Guide / Copilot for Odoo / Read

View document PDFs

Ask the Copilot for the PDF of a quotation, a sales or purchase order, an invoice or a credit note, and you see it in the chat: a preview, a button to open it full size, another to download it and the link to open the record in your Odoo.

ReadAll Copilot plans

Requirements

Plan	Copilot for Odoo: Pro, Team or Business.
Permission in Conectores ERP	Ver PDF de documentos (View document PDFs): «Permitir» (Allow) or «Bloquear» (Block). By default, Permitir (whatever the «Lectura» (Read) group is set to). It's a read: there's no approval card.
Your Odoo user	Able to read the document: Sales (User) for quotations and sales orders, Purchase (User) for purchase orders, Invoicing or Accounting for invoices and credit notes. Odoo lets anyone who can read the document read its PDF.
In Odoo	Odoo must have the PDF stored: for a customer invoice, once it has been sent or printed from Odoo; for a quotation or an order, once it has been sent by email from Odoo; for a vendor bill, the attached original document.

How to use it

Can you show me the PDF of quotation S00027?
Show me invoice INV/2026/00040 as a PDF
Download the PDF of Acme's latest invoice

What you see in the chat

The PDF preview inside the answer.
Abrir en grande (Open full size) and Descargar (Download).
Ver en Odoo (View in Odoo): opens the record in your Odoo (it asks you to sign in, so it shares nothing).
The date Odoo stored the PDF and, if the quotation or the order changed afterwards, a warning: for the current version, print it in Odoo.

Limits

The Copilot doesn't generate PDFs: it shows the one Odoo stores. A draft invoice or a quotation that was never sent doesn't have one; the Copilot tells you so and gives you the link to print it in Odoo.
Up to 1 MB per PDF (almost all Odoo PDFs are much smaller) and up to 5 PDFs per answer.
The PDF is kept with the conversation for 30 days, like the files you attach, and then deleted. Only you see it: not other members of the space, and not Actividad (Activity).
Viewing the PDF doesn't share it with anyone. To give the customer a link, see Share a portal link.

Troubleshooting

When the Copilot can't show a PDF, it explains why in the chat, in its own words. Quoted text is exactly what the app shows, in Spanish, followed by what it means.

What you see	Why	What to do
The Copilot says there's no stored PDF	It's a draft, or the document hasn't been sent or printed from Odoo.	Open it in Odoo with the link and print it there; after that, the Copilot can show it.
The Copilot says your Odoo user can't read the document	Your Odoo user doesn't have access to that document.	Ask whoever manages your Odoo for access.
The Copilot says the PDF is too large	It's over 1 MB.	Open it in Odoo with the link.
«El archivo ya no está disponible.»Means: the file is no longer available.	The 30 days have passed.	Ask for it again.
The Copilot says an admin has turned it off	«Ver PDF de documentos» is set to «Bloquear» (Block).	Ask an admin to change it in Permissions.