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  278. <div class="document" id="agreements">
  279. <h1 class="title">Agreements</h1>
  280. <!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
  281. !! This file is generated by oca-gen-addon-readme !!
  282. !! changes will be overwritten. !!
  283. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
  284. <p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/contract/tree/11.0/agreement"><img alt="OCA/contract" src="https://img.shields.io/badge/github-OCA%2Fcontract-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/contract-11-0/contract-11-0-agreement"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/110/11.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
  285. <p>This module allows you to manage agreements, letter of intent and contract content.
  286. The module is meant to be used by the legal team of a company and to allow them
  287. to define sections, clauses and templates with their respective content that can
  288. be dynamic.</p>
  289. <p>Based on the template, an agreement can be created and the pdf document generated.</p>
  290. <p>The agreement would go through a workflow to finally become a contract with the
  291. customer signature.</p>
  292. <p><strong>Table of contents</strong></p>
  293. <div class="contents local topic" id="contents">
  294. <ul class="simple">
  295. <li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li>
  296. <li><a class="reference internal" href="#usage" id="id2">Usage</a></li>
  297. <li><a class="reference internal" href="#known-issues-roadmap" id="id3">Known issues / Roadmap</a></li>
  298. <li><a class="reference internal" href="#bug-tracker" id="id4">Bug Tracker</a></li>
  299. <li><a class="reference internal" href="#credits" id="id5">Credits</a><ul>
  300. <li><a class="reference internal" href="#authors" id="id6">Authors</a></li>
  301. <li><a class="reference internal" href="#contributors" id="id7">Contributors</a></li>
  302. <li><a class="reference internal" href="#other-credits" id="id8">Other credits</a></li>
  303. <li><a class="reference internal" href="#maintainers" id="id9">Maintainers</a></li>
  304. </ul>
  305. </li>
  306. </ul>
  307. </div>
  308. <div class="section" id="configuration">
  309. <h1><a class="toc-backref" href="#id1">Configuration</a></h1>
  310. <p>To configure this module:</p>
  311. <ul class="simple">
  312. <li>Go to Agreement &gt; Configuration &gt; Templates</li>
  313. <li>Create a new template with sections and clauses and their respective content</li>
  314. <li>Go to Agreement &gt; Configuration &gt; Stages</li>
  315. <li>Create and reorder stages to match your process</li>
  316. </ul>
  317. </div>
  318. <div class="section" id="usage">
  319. <h1><a class="toc-backref" href="#id2">Usage</a></h1>
  320. <p>To use this module:</p>
  321. <ul class="simple">
  322. <li>Go to Agreement &gt; Agrements</li>
  323. <li>Create a new agreement</li>
  324. <li>Select a template</li>
  325. <li>Follow the process to get the required approval</li>
  326. <li>Send the invitation to the customer to review and sign the agreement</li>
  327. </ul>
  328. </div>
  329. <div class="section" id="known-issues-roadmap">
  330. <h1><a class="toc-backref" href="#id3">Known issues / Roadmap</a></h1>
  331. <ul class="simple">
  332. <li>Split the module to remove the dependencies on sale and account and provide
  333. the same feature in extra modules (agreement_sale, agreement_account,
  334. agreement_purchase)</li>
  335. </ul>
  336. </div>
  337. <div class="section" id="bug-tracker">
  338. <h1><a class="toc-backref" href="#id4">Bug Tracker</a></h1>
  339. <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/contract/issues">GitHub Issues</a>.
  340. In case of trouble, please check there if your issue has already been reported.
  341. If you spotted it first, help us smashing it by providing a detailed and welcomed
  342. <a class="reference external" href="https://github.com/OCA/contract/issues/new?body=module:%20agreement%0Aversion:%2011.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
  343. <p>Do not contact contributors directly about support or help with technical issues.</p>
  344. </div>
  345. <div class="section" id="credits">
  346. <h1><a class="toc-backref" href="#id5">Credits</a></h1>
  347. <div class="section" id="authors">
  348. <h2><a class="toc-backref" href="#id6">Authors</a></h2>
  349. <ul class="simple">
  350. <li>Pavlov Media</li>
  351. <li>Open Source Integrators</li>
  352. </ul>
  353. </div>
  354. <div class="section" id="contributors">
  355. <h2><a class="toc-backref" href="#id7">Contributors</a></h2>
  356. <ul class="simple">
  357. <li>Patrick Wilson &lt;<a class="reference external" href="mailto:pwilson&#64;pavlovmedia.com">pwilson&#64;pavlovmedia.com</a>&gt;</li>
  358. <li>Bhavesh Odedra &lt;<a class="reference external" href="mailto:bodedra&#64;opensourceintegrators.com">bodedra&#64;opensourceintegrators.com</a>&gt;</li>
  359. <li>Wolfgang Hall &lt;<a class="reference external" href="mailto:whall&#64;opensourceintegrators.com">whall&#64;opensourceintegrators.com</a>&gt;</li>
  360. <li>Maxime Chambreuil &lt;<a class="reference external" href="mailto:mchambreuil&#64;opensourceintegrators.com">mchambreuil&#64;opensourceintegrators.com</a>&gt;</li>
  361. <li>Sandip Mangukiya &lt;<a class="reference external" href="mailto:smangukiya&#64;opensourceintegrators.com">smangukiya&#64;opensourceintegrators.com</a>&gt;</li>
  362. </ul>
  363. </div>
  364. <div class="section" id="other-credits">
  365. <h2><a class="toc-backref" href="#id8">Other credits</a></h2>
  366. <p>The development of this module has been financially supported by:</p>
  367. <ul class="simple">
  368. <li>Pavlov Media</li>
  369. <li>Open Source Integrators</li>
  370. </ul>
  371. </div>
  372. <div class="section" id="maintainers">
  373. <h2><a class="toc-backref" href="#id9">Maintainers</a></h2>
  374. <p>This module is maintained by the OCA.</p>
  375. <a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
  376. <p>OCA, or the Odoo Community Association, is a nonprofit organization whose
  377. mission is to support the collaborative development of Odoo features and
  378. promote its widespread use.</p>
  379. <p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
  380. <p><a class="reference external" href="https://github.com/max3903"><img alt="max3903" src="https://github.com/max3903.png?size=40px" /></a></p>
  381. <p>This module is part of the <a class="reference external" href="https://github.com/OCA/contract/tree/11.0/agreement">OCA/contract</a> project on GitHub.</p>
  382. <p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
  383. </div>
  384. </div>
  385. </div>
  386. </body>
  387. </html>