OCA contracts and documents modules for Odoo

Confirmed modules per version

OCA repositories in this area

• contract 48
• knowledge 20
• agreement 14
• dms 13
• sign 6

Other areas

• Accounting and finance
• Sales
• CRM and marketing
• Purchases
• Inventory and logistics
• Manufacturing and maintenance
• Products and catalogue
• Human resources
• Projects and timesheets
• Field service and customer support
• Point of sale
• Website and e-commerce
• Country localisations
• Integrations, EDI and connectors
• Industries and verticals
• Technical tools and administration

Modules in this area

• Add dms field for accountOdoo 16
  account_dms_field

  Adds a Documents tab to invoices and journal entries so users can store and manage related files directly inside the accounting document.

• AgreementsOdoo 12, 13, 14, 15, 16, 17, 18, 19
  agreement

  Register and follow customer and supplier agreements in one place, with a code, partner, sale or purchase domain, and signature, start and end dates. Agreements appear on the partner form and can be classified by type or used as templates.

• Agreement AccountOdoo 12, 14, 17, 18
  agreement_account

  Link customer invoices and vendor bills to an agreement, and see all related invoices directly from the agreement form.

• Agreement Helpdesk MgmtOdoo 12, 18
  agreement_helpdesk_mgmt

  Link helpdesk tickets to agreements and see all tickets related to an agreement from a smart button on the agreement form.

• Agreement Helpdesk Mgmt FieldserviceOdoo 18
  agreement_helpdesk_mgmt_fieldservice

  When a helpdesk ticket linked to an agreement creates a Field Service order, the same agreement is automatically carried over to the new order.

• Agreement Helpdesk Mgmt SaleOdoo 18
  agreement_helpdesk_mgmt_sale

  Automatically fills in the Agreement on a Helpdesk ticket from its linked Sales Orders, but only when the ticket has no agreement yet and all linked orders share the same one.

• Agreement Helpdesk MgmtOdoo 18
  agreement_helpdesk_mgmt_serviceprofile

  Adds a Service Profile field to helpdesk tickets, letting users link a ticket to a service profile from the related agreement and group tickets by service profile in search.

• Agreements LegalOdoo 12, 13, 14, 15, 16, 17, 18
  agreement_legal

  Manage legal agreements, letters of intent and contracts in Odoo: build them from templates with sections, clauses, recitals and appendices, generate PDF documents, and track versions, signatures and review dates.

• Agreement Legal SaleOdoo 12, 14
  agreement_legal_sale

  When a sales order is confirmed, this module automatically creates a customer agreement from a chosen agreement template, copying the order lines and generating service profiles for service products.

• Agreement Legal Sale FieldserviceOdoo 12
  agreement_legal_sale_fieldservice

  When a sales order is confirmed, this module automatically fills in the Field Service location on the related agreement using the customer's service location, so users don't have to set it manually.

• Maintenance AgreementsOdoo 12, 13, 14, 16
  agreement_maintenance

  Link maintenance agreements to equipment and maintenance requests, so you can see which contract covers each machine and each repair job.

• Agreement - MRPOdoo 12, 14
  agreement_mrp

  Link manufacturing orders to an agreement and see how many MOs belong to each agreement from a smart button on the agreement form.

• Agreement - ProjectOdoo 12, 14, 17, 18, 19
  agreement_project

  Link projects and their tasks to an agreement, and see a Tasks counter button on the agreement form that opens the related tasks.

• Agreement RebateOdoo 13, 15, 16, 18, 19
  agreement_rebate

  Lets you define rebate conditions on agreements and automatically calculate, settle and invoice the rebates owed to customers or vendors based on their invoiced amounts.

• Agreement Rebate Partner Company GroupOdoo 13, 15, 16, 18, 19
  agreement_rebate_partner_company_group

  Extends rebate agreements so that when a rebate settlement is created, it can include all members of the agreement partner's company group, not just the partner itself.

• Agreement - RepairOdoo 12, 14, 17, 18
  agreement_repair

  Link repair orders to an agreement and see all related repair orders from the agreement form with a smart button.

• Agreement SaleOdoo 12, 13, 14, 16, 17, 18, 19
  agreement_sale

  Links sales orders to agreements and agreement types, and shows a Sale Orders counter button on the agreement form. Sales managers get full access to agreements and agreement types.

• Agreement Service ProfileOdoo 12, 13, 14, 15, 16, 18
  agreement_serviceprofile

  Adds a Service Profile object to agreements, letting you track the services delivered under a contract with their own stages, products and notes.

• Agreement Sign OcaOdoo 17, 18
  agreement_sign_oca

  Send any agreement for electronic signature directly from Odoo and automatically move it to a chosen stage once fully signed, attaching the signed PDF.

