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141 lines
4.7 KiB
ReStructuredText
141 lines
4.7 KiB
ReStructuredText
================
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Agreements Legal
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================
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..
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:c5822a6ecf962c9a643ec7f789896ea89082d9564d44e33582285cec3870d585
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcontract-lightgray.png?logo=github
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:target: https://github.com/OCA/contract/tree/14.0/agreement_legal
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:alt: OCA/contract
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/contract-14-0/contract-14-0-agreement_legal
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:target: https://runboat.odoo-community.org/builds?repo=OCA/contract&target_branch=14.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This module allows you to manage agreements, letter of intent and contract content.
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The module is meant to be used by the legal team of a company and to allow them
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to define sections, clauses and templates with their respective content that can
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be dynamic.
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Based on the template, an agreement can be created and the pdf document generated.
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The agreement would go through a workflow to finally become a contract with the
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customer signature.
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**Table of contents**
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.. contents::
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:local:
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Configuration
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=============
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To configure this module:
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* Go to Agreement > Configuration > Templates
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* Create a new template with sections and clauses and their respective content
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* Go to Agreement > Configuration > Stages
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* Create and reorder stages to match your process
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Usage
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=====
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To use this module:
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* Go to Agreement > Agreements
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* Create a new agreement
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* Select a template
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* Follow the process to get the required approval
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* Send the invitation to the customer to review and sign the agreement
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Known issues / Roadmap
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======================
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* Split the module to remove the dependencies on sale and account and provide
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the same feature in extra modules (agreement_sale, agreement_account,
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agreement_purchase)
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/contract/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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`feedback <https://github.com/OCA/contract/issues/new?body=module:%20agreement_legal%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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~~~~~~~
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* Pavlov Media
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* Open Source Integrators
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* Yves Goldberg (Ygol Internetwork)
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Contributors
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~~~~~~~~~~~~
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* Patrick Wilson <pwilson@pavlovmedia.com>
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* Bhavesh Odedra <bodedra@opensourceintegrators.com>
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* Wolfgang Hall <whall@opensourceintegrators.com>
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* Maxime Chambreuil <mchambreuil@opensourceintegrators.com>
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* Sandip Mangukiya <smangukiya@opensourceintegrators.com>
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* Yves Goldberg <yves@ygol.com>
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* Tharathip Chaweewongphan <tharathipc@ecosoft.co.th>
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Other credits
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~~~~~~~~~~~~~
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The development of this module has been financially supported by:
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* Pavlov Media
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* Open Source Integrators
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* Yves Goldberg
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Maintainers
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~~~~~~~~~~~
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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.. |maintainer-max3903| image:: https://github.com/max3903.png?size=40px
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:target: https://github.com/max3903
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:alt: max3903
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.. |maintainer-ygol| image:: https://github.com/ygol.png?size=40px
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:target: https://github.com/ygol
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:alt: ygol
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Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:
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|maintainer-max3903| |maintainer-ygol|
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This module is part of the `OCA/contract <https://github.com/OCA/contract/tree/14.0/agreement_legal>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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