Sale Orders Terms and conditions Templates

sale_order_note_template folder_open OCA/sale-workflow open_in_new

Sales/Sales License: AGPL-3

This module add sale terms and conditions templates and change existing terms and conditions (sale_order.note) field type from Text to Html.

Users will be able to select terms and conditions template to fulfill terms and conditions likes in mail composer users can configure their template using jinja2.

How this module differ from sale_comment_template?

base_comment_template is for managing comments not terms, it would probably see as mess for users to mixed terms and comments.
sale_comment_template depends on account_comment_template comments are forwards to generated invoices, here we don't really display sales terms on final invoices
base_comment_template at the time writing do not support template engine

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

Lets you save reusable Terms and Conditions templates and drop them into a sale order with one click. The terms field on the sale order is now rich text instead of plain text.

This module adds a library of reusable Terms and Conditions templates that you can pick from directly on a sale order, so you no longer have to retype the same legal text on every quotation.

Where it appears in Odoo: - A new menu "Terms and conditions Templates" under Sales > Configuration, where you create, edit and archive templates. - On the sale order form, a new "Terms and Conditions" group with a template selector, placed just above the existing terms field.

What it does: - Each template has a name and a rich-text body, and can be translated into several languages. - Choosing a template on a sale order automatically fills the order's terms and conditions text with the template content. - The template body can include dynamic placeholders (Jinja/QWeb style), so values from the sale order and its customer can be inserted automatically; the customer's language is used to pick the right translation. - The template selector can only be changed while the order is still in draft; once the quotation is confirmed it becomes read-only. - Templates can be archived instead of deleted, and only Sales Managers can create, change or delete them; other users can only read them.

The module changes the sale order's terms field from plain text to rich text (HTML), and adds a new template model behind the scenes.

Depends on

sale_management

Menus it adds

Terms and conditions Templates

Models and fields (2)

sale.order · extends an existing modelnote, terms_template_id (Terms and conditions template)
sale.terms_template · new modelname, text (Terms template), active

Text generated by AI (DeepSeek) from reading the Odoo 19.0 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: 4 confirmed, 5 with no information of 9 versions.

Sources · Odoo 14.0

Confirmed on 2026-11-03 in branch 14.0 of OCA/sale-workflow.

terminal Installation and usage

No verified information

Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.

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.