产品详细信息以英文显示。翻译即将推出。
速览
- 价格
- $299.00 USD
- ERPNext 版本
- —
- 设置时间
- 30分钟
- 许可证
- 一次永久
- 语言
- 11 语言
一次性购买
ERPNext Contract & Lifecycle Management (CLM)
A build-to-order ERPNext app that turns contract chaos into a governed lifecycle — clause-library templates, renewal and expiry alerts, obligation tracking, and an e-signature workflow, all native to your Frappe/ERPNext v15/v16 site. ECOSIRE scopes, builds, installs, and supports it after you request a quotation.
$299.00USD
现在无需付款。此操作会向我们的团队发送报价请求——我们会通过邮件跟进价格和后续步骤。
核心功能
Dedicated `Contract`, `Contract Template`, `Clause`, `Contract Obligation`, `Renewal Event`, and `Signature Request` DocTypes rather than a flat text body
Versioned clause library where each `Clause` revision is immutable and every generated contract traces back to the exact clause version used
Jinja-rendered `Contract Template` assembly that composes approved clauses into consistent, region-aware agreements
Governed lifecycle workflow (Draft → In Review → Approved → Executed → Active → Expired → Terminated) with permitted-transition rules
Scheduler events (daily/hourly `scheduler_events` in `hooks.py`) that scan for renewal, expiry, and notice-period thresholds and fire alerts with owner escalation
`hooks.py` doc events (`validate`, `on_submit`, `on_update_after_submit`) that enforce obligation completeness and auto-stamp renewal/notice dates
Obligation register tracking deliverables, milestones, and SLAs per contract with status, due date, and responsible role
Role profiles and permission levels (Contract Author, Legal Reviewer, Approver, Viewer) with field-level permlevel masking on sensitive terms
E-signature integration via a whitelisted callback endpoint (DocuSign / Zoho Sign / Frappe-native sign) that writes the signed PDF and audit certificate back onto the record
Whitelisted REST methods so CRM, Sales Order, and procurement flows can create or query contracts through the Frappe REST API
Client scripts for in-form clause insertion, live template preview, and interactive obligation checklists
Print Format for the executed agreement plus signature and audit-certificate attachment on the timeline
Notification + email dispatch on approaching expiry, pending approvals, and unmet obligations, with configurable lead-time windows
Standard Frappe audit trail and document timeline on every state change for compliance evidence, compatible with Frappe/ERPNext v15 and v16
关于此产品
Most teams running ERPNext manage contracts in a patchwork of shared drives, spreadsheets, and calendar reminders. ERPNext ships a basic Contract DocType, but it stops well short of real lifecycle management: there is no versioned clause library, no obligation register, no structured renewal pipeline, and no signature workflow that ties an executed PDF back to the record. The cost shows up as auto-renewals nobody caught, missed termination-notice windows, inconsistent legal language across regions, and audit findings where no one can prove who approved which clause. Native alerts and a flat text body cannot close that gap.
为什么选择 ERPNext Contract & Lifecycle Management (CLM)
Dedicated `Contract`, `Contract Template`, `Clause`, `Contract Obligation`, `Renewal Event`, and `Signature Request` DocTypes rather than a flat text body
Versioned clause library where each `Clause` revision is immutable and every generated contract traces back to the exact clause version used
Jinja-rendered `Contract Template` assembly that composes approved clauses into consistent, region-aware agreements
Governed lifecycle workflow (Draft → In Review → Approved → Executed → Active → Expired → Terminated) with permitted-transition rules
Scheduler events (daily/hourly `scheduler_events` in `hooks.py`) that scan for renewal, expiry, and notice-period thresholds and fire alerts with owner escalation
`hooks.py` doc events (`validate`, `on_submit`, `on_update_after_submit`) that enforce obligation completeness and auto-stamp renewal/notice dates
ECOSIRE builds ERPNext Contract & Lifecycle Management as a proper Frappe app (contract_clm) installed on your bench, not a bolt-on. We model the domain in dedicated DocTypes — Contract, Contract Template, Clause (a versioned clause library), Contract Obligation, Renewal Event, and Signature Request — with a workflow (Draft, In Review, Approved, Executed, Active, Expired, Terminated) governing state transitions. Templates assemble from approved clauses using Jinja rendering so every generated agreement is consistent and traceable to a clause version. Role-based permissions and role profiles (Contract Author, Legal Reviewer, Approver, Viewer) keep sensitive terms scoped, and every consequential change is captured in the standard Frappe audit trail plus the document timeline.
