Carbone Document Generator

Carbone Document Generator is the ultimate solution for automating the creation of professional documents from your Odoo data and a Template file. Whether you need to generate invoices, contracts, reports, or any other type of document, Carbone makes it easy and efficient, without any coding. To get started: simply select your Odoo data, design a template in your preferred text editor (LibreOffice, Word, Excel, PowerPoint, or Google Docs), add Carbone tags (placeholders), and you’re ready to automate your documents!

• Sales: Generate quotes, contracts, and purchase orders.
• Logistics: Create delivery notes, packing slips, and shipping labels.
• Human Resources: Automate the creation of employment contracts, payslips, and onboarding documents.
• Finance: Produce invoices, financial statements, and expense reports.
• Marketing: Render personalized proposals, campaign reports, and promotional materials.
• Custom Models: Build documents from any custom Odoo model to fit your specific business needs.

After installing the module, you’ll need to add your Carbone API key (found in your Carbone account). No subscription yet? No problem—use the free test API key to try it out first!

• Step 1: Open Carbone Studio (the web interface for managing templates).

• Step 2: On the home page, click "Start from scratch" to begin designing your template.

• Step 3: Create your template using a text editor, and upload on Carbone Studio. The editor has three key sections to help you design your template:
• 📄 Template Panel (on the top right panel): Where you upload and version your Template (e.g., invoices, contracts).
• 📊 Data Model Editor (left panel): Here, you define the JSON data that fills your template (e.g., {d.firstName}).
• 🔍 Document Preview (right panel): See a real-time PDF preview of your final document as you edit.



Step 4: Once your design is ready, save your changes, and get a Template ID.
• 1. Click "New document" to upload your template.
• 2. Disable "Auto-reload" (to finalize changes).
• 3. Click "Save": this generates a unique Template Version ID (you’ll need this for Odoo).

Setting Up Document Generation in Odoo

• In Odoo, go to Document Generation (main menu).
• Click "New" to create a document workflow.


Copy Your Template Version ID from Carbone into Odoo

• 1. Paste your Template Version ID from Carbone Studio (1).
• 2. Select the Odoo data model (e.g., Invoices, Contacts).
• 3. Customize translation and language settings (if needed).
• 4. Click "Add to Print Menu" (2), now you’re ready to generate documents!

Real-time Configuration of your Document

With Carbone’s Odoo integration, you can:
• Download your template and tweak it anytime using in your favorite text editor.
• See changes instantly with a live preview of the final document.

Document Generation



Track and Version Your Documents




Choose Your Own Data Models for Reports





Add and Manage Translations with Ease



Translation for Multi-Language Reports


Manage Access Rights Through Group-Based Permissions

• Premium Support
  Get priority assistance through our official support ticketing system, backed by the Carbone engineering team.
  We’re committed to providing the best premium support experience—you’ll be heard, championed, and empowered to succeed.
• Future-proof
  Every template you create is guaranteed to work with all future versions of the Carbone Engine.
  You’ll never have to update or recreate your templates due to software changes.
  New features are always optional and backward-compatible, so you can adopt them on your terms.
  With Carbone, you can focus on your business, not maintenance.
• Built for Speed and Scalability
  Carbone delivers high-performance document generation, optimized at every level for speed, and efficiency.
  Whether you’re generating a few documents or thousands, Carbone scales to meet your demands without compromising quality or performance. Its powerful rendering engine is designed to handle high-throughput processing, ensuring rapid processing and reliability, even with complex templates or high-volume batches.
  
• Empowering you with Your Own Tools
  Not only can you create templates using your preferred text editor (LibreOffice, Word, Google Doc, and more),
  but you can also sign your generated documents using leading e-signature providers like:
  Docusign, Yousign, Documenso, DocuSeal, SignWell and more.
• Security & Privacy
  At Carbone, we carefully design products with the highest level of security to protect your privacy and give you control over your information.
  Generated documents are processed in real time and returned directly to your Odoo application, and never stored on Carbone Servers.
  Odoo data samples are not saved or logged on our servers. We prioritize your privacy and do not store any sensitive information.
  Template files are stored securely on our servers, but they do not contain sensitive information unless explicitly added by you.
• Flexible Deployment: Cloud, Self-Hosted, or Private Cloud
  By default, the Carbone integration for Odoo uses the Carbone Cloud API, hosted and managed by us for seamless performance.
  For organizations with strict privacy or security requirements, you can easily deploy Carbone On-Premise on your own infrastructure (GCP, Azure, AWS, or others). The transition from Cloud to On-Premise is instantaneous: simply update the API endpoint, and you’re up and running in minutes.
• Open Source
  The Carbone plugin for Odoo is open-source under the LGPL-3 license.
  The Carbone Document Engine is open-core and available on GitHub, licensed under the Carbone Community License.
• Trusted by Thousands of Happy Users
  Carbone is highly rated on major review platforms:
  | G2: 4.8/5 (Top-rated document automation solution)
  | Capterra: 4.8/5 (Loved for ease of use and reliability)
  | Trustpilot: 4.7/5 (Praise for the best customer support in the industry)

1. Installation

Install the module from the Odoo Store or directly from your Odoo interface:

• Applications → Search for "Carbone Document Generator"
• Click on "Install"

2. Configuration

Set up your Carbone.io API key:

• Settings → Carbone.io Integration → API Keys
• Enter your API key (Get yours at your Carbone Account)

3. Usage

To automate documents in Odoo:

• Upload your templates to your Carbone account
• Create a new "report" in the dedicated menu
• Link them to Odoo models (invoices, quotes, etc.)
• Generate your documents in one click!

Documentation & Ressource

• Templates Examples
• Getting started
• Philosophy