OCA-git-bot
6 years ago
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**This file is going to be generated by oca-gen-addon-readme.** |
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========== |
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Agreements |
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========== |
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*Manual changes will be overwritten.* |
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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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Please provide content in the ``readme`` directory: |
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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/11.0/agreement |
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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-11-0/contract-11-0-agreement |
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:alt: Translate me on Weblate |
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.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png |
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:target: https://runbot.odoo-community.org/runbot/110/11.0 |
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:alt: Try me on Runbot |
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* **DESCRIPTION.rst** (required) |
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* INSTALL.rst (optional) |
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* CONFIGURE.rst (optional) |
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* **USAGE.rst** (optional, highly recommended) |
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* DEVELOP.rst (optional) |
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* ROADMAP.rst (optional) |
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* HISTORY.rst (optional, recommended) |
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* **CONTRIBUTORS.rst** (optional, highly recommended) |
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* CREDITS.rst (optional) |
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|badge1| |badge2| |badge3| |badge4| |badge5| |
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Content of this README will also be drawn from the addon manifest, |
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from keys such as name, authors, maintainers, development_status, |
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and license. |
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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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A good, one sentence summary in the manifest is also highly recommended. |
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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 > Agrements |
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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 smashing it by providing a detailed and welcomed |
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`feedback <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**>`_. |
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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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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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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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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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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__: |
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|maintainer-max3903| |
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This module is part of the `OCA/contract <https://github.com/OCA/contract/tree/11.0/agreement>`_ 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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padding-left: 0.5em ; |
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padding-right: 0.5em ; |
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|
vertical-align: top } |
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|
|
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|
table.docutils th.field-name, table.docinfo th.docinfo-name { |
||||
|
font-weight: bold ; |
||||
|
text-align: left ; |
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|
white-space: nowrap ; |
||||
|
padding-left: 0 } |
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|
|
||||
|
/* "booktabs" style (no vertical lines) */ |
||||
|
table.docutils.booktabs { |
||||
|
border: 0px; |
||||
|
border-top: 2px solid; |
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|
border-bottom: 2px solid; |
||||
|
border-collapse: collapse; |
||||
|
} |
||||
|
table.docutils.booktabs * { |
||||
|
border: 0px; |
||||
|
} |
||||
|
table.docutils.booktabs th { |
||||
|
border-bottom: thin solid; |
||||
|
text-align: left; |
||||
|
} |
||||
|
|
||||
|
h1 tt.docutils, h2 tt.docutils, h3 tt.docutils, |
||||
|
h4 tt.docutils, h5 tt.docutils, h6 tt.docutils { |
||||
|
font-size: 100% } |
||||
|
|
||||
|
ul.auto-toc { |
||||
|
list-style-type: none } |
||||
|
|
||||
|
</style> |
||||
|
</head> |
||||
|
<body> |
||||
|
<div class="document" id="agreements"> |
||||
|
<h1 class="title">Agreements</h1> |
||||
|
|
||||
|
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
||||
|
!! This file is generated by oca-gen-addon-readme !! |
||||
|
!! changes will be overwritten. !! |
||||
|
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! --> |
||||
|
