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Agreement Legal Sale

agreement_legal_sale folder_open OCA/contract open_in_new
Agreement License: AGPL-3

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.

auto_awesome What this module does

AI-generated from the code · Odoo 14.0

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.

This module links sales orders to legal agreements. On a sales order you can pick an Agreement Template (only records marked as templates are selectable). When the order is confirmed, Odoo copies that template into a real agreement named after the sales order, linked to the customer and to the order itself.

  • Each non-section sales order line is copied into the agreement as an agreement line, keeping the product, description, quantity and unit of measure, and linked back to the original sales order line.
  • If a line's product is a service profile, one agreement service profile record is created per unit ordered (for example, quantity 3 creates three profiles).
  • The sales order's analytic account is passed to the new agreement, and when the order is confirmed the analytic account is also filled in on the agreement if it was empty.

On the agreement form a new Sales page shows the related sales order (read-only) and the analytic account. On the sales order form the agreement field becomes read-only and hidden when empty, and the Agreement Template field is added next to the customer. The module works together with the Agreement, Sales and Service Profile apps and touches the agreement, agreement.line, sale.order and agreement.serviceprofile records.

Depends on

agreement_legalagreement_saleagreement_serviceprofile

Required by other modules

agreement_legal_sale_fieldserviceconnector_equipment_import_cdr

Menus it adds

agreement.agreement_menu
Models and fields (3)
  • agreement · extends an existing modelsale_id (Sales Order), analytic_account_id
  • sale.order · extends an existing modelagreement_template_id (Agreement Template)
  • agreement.line · extends an existing modelsale_line_id (Sales Order Line)

Text generated by AI (DeepSeek) from reading the Odoo 14.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 2 confirmed, 7 with no information of 9 versions.

terminal Installation and usage

OCA documentation · Odoo 14.0

Configuration

Source · Odoo 14.0

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

Source · Odoo 14.0

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 service products (with is_serviceprofile = True) on the SO 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

No verified information in OCA: Installation.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.