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README.rst

================
Agreement - Sale
================

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Odoo Sales App does not support the management of legal content for agreements
and contracts. It's also not integrated with the Agreement App.

This module is for companies that needs their customer to sign an agreement
with all the legal information based on the selected agreement template.

**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 Sales
* Create or select a quotation
* Set the agreement template and add some products
* Confirm the quotation. An agreement is created and linked to the sales order:

* the agreement template is copied into an agreement with a copy of the
sections, clauses, recitals and appendices
* all the sales order lines are added as agreement lines
* the products on the SO with BOM are added as service profile on the agreement
* the customer information is set from the sales order
* the eventual analytic account linked to the sales order is set on the agreement
* the agreement is linked to the sales order and vice versa

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

The roadmap is documented on https://github.com/OCA/contract/issues.

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_sale%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
~~~~~~~

* Open Source Integrators

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

* Steven Campbell <scampbell@opensourceintegrators.com>
* Maxime Chambreuil <mchambreuil@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.

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

|maintainer-osi-scampbell| |maintainer-max3903|

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

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