A build-to-order Odoo module to create, version, e-sign, and renew contracts and recurring agreements — with a clause library, milestone and expiry alerts, SLA terms, and linked recurring invoicing. ECOSIRE scopes, builds, installs, and supports it for you. Built to order by ECOSIRE for Odoo 17, 18, 19 — indicative price from $299.00 USD; request a quote for a scoped proposal.
Ürün ayrıntıları İngilizce olarak görüntülenir. Çeviriler yakında gelecek.
Kısa bilgiler
- Fiyat
- $299.00 USD
- Odoo versiyonları
- 17, 18, 19
- Kurulum süresi
- 30 dk.
- Lisans
- Bir kerelik kalıcı
- Diller
- 11 language
Tek Seferlik Satın Alma
Contract Lifecycle & Recurring Agreement Management for Odoo
A build-to-order Odoo module to create, version, e-sign, and renew contracts and recurring agreements — with a clause library, milestone and expiry alerts, SLA terms, and linked recurring invoicing. ECOSIRE scopes, builds, installs, and supports it for you.
$299.00USD
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Temel Özellikler
`contract.agreement` model with a configurable state machine (draft, review, approved, signed, active, expired, renewed) and transitions guarded by record rules and group-based access
Reusable contract templates that pre-load party fields, default clause sets, billing frequency, and QWeb print layout for one-click drafting
Versioned `contract.clause` library with categories, approved/deprecated status, and variables merged at render time — so legal controls wording once and it propagates
Immutable version snapshots on every material edit (`contract.version`) with a side-by-side diff and full mail.thread chatter audit trail
Multi-step approval workflow using Odoo `mail.activity` and record rules — routing to legal/finance/management based on value thresholds or contract type
Native e-sign via the Odoo `sign` app plus optional external provider integration over JSON-RPC/XML-RPC, with signed-status writeback to the contract
`@api.depends` computed renewal, notice-period, and milestone dates that keep expiry math correct as terms change
`ir.cron` automated actions that raise activities and send QWeb email alerts ahead of expiry, auto-renewal cutoffs, and milestone due dates
`contract.milestone` obligation tracking (deliverables, payment gates, review points) with owners, due dates, and completion status feeding dashboards
Linked recurring invoicing: active contracts generate scheduled `account.move` drafts with agreed lines, billing cadence, and price-escalation rules
SLA terms recorded on the contract (response/resolution targets, penalties, credits) and surfaced to Helpdesk/Project tickets tied to the agreement
Customer & vendor portal access via a `/my/contracts` controller — counterparties view their agreements, download the signed PDF, and see renewal dates without a backend seat
QWeb PDF report for the full contract and cover sheet, honoring template layout, clause ordering, and merged variables
Server-action and scheduled-action hooks plus a clean external API surface so contracts can be created or queried from Sales, CRM, or third-party systems
Bu Ürün Hakkında
Most teams running Odoo end up managing real contracts in a patchwork: PDFs on a shared drive, renewal dates in a spreadsheet, approvals over email, and no single record that ties an agreement to the invoices it generates. Odoo core gives you sale.subscription (Enterprise) for recurring revenue and the documents/sign apps for storage and signing, but none of that models a contract as a first-class object with versions, a negotiated clause set, milestone obligations, expiry windows, and an audit trail. When a renewal slips or an SLA breach goes unnoticed, the cost is revenue leakage and disputes — not a missing feature you can toggle on.
Neden Contract Lifecycle & Recurring Agreement Management for Odoo
`contract.agreement` model with a configurable state machine (draft, review, approved, signed, active, expired, renewed) and transitions guarded by record rules and group-based access
Reusable contract templates that pre-load party fields, default clause sets, billing frequency, and QWeb print layout for one-click drafting
Versioned `contract.clause` library with categories, approved/deprecated status, and variables merged at render time — so legal controls wording once and it propagates
Immutable version snapshots on every material edit (`contract.version`) with a side-by-side diff and full mail.thread chatter audit trail
Multi-step approval workflow using Odoo `mail.activity` and record rules — routing to legal/finance/management based on value thresholds or contract type
Native e-sign via the Odoo `sign` app plus optional external provider integration over JSON-RPC/XML-RPC, with signed-status writeback to the contract
ECOSIRE builds a dedicated Contract Lifecycle module that adds a proper contract.agreement model (with contract.version, contract.clause, and contract.milestone companions) on top of your existing Odoo. Contracts are assembled from reusable templates and a versioned clause library, moved through a configurable state machine (draft → review → approved → signed → active → expired/renewed) with approval steps enforced by record rules, and signed through Odoo's native sign request flow or an integrated e-sign provider over the JSON-RPC/XML-RPC API. Every edit creates an immutable version snapshot so you always know what was agreed and when. @api.depends computed fields derive next-renewal and next-milestone dates; ir.cron automated actions raise activity reminders and email alerts (via QWeb templates) ahead of expiry, notice periods, and milestone due dates.