<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> |
||||
|
<p>This module allows you to manage agreements, letter of intent and contract content. |
||||
|
The module is meant to be used by the legal team of a company and to allow them |
||||
|
to define sections, clauses and templates with their respective content that can |
||||
|
be dynamic.</p> |
||||
|
<p>Based on the template, an agreement can be created and the pdf document generated.</p> |
||||
|
<p>The agreement would go through a workflow to finally become a contract with the |
||||
|
customer signature.</p> |
||||
|
<p><strong>Table of contents</strong></p> |
||||
|
<div class="contents local topic" id="contents"> |
||||
|
<ul class="simple"> |
||||
|
<li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li> |
||||
|
<li><a class="reference internal" href="#usage" id="id2">Usage</a></li> |
||||
|
<li><a class="reference internal" href="#known-issues-roadmap" id="id3">Known issues / Roadmap</a></li> |
||||
|
<li><a class="reference internal" href="#bug-tracker" id="id4">Bug Tracker</a></li> |
||||
|
<li><a class="reference internal" href="#credits" id="id5">Credits</a><ul> |
||||
|
<li><a class="reference internal" href="#authors" id="id6">Authors</a></li> |
||||
|
<li><a class="reference internal" href="#contributors" id="id7">Contributors</a></li> |
||||
|
<li><a class="reference internal" href="#other-credits" id="id8">Other credits</a></li> |
||||
|
<li><a class="reference internal" href="#maintainers" id="id9">Maintainers</a></li> |
||||
|
</ul> |
||||
|
</li> |
||||
|
</ul> |
||||
|
</div> |
||||
|
<div class="section" id="configuration"> |
||||
|
<h1><a class="toc-backref" href="#id1">Configuration</a></h1> |
||||
|
<p>To configure this module:</p> |
||||
|
<ul class="simple"> |
||||
|
<li>Go to Agreement > Configuration > Templates</li> |
||||
|
<li>Create a new template with sections and clauses and their respective content</li> |
||||
|
<li>Go to Agreement > Configuration > Stages</li> |
||||
|
<li>Create and reorder stages to match your process</li> |
||||
|
</ul> |
||||
|
</div> |
||||
|
<div class="section" id="usage"> |
||||
|
<h1><a class="toc-backref" href="#id2">Usage</a></h1> |
||||
|
<p>To use this module:</p> |
||||
|
<ul class="simple"> |
||||
|
<li>Go to Agreement > Agrements</li> |
||||
|
<li>Create a new agreement</li> |
||||
|
<li>Select a template</li> |
||||
|
<li>Follow the process to get the required approval</li> |
||||
|
<li>Send the invitation to the customer to review and sign the agreement</li> |
||||
|
</ul> |
||||
|
</div> |
||||
|
<div class="section" id="known-issues-roadmap"> |
||||
|
<h1><a class="toc-backref" href="#id3">Known issues / Roadmap</a></h1> |
||||
|
<ul class="simple"> |
||||
|
<li>Split the module to remove the dependencies on sale and account and provide |
||||
|
the same feature in extra modules (agreement_sale, agreement_account, |
||||
|
agreement_purchase)</li> |
||||
|
</ul> |
||||
|
</div> |
||||
|
<div class="section" id="bug-tracker"> |
||||
|
<h1><a class="toc-backref" href="#id4">Bug Tracker</a></h1> |
||||
|
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/contract/issues">GitHub Issues</a>. |
||||
|
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 |
||||
|
<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> |
||||
|
<p>Do not contact contributors directly about support or help with technical issues.</p> |
||||
|
</div> |
||||
|
<div class="section" id="credits"> |
||||
|
<h1><a class="toc-backref" href="#id5">Credits</a></h1> |
||||
|
<div class="section" id="authors"> |
||||
|
<h2><a class="toc-backref" href="#id6">Authors</a></h2> |
||||
|
<ul class="simple"> |
||||
|
<li>Pavlov Media</li> |
||||
|
<li>Open Source Integrators</li> |
||||
|
</ul> |
||||
|
</div> |
||||
|
<div class="section" id="contributors"> |
||||
|
<h2><a class="toc-backref" href="#id7">Contributors</a></h2> |
||||
|
<ul class="simple"> |
||||
|
<li>Patrick Wilson <<a class="reference external" href="mailto:pwilson@pavlovmedia.com">pwilson@pavlovmedia.com</a>></li> |
||||
|
<li>Bhavesh Odedra <<a class="reference external" href="mailto:bodedra@opensourceintegrators.com">bodedra@opensourceintegrators.com</a>></li> |
||||
|
<li>Wolfgang Hall <<a class="reference external" href="mailto:whall@opensourceintegrators.com">whall@opensourceintegrators.com</a>></li> |
||||
|
<li>Maxime Chambreuil <<a class="reference external" href="mailto:mchambreuil@opensourceintegrators.com">mchambreuil@opensourceintegrators.com</a>></li> |
||||
|
</ul> |
||||
|
</div> |
||||
|
<div class="section" id="other-credits"> |
||||
|
<h2><a class="toc-backref" href="#id8">Other credits</a></h2> |
||||
|
<p>The development of this module has been financially supported by:</p> |
||||
|
<ul class="simple"> |
||||
|
<li>Pavlov Media</li> |
||||
|
<li>Open Source Integrators</li> |
||||
|
</ul> |
||||
|
</div> |
||||
|
<div class="section" id="maintainers"> |
||||
|
<h2><a class="toc-backref" href="#id9">Maintainers</a></h2> |
||||
|
<p>This module is maintained by the OCA.</p> |
||||
|
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a> |
||||
|
<p>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.</p> |
||||
|
<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p> |
||||
|
<p><a class="reference external" href="https://github.com/max3903"><img alt="max3903" src="https://github.com/max3903.png?size=40px" /></a></p> |
||||
|
<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> |
||||
|
<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> |
||||
|
</div> |
||||
|
</div> |
||||
|
</div> |
||||
|
</body> |
||||
|
</html> |
||||
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