The automation is built on native Frappe machinery so it survives upgrades cleanly. hooks.py doc events (validate, on_submit, on_update_after_submit) enforce obligation completeness and stamp renewal dates; scheduler events (daily/hourly) scan for approaching expiry and notice-period thresholds and dispatch alerts via Notification and email, with escalation to the assigned owner. Server scripts and whitelisted methods expose the contract state to the Frappe REST API so upstream systems (CRM, Sales Order, procurement) can create or query contracts programmatically, and client scripts drive the in-form UX — clause insertion, live template preview, and obligation checklists. E-signature integrates through a whitelisted callback endpoint (DocuSign/Zoho Sign/Frappe-native sign, chosen at scoping) that writes the signed artifact and audit certificate back onto the Contract and flips it to Executed.
Because this is build-to-order, nothing is a shrink-wrapped download. After you request a quotation we run a short scoping call, confirm the exact DocTypes, clause taxonomy, approval matrix, and e-sign provider, then build against your Frappe/ERPNext v15 or v16 target. Typical delivery is 2–4 weeks from confirmed scope depending on integration surface. You get the installable app source for your version, a UAT pass on a staging site with a rollback plan, and a defined post-go-live support window — and the git repository is handed over to you so you own what we build.
你得到什么
- Installable Frappe app source (`contract_clm`) built for your ERPNext v15 or v16 target
- On-site/remote installation and configuration on your bench, including workflow, role profiles, and scheduler wiring
- Technical documentation: DocType schema, hooks/doc-events, whitelisted API methods, and integration points
- User guide plus a live training session for contract authors, reviewers, and approvers
- UAT on a staging site with a documented rollback plan before production cutover
- Defined post-go-live support window for defect fixes and questions
- Git repository handover so you fully own the delivered source
- Seed data: starter clause library and one or more contract templates configured to your taxonomy
这是给谁的
Legal & Compliance Lead
Owns contract templates and clause language and needs a single governed library, enforced approval routing, and an audit trail proving who approved which clause version — without exporting data out of ERPNext.
Operations / Contracts Manager
Lives with the day-to-day risk of missed renewals and termination-notice windows; wants automated expiry and notice-period alerts, an obligation register, and clear ownership so nothing auto-renews unnoticed.
ERPNext System Administrator
Runs the Frappe bench and cares that this is a clean, upgrade-safe app using native DocTypes, hooks, and scheduler events — installable on v15/v16, with source in git and a rollback plan, not a fragile customization.
Sales / Procurement Manager
Needs contracts created straight from a Sales Order or supplier record via the REST API, with e-signature turning a quote into an executed, active agreement without leaving ERPNext.