On the money side, an active contract links to Odoo's recurring-invoicing engine so agreed lines, billing frequency, and price escalations generate account.move drafts on schedule — with SLA terms (response/resolution targets, penalties) recorded on the contract and surfaced to Helpdesk or Project where relevant. Access is governed by ir.model.access.csv plus record rules so sales, legal, and finance each see the right slice, and a customer/vendor portal controller (extending /my) lets counterparties view their own contracts, download the signed PDF (rendered via a QWeb report), and see upcoming renewals — without a backend login. Everything is delivered as a clean, upgrade-safe module: no core patches, standard ORM and view inheritance only.
Because this is build-to-order, we start from your actual contract types and approval reality rather than a generic template. After a short scoping call we confirm the models, states, clause taxonomy, alert cadence, and billing rules, then build against your Odoo version (17.0, 18.0, or 19.0) and Community or Enterprise edition. Typical delivery is 2 to 4 weeks from confirmed scope. You get the installable source, a staging UAT pass with a rollback plan, documentation, a training session, and a post-go-live support window — plus the git repository so the module is yours to keep and extend.
Ne elde edeceksin
- Installable, upgrade-safe module source code built for your Odoo version (17.0 / 18.0 / 19.0) and edition (Community or Enterprise)
- Installation and configuration on your environment, including templates, clause library seed, states, and alert schedules
- Technical documentation: data model, `ir.model.access.csv`/record-rule matrix, cron cadence, and extension points
- End-user guide plus a live training session for sales, legal, and finance roles
- UAT on a staging copy of your database with a documented rollback plan before any production change
- Post-go-live support window for defect fixes and configuration questions
- Git repository handover so you own and can extend the module
- Handover of QWeb report templates and email alert templates for your own future edits
Bu kimin için
Legal & Contracts Manager
Owns wording and risk. Needs a controlled clause library, enforced approvals, immutable versions, and an audit trail proving exactly what was agreed and when — without chasing PDFs across email.
Finance & Revenue Controller
Cares about recurring billing and leakage. Needs contracts linked to scheduled `account.move` generation, price-escalation rules, and renewal alerts so no agreement bills wrong or lapses silently.
Operations / Service Delivery Lead
Manages obligations and SLAs. Needs milestone tracking, SLA terms surfaced on Helpdesk/Project tickets, and expiry/notice alerts so commitments are met and renewals are actioned on time.
Odoo Administrator / IT Owner
Responsible for the platform. Needs a clean, non-core-patching module with clear access rules, a documented data model, and a git handover that stays upgrade-safe across 17/18/19.
Kuruluma genel bakış
ECOSIRE'dan indirin
Lisansı ecosire.com adresinden satın alın ve hesap kontrol panelinizden Contract Lifecycle & Recurring Agreement Management for Odoo modülünün ZIP dosyasını indirin.
Odoo'ya yükle
ZIP'i sunucudaki Odoo özel eklentiler klasörünüze çıkarın (veya Uygulamalar > Odoo.sh / runbot'taki dosyadan yükle yoluyla yükleyin).
Modülü yükleyin
Geliştirici Modunu etkinleştirin, Uygulamalar'ı açın, Uygulama Listesini Güncelle'ye tıklayın, Contract Lifecycle & Recurring Agreement Management for Odoo'i arayın ve Yükle'ye basın.
Ayarları yapılandırın
Yeni menüyü açın, ECOSIRE lisans anahtarınızı yapıştırın, tüm harici kimlik bilgilerini (Shopify, Amazon, Stripe vb.) bağlayın ve kaydedin.
Doğrulayın ve yayına alın
Yerleşik bağlantı testini çalıştırın, ilk 10 kaydınızı senkronize edin ve yinelenen cronu planlayın. Herhangi bir sorun olursa desteğe başvurun.
