Resources
Free Odoo templates and checklists
Three working documents for the three hardest moments of an Odoo project: choosing a partner, briefing partners, and going live. They are built from the guidance we publish on choosing an Odoo partner and our implementation process, and they work with any partner, not only us.
- Free Excel · 11 KB Odoo Partner Evaluation Scorecard Score up to four Odoo partners on 10 weighted criteria, log red flags, and keep your interview notes side by side. For: Teams comparing three or four Odoo partners before choosing one. Get it free
- Free Word · 38 KB Odoo Requirements Template One brief to send every Odoo partner, so their proposals answer the same questions and can be compared line by line. For: Teams about to ask Odoo partners for proposals. Get it free
- Free PDF · 5 KB Odoo Go-Live & Data Migration Checklist About 30 checks across data migration, integrations, testing, cutover, hypercare and the first month-end close. For: Teams within three months of switching Odoo on. Get it free
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