Will the terms appear on printed PDF reports automatically?

Yes. Once configured, your terms and conditions are automatically included in generated PDF documents for sales orders, purchase orders, invoices, and bills without manual template editing.

Zehntech Odoo App

Unified Terms & Conditions for Odoo

Centralize, Standardize & Apply Legal Terms Across Every Transaction. Manage all your terms and conditions from one place — configure once and automatically apply them across sales orders, purchase orders, invoices, bills, and contact records. No more manual copy-paste, no more inconsistent documents.

Compatible with Odoo 16, 17 & 18

Community & Enterprise Supported

Automatic Application Across All Modules

Partner-Specific Terms with Priority Logic

No Coding or Developer Assistance Required

Price $9.96

Version V18, 17, 16

Try Live Demo Buy on Odoo Store Book Technical Walkthrough

Unified Terms and Conditions for Odoo — centralized legal document management

What Is the Unified Terms & Conditions Module?

The Unified Terms & Conditions module is an Odoo app that provides a centralized platform for managing terms and conditions across your entire transactional workflow. Instead of maintaining separate terms in different modules or manually entering them on each document, this app lets you define terms once and apply them uniformly across sales orders, purchase orders, invoices, bills, and contact records. It supports partner-specific terms that take priority when transaction-specific terms are not defined, ensuring your customers always see the most relevant contractual language — automatically.

Sales orders and customer quotations

Purchase orders and vendor agreements

Customer invoices and vendor bills

Partner-specific contractual terms

Automatic PDF report embedding

Talk to our expert

How Unified Terms & Conditions Solves Legal Document Challenges

Problem

Zehntech Solution

Manual entry on every document

Automatic application across all workflows

Inconsistency across departments

Single centralized source of truth

No centralized management

One configuration interface for all terms

Missing terms on printed reports

Automatic PDF embedding in all documents

No partner-level customization

Partner-specific terms with built-in priority logic

Updating terms requires touching multiple modules

Change once — applies everywhere instantly

Developer assistance often needed

User-friendly wizard, zero coding required

No approval workflow for terms changes

Configurable review stages before terms go live

Key Features of Unified Terms & Conditions

Centralized Terms Management

Define and manage all your terms and conditions from a single, unified interface. No more scattered configurations across multiple modules.

Why it matters: Saves administrative time and ensures every team works from the same source of truth, eliminating version conflicts and outdated language.

Seamless Multi-Module Integration

Terms are automatically applied across Sales Orders, Purchase Orders, Customer Invoices, Vendor Bills, and Contact records without additional configuration per module.

Why it matters: Guarantees consistent legal coverage on every outgoing document regardless of which department generates it.

Partner-Specific Terms Priority

Assign custom terms to specific customers or vendors. The system intelligently prioritizes partner-specific terms over default terms when transaction-specific ones are not defined.

Why it matters: Enables you to honor negotiated agreements with key partners while maintaining standard terms for everyone else — automatically.

Automatic Report Inclusion

Selected terms and conditions are automatically embedded into generated PDF reports, ensuring every printed or emailed document contains proper legal language.

Why it matters: Reduces compliance risk by guaranteeing that no document leaves your system without the appropriate contractual terms attached.

User-Friendly Configuration Interface

A streamlined setup wizard provides quick and efficient configuration — no developer assistance or technical knowledge required.

Why it matters: Enables business users to manage terms independently, reducing dependency on IT teams and accelerating deployment.

Customizable Workflow Support

Create approval processes and review stages for contractual agreements before they are applied to transactions.

Why it matters: Adds a governance layer ensuring that legal or management review occurs before new or modified terms go live across your organization.

Who Benefits from Unified Terms & Conditions?

