoo, Activity Scheduler Odoo, Manage Project Activity, Manage Employee Activity Module, Manage Supervisor Activity, Filter Completed Activity,filter planned Activity Odoo
All In One PMS | Project Management System | All-in-One PMS system
Update Project Stage,Overdue Task Email,Project Checklist,Project Priority,Task Priority,Auto Project Task Stage,Task To Multiple User,Print Project Report,Task Auto Assign,Task Checklist,Task Custom Field,Update Task,Task Subtask,Task Timer odoo,Project Team Management
Base Document Management
Account Document Management Invoice Document Management Bill Document Management Credit Note Document Management Debit Note Document Management Invoices Documents Management Bills Documents Management Credit Notes Documents Management Debit Notes Documents Management Customer Document Management Customers Documents Management Sales Document Management Sales Order Document Management Sale Order Document Management Quotation Document Management Sales Documents Management Sales Orders Documents Management Sale Orders Documents Management Quotation Documents Management Purchase Document Management Purchase Order Document Management Request For Quotation Document Management RFQ Document Management Purchase Documents Management Purchase Orders Documents Management Requests For Quotations Documents Management RFQ Documents Management Employee Document Management Employees Document Management Contact Document Management Contacts Documents Management Project Document Management Projects Documents Management Project Task Document Management Projects Tasks Documents Management Odoo Manage Document In Odoo Manage Document Odoo
Popup Message
create Success message create warnings message create alert message box wizard success popup message alert popup email popup module odoo custom popup message custom pop up message
Sub Project Management
Manage Sub Project Subproject Management Task Sub Task Project Under Project Under Sub Project Planning Project Task Planning Sub Project Planning Project Sub-Project Management Parent-child projects Project SubProject Parent child project Odoo Project Sub Projects Management Manage Sub Projects Project Sub Projects Hierarchy Projects Hierarchy Parent Projects Child Projects Divide Project into Multiple Sub Projects Divide Project into Sub Projects
Selection Field
Taxsurety Dashboard Access
Taxsurety Dashboard Access Fields
TaxSurety Famqool Home
Famqool Home Page
Sign
Send and request electronic signatures.
Helpdesk
Track, prioritize, and solve customer tickets
Subscriptions
Generate recurring invoices and manage renewals
eLearning
Manage and publish an eLearning platform
Planning
Manage your employees' schedule
Events
Publish events, sell tickets
Discuss
Chat, mail gateway and private channels
Contacts
Centralize your address book
Calendar
Schedule employees' meetings
Social Marketing
Manage your social media and website visitors
Marketing Automation
Build automated mailing campaigns
Live Chat
Chat with your website visitors
Appointments
Allow people to book meetings in your agenda
Surveys
Send your surveys or share them live.
SMS Marketing
Design, send and track SMS
Barcode
Use barcode scanners to process logistics operations
Notes
Organize your work with memos
To-Do
Organize your work with memos and to-do lists
Skills Management
Manage skills, knowledge and resume of your employees

Installed Localizations / Account Charts

United States - Localizations
1099 Reporting
Easily export 1099 data for e-filing with a 3rd party.
United States - Accounting
US Checks Layout
Print US Checks
NACHA Payments
Export payments as NACHA files
US - Accounting Reports