安装概述
从ECOSIRE下载
在 ecosire.com 上购买许可证并从您的帐户仪表板下载 ERPNext Contract & Lifecycle Management (CLM) 应用程序 ZIP。
将应用程序添加到您的工作台
将 ZIP 解压到您的 bench 的 apps 文件夹中，或者使用解压缩的应用程序的路径运行“bench get-app”。
安装在您的网站上
运行 `bench --site SITE_NAME install-app APP_NAME`，然后运行 `bench migrate` 以安装 ERPNext Contract & Lifecycle Management (CLM) 并应用其架构。
激活您的许可证
打开您站点上的 ECOSIRE 许可证设置并激活您的许可证密钥。需要免费的 ecosire_connect 和 ecosire_license_client 应用程序。
ERPNext Contract & Lifecycle Management (CLM) 如何比较
| 标准 | 伊科西尔 | 定制建造 | 竞争对手 | 奥杜本机 |
|---|---|---|---|---|
| Contract data model | Purpose-built DocTypes: Contract, Template, Clause, Obligation, Renewal, Signature | Whatever your developer models from scratch, one-off | Generic contract DocType with fixed fields | |
| Clause library | Versioned, approval-gated, traceable to each generated contract | Built only if you spec and fund it | Rarely included or non-versioned | |
| Renewal & expiry alerts | Scheduler events with notice-period windows and owner escalation | Depends on your build; often ad-hoc reminders | Basic date reminder if present | |
| Obligation tracking | Structured register with owner, due date, status, and enforcement | Custom-built if scoped | Usually absent | |
| E-signature | DocuSign/Zoho/native via whitelisted callback, signed PDF back on record | You integrate and maintain the provider yourself | May offer one fixed provider | |
| Upgrade safety (v15/v16) | Native app, hooks and scheduler — clean bench upgrades | Quality varies with the developer | Depends on vendor maintenance cadence | |
| Ownership & support | Source + git handover, post-go-live support window | You own it but carry all maintenance | Vendor-licensed; support tied to subscription | |
| Time to value | 2–4 weeks from confirmed scope, UAT + rollback plan | Unpredictable; discovery-heavy | Fast install but generic fit |
关于ERPNext Contract & Lifecycle Management (CLM)的常见问题
Is this an existing app I can download and install today?
No. ERPNext Contract & Lifecycle Management is build-to-order. ECOSIRE scopes, builds, installs, and supports it for you as a proper Frappe app on your own bench — it is not a shrink-wrapped Frappe Cloud Marketplace download.
How long does delivery take?
Typical delivery is 2–4 weeks from confirmed scope. The exact timeline depends on your clause taxonomy, approval matrix, and how much e-signature and upstream integration (CRM, Sales Order, procurement) is in scope. We confirm the estimate after the scoping call.
Which ERPNext / Frappe versions are supported?
We build for Frappe/ERPNext v15 and v16. We target your specific site version so the DocTypes, hooks, scheduler events, and permissions align with your bench and upgrade path.
How do the renewal and expiry alerts actually work?
They run on native Frappe scheduler events registered in `hooks.py`. A scheduled job scans contracts daily for approaching expiry and notice-period thresholds, then dispatches Notification and email alerts to the assigned owner with escalation, using lead-time windows you configure.
Which e-signature providers can you integrate?
We integrate DocuSign, Zoho Sign, or a Frappe-native signing flow, chosen during scoping. A whitelisted callback endpoint writes the signed PDF and audit certificate back onto the `Contract` record and transitions it to Executed.
What about support and updates after go-live?
Delivery includes a defined post-go-live support window for defect fixes and questions. Because the git repository is handed over to you, your team can maintain and extend it; ECOSIRE can also provide an ongoing support or enhancement arrangement, including compatibility work for future v15/v16 point releases.
Do we own the code?
Yes. You receive the installable source for your version and the git repository is handed over to you, so you own what we build and are never locked in.
申请报价
ERPNext Contract & Lifecycle Management (CLM)
A build-to-order ERPNext app that turns contract chaos into a governed lifecycle — clause-library templates, renewal and expiry alerts, obligation tracking, and an e-signature workflow, all native to your Frappe/ERPNext v15/v16 site. ECOSIRE scopes, builds, installs, and supports it after you request a quotation.
- Dedicated `Contract`, `Contract Template`, `Clause`, `Contract Obligation`, `Renewal Event`, and `Signature Request` DocTypes rather than a flat text body
- Versioned clause library where each `Clause` revision is immutable and every generated contract traces back to the exact clause version used
- Jinja-rendered `Contract Template` assembly that composes approved clauses into consistent, region-aware agreements
- Governed lifecycle workflow (Draft → In Review → Approved → Executed → Active → Expired → Terminated) with permitted-transition rules