| Availability |
Odoo Online
Odoo.sh
On Premise
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| Odoo Apps Dependencies |
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Discuss (mail)
• Website (website) |
| Community Apps Dependencies | Show |
| Lines of code | 3344 |
| Technical Name |
oe_contract_portal_hub |
| License | OPL-1 |
| Website | https://odooengineering.com |
| Versions | 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0 |
Contract Portal Hub
Give every customer a polished, self-service view of their agreements while AI monitors renewals, expirations, and upsell opportunities in real time.
Before & After Contract Portal Hub
Before
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After
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What's Included
Core Features
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Additional Components
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Global Language Support (20+)
Available in 20+ languages: es_ES, fr_FR, it_IT, pt_BR, nl_NL, da_DK, de_DE, pl_PL, ar_001, zh_CN, ru_RU, ja_JP, tr_TR, id_ID, th_TH, vi_VN, ko_KR, pt_PT, sv_SE, cs_CZ.
How to Use This Module
Step-by-Step Instructions to Get Started
Installation & Setup
- Install the module: Go to Apps -> Search for "oe_contract_portal_hub" -> Click Install
- Configure permissions: Navigate to Settings -> Users & Companies -> Assign the "Portal" group to invited contacts
- Initial configuration: Review Contract settings and enable portal notes or AI analysis defaults as needed
Basic Usage
- Creating records: Create or update contracts from Sales -> Contracts to publish new agreements to the portal
- Managing data: Use the portal note field to share renewal guidance and escalation contacts with customers
- Using key features: Click âAI Analysisâ on the contract form to generate insights and publish them to the portal
- Generating reports: Utilize list view exports or downstream BI tools with the included AI renewal ranking data
Tips & Best Practices
- Schedule a weekly AI summary job to keep renewal scores fresh
- Use quick filter links on the portal to coach customers on upcoming renewals
- Include account manager contact info in portal notes for rapid escalation
- Pair with OE Invoice Portal to provide a unified customer workspace
Important Notes
Portal users must belong to the correct commercial entity to access contracts. When migrating historical contracts, ensure recurring lines are configured so totals and renewals appear accurately.
Frequently Asked Questions
Q: Which Odoo versions does oe_contract_portal_hub support?
A: The module is optimized for Odoo 12 Community and Enterprise. We maintain compatibility with standard portal, contract, and oe_ai_job_base frameworks for seamless installation.
Q: Do customers need a separate login to access their contracts?
A: Portal users access contracts using standard Odoo portal invitations. Once invited, they view only the contracts linked to their commercial entity, including chatter and portal notes.
Q: How does the AI renewal ranking integrate with other systems?
A: The ai.job extension returns structured renewal data you can consume via controllers, scheduled actions, or custom dashboards. Use it to trigger alerts, build BI tiles, or feed account management playbooks.
Launch Demo Instance
Explore Contract Portal Hub in a live environment
Try It NowProudly American-Owned & Operated
Built for American Businesses First
At Odoo Engineering, we understand the unique needs of American businesses. Our modules are designed with clear, English-first terminology and workflows that align with US business practices, while maintaining universal accessibility for companies worldwide.
Why Choose Odoo Engineering
| Professional Excellence Enterprise-grade modules built to the highest standards | 90-Day Warranty Full support and bug fixes guaranteed | Clear Documentation English-first terminology that everyone understands |
| US Business Hours Support when American businesses need it most | Clean Code Well-documented, easily extensible modules | Expert Team Dedicated professionals focused on your success |
Quality Odoo modules that are easily extended at reasonable prices â that's the Odoo Engineering promise.
Complete AI Business Intelligence Suite
Powered by our open-sourced oe_ai_job_base framework - Build or Buy AI Extensions
This module is part of our AI Business Intelligence ecosystem. Purchase individual modules or contact us for custom AI solutions built on this proven framework.
Data CleanerAuto-fixes addresses, names, phones with smart AI rules |
Message AnalysisSentiment, urgency, and topic extraction for partners |
Advanced SearchNatural language queries across your database |
QuickBooks BridgeAI-guided sync with QuickBooks Online |
Want something custom? We build AI integrations tailored to your business.
Support & Services
Get HelpNeed assistance? Our support team is here to help with installation, configuration, and troubleshooting. Contact Support |
Custom DevelopmentLooking for custom features or integrations? We offer professional Odoo development services. Request Quote |
Ready to Get Started?
Install Contract Portal Hub today and experience the difference quality makes.
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Professional Odoo modules built with excellence in the USA.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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