Role

Primary Use Case

Key Outcome

Sales Manager

Apply consistent sales terms across all quotations and orders

Every customer receives the same professional, legally compliant documentation

Procurement Officer

Standardize purchase terms across all vendor agreements

Reduces negotiation ambiguity and protects company interests uniformly

Finance Controller

Ensure invoices and bills carry appropriate payment terms

Minimizes disputes over payment conditions and late-payment exposure

Legal / Compliance Team

Manage and update contractual language from one location

Faster compliance updates with guaranteed organization-wide rollout

Operations Manager

Maintain partner-specific agreements for key accounts

Honors custom contracts without manual intervention on each transaction

Business Owner / CEO

Ensure brand consistency and legal protection across all documents

Peace of mind that every outgoing document protects the business properly

⚠ Not the right fit for: Businesses that use only one Odoo module, have no need for partner-specific terms, and already manage terms through manual document templates without compliance concerns.

Versions & Documentation

Choose your Odoo version and explore interactive documentation

Documentation coming soon for this version.

Try Live Preview Buy on Odoo Store

Unified Terms & Conditions vs. Manual Terms Management

Capability

With This Module

Without This Module

Terms Configuration

✔ Single centralized interface

Scattered across multiple modules

Application to Documents

✔ Automatic across all workflows

Manual copy-paste per transaction

Partner-Specific Terms

✔ Built-in with priority logic

Not supported natively

Report Inclusion

✔ Automatic PDF embedding

Requires manual template editing

Update Propagation

✔ Change once, applies everywhere

Must update each module separately

Setup Complexity

✔ User-friendly wizard, no coding

Developer assistance often needed

Compliance Assurance

✔ System-enforced consistency

Depends on individual diligence

Workflow Approval

✔ Configurable review stages

Not available

How to Set Up Unified Terms & Conditions

No development environment. No custom code. No consultant required for standard setup.

Install the Module

Purchase and download from the Odoo App Store. Upload to your Odoo addons directory, navigate to Apps, update the app list, and install "Unified Terms & Conditions."

Configure Your Default Terms

Navigate to the module's configuration settings. Define your default terms that will apply to all transactions across sales orders, purchase orders, invoices, and bills.

Set Up Partner-Specific Terms

For customers or vendors requiring custom contractual language, open their contact record and assign specific terms. These will automatically override defaults for all transactions with that partner.

Verify & Go Live

Create a test sales order or invoice to confirm terms appear correctly. Check the generated PDF to verify terms are included. Your team is now ready to transact with confidence.

Technical Details & Compatibility

Requirement

Odoo Versions

Editions

Hosting

Technical Name

Dependencies

Lines of Code

Custom Dev Required

License

Developer

Support Period

Support Hours

Contact

Details

16.0 · 17.0 · 18.0

Community · Enterprise

Odoo Online · Odoo.sh · On-Premise

zt_unified_terms_conditions

Contacts, Purchase, sale_management, account, mail

406

OPL-1

Zehntech Technologies Inc.

90 days included

Mon–Fri, 10:30 AM–7:30 PM IST

odoo-support@zehntech.com

Unified Terms and Conditions — FAQ illustration

Frequently Asked Questions

Yes. The module supports partner-specific terms that can be assigned directly to individual contact records. When a transaction is created for a partner with custom terms, those terms take priority over the defaults — letting you honor negotiated agreements without any manual intervention.

Yes. Unified Terms & Conditions is fully compatible with both Odoo Community and Enterprise editions. It also works across all hosting types: Odoo Online, Odoo.sh, and On-Premise installations. No additional configuration is needed based on your edition or hosting choice.

Yes. Once configured, your terms and conditions are automatically included in generated PDF documents — sales orders, purchase orders, invoices, and bills. No manual template editing is required.

Updated terms apply to newly created documents going forward. Existing confirmed or sent documents retain the terms that were in place at the time of creation. This protects your legal standing on previously issued documents while ensuring future ones reflect current language.

No. The module features a user-friendly configuration interface designed for business users. Setup can be completed in minutes without writing any code or modifying templates. The 90-day support period from Zehntech is available if you need any assistance during implementation.