• Agreement - StockOdoo 12, 14
  agreement_stock

  Link stock transfers, moves and lots/serials to an agreement, and see counters and lists of the related stock documents directly from the agreement form.

• Agreement Tier ValidationOdoo 14
  agreement_tier_validation

  Adds an approval workflow to agreements: an agreement in draft must be reviewed and validated by the assigned reviewers before it can become active.

• Atachment CategoryOdoo 12, 13, 14, 17
  attachment_category

  Lets you organise documents (attachments) into hierarchical categories and filter or search attachments by those categories.

• Preview attachmentsOdoo 12, 13, 14, 15, 18
  attachment_preview

  Preview PDF and LibreOffice attachments directly inside Odoo without downloading them. A preview button appears on attachments and binary fields, opening a side panel or a new tab.

• Attachment Zipped DownloadOdoo 14, 15, 16, 17, 18, 19
  attachment_zipped_download

  Lets users select several attachments in Odoo and download them together as a single ZIP file. It also gives developers a reusable helper so any record can offer a 'download all attachments' action.

• Recurring - Contracts ManagementOdoo 12, 13, 14, 15, 16, 17, 18, 19
  contract

  Create customer and supplier contracts with recurring lines that automatically generate draft invoices on a schedule, and let customers view their contracts in the portal.

• Contract Analytic TagOdoo 16, 17, 18, 19
  contract_analytic_tag

  Lets you add analytical tags on contract lines so the invoices generated from those contracts automatically carry the same tags.

• Contract Delivery ZoneOdoo 14, 19
  contract_delivery_zone

  Shows the delivery zone of a customer directly on contracts, so you can see and filter contracts by delivery zone without opening the customer record.

• Contract Digitized SignatureOdoo 12
  contract_digitized_signature

  Adds a customer signature field to contracts, letting you capture a handwritten signature on screen and print it on the contract PDF report.

• Contract ForecastOdoo 12, 16, 18
  contract_forecast

  Adds a forecast of future contract invoices, showing expected amounts and invoice dates per contract line, and lets you view them in a pivot, graph or list report.

• Contract Forecast Variable QuantityOdoo 18
  contract_forecast_variable_quantity

  This module makes contract forecasts refresh automatically when you change how a contract line calculates its quantity, so the forecast stays in line with the new quantity rule.

• Contract Invoice Auto ValidateOdoo 12, 17, 18, 19
  contract_invoice_auto_validate

  Automatically validates (posts) invoices generated from contracts when the company option is enabled. A new setting in the Contract configuration lets you turn this behaviour on or off.

• Contract Manually InvoiceOdoo 18
  contract_invoice_manually

  Adds a "Manually Invoiced" option on contracts so they are skipped by automatic invoice generation and can instead be invoiced on demand from Accounting. A company setting turns the feature on or off.

• Contract Invoice Start End DatesOdoo 12, 14, 16, 17, 18, 19
  contract_invoice_start_end_dates

  When a contract generates an invoice, this module automatically fills the start and end dates on the invoice line for products that require dates, using the contract's billing period.

• Contract Layout Category Hide DetailOdoo 12, 13, 18
  contract_layout_category_hide_detail

  Lets you hide the detail lines, subtotals and line amounts of sections on contracts, their printed reports, the customer portal and the invoices generated from them.

• Contract Line DeferOdoo 18
  contract_line_defer

  Lets you mark contract lines as deferred so they are not invoiced while their start date is unknown, then activate them later with a start and end date. A company setting can defer new contract lines automatically.

• Contract Line Defer SuccessorOdoo 18
  contract_line_defer_successor

  When a contract line is deferred, this module blocks the successor, stop and cancel actions on it and greys it out in the contract lines list, so users cannot act on a line that has been postponed.

• Contract Line SuccessorOdoo 18, 19
  contract_line_successor

  Manage the full life of contract lines: stop, suspend, plan a successor, cancel, un-cancel and renew them, with automatic renewal and clear lifecycle states.

• Contract MandateOdoo 12, 13, 14, 16, 17, 18
  contract_mandate

  Lets you attach a direct debit mandate to a contract so that invoices created from that contract automatically carry the mandate. The mandate field only appears when the contract's payment method requires a mandate.

• Contract - Auto PaymentOdoo 16
  contract_payment_auto

  Lets you turn on automatic payment for contracts, so invoices created from them are posted, emailed and charged to a saved payment token without manual work.

• Contract Payment ModeOdoo 12, 13, 14, 15, 16, 17, 18, 19
  contract_payment_mode

  Adds a Payment Mode field to contracts so that invoices generated from a contract automatically carry the same payment mode as the contract.

