Advanced Customer Contracts Management is a comprehensive contract lifecycle solution designed specifically for Odoo 18. It enables organizations to manage service agreements, maintenance contracts, subscription contracts, support contracts, and retainer agreements with automation, precision, and full integration into Odoo Sales and Accounting.

This module transforms Odoo into a powerful Contract Management System (CMS) by automating stage transitions, expiry notifications, invoice generation, and renewals — while maintaining strict security controls and multi-company compatibility.

Default contract workflow:

Draft → Confirmed → Active → Expired Soon → Expired

Additional available stages: Cancelled, Other

Expired Soon Logic: When an Active contract approaches its end date within the configured reminder window (default: 30 days), it automatically moves to Expired Soon.

Expired Logic: When the end date passes, the contract automatically moves to Expired. All updates are handled via scheduled cron automation.

A daily automated scheduler keeps your team and customers informed without any manual effort:

• Detects contracts in Expired Soon stage
• Sends notification emails to customers
• Sends internal alerts to selected Reminder Users
• Uses predefined email templates
• Ensures timely renewal planning

From Active contracts, users can:

• Create customer invoices instantly
• Transfer contract line items automatically
• Apply tax computation
• Track invoice status within Odoo Accounting

Seamless integration between Contract Management and Odoo's Accounting module.

The Renewal Wizard:

• Creates a new contract
• Links it to the original contract as Parent
• Maintains complete historical traceability
• Supports renewal from Active, Expired Soon, or Expired stages

The generated PDF includes:

• Contract Reference
• Customer Information
• Contract Period
• Stage, Plan, and Type
• Contract Line Items
• Tax Breakdown
• Total Amount
• Plan Details
• Signature Blocks

Ideal for formal documentation and customer approval workflows.

• Company-specific records
• Secure record rules
• Compatible with Odoo multi-company architecture
• Configuration can be shared or isolated per company

A dedicated "Is Contract" checkbox is added to the Product form (available on Service-type products).

Only products marked as contract products appear in contract lines — ensuring structured, service-based contract management with a clean separation between regular products and contract-specific services.