Legal Agreements

This module builds on the Agreements app to create full legal documents from sections, clauses, recitals and appendices. Each agreement moves through stages from New to Active, Expired or Terminated, can be created from templates by a wizard and printed as a PDF. It uses the agreement types and subtypes and can auto-remind reviewers. It is used by legal teams, sales and procurement. The benefit is standard, versioned contracts with a clear approval path.

1. 1

   Configure types, subtypes and stages

   The configuration menus hold agreement types, subtypes and stages. Default stages are New, Draft, Reviewed, Negotiation, Out for Customer Signature, Waiting Internal Signature, Active, Expired, Terminated and Cancelled. Stages can be folded and set read-only.

   • Ten default stages
   • Fold and read-only options
   • Types and subtypes
2. 2

   Write the clauses and sections

   Users create reusable sections and clauses with title, sequence and rich content. Content can include dynamic fields chosen from a model and a default value. The title shows in the PDF while the name is internal.

   • Sections with clauses
   • Dynamic fields and defaults
   • Title shown in PDF
3. 3

   Add recitals and appendices

   Recitals and appendices are recorded on the agreement with sequence, title and content. They print in the agreement document in their order. Appendices carry technical or commercial attachments.

   • Recitals in order
   • Appendices with content
   • Printed in the document
4. 4

   Create an agreement from a template

   The Create Agreement wizard asks for a title and builds a new agreement from a chosen template, copying sections and clauses. The new agreement gets a code from a sequence. It starts in the New stage.

   • Wizard with title
   • Copies sections and clauses
   • Code from sequence
5. 5

   Move through review and signature

   The agreement form shows a stage bar and tracks Reviewed By and Approved By. The user drags the agreement through Draft, Reviewed, Negotiation and signature stages. Lines and readonly rules follow the stage.

   • Stage bar
   • Reviewed By and Approved By
   • Read-only by stage
6. 6

   Reminders and expiry

   A scheduled action checks review dates and creates activities for the reviewer set on the type, with the note that the agreement is going to end soon. Expired agreements are identified by end date. This avoids missed renewals.

   • Cron creates reviewer activities
   • Reviewer set on type
   • Avoids missed renewals
7. 7

   Print the agreement

   A QWeb report prints the full agreement with recitals, sections, clauses and appendices. Users print it for signature. Groups for user, manager and read-only control who can edit.

   • PDF agreement document
   • Recitals to appendices
   • Groups: user, manager, read-only

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