• Contract Price RevisionOdoo 12, 13, 15, 17, 18
  contract_price_revision

  Lets you revise contract line prices by applying a percentage change or a fixed new price, creating a new line and closing the old one the day before the new start date.

• Contract Queue JobOdoo 12, 14, 16, 17, 18
  contract_queue_job

  When enabled, contract invoicing and contract line renewals are split into background jobs instead of being processed all at once, and a new button lets you enqueue invoice creation from the manual invoice wizard.

• Contract Refund On StopOdoo 18, 19
  contract_refund_on_stop

  Lets users stop a contract line even after it has already been invoiced: when the stop date falls before the last invoiced date, a refund invoice is created automatically for the unused period and the line's last invoiced date is moved back to the stop date.

• Contract from SaleOdoo 12, 13, 14, 15, 16, 17, 18, 19
  contract_sale

  Gives salespeople access to recurring contracts directly from the Sales app, without needing accounting permissions. Sales users see their own contracts, while sales managers see all contracts.

• Contracts Management - Recurring SalesOdoo 12, 14, 15, 16, 17, 18
  contract_sale_generation

  Lets contracts generate sales orders instead of invoices on their recurring schedule, with an option to confirm those orders automatically. Users can also see how many sales orders a contract has produced and open them from the contract form.

• Contract Invoicing of Pending Sales OrdersOdoo 12, 15, 17, 18
  contract_sale_invoicing

  Lets you add pending sales orders to a recurring contract invoice when they share the same analytic account, either merged into the contract invoice or as separate invoices.

• Contract Sale Invoicing PricelistOdoo 16
  contract_sale_invoicing_pricelist

  When recurring invoices are generated from a contract, the invoice automatically uses the contract's pricelist and currency instead of the customer's default pricelist.

• Contract Sale MandateOdoo 12, 18
  contract_sale_mandate

  When a sale order with a banking mandate is turned into a contract, the mandate is automatically carried over to the contract.

• Contract Sale Payment ModeOdoo 12, 18
  contract_sale_payment_mode

  Lets you choose a different payment mode for contracts generated from sale orders than the one used for invoices, controlled by a company-level setting.

• Contract Sale TagOdoo 14
  contract_sale_tag

  Adds a "Contract tags" field to sale orders and automatically copies the tags from the contract when a sale order is generated from it.

• Contract Sale Transmit MethodOdoo 18
  contract_sale_transmit_method

  When a contract is created from a sale order, the transmit method chosen on the sale order (email, post, portal, etc.) is automatically copied to the contract.

• Contract Service DatesOdoo 18
  contract_service_dates

  Adds Service Start Date and Service End Date fields to contract lines, so you can record the real service period separately from the billing dates. The service dates follow the contract line dates automatically unless you change them by hand.

• Contract SplitOdoo 14
  contract_split

  Adds a Split button on contracts so you can move or divide contract lines into a brand-new contract, keeping a link back to the original contract and line.

• Contract TerminationOdoo 18, 19
  contract_termination

  Lets authorized users terminate a contract with a reason, comment and date, and reactivate it later. Terminated contracts show a warning and become read-only, and their lines can no longer be renewed or modified.

• Contract Transmit MethodOdoo 12, 18
  contract_transmit_method

  Lets you choose how each contract should be sent (email, post, portal, etc.) and automatically copies that choice onto the invoices generated from the contract.

• Contract Last Date UpdateOdoo 14, 16, 17, 18, 19
  contract_update_last_date_invoiced

  Lets authorized users manually correct the last invoiced date and the next invoice date on a contract line, for example after invoices were deleted. A refresh button on the contract line opens a small pop-up to set both dates.

• Contract Variable Qty ProratedOdoo 12, 14, 18, 19
  contract_variable_qty_prorated

  Adds a "Prorated Quantity" formula for contract lines, so invoices can bill a quantity proportional to the days actually covered in the invoicing period.

• Contract Variable Qty Sale Order LineOdoo 12
  contract_variable_qty_sale_order_line

  Adds a new formula option for contract quantity calculation that uses the linked sale order line quantity. This lets users invoice based on the ordered quantity from a sale order.

• Contract Variable Qty TimesheetOdoo 12, 13, 15, 16, 17, 18
  contract_variable_qty_timesheet

  Adds three new quantity formulas to recurring contracts so that invoice lines can be automatically filled with hours logged in Timesheets (analytic lines) for the matching period.

• Variable quantity in contract recurrent invoicingOdoo 12, 13, 14, 15, 16, 17, 18, 19
  contract_variable_quantity

  Lets you set contract lines to invoice a quantity calculated by a formula instead of a fixed number, and optionally skip lines whose computed quantity is zero.