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Create an agreement when the sale order is confirmed

Project description

Beta License: AGPL-3 OCA/contract Translate me on Weblate Try me on Runbot

Odoo Sales App does not support the management of legal content for agreements and contracts. It’s also not integrated with the Agreement App.

This module is for companies that needs their customer to sign an agreement with all the legal information based on the selected agreement template.

Table of contents

Configuration

To configure this module:

  • Go to Agreement > Configuration > Templates
  • Create a new template with sections and clauses and their respective content
  • Go to Agreement > Configuration > Stages
  • Create and reorder stages to match your process

Usage

To use this module:

  • Go to Sales
  • Create or select a quotation
  • Set the agreement template and add some products
  • Confirm the quotation. An agreement is created and linked to the sales order:
    • the agreement template is copied into an agreement with a copy of the sections, clauses, recitals and appendices
    • all the sales order lines are added as agreement lines
    • the service products (with is_serviceprofile = True) on the SO are added as service profile on the agreement
    • the customer information is set from the sales order
    • the eventual analytic account linked to the sales order is set on the agreement
    • the agreement is linked to the sales order and vice versa

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Open Source Integrators

Contributors

Other credits

The development of this module has been financially supported by:

  • Pavlov Media
  • Open Source Integrators

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainers:

osi-scampbell max3903

This module is part of the OCA/contract project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

Project details


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