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  1. ================
  2. Agreements Legal
  3. ================
  4. .. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
  5. !! This file is generated by oca-gen-addon-readme !!
  6. !! changes will be overwritten. !!
  7. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
  8. .. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
  9. :target: https://odoo-community.org/page/development-status
  10. :alt: Beta
  11. .. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
  12. :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
  13. :alt: License: AGPL-3
  14. .. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcontract-lightgray.png?logo=github
  15. :target: https://github.com/OCA/contract/tree/12.0/agreement_legal
  16. :alt: OCA/contract
  17. .. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
  18. :target: https://translation.odoo-community.org/projects/contract-12-0/contract-12-0-agreement_legal
  19. :alt: Translate me on Weblate
  20. .. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
  21. :target: https://runbot.odoo-community.org/runbot/110/12.0
  22. :alt: Try me on Runbot
  23. |badge1| |badge2| |badge3| |badge4| |badge5|
  24. This module allows you to manage agreements, letter of intent and contract content.
  25. The module is meant to be used by the legal team of a company and to allow them
  26. to define sections, clauses and templates with their respective content that can
  27. be dynamic.
  28. Based on the template, an agreement can be created and the pdf document generated.
  29. The agreement would go through a workflow to finally become a contract with the
  30. customer signature.
  31. **Table of contents**
  32. .. contents::
  33. :local:
  34. Configuration
  35. =============
  36. To configure this module:
  37. * Go to Agreement > Configuration > Templates
  38. * Create a new template with sections and clauses and their respective content
  39. * Go to Agreement > Configuration > Stages
  40. * Create and reorder stages to match your process
  41. Usage
  42. =====
  43. To use this module:
  44. * Go to Agreement > Agreements
  45. * Create a new agreement
  46. * Select a template
  47. * Follow the process to get the required approval
  48. * Send the invitation to the customer to review and sign the agreement
  49. * Define Field using widget domain but having partial_use option true:
  50. * For Ex:
  51. * <field name="field_domain" widget="domain" nolabel="1"
  52. * options="{'model': 'agreement.recital',
  53. * 'partial_use': True}"/>
  54. Known issues / Roadmap
  55. ======================
  56. * Split the module to remove the dependencies on sale and account and provide
  57. the same feature in extra modules (agreement_sale, agreement_account,
  58. agreement_purchase)
  59. Bug Tracker
  60. ===========
  61. Bugs are tracked on `GitHub Issues <https://github.com/OCA/contract/issues>`_.
  62. In case of trouble, please check there if your issue has already been reported.
  63. If you spotted it first, help us smashing it by providing a detailed and welcomed
  64. `feedback <https://github.com/OCA/contract/issues/new?body=module:%20agreement_legal%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
  65. Do not contact contributors directly about support or help with technical issues.
  66. Credits
  67. =======
  68. Authors
  69. ~~~~~~~
  70. * Pavlov Media
  71. * Open Source Integrators
  72. * Yves Goldberg (Ygol Internetwork)
  73. Contributors
  74. ~~~~~~~~~~~~
  75. * Patrick Wilson <pwilson@pavlovmedia.com>
  76. * Bhavesh Odedra <bodedra@opensourceintegrators.com>
  77. * Wolfgang Hall <whall@opensourceintegrators.com>
  78. * Maxime Chambreuil <mchambreuil@opensourceintegrators.com>
  79. * Sandip Mangukiya <smangukiya@opensourceintegrators.com>
  80. * Yves Goldberg <yves@ygol.com>
  81. Other credits
  82. ~~~~~~~~~~~~~
  83. The development of this module has been financially supported by:
  84. * Pavlov Media
  85. * Open Source Integrators
  86. * Yves Goldberg
  87. Maintainers
  88. ~~~~~~~~~~~
  89. This module is maintained by the OCA.
  90. .. image:: https://odoo-community.org/logo.png
  91. :alt: Odoo Community Association
  92. :target: https://odoo-community.org
  93. OCA, or the Odoo Community Association, is a nonprofit organization whose
  94. mission is to support the collaborative development of Odoo features and
  95. promote its widespread use.
  96. .. |maintainer-max3903| image:: https://github.com/max3903.png?size=40px
  97. :target: https://github.com/max3903
  98. :alt: max3903
  99. .. |maintainer-ygol| image:: https://github.com/ygol.png?size=40px
  100. :target: https://github.com/ygol
  101. :alt: ygol
  102. Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:
  103. |maintainer-max3903| |maintainer-ygol|
  104. This module is part of the `OCA/contract <https://github.com/OCA/contract/tree/12.0/agreement_legal>`_ project on GitHub.
  105. You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.