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README.rst

==========
Agreements
==========

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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcontract-lightgray.png?logo=github
:target: https://github.com/OCA/contract/tree/11.0/agreement
:alt: OCA/contract
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:target: https://runbot.odoo-community.org/runbot/110/11.0
:alt: Try me on Runbot

|badge1| |badge2| |badge3| |badge4| |badge5|

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.

Based on the template, an agreement can be created and the pdf document generated.

The agreement would go through a workflow to finally become a contract with the
customer signature.

**Table of contents**

.. contents::
:local:

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 Agreement > Agrements
* Create a new agreement
* Select a template
* Follow the process to get the required approval
* Send the invitation to the customer to review and sign the agreement

Known issues / Roadmap
======================

* 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)

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/contract/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 <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**>`_.

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

Credits
=======

Authors
~~~~~~~

* Pavlov Media
* Open Source Integrators

Contributors
~~~~~~~~~~~~

* Patrick Wilson <pwilson@pavlovmedia.com>
* Bhavesh Odedra <bodedra@opensourceintegrators.com>
* Wolfgang Hall <whall@opensourceintegrators.com>
* Maxime Chambreuil <mchambreuil@opensourceintegrators.com>
* Sandip Mangukiya <smangukiya@opensourceintegrators.com>

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.

.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org

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.

.. |maintainer-max3903| image:: https://github.com/max3903.png?size=40px
:target: https://github.com/max3903
:alt: max3903

Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-max3903|

This module is part of the `OCA/contract <https://github.com/OCA/contract/tree/11.0/agreement>`_ project on GitHub.

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