Advanced Sales & Equipment Contract Template Management for Odoo
by Probuse Consulting Service Pvt. Ltd. http://www.probuse.com$ 813.07
Advanced Sales & Equipment Contract Template Management for Odoo
Smart Contract Templates with Equipment, Rental, Sale & Legal Terms Automation
Create Intelligent Reusable Templates to Auto-Populate Contracts with Complete Business Logic
This module enhances the Odoo Contracts Management system by introducing powerful and reusable
Contract Templates with advanced automation capabilities.
It enables businesses to define complete contract structures including equipment, rental/sale categories,
legal clauses, accessories, pricing, and security deposits.
When a template is selected, the system automatically applies all relevant data including
equipment details, legal terms, accessories, and financial values, ensuring faster, error-free,
and standardized contract creation.
Main Features
-
Smart Contract Template Configuration
Create and manage reusable contract templates with full control over contract structure, categories, and business logic. -
Contract Category Support
Define contract types such as:- Normal Contract
- Equipment Rental
- Equipment Sale
-
Equipment Integration
Link maintenance equipment directly to templates with smart domain logic (only available or expired equipment). -
Legal Terms & Conditions Management
Define detailed contract clauses using rich text fields:- Liability & Indemnity Clauses
- Insurance Requirements
- Maintenance & Repair Terms
- Termination & Default Conditions
-
Accessories Management
Add multiple accessories with product, quantity, UOM, and notes. These are automatically copied into the contract. -
Security Deposit Handling
Define security deposit amounts with currency support along with detailed notes. -
Automatic Data Population
Selecting a template automatically fills:- Contract Category
- Equipment Details
- Legal Terms
- Accessories
- Security Deposit
- Plan & Pricing
-
Dynamic Logic Based on Contract Type
Equipment-related fields are applied only for Rental/Sale contracts and reset for Normal contracts automatically. -
Multi-Company Support
Use templates per company or share across multiple companies.
Application Menu Structure Overview:
- Maintenance
- Configuration
- Contracts
- Contract Templates
Edition Compatibility:
Enterprise Odoo.sh Community
Contract Templates Configuration Menu Access
Contract Templates Management (List View)
Enhanced Contract Template Form with Category & Equipment Integration
Contract Template Form View with Contract Details Tab
Contract Template Form View with Accessories Tab
Contract Template Form View with Accessories Tab
Contract Template Form View with Liability & Indemnity Tab
Contract Template Form View with Insurance Requirements Tab
Contract Template Form View with Maintenance Terms Tab
Contract Template Form View with Termination Conditions Tab
Contracts Form view with Template field
Based on Template Contract Details, Contract Category and Equipment automatically populated
Based on Template Plan Details automatically populated
Based on Template Accessories automatically populated and make, model and serial number comes from the equipment
Based on Template Liability & Indemnity Clauses automatically populated
Based on Template Insurance Requirements automatically populated
Based on Template Maintenance & Repair Responsibilities automatically populated
Based on Template Termination & Default Conditions automatically populated
Based on Template Security Deposit automatically populated
Contact / Support
Introducing
Probuse Consulting Services Pvt. Ltd.
If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse
Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.
Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.
Our Services
Odoo Implementation
Odoo Support
Odoo Customization
Odoo Migration
Odoo Training
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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