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Contract Management

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19.65

16.0 0
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Required Apps Discuss (mail)
Invoicing (account)
Technical Name xf_partner_contract
License OPL-1
Also available in version 16.0 15.0 14.0
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Technical Name xf_partner_contract
License OPL-1
Also available in version v 16.0 v 15.0 v 14.0

Introduction

The Partner Contract Management module for Odoo offers a comprehensive solution to streamline the creation, approval, and invoicing processes associated with partner contracts. Designed to enhance operational efficiency, this module allows businesses to automate contract approvals, generate invoices directly from contracts, and manage workflows across multiple companies. By integrating this module, organizations can ensure timely contract renewals, maintain consistent billing practices, and improve overall contract lifecycle management.

Key Features

  • Automated Contract Approvals: Implement customizable approval workflows to ensure contracts are reviewed and approved efficiently.

  • Invoice Generation from Contracts: Automatically generate customer invoices from approved contracts, reducing manual data entry.

  • Multi-Company Support: Manage contracts across multiple companies within a single Odoo instance, ensuring consistent processes.

  • Email Notifications: Receive timely alerts for contract approvals, expirations, and renewals to stay informed.

  • Contract Templates: Utilize predefined templates to create contracts quickly and consistently.

  • Contract Expiration Management: Set expiration dates and receive notifications to manage contract renewals proactively.

Benefits

  • Enhanced Efficiency: Automate contract-related processes to save time and reduce errors.

  • Improved Compliance: Ensure contracts undergo proper approval processes, maintaining organizational standards.

  • Seamless Invoicing: Link contracts directly to invoicing, streamlining the billing process.

  • Scalable Management: Handle contracts across multiple companies with ease, supporting business growth.

  • Proactive Contract Management: Stay ahead of contract expirations and renewals with automated notifications.

Compatibility & Technical Details

  • Required Modules:

    • Discuss (mail)

    • Invoicing (account)

  • License: Odoo Proprietary License v1.0

  • Technical Name: xf_partner_contract

  • Installation Steps:

    1. Ensure that the required modules are installed and configured in your Odoo instance.

    2. Download and install the Partner Contract Management module.

    3. Configure approval workflows and contract templates as per your business requirements.

    4. Begin creating and managing partner contracts within the Odoo interface.

Odoo Proprietary License v1.0
This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.