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Solution · Customer
Contracts connected to what you bill and buy
A contract that sits in a shared drive does nothing. Renewals are missed, agreed prices are not applied, and nobody knows which version was signed.
Overview
Why this area matters
In an ERP, the contract drives behaviour: recurring invoices, negotiated purchase prices, service levels on support tickets and alerts before renewal, with the signed document attached to the account.
01Typical problems
Signs the current setup has run out of road
01
Missed renewals
Contracts auto-renew or lapse without anyone deciding.
02
Prices not applied
Agreed rates live in PDFs, not in the system.
03
Version confusion
Unclear which document was actually signed.
04
Unbilled services
Contracted fees not invoiced on time.
02Capabilities
What a well-built setup includes
01
Templates
Standard contract templates with clauses and variables.
02
E-signature
Send, sign and store contracts electronically.
03
Renewal alerts
Reminders before notice periods and expiry dates.
04
Recurring billing
Contract fees invoiced on schedule.
05
Price agreements
Customer and supplier prices applied automatically.
06
SLAs
Service levels applied to support tickets for the account.
03Workflow
How the process runs end to end
- 01
Draft
Contract generated from a template and quote.
- 02
Approve
Internal approval for non-standard terms.
- 03
Sign
E-signature and storage on the account.
- 04
Execute
Billing, prices and SLAs applied automatically.
- 05
Renew
Alerts, renewal quote or termination.
04 — Technical notes
Design decisions worth getting right
Contract terms that drive billing or pricing must be stored as structured data, not only as a PDF, so the system can act on them.
Access to contracts should follow the account's access rights, with tighter restrictions on confidential terms.
Where it applies
Industries, integrations and services
Integrations
Odoo applications
Insights
Related reading
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FAQ
Frequently asked questions
Can we keep using DocuSign?
Yes, through an integration, or use the ERP's own e-signature where available.
Can supplier contracts set purchase prices?
Yes. Agreed prices and validity dates are applied to purchase orders automatically.
Can we be alerted before notice periods?
Yes. Renewal and notice dates trigger activities for the account owner.
Next step
Contracts only living in PDFs?
We will show how contracts can drive billing, prices and renewals.