Product-Level Disclaimers in Odoo

Steersman’s new “Product-Level Disclaimers” feature gives you precise control over when legal or regulatory language appears on customer-facing documents — only showing it when relevant products are on a quote, order, or invoice. Standard Odoo applies “Terms & Conditions” globally at the company level. That means any legal language set there will appear on every quote, sales order, and invoice — even when it doesn’t apply.

That creates problems like:

• Long, unnecessary legal text cluttering customer docs
• Manual work to insert special language when needed
• Risk of non-compliance when required text is missed

What Product-Level Disclaimers do

With Product-Level Disclaimers, you can

• Define reusable disclaimer text blocks
• Assign them to one or more products via “product selections”
• Automatically include them only when those products are sold

How it works

This feature adds a new configuration area to the PIM module:

PIM → Configuration → Product Disclaimers

Each Product Disclaimer record includes:

• Name — a short label for internal identification
• Disclaimer Message — the disclaimer text (HTML supported) shown on documents
• Product Selections — assigns one or more product selection sets; all products inside those selections trigger this disclaimer
• Sequence — controls the display order when multiple disclaimers apply
• Company (optional) — limits the disclaimer to a specific company
• Active — toggle the disclaimer on or off

Permissions are simple—anyone with product-editing rights can manage disclaimers.

How disclaimers behave

1. Single product, single disclaimer If an order contains products linked to one disclaimer, that disclaimer appears once on the document.

2. Multiple products, same disclaimer Even if multiple products trigger the same disclaimer, it appears only once.

3. Multiple products, multiple disclaimers Each applicable disclaimer appears in the document in sequence.

4. No matching products Only the global Terms & Conditions are displayed.

Where disclaimers appear

Product-Level Disclaimers are shown whenever Terms & Conditions are shown, including:

• Quote PDFs
• Sales Order PDFs
• Invoice PDFs
• Customer Portal views

They are displayed after, not inside, your existing default terms & conditions.

Multi-company behavior

Disclaimers respect company boundaries. A disclaimer assigned to a specific company will only appear on documents generated by that company — even in shared databases.

Why it matters

This feature helps you:

• Keep customer documents clean and professional
• Automatically enforce legal language only where needed
• Reduce manual compliance work
• Centralize disclaimer text for reuse