Correct terms and conditions, automatically on every quotation and invoice
Sales Terms & Conditions Manager resolves the right approved wording for every customer, product, and region, then prints it on the quotation and invoice PDF — with version history and manager approval built in.
The problem
Sales reps copy-paste boilerplate terms by hand or rely on one company-wide default that cannot vary by customer, product, or region. A missing, outdated, or inconsistent clause weakens your legal position, creates billing disputes, and makes every quotation look different.
The solution
The correct approved template is resolved automatically — by rule, product, category, customer, or sales team — and placed on the order note and invoice narration so it prints on the PDF your customer receives, with no manual selection required.
Everything a sales team needs to get terms right
Every capability below is implemented in the module.
Reusable Template Library
Create, edit, duplicate, and organize named Terms & Conditions templates with categories, colored tags, and search, so the right wording is always easy to find.
Automatic Resolution Engine
The correct approved template is selected by priority — auto-apply rule, product, product category, customer, sales team, then company default — so reps are never left guessing.
Conditional Auto-Apply Rules
Build reusable, named conditions on customer tag, country, product category, order value, or sales team, then combine them into rules that auto-apply the right terms with no manual step.
Draft, Approve, Version
Every template moves through a draft, pending, and approved workflow. Approving snapshots a version, records who approved it and when, and keeps a full audit trail in the chatter.
Prints on Quotations and Invoices
Resolved terms land directly in the standard order note and invoice narration, so they appear on the native sale order and invoice PDF with zero extra report configuration.
Per-Customer, Per-Product, Per-Team Defaults
Set default terms on a customer, a product, a product category, or a sales team, and let precedence resolve conflicts automatically when more than one source applies.
Preview Before It Ships
Preview the fully rendered terms for any template, or for the terms currently resolved on an order, before it ever reaches a customer.
Bulk Assignment
Assign or update a template across many products, categories, or orders in a single action, so setting up a large catalog never means editing records one at a time.
Usage Analytics
See how often each template is actually used across orders and invoices, so you can retire dead terms and standardize on what works.
How it works
Draft the template
Write the terms once in the rich-text editor and organize it with a category and tags.
Submit and approve
Submit for approval; a Terms Manager reviews and approves it, creating a version snapshot.
Set the defaults
Assign the approved template to a customer, product, category, sales team, or build an auto-apply rule.
It just appears
The correct terms resolve automatically on the quotation and invoice, ready to preview and print.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
Yes. Resolved terms are written into the native order note and invoice narration fields, so they print on the standard sale order and invoice PDF automatically, with no custom report required.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Sales Terms & Conditions Manager
A reusable template library with an automatic resolution engine and conditional rules that puts the right per-customer, per-product or per-team clauses on every quotation and invoice — drafted, approved and versioned.
Buy on Odoo App Store