Contract Lifecycle & Recurring Agreement Management for Odoo Nasıl Karşılaştırılır
| Kriter | ECOSIRE | Özel Yapı | Rakip | Odoo Yerlisi |
|---|---|---|---|---|
| Contract as a first-class record | Dedicated `contract.agreement` model with states, versions, clauses, milestones | Possible, but you design and maintain the whole data model yourself | Often a thin add-on over notes or subscriptions | |
| Versioning & audit trail | Immutable version snapshots with diff and full chatter history | Only if you build snapshot logic deliberately | Usually last-write-wins, no true version history | |
| Clause library & approvals | Governed clause library plus threshold-based approval routing | Buildable but a large scope to get right | Basic template text; limited approval control | |
| Renewal, expiry & milestone alerts | `ir.cron` activities and QWeb email alerts on your cadence | You write and tune every scheduled action | Simple expiry reminders, if any | |
| Linked recurring invoicing & SLA | Scheduled `account.move` drafts, escalations, SLA terms on the contract | Wire it into billing yourself | Rarely ties SLA to billing in one record | |
| Portal access for counterparties | `/my/contracts` controller with record-rule-scoped view and signed PDF | Extra controller and security work per project | Frequently backend-only | |
| Fit to your process | Built to your contract types, states, and rules from a scoping call | Fully bespoke, but you own all analysis and risk | Generic; you bend your process to the module | |
| Ownership & upgrade safety | Full source + git handover, no core patches, built for 17/18/19 | You own it but also all maintenance debt | Vendor-locked; upgrades depend on the publisher |
Contract Lifecycle & Recurring Agreement Management for Odoo hakkında Sıkça Sorulan Sorular
+How is this different from Odoo's Subscriptions or the Sign app?
Odoo Enterprise Subscriptions handles recurring revenue and the Sign app handles signing, but neither models a contract as a first-class record with versions, a clause library, approval states, milestone obligations, and expiry logic. This module adds that layer and links back into recurring invoicing and e-sign, so you keep Odoo's engines but gain real lifecycle management on top.
+How long does delivery take?
This is a build-to-order module, not an instant download. After a scoping call to confirm your contract types, states, clause taxonomy, alert cadence, and billing rules, typical delivery is 2 to 4 weeks from confirmed scope. Larger scopes with heavy integrations may run longer, and we agree the timeline in writing before we start.
+Does it work on my Odoo version and edition?
Yes. We build for Odoo 17.0, 18.0, or 19.0, on Community or Enterprise. Some capabilities lean on Enterprise apps (for example native Sign or Subscriptions); on Community we implement equivalent flows or integrate an external e-sign provider. We confirm exactly what applies to your setup during scoping.
+What about support and updates after go-live?
Every build includes a post-go-live support window for defect fixes and configuration questions. Because you receive the full source and git repository, your team can extend it freely. We also offer optional ongoing support and version-upgrade retainers if you'd rather we maintain it across future Odoo releases.
+Will it modify or break Odoo core?
No. We build as a standard add-on using ORM models, view and model inheritance, `ir.model.access.csv`, record rules, and `ir.cron` — no monkey-patching of core files. That keeps the module upgrade-safe and reviewable. We validate everything on a staging copy with a rollback plan before touching production.
+Can customers and vendors see their own contracts?
Yes. A portal controller extends the `/my` area so counterparties log into the portal and view only their own agreements, download the signed PDF (a QWeb report), and see upcoming renewal and milestone dates — all governed by record rules, with no backend user seat required.
+Can it integrate with our other systems?
Yes. Contracts can be created, updated, or queried through Odoo's XML-RPC/JSON-RPC API, and we can add server actions or scheduled jobs to sync with CRM, Sales, or external contract sources. We scope any third-party integration up front so the effort and timeline are clear.
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Teklif isteyin
Contract Lifecycle & Recurring Agreement Management for Odoo
A build-to-order Odoo module to create, version, e-sign, and renew contracts and recurring agreements — with a clause library, milestone and expiry alerts, SLA terms, and linked recurring invoicing. ECOSIRE scopes, builds, installs, and supports it for you.
- `contract.agreement` model with a configurable state machine (draft, review, approved, signed, active, expired, renewed) and transitions guarded by record rules and group-based access
- Reusable contract templates that pre-load party fields, default clause sets, billing frequency, and QWeb print layout for one-click drafting
- Versioned `contract.clause` library with categories, approved/deprecated status, and variables merged at render time — so legal controls wording once and it propagates
- Immutable version snapshots on every material edit (`contract.version`) with a side-by-side diff and full mail.thread chatter audit trail